凯尔韦德
验证专家 in 金融
金融专家
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
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.
管理合伙人
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.
- 执行每日交易操作,以更新每个模型的投资者头寸.
导演
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.
合伙人、投资组合经理、分析师
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.
金融分析师
席梦思床品公司 & 公司
- 执行分析建模, 估值, 并对零售业超过45个并购项目进行现金流分析, 能源和工业行业总价值超过60亿美元.
- 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.
教育
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
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
特许金融分析师(CFA)
CFA协会
Skills
金融
金融期权, Three-statement建模, 价值投资, 特许金融分析师(CFA), 预测, 投资组合分析, 财务规划 & 分析(FP&A),估值,合并 & 收购(M&A), 股票研究, 外汇套期保值, 经济增加值, 尽职调查, 资金成本, 股票发行, 套期保值, 投资理论, 投资简报, 投资监控, 资本形成策略, 财务战略, 贴现现金流(DCF), 风险分析, 投资组合管理, 投资决策, 估值建模, 金融建模, 预算, 收入模型, 成本管理, M&一个建模, 综合财务报表, 私人股本, Mathematical 金融, Debt Raises
输出的软件
Excel 2016, Excel 2007, Excel 2010, Office 2010, Office 2016, Microsoft PowerPoint, Microsoft Word
行业专业知识
资本市场、银行业 & 金融、石油 & 采购产品天然气,天然气,能源,运输 & 采购产品航运,化工,工业,消费品,农业,零售 & 批发
地理专业
北美、拉丁美洲、亚洲、欧洲
Data & 分析软件
彭博、Factset、财务数据、Factiva、Dunn & 布拉德斯特里特,资本智商
其他
下游,投资组合管理,上游石油 & 气体管理, 分析, 对冲基金, 模型, Excel建模, 股票, FX, 投资, 投资经理, 投资咨询, 外汇顾问, 行业分析, 宏观驱动因素分析, 博弈理论, 期货 & 方案、策略规划 & 执行, 共同基金, 财务报表, 商业研究, 融资, Adobe套件, 窗户, 选项, 期权交易, 经济分析, 经济学, Mathematica, 数据库, 信贷建模, 吸积/稀释分析
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