Michael Kon, CFA

Director of Research & Portfolio Manager at Summitry
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Contact Information
us****@****om
(386) 825-5501
Location
Burlingame, California, United States, US
Languages
  • English Full professional proficiency
  • Hebrew Native or bilingual proficiency
  • Russian Full professional proficiency
Skills

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Bio

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Credentials

  • CFA
    -

Experience

  • Summitry
    • United States
    • E-Learning Providers
    • Director of Research & Portfolio Manager
      • Jan 2013 - Present

      Golub Group is one of the largest independent investment firms in the Bay Area with AUM over $1.5 billion. The firm's investment strategy is to buy high quality businesses with strong competitive advantage at a discount to their intrinsic value. As the Director of Research (2018-present), I am responsible for the firm’s research process, implementation of best practices, leading the research meetings, and research communication. I also represent the firm in business development events by showcasing the firm’s investment process and strategy. As a portfolio manager (2017-Present), I serve as a voting member of the firm’s investment committee. In addition, I continue to cover a large portion of the firm’s holdings and to generate new investment ideas. As a senior equity analyst (2013-2016), I extensively researched and recommended ideas across various industries that substantially beat the market. I conducted extensive due diligence, financial analysis, and evaluated competitive advantages and industry dynamics. I built valuation models and performed valuation analysis using various methods. Notable achievements: identified, researched, and recommended over 20 investment ideas that beat the benchmark by a wide margin. Show less

  • Morningstar
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Equity Analyst
      • Apr 2006 - Dec 2012

      Morningstar is the largest independent investment research firm in the world that provides investment research to mutual funds, hedge funds, and other institutional investors. As a senior research analyst, I was responsible for covering publicly traded companies in financial services sector including community banking, consumer lending, payments, specialty finances, and global banking. My investment recommendations materially outperformed the benchmark and I was frequently interviewed by the financial media regarding specific companies or general industry trends. Notable achievements: Winner of the WSJ Best on The Street Award. Show less

  • CIBC World Markets
    • Canada
    • Investment Banking
    • 1 - 100 Employee
    • Equity Research Associate
      • 2005 - 2006

      CIBC World Markets is a leading global investment bank based in Toronto, Canada. As an equity research associate, I authored more than 100 reports, notes, and presentations in collaboration with the senior analyst covering the telecommunication and cable industries. I analyzed and modeled complex mergers, acquisitions and spin-offs. I established relationships with leading buy-side accounts and industry experts. I performed comprehensive valuation analysis using DCF, comparable, and sum-of-the-parts. I also participated in meetings with senior executives discussing business strategy and financial performance. Show less

  • Rotman & CO
    • Canada
    • Higher Education
    • 1 - 100 Employee
    • Senior Associate, Mergers & Acquisitions
      • Jan 1998 - Jan 2002

      Rotman is and Israeli based boutique firm focused on M&A, securities law, antitrust law, and commercial negotiations. As a senior attorney, I led negotiations, drafted agreements, and led closing of mergers, acquisitions, spinoffs, VC investments, private equity takeovers and funding deals in access of $1B. I was a senior counsel to c-level executives of public and private companies and their board of directors. Rotman is and Israeli based boutique firm focused on M&A, securities law, antitrust law, and commercial negotiations. As a senior attorney, I led negotiations, drafted agreements, and led closing of mergers, acquisitions, spinoffs, VC investments, private equity takeovers and funding deals in access of $1B. I was a senior counsel to c-level executives of public and private companies and their board of directors.

Education

  • McGill University
    MBA, Finance
  • Tel Aviv Open University
    BA, Economics & Management; Corporate Finance & Business Law
  • Tel Aviv University
    Bachelor of Laws (LL.B.), Banking, Corporate, Finance, and Securities Law

Community

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