凯尔 is 可用 租用
雇佣 凯尔凯尔韦德
验证专家 in 金融
金融专家
位置
芝加哥，伊利诺伊州，美国
至今成员总数
2019年4月24日
凯尔参与了六千五百多起案件&A and capital-raising projects with more than $7B of combined value, and he's led both the FP&一个由10亿美元的科技公司和7亿美元的投资基金组成的集团. 作为顾问, 他喜欢用战略洞察力带领客户更上一层楼, 准确的建模, 以及资本咨询. 他帮助了能源, 科技, 工业, 运输, 零售公司评估战略决策并取得成功.
案例研究
行业专业知识
其他专业知识
工作经验
合作伙伴
2017年至今
韦德战略有限责任公司
- 领导一个FP&A team at $1+ billion internet company in constructing their 2019 budget involving more than 70 business units; efforts included evaluating a variety of strategic initiatives and restructuring group to better execute future projects.
- Spearheaded the successful capital raising efforts for small business clients in manufacturing and agricultural industries totaling $2.为两家总收入为1000万美元的企业提供400万美元的资本.
- Constructed complex integrated financial statement projection models for a financial services client with $5 million of annual cash flow.
- Assisted client with financial due diligence efforts in the acquisition of a consumer packaged goods business valued at $1 million.
- Completed business plans for two new small businesses with annualized revenues of $700,000.
- Performed thorough market research projects on the fabricated steel industry and US ferry systems for clients evaluating acquisitions totaling $300 million.
- Taught modules on 估值 and financial analysis for a continuing education company specializing in financial professionals.
- 对餐厅内的公司进行了初步的市场调查, 零售, 医疗器械行业.
重点领域:成本管理, 收入模型, 预算, 金融建模, 财务战略, 战略规划 & 执行、财务规划 & 分析(FP&一)、合并 & 收购(M&A)
管理合伙人
2017年至今
维拉基金有限责任公司
- 构建一个可执行的商业计划和可测量的目标, and led fundraising efforts resulting in $2 million of startup capital being raised.
- Built an 8-factor systematic trading model with a 4 Sharpe Ratio since March 2018.
- 执行投资者关系角色, 向财务合作伙伴提供准确及时的信息.
- Carried out daily trading operations to update investor positions per model.
重点领域:估值建模, 投资监控, 投资决策, 财务规划 & 分析(FP&A)
导演
2014 - 2017
瑞银(UBS)
- 领导美国能源市场中性业务集团, 管理总额达7亿美元的综合投资资本, E&P, 精炼, 化学物质, 管道, 油田服务, 航运, 独立电力生产商, 物流, 以及美国的材料部门, 加拿大, and 欧洲 with net returns above 10% on very low volatility in 2 of 3 years.
- Executed a market-neutral strategy based on creating a dynamic portfolio of up to 50 long and 50 short equity and options positions from an investment universe of more than 300 companies while staying within tight risk factor constraints with beta no more than 2% from zero.
- Managed a risk model reflecting real-time changes in portfolio and market conditions through at least five industry shocks of more than 4% daily impact on the energy industry without more than a 0.对投资组合有5%的影响.
- Created financial models and made investment decisions with regards to new equity offerings within the energy, 工业, 以及运输部门, 利润超过两千万美元.
- Conducted frequent interviews with an extensive variety of management teams and reviewed wide variety of documents and information to conduct due diligence, 开发更准确的财务模型和评估投资决策.
重点领域:工业, 能源, 风险分析, Three-statement建模, 贴现现金流(DCF), 价值投资, 估值, 财务战略, 资本形成策略, 投资监控, 投资简报, 投资理论
合伙人、投资组合经理、分析师
2005 - 2014
Copia资本前者
- Served as head of the energy group responsible for upstream and downstream energy investments; a sub-portfolio within the Copia Market Neutral Fund (2010-2013) and the Copia Thematic Long Short Fund (2013-2014), managing up to $450 million gross with returns exceeding 15% net during 3 out of 4 years.
- Led a team of three analysts and a trader in the research and execution of investments on more than 300 securities within the integrated, E&P, 精炼, 化学物质, 石油服务, 物流, 以及美国的材料部门, 加拿大, 欧洲, 中国, 非洲, 和南美洲.
- Managed the sell-side relationships for energy sector research coverage involving more than $5 million in fees.
- Created 估值 and financial statement projection models on more than 100 energy companies; this included financial modeling and extensive reservoir analysis for comparative investment e估值.
- 制定了股权合并策略, 商品, and options trading for the Copia Thematic Long Short Fund to create a tax-efficient, directional strategy designed for high net-worth individuals designed to improve after-tax returns by at least 2% annually.
- Provided advice and financial modeling for three companies with long-term investments in the portfolio; recommended more than $5 million of cash flow improvements.
Focus areas: 估值, Investment 项目组合管理, 投资监控
金融分析师
2000 - 2004
席梦思床品公司 & 公司
- 执行分析建模, 估值, and cash flow analysis on over 45 merger and acquisition projects in 零售, energy and 工业 industries with more than $6 billion in combined value.
- Managed more than ten sale processes for private companies seeking to monetize their businesses; wrote selling memorandum, 建造数据室并运行投标流程.
- Constructed a full industry and strategy review of every public company in the E&P space for a hedge fund client preparing to begin investing in that group; led to more than $100 million being invested.
- Provided analytical support on three public and two private capital raises in equity and debt markets to finance expansions, acquisitions and leveraged buyouts totaling approximately $700 million of value.
- Led a team of 15 analysts in publishing a monthly macroeconomic energy guide that went out to more than 400 clients.
关注领域:财务报表，合并 & 收购(M&A)
教育
2003 - 2005
工商管理硕士学位(分析金融), 运营管理, 战略管理
芝加哥大学-芝加哥，伊利诺伊州，美国
1996 - 2000
经济学和数学学士学位
莱斯大学-休斯顿，德克萨斯州，美国
认证
2008年6月至今
特许金融分析师(CFA)
CFA协会
有效的合作
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