19
years
Years of Experience
7/15
Member Since
Experience
Badger Capital LLC
Finance
Manager
Find, manage, and consult for new and existing private investments for a Family Office. I manage a growing portfolio of startup investments in the tech and media sectors.
I research and target our potential investments. I provide strategic consulting to existing investment management teams.
I also manage a public equity portfolio using value and event-driven strategies. I use financial modeling, research and data analysis to drive investment decisions.
I research and target our potential investments. I provide strategic consulting to existing investment management teams.
I also manage a public equity portfolio using value and event-driven strategies. I use financial modeling, research and data analysis to drive investment decisions.
Jon Margolis LLC
Start-Up
Management Consulting
Completed 4 consulting engagements with early to mid stage technology startups.
Deliverables included:
- Creating business plan
- Investment PPT presentation
- Pitching to potential investors
- Market Research
- Building analytic models to improve marketing, costs, revenue
- Building financial models
- Sourcing strategic investors and partnerships
- Employed process improvement strategies
Sectors:
- Big Data, Mobile Data
- FinTech
- Enterprise SaaS
Deliverables included:
- Creating business plan
- Investment PPT presentation
- Pitching to potential investors
- Market Research
- Building analytic models to improve marketing, costs, revenue
- Building financial models
- Sourcing strategic investors and partnerships
- Employed process improvement strategies
Sectors:
- Big Data, Mobile Data
- FinTech
- Enterprise SaaS
TCS Capital
Finance
Investment Analyst
Long/Short Equity Hedge Fund Focused on the TMT Sectors
- Investment Analyst focused on Cloud/SaaS Sub-Sector
- TMT research analyst generating long and short ideas within the telecom, media, software and internet sectors
- Create financial models, market and industry analyses, communicate with management and industry contacts to provide in-depth reports for investment decisions
- Investment Analyst focused on Cloud/SaaS Sub-Sector
- TMT research analyst generating long and short ideas within the telecom, media, software and internet sectors
- Create financial models, market and industry analyses, communicate with management and industry contacts to provide in-depth reports for investment decisions
Spectra Investment Group
Finance
Investment Analyst
Event-Driven Equity Hedge Fund
? Generate financial, trading, and ad-hoc models to evaluate investment ideas and support firm’s risk positions
? Built model for spinoff investing strategy through historic analysis of spinoffs identifying indicators of excess returns
? Produce equity event-driven ideas relating to spinoffs, rights offerings, exchange offers, risk arbitrage, fundamental event catalysts and merger securities (CVRs)
? Generate financial, trading, and ad-hoc models to evaluate investment ideas and support firm’s risk positions
? Built model for spinoff investing strategy through historic analysis of spinoffs identifying indicators of excess returns
? Produce equity event-driven ideas relating to spinoffs, rights offerings, exchange offers, risk arbitrage, fundamental event catalysts and merger securities (CVRs)
Merrill Lynch
Finance
Analyst
Special Situations Group
? Desk analyst providing analyses on a variety of event-driven investment situations: M&A, shareholder activism, stubs, and spinoffs
? Build and update multiple models: real-time spread data analysis for U.S. M&A, screen and analyze for potential LBOs, and in-depth financial models for spinoffs and stubs
? Desk analyst providing analyses on a variety of event-driven investment situations: M&A, shareholder activism, stubs, and spinoffs
? Build and update multiple models: real-time spread data analysis for U.S. M&A, screen and analyze for potential LBOs, and in-depth financial models for spinoffs and stubs