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William Cao is a seasoned investment professional with 6+ years of experience in financial analysis, research, and consulting. He holds a Bachelor of Science in Economics from the University of Pennsylvania and has worked at prominent firms like Cornerstone Research and Abrams Bison Investments.

Experience

  • Abrams Bison Investments
    • Washington D.C. Metro Area
    • Investment Analyst
      • Aug 2017 - Present
      • Washington D.C. Metro Area

      Concentrated long equity, value-oriented hedge fund with ~$2B AUM

  • Cornerstone Research
    • Greater New York City Area
    • Summer Analyst
      • Jun 2016 - Aug 2016
      • Greater New York City Area

      Financial and economic consulting firm that provides analysis and expert testimony in complex financial litigation cases • Built a regression model to assess default probability of mortgage backed securities • Reviewed prospectuses, legal complaints, expert reports, and cash flow projections to analyze key characteristics of loans at issue• Used propensity score matching to analyze the treatment effects of over 10,000 residential mortgages• Created and presented tables, pricing charts, and trial exhibits to assist academic experts and partners in economic analysis

  • Outreach SaaS
    • Seatte, WA
    • Business Development Intern
      • Jun 2015 - Aug 2015
      • Seatte, WA

      Analyzed past sales data to optimize the company’s business expansion plan -Determined the company’s most profitable customer segments and channels -Developed a regression model based on key explanatory customer characteristics to forecast salesResearched over 50 US industries by synthesizing data from IBISWorld reports and US Bureau of Labor Statistics and other sources to come up with top 5 target industries chosen based on key factors such as industry growth, average company size, technology adoption rates, and annual employment growth -Led a remote team of 5 freelancers to tag leads with key customer information and insights, leading to an increase in sell ratesCreated a statistical analysis tool that tracked customers’ behavior after attending the company’s events and webinars to offer better insights about the most effective marketing campaigns in generating sales

Education

  • University of Pennsylvania - The Wharton School
    Bachelor of Science (B.S.) in Economics, Operations and Information Management; Statistics
  • University of Pennsylvania
    Bachelor of Arts (B.A.), Philosophy of Science, minor in mathematics
  • Richmond Secondary School
    International Baccalaureate Diploma, Scored 95th Percentile Internationally,

Suggested Services

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Industry Focus. “Investment Banking”

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