Publication
机器人顾问行业投资组合风险:效率还是投机取巧?
http://nmp.hidekoquanyin.net/finance/investment-strategists/robo-advisor-industry
Ishwinder is available for hire
Hire IshwinderIshwinder Singh, CFA
Verified Expert in Finance
Finance Expert
Location
Toronto, ON, Canada
Toptal Member Since
May 29, 2020
Ishwinder is an accomplished IB, PE, 技术专家，有14年的国际项目工作经验. 他管理着一家著名投资银行公司10亿美元的主要投资组合. Before that, he provided M&安永为全球客户提供估值咨询服务 & Young. Ishwinder是一家金融科技创业公司的联合创始人，目前是一家资金雄厚的在线集装箱航运市场的财务主管, 管理这家初创公司在美国和加拿大的业务.
Fintech ConsultantStartup ConsultingMergers & Acquisitions (M&A)ValuationFinancial ModelingBudgetingChartered Financial Analyst (CFA)Real EstateCommercial Real EstatePrivate EquityFinancial ReportingVenture CapitalInvestment BankingFinancial Planning & Analysis (FP&A)Real Estate Financial ModelingFixed IncomeFeasibility Study
Career Highlights
SVP/Head of Principal Investments
The National Investor
Assistant Manager
Ernst & Young
Education Highlights
Master of Business Administration (MBA) Degree
Indian Institute of Management
Certification Highlights
CFA
CFA Institute
Case Studies
Industry Expertise
Software Expertise
Other Expertise
Work Experience
SVP/Head of Principal Investments
2012 - 2020
The National Investor
- 管理一家大型四星级酒店3000万美元的债务重组.
- 领导以1.5亿美元收购一家地区性食品饮料公司50%的股份, and drove the expansion of supermarket, F&B，餐饮和FM业务通过有机增长和收购.
- 领导一家家庭娱乐中心的转型计划，使其收入在两年内增加了30%，并恢复了盈利能力, 实现首次股东分红.
- 通过费用合理化和通过收购陷入困境的竞争对手实现收入增长，在短时间内实现回报, 最终通过私募退出.
- 领导区域性补强收购，以加速一家专注于酒店业的全球领先咨询公司的发展, retail, and real estate.
- 为一家陷入困境的酒店制定并领导扭亏为盈战略, 加强现金流的产生，提高利润，在进入并担任总经理之前，监督170名员工，确保财务目标的实现.
- 管理一个5000万美元的私募股权基金，在中东和北非和印度进行投资. 领导投资组合公司通过IPO和私募成功退出. 其他职责包括LP报告和定期估值.
- 管理价值8000万美元的商业房地产资产组合，职责包括进行详细的回报分析, sourcing and managing tenants, and negotiating leases.
- 创建和管理3000万美元的固定收益投资组合，以产生稳定的经常性收入，同时准备详细的投资政策和指导方针，以管理执行和风险.
关注领域:私募股权，公司重组，投资组合管理，合并 & Acquisitions (M&A), Financial Modeling, Pitch Decks
Assistant Manager
2008 - 2012
Ernst & Young
- 牵头以7000万美元出售一家铝板制造商的控股权.
- 管理一家领先的国际运营商对一所K-12学校的搜索和收购.
- 对一家资产遍布10个国家的大型区域性连锁娱乐中心进行估值.
- 对一家欧洲私募股权公司在中东和北非拥有的连锁五金零售店进行估值.
- 管理一家领先玻璃制造工厂的债务重组, 包括帮助流动性管理和建立13周的现金流预测.
- 管理印度和阿联酋价值1亿美元的钢铁制造设施的债务重组.
- 编写了一份价值2亿美元的聚丙烯板制造商可行性研究报告，协助从银行和母公司获得资金.
- 编制了一份价值5 000万美元的干货和冷藏设施的可行性研究报告，并协助成功获得银行融资.
- 对德国豪华汽车区域领先经销商进行估值.
- 管理了1亿多美元的债务筹集，用于在南亚建造一个购物中心和办公大楼.
Focus areas: Business Planning, Financial Restructuring, Feasibility Studies, Valuation Modeling, Mergers & Acquisitions (M&A), Financial Modeling
Other Experience
Education
2006 - 2008
工商管理硕士(MBA)学位，财务与战略方向
Indian Institute of Management - India
2002 - 2006
Bachelor's Degree in Computer Science
University of Delhi - India
Certifications
JUNE 2009 - PRESENT
CFA
CFA Institute
Skills
Finance
Mergers & Acquisitions (M&A), Valuation, Financial Modeling, Budgeting, Financial Restructuring, Chartered Financial Analyst (CFA), Fixed Income Analysis, Wealth Management, M&A (Sell-side), M&A (Buy-side), Fund of Funds, Discounted Cash Flow (DCF), Personal Finance, Private Equity, Private Equity Valuation, Fund Management, Asset Allocation, Portfolio Analysis, Financial Reporting, Valuation Modeling, DCF Valuation, Financial Planning & Analysis (FP&A)
Output Software
微软Excel，微软PowerPoint，谷歌表格
Data & Analysis Software
Bloomberg, Capital IQ
Industry Expertise
采购产品风险资本，早期创业公司，工业，酒店，房地产，娱乐 & Leisure, Retail & Wholesale, Banking & Finance, Commercial Real Estate, Food & 饮料，资产管理，汽车，物流，房地产开发
Other
Feasibility Studies, Business Planning, Startup Consulting, Financial Analysis, Fintech Consultant, Investment Funds, Bonds, Education, Manufacturing, Equities, Relative Valuation, Cash Flow Analysis, Restaurant Operations, Portfolio Management, Portfolio Reporting, Marketplace Platforms, Pitch Decks, Corporate Restructuring, Investment Banking, Project Bidding, Information Memoranda, Excel Modeling, Excel Macros, Robo-advisors, Microsoft Power BI
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