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 (deep value, transformative mergers, spinoffs, restructurings, activist situations), then buying below a requisite margin of safety to conservative base-case valuations. The strategy's goal is to outperform the indexes over long time periods through:a) Concentration in the very best ideas b) High active share (different sector allocations from indexes)c) multi-quarter to multiyear time horizon d) Flexibility - to source very best ideas across large cap, mid cap, small cap, “growth” or “value”, with flexibility to buy foreign securities (though US-focused) or go up the capital structure (though equity-focused) if warranted.

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 factors analysis. Potential events and catalysts can include M&A, spin-offs, financial stress and distress, post-reorganizations, liquidations, legal disputes, turnarounds and accounting misstatements, among others.Conducted primary research and modeled growth prospects for Lending Club stock. Buy recommendation lead to 30%+ return in two months

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 NXPI’s takeover of Freescale and gave preliminary valuation analysis

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 & Recycling, and Consumer Products. Summarized and organized the above research into a brochure aimed at fundraising for the fund as well as a supplementary Powerpoint presentation with visual, graphs and charts to elucidate the fund's thesis.

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 be sent every morning, and created large master documents and spreadsheets for research purposes. Also performed other temporary research projects upon request.

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 film “Superglue,” which I wrote, directed, co-edited, produced andmarketed, was offered a small distribution deal by international shorts distributor Ouat! Media. Won Best Comedy at Boston Short Film FestivalAlso: Freelance film production professional involved in Development (script coverage) Production (assitant director) and Post-production (assistant editor).

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.