Billy Duberstein Email & Phone Number

United States

Greater Los Angeles Area

Stone Oak Capital, LLC is in the process of registering as an investment advisor registered with the State of California. Currently, the strategy is open to new investment.Stone Oak Capital is an opportunistic strategy focused on special companies (competitively advantaged "wide moat" companies, with favorable long-term prospects) and special situations.

Covering Technology, Media, Telecom, and Consumer Goods stocks for the online investment website.

Los Angeles

• Clients include:
• Happy Earth, Inc (sustainable landscaping) - Constructed ROI analyses, modeled deals with subcontractor partners. Developed sales & marketing plans leading to increased deal flow
• Neu Insurance (Independent Agent): Analyzed company capabilities and market dynamics; constructed a growth marketing plan to enhance penetration of Southern California market

Greater New York City Area

Responsibilities: Research and make recommendations on global event-driven investment opportunities across the capital structure through the lens of a proprietary investment methodology called BRACEThe BRACE methodology consists of five prongs: Bottom-up fundamental research, Revaluation catalysts, Actors assessment, Capital structure review and External.

Greater Los Angeles Area

Performed company and industry research for initiations on several companies in both the Semiconductor and Ecommerce sectorsPrepped existing models and analyst notes for earnings updates through earnings seasonConducted channel checksBuilt detailed financial models, including revenue build-up and 3-sheet integration. Constructed complex M&A model for.

New York, NY

Researched specific companies in the renewable energy sector at the direction of the fund principal, and constructed valuation models and brief writeups on assigned names.

Greater New York City Area

Attended IPO roadshow for Summit Materials, Inc. and produced a 2-page writeup along with model, DCF valuation and comparable valuation to other companies in the domestic aggregates and building materials sector.

Greater Los Angeles Area

In charge of constructing an investor's brochure for Resolve Capital's "Eco-Fund," a thematic long-short fund composed of companies at the forefront of the transition to more sustainable economies. Researched 20 companies in industries including Alternative Energy, Transportation, Food & Agriculture, Air Pollution, Water & Wastewater Treatment, Waste &.

Washington D.C. Metro Area, Los Angeles

Researched daily periodicals, programmed google alerts, and conducted extensive Nexis searches for news stories on political and industry activity regarding clean air, global warming, fracking and drilling, and other issues for a client of the firm, a coalition of prominent environmental organizations. Organized all relevant articles into daily "clips" to.

New York/ Greater Los Angeles Area

Founded and ran production company which made original short films and documentaries as well as for-hire directing and editing projects. Oversaw all aspects of production, includingpre-production, hiring crew, production, post-production, marketing to the festivalcircuit, overseeing the design of the promotional website and attractingdistributors.The short.

Master Of Business Administration (M.B.A.), Financial Instruments And Markets, Corporate Strategy

Activities and Societies: Henry Kennedy Scholarship Winner (Academic Performance); Dean's List; GMAT: 750; WINNER - Stern Stock Pitch.

Financial Modeling, Corporate Valuation, Excel Best Practices

Completed at-home courses on Financial Modeling and forms of Corporate Valuation, including, Discounted Cash Flow, Comparative Analysis.

Certificate, Accounting, Excel, Finance, Marketing

This program is a summer-long overview and Introductions to Accounting, IT, Excel, Marketing, and Finance.

Ba, Music, English

Activities and Societies: Sigma Pi Fraternity, Madison House Community Service, UVA Jazz Ensemble- Dean's List all 8 semesters - 3.68 GPA.