Description
SUMMARY Finance professional that * Uses data mining and charting techniques to expose underlying trends * Developed and uses a proprietary spreadsheet model to forecast critical financial metrics * Depends on frequent discussions with c-level management to assess strategy and competitive landscape * Combines qualitative and quantitative data that goes beyond conventional financial analysis * Incorporates these capabilities to identify issues within companies/functions in a wide variety of industries and provides comprehensive perspective and creative actionable solutions * Is frequently complemented on being an excellent active listener LD MICRO Berkeley Director of Research 3/15 to present * Identifying and analyzing attractive micro - and small-cap companies for investment consideration * Interacting with executive suite management to further analyze business model and competitive landscape * Identifying universe of micro - and small-cap companies and investors and persuading them to attend the LD Micro bi-annual investor conferences CROWN CAPITAL MANAGEMENT Greenbrae Portfolio Manager 2/08 to 3/15 * Managed a $12m primarily-short equity portfolio to CCM's ~ $150m balanced fund. * Visited 5-20 companies monthly, to glean over - or under-value in-person, often on-site. * 2011 shorts yielded ~ 70% return ($5m) vs a flat S&P 500 and -5.45% Russell 2k for 2011 * Correctly predicted the bankruptcies of Patriot Coal Corp and Furniture Brands International PTR PARTNERS, LLC San Francisco General Partner, 1/02 to 12/07 * Managed a long/short equity and corporate bond portfolio, tending to fundamental analysis, trading, and operations. 2002 + 9% 2003 + 26% 2004 + 33% 2005 - 2006 2% + 26% 2007 Returned capital to investors to join Crown Capital Management LONESTAR PARTNERS [now LONESTAR CAPITAL MANAGEMENT] San Francisco Research Analyst & CFO, 6/98 to 12/01 * Researched, modeled, and analyzed companies and industries for investment decisions in a private hedge fund (gaming, banking, textiles, steel, World Airways, Action Performance, Denny's, Carl's Jr/Hardy's, wireless cable). * Performed all non-clerical administrative responsibilities with regard to accounting, compliance, etc. * Recommended the following transactions: Air Canada - took long position in August 1999, exited November 1999 - 21% return K-Swiss - took short position in August through September 1999, covered October 1999 - 120% return
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