Experience

Atreides Management, LP

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director and Partner, Arrakis Fund

  • Sep 2023 - Present



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Manager / bluescale capital / Global Technology Fund

  • Jun 2012 - Jun 2023

  Head of TMT - grew TMT franchise from $20M to $3B (long/short + LO). PM of Putnam Global Technology Fund (PGTAX) (10/2014-9/2020); 25.5% annualized return / +502bps annual excess return. AUM growth from $15M to $1B+. Won and managed separate $1B institutional mandate. Founder/PM of bluescale Global TMT Long/Short Hedge Fund. Grew fund from $5M to $750M AUM. Global Internet and Business Services Analyst sector coverage (2012-19). 25.3% annualized return / +390bps annual excess return. Led $300M+ in late-stage private growth / crossover investments in Uber, Zalando, DeliveryHero Show less



bluescale capital

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Jun 2012 - Jun 2023

  Founder/PM of bluescale Global TMT Long/Short Hedge Fund. Grew hedge fund from $5M to $750M AUM (Part of larger TMT franchise that grew to $3B). Low net exposure (~15%). Recruited and hired analyst team. Responsible for all aspects of portfolio management, risk management, investor marketing, fundraising, and team building. Invested across global software, IT/info services, internet, payments, semis, hardware, media, telco and video games. Flagship fund of 37 Capital (alternatives arm of Putnam). Led $300M+ in late-stage private growth / crossover investments in Uber, Zalando, DeliveryHero Show less



Invest in Girls (A Program of CEE)

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Board Member

  • 2015 - 2020

  Invest in Girls teaches high school girls financial concepts, exposes them to professional women role models, and introduces them to financial services companies and career paths in finance to empower them to become tomorrow's leaders. http://www.investgirls.org/ Invest in Girls teaches high school girls financial concepts, exposes them to professional women role models, and introduces them to financial services companies and career paths in finance to empower them to become tomorrow's leaders. http://www.investgirls.org/



Crosslink Capital

• United States
• Investment Management
• 1 - 100 Employee

• Partner

  • 2009 - 2012

  Total of $2B AUM (crossover venture/PE + hedge fund). Partner on long/short hedge fund team. Global Services/Software/Internet sector coverage included technology services, fin-tech and processing services, business services (including some software/internet), China internet/services; US and International. Directly involved in sizing/timing of positions, research, risk management, idea vetting, fundraising, LP meetings/communication, and process improvement; close collaboration with private team on investments. Show less



THE TUDOR GROUP

• United States
• Investment Management
• 200 - 300 Employee

• Analyst

  • 2004 - 2009

  Member of 10 person investment team for Raptor Fund (long/short global equities) formerly 15 person team for $13B fundamental long/short equity fund of Tudor. TMT focus. Coverage of tech/business/information services, fintech, software and other generalist TMT coverage. Responsible for all aspects of investment process (idea generation, diligence, modeling, sizing/timing recommendations). Key investments: First Data, Mastercard, Ceridian, Alliance Data, Priceline, Visa Show less



Thoma Bravo

• United States
• Financial Services
• 100 - 200 Employee

• Senior Associate

  • 1999 - 2003

  Mid-market LBOs and growth equity investments across software/services First associate to Orlando Bravo / completed 1st software buyout of Prophet21 in 2003 Identified and developed investment themes; conducted fundamental due diligence / financial modeling; deal execution; worked closely with portfolio company management teams on add-on M&A. Mid-market LBOs and growth equity investments across software/services First associate to Orlando Bravo / completed 1st software buyout of Prophet21 in 2003 Identified and developed investment themes; conducted fundamental due diligence / financial modeling; deal execution; worked closely with portfolio company management teams on add-on M&A.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • 1997 - 1999

  Executed buy-side and sell-side advisory assignments as well as debt offerings for cable, broadcasting, satellite, publishing, and communication companies. Ranked in top-tier of analyst class. Executed buy-side and sell-side advisory assignments as well as debt offerings for cable, broadcasting, satellite, publishing, and communication companies. Ranked in top-tier of analyst class.