12
years

Years of Experience

11/14

Member Since


Experience

 
Arlon Group Finance
Portfolio Manager
11/2008 - 10/2013
2008 – Oct. ‘13 ARLON GROUP LLC New York, NY
Portfolio Manager for Arlon Opportunities Investors, an affiliate of Continental Grain Company (Fund closed October 2013)
• Co-managed a long/short equity and commodity futures book within a 200 year old private business
• Focused on Food, Agriculture, Protein, Industrials, and Consumer as well as ag-related commodities
• Lead a team of 2 analysts (5 in total) through fundamental research process; bottom-up, value based approach

Ospraie Management Finance
Senior Analyst
06/2006 - 09/2008
Senior Equities Analyst covering Food, Agriculture, Protein and Consumer sectors (Fund closed September 2008)
• One of six equity analysts investing the long / short equity book of the $4 billion flagship Ospraie Fund, reporting directly to founder and portfolio manager Dwight Anderson
• Researched, analyzed, and evaluated self-directed stock ideas and made long and short recommendations
• Conducted detailed financial and operational due diligence following a bottom-up value

Welsh, Carson, Anderson & Stowe Finance
Associate
06/2004 - 06/2006
Private Equity Associate, Healthcare and Information & Business Services verticals (2 year program)
• Sole analyst on a large minority investment into AGA Medical Corp., a maker of medical devices, in a deal that valued it at over $500 million; sale to St. Jude Medical after an IPO put it at a 4.5x ROI in 5 years
• Sole analyst for a founding $25 million investment into MemberHealth Inc., a Medicare Part D pharmacy benefit manager; sale to Universal American Financial Corp. in 2007

Gleacher Partners Finance
Analyst
06/2002 - 06/2004
Generalist Analyst, Mergers & Acquisitions and Restructurings (2 year program)
• Sole analyst for Insilco Holding Co.’s $500 million bankruptcy proceedings and five business unit sales
• Sole analyst directly under a partner for the $100 million sale of Interface Solutions Inc.
• Performed thorough analyses behind several M&A and restructuring proposals