Adam Hauptman, Cfa Email and Phone Number
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I manage the liquid public securities portfolio for MGA Entertainment, one of the largest privately held toy and entertainment companies in the world, where I focus on delivering risk-adjusted growth, capital preservation, adequate liquidity, and tax-efficient returns.Previously, I worked for 8+ years for Strategic Global Advisors in Newport Beach, where I was a portfolio manager for U.S. and international small and smid cap strategies, and led the firm's fundamental equity research efforts in the Industrial, Consumer Discretionary and Materials sectors.Before that, I was a Portfolio Manager and Lead Analyst at ASNY Capital Partners for almost 3 years, where I was seeded and launched a long/short equity hedge fund focused on value & income, utilizing equities, closed end funds and equity derivatives, with two talented analysts working for me.I worked >5 years for multi-strategy hedge funds at Kayne Anderson Capital Advisors (>$20 Bn AUM asset manager): closed end fund arb, long/short equities and equity derivatives, among other things.• MIT B.Sc. Mathematics & Philosophy• CFA Charterholder• Berkeley Law Certificate in ESG and Sustainable Investing• Japanese Language: JLPT N2 and BJT J3.• Portfolio management• Deep-dive fundamental equity research• Long-only and long/short equities• Equity derivatives• Value investing• Income investing• Event-driven investing• Quantamental investing• Closed end fund arbitrage• Merger arbitrage
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Investment Portfolio ManagerMga Entertainment Dec 2024 - PresentChatsworth, Ca, UsI manage the liquid public securities portfolio for MGA Entertainment, one of the largest privately held toy and entertainment companies in the world, where I focus on delivering risk-adjusted growth, capital preservation, adequate liquidity, and tax-efficient returns. -
Senior Fundamental Analyst And Associate Portfolio ManagerStrategic Global Advisors, Llc Jul 2016 - Nov 2024Newport Beach, Ca, UsEquity research coverage: Consumer Discretionary, Materials and Industrials. Portfolio management focus on US and international small and SMID cap strategies.Numerous client & prospect meetings; produce quarterly client letters, attribution reports and presentations. Partner with quantitative team to improve stock screening tool. -
Portfolio Manager And Lead AnalystAsny Capital Partners Sep 2013 - Jun 2016Hedge fund startup, seeded by large family office, where I managed two analysts.Concentrated portfolio, based on deep-dive bottom-up fundamental research.Oversaw fund launch, managing relationships with >10 investment banks.Frequent interaction with and performance reporting to principals.Long/short equity and equity derivatives.
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Research AnalystKayne Anderson Capital Advisors Sep 2007 - Jan 2013Los Angeles, Ca, Us• Worked for the multi-strategy hedge fund (peak assets $1 Bn)• Sole analyst for long/short equity strategy that also utilized equity derivatives.• Sole analyst with trading discretion for closed end fund arbitrage strategy.• Opportunistic investments in SPACs, high yield bonds, thrift bank demutualization, and merger arbitrage.• Developed analytic tools to automate and improve idea generation and monitor portfolio risk and performance.• In-person investor meetings and presentations; produced presentation slides and quarterly letters. -
Energy AnalystSolios Asset Management Apr 2006 - Jul 2007• Energy and natural resources hedge fund, within a family office, where I managed long/short equity portfolio. • Lead analyst on the Uranium Fund launch, which grew firm AUM more than 5x, investing in physical nuclear fuel and uranium mining equities.
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ConsultantLevitan & Associates, Inc. Oct 2002 - Apr 2006Boston, Massachusetts, Us• Energy economics management consulting. • Numerous engagements focused on power plants, natural gas pipelines, and wholesale power & fuel markets. -
AnalystPa Consulting Group Jun 2001 - Apr 2002London, London, Gb
Adam Hauptman, Cfa Skills
Adam Hauptman, Cfa Education Details
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Massachusetts Institute Of TechnologyPhilosophy -
The Commonwealth School
Frequently Asked Questions about Adam Hauptman, Cfa
What company does Adam Hauptman, Cfa work for?
Adam Hauptman, Cfa works for Mga Entertainment
What is Adam Hauptman, Cfa's role at the current company?
Adam Hauptman, Cfa's current role is Portfolio Management | Senior Equity Research Analyst | MIT Alumnus.
What is Adam Hauptman, Cfa's email address?
Adam Hauptman, Cfa's email address is ah****@****tal.com
What is Adam Hauptman, Cfa's direct phone number?
Adam Hauptman, Cfa's direct phone number is +131040*****
What schools did Adam Hauptman, Cfa attend?
Adam Hauptman, Cfa attended Massachusetts Institute Of Technology, The Commonwealth School.
What are some of Adam Hauptman, Cfa's interests?
Adam Hauptman, Cfa has interest in Japanese Language, Intermediate Level.
What skills is Adam Hauptman, Cfa known for?
Adam Hauptman, Cfa has skills like Hedge Funds, Valuation, Equities, Asset Management, Financial Modeling, Bloomberg, Alternative Investments, Portfolio Management, Equity Derivatives, Investments, Fixed Income, Strategy.
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