Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Sector Experience
Financial Services
Energy
Technology
Consumer Goods
Industrials
Languages
English
French
27
years
Years of Experience
7/14
Member Since
Bulge Bracket Investment Banks
Fortune 500
Experience
Coronation Asset Management Ltd.
Finance
Non-Executive Director
Appointed to a Non-Executive Director board role to oversee a rapidly growing investment management firm focused on traditional, liquid listed equity and fixed income securities. Member of Audit, Risk and Compliance and Governance, HR and Renumeration Committees.
Tengen Family Office Ltd.
Finance
Chief Investment Officer
Provide strategic direction on investments to a single-family office (SFO) with a diversified portfolio of private and public holdings across the spectrum of debt and equity. Have overall responsibility for ensuring value creation and risk management across the ecosystem of investments thus driving a smooth intergenerational transfer of wealth.
Coronation Asset Managment Ltd.
Finance
Interim Chief Investment Officer
Led the investment operations of a rapidly growing investment management firm focused on traditional, liquid listed equity and fixed income securities. Supervised portfolio management team overseeing a mix of institutional and retail clients through mutual funds, separate accounts and other structured products.
Coronation Capital Ltd.
Finance
Chief Investment Officer
Led investment effort at a principal investment firm focused on opportunities within the West African sub-region. Responsible for evaluating new opportunities as well as monitoring existing portfolio companies. Pursued private equity, listed equity and mezzanine debt opportunities across the capital structure in the financial services, technology, consumer and energy sectors.
Panafrican Investment Co.
Finance
Strategic Consultant
Led investment effort at an impact investment fund focused on Sub-Saharan African SMEs. Drove all facets of the investment process including sourcing and vetting new opportunities, conducting rigorous financial analyses of transaction structures, navigating term sheet negotiations and drafting investment memorandums for presentation to an investment committee. Sectors of interest include healthcare, fintech, e-commerce, sustainable agriculture and renewable energy.
Outpost Partners LLC
Finance
Co-Founder/Partner
Pursued launch of an equity long/short hedge fund intended to invest globally in non-BRIC emerging and frontier equity markets. Conducted a capital raising effort with institutional investors which required developing marketing and due diligence materials such as a fund presentation and business plan. Also did extensive qualitative research, financial modeling and valuations of companies in various sectors.
Para Advisors LLC
Finance
Partner/Senior Analyst
Senior member of portfolio management team for $1bn+ opportunistic special situations/event-driven hedge fund. Evaluated potential investments including event-driven opportunities (e.g. M&A, spin-offs, restructurings), relative value strategies (e.g. pairs trades, convertible/equity hedged trades) and distressed securities (e.g. bank debt, senior/sub notes, busted convertibles). Research-intensive skill-set includes rigorous analysis of company financials and operational fundamentals.
Morgan Stanley
Finance
Associate - Investment Banking Dept.
Extensive background in mergers and acquisitions and leveraged finance areas. Covered technology, financial services, transportation, telecommunications, natural resources and healthcare industries. Selected transactions included $2.3bn anti-raid advisory and sale of Comair Airlines to Delta Airlines, $488mm sale of CyBerCorp to Charles Schwab & Co. and $150mm high yield debt offering for Comstock Resources.
Oak Hill Partners
Finance
Associate - Private Equity
Led all phases of private equity investment process including researching new ideas, analyzing transaction structures, performing due diligence and conducting overall deal execution. Served on boards of directors of two portfolio companies (distributor and manufacturer). Monitored company performance, reviewed financial budgets, assisted senior management with setting strategic goals and analyzed potential exit strategies for investments.
Goldman Sachs
Finance
Analyst - Mergers & Acquisitions
Gained extensive knowledge of merger products through participating in all aspects of exclusive seller, divestiture, buyer advisory, anti-raid defense and joint venture transactions in a variety of industries. Honed analytical skills by performing various analyses including leveraged buyout models, discounted cash flow models, public/private comparables analyses and pro forma merger accretion/dilution models.