12
hours

Avg Response Time

9
years

Years of Experience

4/15

Member Since


Experience

 
Prospector Partners Finance
Research Analyst
12/2010 - 04/2015
$2.0 billion long-short/long-only value-oriented equity fund
Researched investments in the bank, mortgage, payments, & capital markets industries:
?Triangulating investment insights based on experience and research
?Constructing detailed financial models
?Interacting with executive teams and attending industry conferences
?Recommending investment sizing
• Presented to three PMs with ten portfolios representing approximately 15% of firm’s exposure
• Drafted/edited investor letters

Castle Point Capital Finance
Research Analyst
04/2006 - 11/2010
$400 million long-short equity value-oriented financial-services-focused fund run by Todd Combs, currently a Berkshire Hathaway PM
• Researched investments in the bank/thrift, mortgage, payments, and loyalty industries through the following:
? Triangulating insights on investments from monitoring regulatory filings and news reports
? Constructing detailed financial models to compare investment theses
? Interacting with senior management teams and attending investment conferences