About
Founding Partner at Helium-3 Ventures, which backs companies from pre-seed to pre-IPO across a variety of industries, leveraging the team's collective deep investing background, strong track record, and particular experience assessing founder quality. Prior to forming He-3, spent three years building a startup called Paragon Intel, a SaaS and data platform that provides clients with deep insights into the management teams leading businesses and marries this diligence with extensive industry and fundamental analysis. Prior, spent 6 years as a generalist equity long/short analyst at funds that conduct deep, long-term, fundamental research on concentrated global positions with extensive primary research, management interaction, and a particular focus on CEO analysis. In May 2013, I completed an MBA program at Columbia Business School, focused on Value Investing and studying investment frameworks. While at CBS, I worked part time at Incline Global, completed an independent study / externsh…
Experience
Founding Partner
Helium-3 Ventures · New York, New York, United States
Present
Helium-3 Ventures backs the best founders building the most exciting and innovative companies for Earth and beyond. We invest from pre-seed to pre-IPO across various industries and bring our deep CEO network to bear to add material value to the founders we support.
Senior Analyst
Paragon Intel · New York, New York, United States
Paragon Intel rates and analyzes management teams for investors and corporations. They live in the "G" of the ESG, focusing on the individual decision makers at companies and how they impact future company performance. Clients have access to metrics and deep research comparing 3,000+ executives across professional (capital allocation, track record, alpha generation) and personal (criminal records, real estate) data and extensive interviews with former colleagues. My role involved analyzing corporate executives and businesses through best-in-class interviews with industry experts and former colleagues, as well as detailed, highly differentiated business and industry research. Performed deep diligence on investment opportunities, conducted CEO background checks, and led interviews with former colleagues, customers, and competitors. Additionally, fostered existing client relationships, targeted new client introductions, and helped expand upon existing product offerings and launch new prod…
Assisting Professor and Student Mentor
Columbia Business School · New York, New York, United States
Investment Research Analyst
NYC-Based, >$1bn AUM, Global Equity Long/Short Hedge Fund · New York, NY
Research Partner
Incline Global Management, LLC · New York, NY
Research Partner for a Long/Short Fundamental Equity Hedge Fund focused on management quality, secular growth, and business model defensibility. Primary responsibilities include analyzing investment opportunities with sector thematic views / detailed company research, conducting primary research, building financial models, and preparing memos with investment recommendations. Investment opportunities considered across all industries and geographies. Also highly involved with decisions around portfolio construction and concentration, sizing and timing of investments, overall exposure and risk management. Tasked with recruiting new hires and training investment team on our research process and investing frameworks.
Summer Mba Investment Analyst
Magnetar Capital · New York, NY
Investment analyst for Event Driven team within a multi-strategy, $9bn hedge fund. The Event Driven strategy invests in listed companies where an announced corporate action or other catalyst creates an opportunity to capture alpha from a dislocation in security valuations. Responsibilities included analyzing both Risk Arbitrage and Value with Catalyst opportunities in various sectors.
Associate, High Yield Credit Research
•Publish timely and focused research on high yield issuers in the gaming, lodging and leisure sectors -Perform deep diligence by analyzing earnings, market technicals, credit agreements and legal developments, as well as by meeting with management teams and visiting properties -Analyze market and company-specific impact of new capital raises, acquisitions and other corporate announcements -Maintain detailed property-level models, including covenant headroom and recovery analyses; publish earnings estimates •Provide real-time insight to traders and investors based on rapid quantitative and qualitative analysis of issuer and industry news
Investment Banking Analyst
Hired post-merger with Lehman Brothers into the Financial Sponsors Group. Performed diligence on potential targets, analyzed impact of varying forms of acquisition funding on returns, build financial models reflecting planned company operational and debt restructurings by sponsor. Sole analyst who worked alongside Group Head to build the Corporate Advisory Group, a new industry / product generalist Investment Banking effort focused on clients between $300mn and $1.5bn in EV Sole Advisor on Debt Exchange and Lead Underwriter on High Yield Bond Offering for a Household Product Manufacturing Company (closed) -Sole analyst; led preparation of all presentation materials and detailed monthly financial model -$160mn Debt Exchange: advised on exchange of Existing PIK Notes into a combination of New PIK Notes, common stock, and contingent warrants, preventing a near CH. 11 filing -Built complex financial model analyzing PF liquidity under various operating / transaction scenarios -$400mn High Y…
Investment Banking Analyst
Research Analyst
England Securities
Research / Financial Analyst for boutique investment bank focusing on energy / power industry
Education
Columbia Business School
MBA, Finance, Value Investing, Asset Management
Georgetown University
BBA - Business Administration, Finance, Spanish, Music
Choate Rosemary Hall
High School Degree
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