Peter Mullen, Finance Expert in New York, NY, United States
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Peter Mullen

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
December 21, 2020

Peter是一位拥有全球高频基金经验的投资主管, PE, and family offices, including Apollo Global, JGM Capital, EOS Global, Longacre, and CDV. He launched and managed two HFs, which invested across the capital structure, 其中包括一只采用混合策略的创新型美国基金，以及巴西首批国际基金之一. 彼得领导的金融团队通过数十亿美元的投资，将一家投资组合公司发展成为拉丁美洲最大的可再生能源实体之一.

Financial ForecastingExit StrategyTransaction AdvisoryInvestment AnalysisDue Diligence ConsultantInvestment ManagerInvestment StrategyStructured FinanceInvestor Relations ConsultantDerivativesGrowth Strategy ConsultantsFamily Office ConsultantsFundraising ConsultantPart-time CFOFinancial ModelingAsset Management ConsultingFinancial Investment ConsultingHedge Fund ConsultingQuantitative AnalysisEconomic DevelopmentProject FinancePortfolio ManagementRestructuring ConsultingStock MarketCapital Markets

Career Highlights

Co-Founder and Portfolio Manager
JGM Capital Management
Portfolio Manager and Head of Research
EOS Global Fund
Vice President of Investments and Independent Advisor
CDV (Family Office)

Education Highlights

Bachelor's Degree
Harvard University

Case Studies

Work Experience

Co-Founder and Portfolio Manager

2018 - 2021
JGM Capital Management
  • 创新了一种混合策略，将技术衍生品分析与公司基本面分析相结合，创造了不对称和不相关的回报. 无约束策略的回报率为15%，夏普比率为350%&P 500.
  • 在美国、欧洲和拉丁美洲的资本结构中进行投资.
  • 设计了专有的分析和数据库工具，从根本上提高了基本的筛选命中率, 这对JGM的成功至关重要(交易有90%的ITD成功率).
  • 招聘并监督计算机程序员开发数据项目, 包括在发现设计缺陷后重建广泛使用的信用衍生品估值模型.
  • 筹集了98%的初始资金，并领导了筹款活动.
Focus areas: Technology, Consumer Services, Consumer Products, Renewable Energy, Energy, Industrials, Market Structures, Fund Structure, Asset Valuation, Due Diligence, Economics, Economic Analysis, Global Strategy, Global Risk, Global Economics, Emerging Markets, International Expansion, International Affairs, International Finance, Financial Forecasting, Databases, M&A Modeling, Bankruptcy & Insolvency, Asset Allocation, Acquisition Analysis, Discounted Cash Flow (DCF), Value Investing, Valuation, Quantitative Analysis, Quantitative Modeling, Data, Entrepreneurship, Financial Modeling, Equity Investment, Fixed-income Derivatives, Equity Derivatives, Capital Raising, Financial Risk Management, Investments & Risk Management, Hedge Funds, Capital Structure Analysis, Business Strategy, Industry Analysis, Financial Analysis, Debt, Investment Analysis, Risk Management, Fundraising, Derivatives, Fundamental Analysis, Portfolio Management, Leveraged Credit, Equity Valuation, Capital Allocation, Investments, Asset Management, Credit Investing, Equity Capital, Capital Markets, Debt Capital Markets, Special Assets, Trading, Fund of Funds, Fund Management, Business Analysis, Business Advisory, Business Development, Growth Strategy, Entrepreneurial Finance, Startup Funding, Funding Strategy, Funding Process, S&P Capital IQ, Foreign Exchange (FX) Hedging, Portfolio Analysis, Capital Structuring, Deal Structuring, Finance Structures, Corporate Structure, Mergers & Acquisitions (M&A), Term Sheet Negotiations, Legal Structuring, Legal Analysis, Structuring of Funds, Business Models

Portfolio Manager and Head of Research

2013 - 2017
EOS Global Fund
  • 与一家多家族办公室合作，推出了一只全球对冲基金，这是巴西首批国际基金之一.
  • 指导基本的多/空和事件驱动的投资组合, 主要投资于美国和欧洲市场.
  • Saw的表现超过市场1100个基点(多头和空头都是盈利的).
  • 聘请了一名高级投资组合经理，并监督了不同职能部门的五名分析师.
  • 筹集了该基金90%的初始资金，并带头开展了更多的筹款活动.
Focus areas: Technology, Consumer Services, Consumer Products, Energy, Industrials, Automotive, Deal Structuring, Market Structures, Capital Structuring, Marketing, Fund Structure, Fund of Funds, Seed Fundraising, Corporate Sales & Divestitures, Leveraged Buyout (LBO), M&A Modeling, Acquisition Analysis, International Affairs, International Expansion, International Finance, International Trade, Global Economics, Global Strategy, Global Risk, Emerging Markets, Corporate Restructuring, Value Investing, Capital Structure Analysis, Capital Markets, Revenue & Expense Projections, Discounted Cash Flow (DCF), Financial Modeling, Entrepreneurship, Strategy, Finance Strategy, Risk Management, Investments & Risk Management, Market Risk, Hedge Funds, Fundraising, Equity Valuation, Competitive Strategy, Growth Analysis, Fundamental Analysis, Financial Analysis, Industry Analysis, Investment Analysis, Equity Investment, Asset Allocation, Asset Management, Business Analysis, Investing, Asset Valuation, Modeling, Financial Model Auditing, Financial Markets

Vice President of Investments and Independent Advisor

2012 - 2017
CDV (Family Office)
  • 监督所有财务和投资分析，并直接向首席执行官和董事长汇报.
  • Overhauled the investment process, risk management, and boosted the group’s financial sophistication, 这消除了将详细分析外包给投资银行的需要.
  • 设计大型财务模型并创新新的筛选方法，这些方法产生了更好的结果，并提高了财务和工程部门的效率.
  • Managed the financial team, 包括投资银行，通过数十亿美元的投资扩张，将一家运营公司发展成为拉丁美洲最大的可再生能源实体之一.
  • 15吉瓦可再生能源项目货币化的潜在战略选择.
Focus areas: Special Assets, Energy, Revenue & Expense Projections, International Finance, Venture Capital, Capital Advisory, Hedge Funds, Seed Fundraising, Fund of Funds, Markets, Deal Structuring, Asset Structuring, Fund Structure, Brazil, Board Presentations, Board of Directors, Corporate Sales & Divestitures, Acquisition Analysis, Federal Government Finance, Global Economics, Economic Analysis, Emerging Markets, Capital Budgeting, Debt Financing, ESG, DCF Valuation, Valuation, Investments & Risk Management, Financial Modeling, Financial Markets, Asset Management, Asset Allocation, Due Diligence, Investment Ideas, Return Analysis, Project Finance, Capital Allocation, Capital Raising, Capital Markets, Investment Analysis, Investment Funds, Capital Structuring, Financial Analysis, Private Equity, Renewable Energy

Senior Analyst

2010 - 2011
Longacre Fund Management
  • 领导该基金在工业和材料领域的全球投资活动.
  • 针对资本结构中的多/空和事件驱动型投资.
  • 监督投资机会的尽职调查，并向投资委员会提交报告.
  • Managed the largest number of investments in the firm’s $2.0 billion portfolio.
  • 与私募股权基金和投资银行谈判重组和信贷协议修订.
  • Headed the firm’s backstop of a $1.为一家即将破产的公司提供1000亿美元的股权.
  • 在2011年价值投资大会上策划了公司关于DRYS的投资提案.
Focus areas: Valuation, Valuation Modeling, Asset Valuation, DCF Valuation, Equity Valuation, Distressed/Special Situations, Transportation & Shipping, Investment Funds, Due Diligence, Revenue & Expense Projections, Investment Ideas, Credit Investing, Asset Structuring, Asset Allocation, Bankruptcy & Insolvency, Debt Restructuring, Restructuring, Value Investing, Discounted Cash Flow (DCF), Financial Modeling, Private Credit, Private Equity, Capital Structure Analysis, Fundamental Analysis, Equity Investment, Capital Markets, Debt Capital Markets, Financial Analysis, Financial Markets, Special Purpose Acquisition Companies (SPAC), Special Assets, Distressed Assets, Asset Management

Analyst

2007 - 2010
Apollo Global
  • 通过详细的财务建模分析新的投资机会, channel checks, and calls with management teams, accountants, lawyers, and consultants.
  • Monitored 50 portfolio companies ($1.1000亿美元(名义上)，并评估是否需要根据特殊情况和市场发展做出任何改变.
  • 重组了五家投资组合公司，并与投资银行和私募股权基金谈判信贷协议修正案.
  • 被选为该基金直接贷款的唯一分析师, solution capital, 并执行了1亿美元的原始投资.
  • 构建公司的财务模型模板，并向新分析师教授财务建模.
Focus areas: Leveraged Buyout (LBO), Exit Strategy, M&A (Buy-side), M&A Modeling, Due Diligence, Equity Financing, Financing, International Affairs, International Finance, Market Risk, Corporate Restructuring, Asset Valuation, Special Assets, Board Presentations, Asset Allocation, Asset Structuring, Acquisition Analysis, Capital Structure Analysis, Financial Restructuring, Debt Restructuring, Bankruptcy & Insolvency, Discounted Cash Flow (DCF), Financial Modeling, Equity Valuation, Equity Investment, Credit Analysis, Credit Investing, Leveraged Credit, Debt, Debt Financing, Fundamental Analysis, Financial Analysis, Financial Markets, Distressed/Special Situations, Distressed Assets, Private Credit, Private Equity, Asset Management

Intern

2006 - 2006
Russell Investment Group
  • 为新基金的推出设计并管理投资策略数据库.
  • 为一家新兴市场基金制定提案，并采访投资经理.
  • 通过对雷神公司的详细分析，赢得了投资竞赛.
Focus areas: Fund Structure, Fund Management, Due Diligence, Finance Strategy, Fundamental Analysis, Hedge Funds, Fund of Funds, Asset Management, Asset Allocation

Intern

2005 - 2005
UBS
  • 调查美国的企业信贷和股权投资机会.
  • 分析投资组合，并向高级投资组合经理提出重组和精简建议.
  • Developed fundraising proposals for new investment funds.
Focus areas: Financial Modeling, Equity Valuation, Fundamental Analysis, Financial Markets, Financial Statements, Finance Strategy, Asset Management, Asset Allocation
2003 - 2007

Bachelor's Degree in Economics

Harvard University - Cambridge, Massachusetts, USA

JANUARY 2018 - PRESENT

Central Registration Depository (CRD)

FINRA Organization

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