Experience

OnCore Golf

• United States
• Sporting Goods Manufacturing
• 1 - 100 Employee

• Advisor

  • Aug 2020 - Present

  • Organized an investor group to invest in OnCore Golf (technology-based golf company). • Group made three separate investments - convertible note, direct equity, and inventory financing. • Potential additional investments in IP-related subsidiary and future inventory financings. • Brand ambassadors include Josh Allen (Buffalo Bills), Ezekiel Elliott (Dallas Cowboys), Gary Player, and Charles Schwab. • Organized an investor group to invest in OnCore Golf (technology-based golf company). • Group made three separate investments - convertible note, direct equity, and inventory financing. • Potential additional investments in IP-related subsidiary and future inventory financings. • Brand ambassadors include Josh Allen (Buffalo Bills), Ezekiel Elliott (Dallas Cowboys), Gary Player, and Charles Schwab.



K2 Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director - Credit/Relative Value/Event/Opportunistic

  • Oct 2013 - Dec 2019

  • Focused on the sourcing, evaluation and selection of hedge fund managers within the Opportunistic, Event Driven, Credit. and Relative Value Strategies. • Responsible for ~20% of the ~$13B AUM. • Opportunistic Strategy Head – Focused on off-the-run investments (appraisal rights, rail car leasing, litigation finance, etc.). • Head of the work group that measured portfolio allocation decisions. • Extensive experience in selecting/monitoring 40 Act and UCITS managers. • Focused on the sourcing, evaluation and selection of hedge fund managers within the Opportunistic, Event Driven, Credit. and Relative Value Strategies. • Responsible for ~20% of the ~$13B AUM. • Opportunistic Strategy Head – Focused on off-the-run investments (appraisal rights, rail car leasing, litigation finance, etc.). • Head of the work group that measured portfolio allocation decisions. • Extensive experience in selecting/monitoring 40 Act and UCITS managers.



Investcorp

• Financial Services
• 400 - 500 Employee

• Principal -- Fund of Funds Strategy Head

  • Jun 2005 - Apr 2012

  FUND OF FUNDS STRATEGY HEAD Fundamental Strategies - Event/Distressed/Hedge Equities • Directed due diligence, manager sourcing/meetings, background checks, and presenting investments. • Managed a team of 4 in NY/London. • Performed risk monitoring using MSCI Barra Analytics and fundamental analysis on individual positions. • Determined all investment decisions across all strategies as a member of the Investment Committee. • Determined all portfolio allocation decisions as a member of the Portfolio Management Committee. • Created and successfully placed $80M+ distressed co-investment vehicle (basket of distressed investments) in the Middle East. • Involved in marketing initiatives to existing/prospective clients including quarterly environment reports. • Led due diligence on Paulson’s subprime fund in Fall 2006 and became one of the largest investors in Paulson’s Credit I and II funds. • Nominated for the HFM Week Fund of Hedge Fund Single Strategy Award in 2007. Show less



Litespeed Partners

• Event/Distressed Analyst – Generalist

  • Oct 2003 - Jun 2005

  • Focused on Event (special situations, merger arbitrage, spin-offs, etc.) and Distressed investments. • Research process involved financial modeling and talking to management, competitors, analysts, and antitrust lawyers. • Focused on Event (special situations, merger arbitrage, spin-offs, etc.) and Distressed investments. • Research process involved financial modeling and talking to management, competitors, analysts, and antitrust lawyers.



AVERY PARTNERS LLC

• United States
• 1 - 100 Employee

• Merger Arbitrage/Event Driven Analyst – Generalist

  • Nov 2000 - Dec 2002

  • Positions included tender offers, mergers, share class conversions and pair trades. • Research process involved interviewing management, competitors, analysts, and antitrust lawyers. • Positions included tender offers, mergers, share class conversions and pair trades. • Research process involved interviewing management, competitors, analysts, and antitrust lawyers.



CARLTON ASSOCIATES

• United Kingdom
• Education Administration Programs

• Hedge Fund Analyst – Generalist

  • Mar 1999 - May 2000

  • Family office of the Duane Reade founder • Hedge fund generalist for a $150 million value-oriented hedge fund. • Focused on financial modeling, management interviews, and discussions with competitors. • Family office of the Duane Reade founder • Hedge fund generalist for a $150 million value-oriented hedge fund. • Focused on financial modeling, management interviews, and discussions with competitors.



GRIPHON CAPITAL MANAGEMENT

• United States
• Investment Banking

• Portfolio Manager

  • Apr 1998 - Feb 1999

  • Co-managed $45 million value-oriented hedge fund that raised seed capital from Barry Diller. • Responsibilities included investment decisions, trading, raising capital, and portfolio management. • Co-managed $45 million value-oriented hedge fund that raised seed capital from Barry Diller. • Responsibilities included investment decisions, trading, raising capital, and portfolio management.



FUSION CAPITAL MANAGEMENT

• United States
• Financial Services
• 1 - 100 Employee

• Hedge Fund Analyst – Generalist

  • Sep 1996 - Apr 1998

  Fusion is now Eminence Capital and Cobalt Capital. • Evaluated/monitored value-oriented equity investments. • Responsible for numerous positions in the portfolio which included many top-five positions. • Hedge fund grew from $40 million to $250 million and returns approximated 40% annually. Fusion is now Eminence Capital and Cobalt Capital. • Evaluated/monitored value-oriented equity investments. • Responsible for numerous positions in the portfolio which included many top-five positions. • Hedge fund grew from $40 million to $250 million and returns approximated 40% annually.