Benjamin Law Email & Phone Number

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

Spent nearly 24 months of self-directed travel across 23 countries, primarily in Asia along with stops in Oceania, the Middle East, and Europe.

Greater Chicago Area

• Built complex financial models and adjusted key model leverage points by reading and inferring information from company, customer, and competitor releases, meetings with management and analysts, and review of actual.
• Developed research and presentation tools including economic momentum tracking applications, sector and industry relative value spreadsheets, and other tools to enhance the portfolio management decision- making process.
• Led meetings with analysts and management teams both in the office and at conferences globally to test base case work and anticipate potential thesis vulnerabilities.
• Cultivated thought framework through the identification of long-term trends and incorporated contrasting viewpoints to enhance out-of-the-box thinking.
• Provided hiring support across multiple teams by interviewing candidates and effectively communicated recommendations to HR and PMs.
• Mentored new employees and supported associate analysts to develop key skills.

Greater Chicago Area

• Screened for new ideas utilizing traditional and custom screening tools based on fundamental,quantitative, and technical attributes to narrow down coverage universe to actionable ideas.
• Leveraged industry relationships and broad knowledge base to target equities that provided exposure to favorable long-term trends.
• Recommended new positions or replacements based on foundational work, including financial analysis,equity exposure, and country/sector risks; published and presented portfolio recommendations according to portfolio.
• Maintained idea backlog, frequently updating research for pertinent information and consistently testing backlog list against current holdings to optimize portfolio performance.
• Supported marketing and client relations efforts through the preparation of summary positions; prepared and presented research to clients, providing an example of the Driehaus philosophy in action.

Greater Chicago Area

• Led daily coverage update for PMs and colleagues in formal and informal meetings and provided written communication tailored to PM specifications.
• Monitored portfolio positions using regulatory releases, industry journals, peer and competitor news, andmeetings with management teams and analysts to assess progress compared to investment case.
• Developed strong relationships across the organization to enhance cross-collaboration and team communication.

Duluth, Minnesota Area

• Present equity research across multiple sectors to portfolio managers in the Private Client Services division.
• Prepare loan documentation, authorize COD transactions, and execute product sales.