Matt Coleman
Vice President at BASEPOINT CAPITAL, LLC- Claim this Profile
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Bio
Emma Beckerle
Coleman is the actual GOAT. When he joined the team, our business changed, genuinely. He is a perfect combination of ensuring we are making safe and responsible decisions for the business while recognizing the weird world of cannabis and how some risk must be taken to ensure we and our businesses can grow. He is incredibly thorough and is the type that will ensure the reports and numbers and details are all totally squared away, even if no one but himself ever looks at it. That's the type of person you want in any financial organization you are running. I also have no idea how old Matt is because the way he carriers himself is that of an extremely thoughtful & seasoned executive. He's a genuinely good human and was always someone I could turn to for honest feedback and discussions on our business. I loved partnering with Matt and I credit so much of the success of the business to what he brought and is continuing to bring to the table.
Emma Beckerle
Coleman is the actual GOAT. When he joined the team, our business changed, genuinely. He is a perfect combination of ensuring we are making safe and responsible decisions for the business while recognizing the weird world of cannabis and how some risk must be taken to ensure we and our businesses can grow. He is incredibly thorough and is the type that will ensure the reports and numbers and details are all totally squared away, even if no one but himself ever looks at it. That's the type of person you want in any financial organization you are running. I also have no idea how old Matt is because the way he carriers himself is that of an extremely thoughtful & seasoned executive. He's a genuinely good human and was always someone I could turn to for honest feedback and discussions on our business. I loved partnering with Matt and I credit so much of the success of the business to what he brought and is continuing to bring to the table.
Emma Beckerle
Coleman is the actual GOAT. When he joined the team, our business changed, genuinely. He is a perfect combination of ensuring we are making safe and responsible decisions for the business while recognizing the weird world of cannabis and how some risk must be taken to ensure we and our businesses can grow. He is incredibly thorough and is the type that will ensure the reports and numbers and details are all totally squared away, even if no one but himself ever looks at it. That's the type of person you want in any financial organization you are running. I also have no idea how old Matt is because the way he carriers himself is that of an extremely thoughtful & seasoned executive. He's a genuinely good human and was always someone I could turn to for honest feedback and discussions on our business. I loved partnering with Matt and I credit so much of the success of the business to what he brought and is continuing to bring to the table.
Emma Beckerle
Coleman is the actual GOAT. When he joined the team, our business changed, genuinely. He is a perfect combination of ensuring we are making safe and responsible decisions for the business while recognizing the weird world of cannabis and how some risk must be taken to ensure we and our businesses can grow. He is incredibly thorough and is the type that will ensure the reports and numbers and details are all totally squared away, even if no one but himself ever looks at it. That's the type of person you want in any financial organization you are running. I also have no idea how old Matt is because the way he carriers himself is that of an extremely thoughtful & seasoned executive. He's a genuinely good human and was always someone I could turn to for honest feedback and discussions on our business. I loved partnering with Matt and I credit so much of the success of the business to what he brought and is continuing to bring to the table.
Credentials
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Series 63
FINRAAug, 2017- Sep, 2024 -
Series 79
FINRAAug, 2017- Sep, 2024 -
CFA Level 1 Exam Passed
CFA Institute
Experience
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BASEPOINT CAPITAL, LLC
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United States
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Executive Offices
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1 - 100 Employee
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Vice President
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May 2023 - Present
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LeafLink
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United States
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Software Development
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100 - 200 Employee
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Director
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Apr 2022 - Jun 2023
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Manager
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Aug 2021 - Apr 2022
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Credit Analyst
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Apr 2020 - Aug 2021
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Wells Fargo Securities
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United States
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Investment Banking
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Investment Banking Analyst - Leveraged Finance Group
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May 2017 - Apr 2020
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Analyst - Energy Group
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Jun 2015 - May 2017
Wells Fargo Energy specializes in customized financing for the North American oil and gas industry with targeted solutions for domestic exploration and production, oil field services, equipment manufacturing, gas processing and distribution, petrochemicals, and refining.• Analyze borrowers' financial and operational strengths and weaknesses • Determine leverage, key risk factors, sources of repayment, cash flow, and ability to service debt• Prepare underwriting memorandums, annual reviews, and recommendations for senior credit• Partner with relationship managers in structuring multi-million dollar transactions• Review and assist in negotiating loan agreements and documents related to closing transactions Show less
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SCB Global Capital Management, LLC
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United States
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Investment Management
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1 - 100 Employee
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Analyst Intern
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2015 - 2015
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Colorado PERA
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Investment Management
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100 - 200 Employee
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Global Equities Research Intern
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May 2014 - Sep 2014
Performed review of global beverages sector using fundamental analysis and valuation modeling. Completed research report and DCF model of Diageo PLC, including detailed pro forma financials. Buy recommendation on Diageo PLC led to $10 million (80 bps) long position in G.E. fund. Performed review of global beverages sector using fundamental analysis and valuation modeling. Completed research report and DCF model of Diageo PLC, including detailed pro forma financials. Buy recommendation on Diageo PLC led to $10 million (80 bps) long position in G.E. fund.
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Intern
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Nov 2013 - Apr 2014
Complete research projects on different asset classes and funds. Focus on Emerging Market mutual funds/ETFs and recently expanding into managed futures. Gather and organize financial data into user friendly charts and graphs. Complete research projects on different asset classes and funds. Focus on Emerging Market mutual funds/ETFs and recently expanding into managed futures. Gather and organize financial data into user friendly charts and graphs.
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Capstone Financial Services
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United States
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Financial Services
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1 - 100 Employee
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Intern
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Dec 2012 - Nov 2013
Scheduled and attended initial client financial planning meetings. Helped organize and present lunch and learn seminars through the Society for Financial Awareness. Researched firms based on their retirement plan details (participation rate, plan structure etc.) and contacted plan administrators to offer alternative plan options. Scheduled and attended initial client financial planning meetings. Helped organize and present lunch and learn seminars through the Society for Financial Awareness. Researched firms based on their retirement plan details (participation rate, plan structure etc.) and contacted plan administrators to offer alternative plan options.
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Education
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2014 - 2015
University of Denver
Master of Business Administration (M.B.A.), Finance -
2010 - 2014
University of Denver - Daniels College of Business
Bachelor of Science (BS), Finance, General
Community
