Brad Albright Email & Phone Number

Birmingham, Michigan, United States

Simon Group Holdings is a Family Office based in Birmingham, MI, with interests in Oil & Gas, Sports Investment & Operations, Alcoholic Spirits, and Real Estate.Transactional Highlights: - Ipswich Town FC: Worked closely with the President of Simon Sports, led financial due diligence, deal structure, and development of legal documentation for Simon Sports' anchor participation in Bright Path Sports Partners' £120M investment in Ipswich Town FC's parent organization (https://www.itfc.co.uk/news/2024/march/22/press-release-bright-path-sports/). Ipswich Town FC currently plays in England's Premier League. - The Players' Impact: Played a key role in the formation of a strategic partnership & related investment between Simon Sports and The Players Impact (TPI) (https://www.theplayersimpact.com/newsroom-publication/the-players-impact-and-simon-sports-forge-strategic-partnership/). The Players Impact is a unique, global, authenticity-driven community that provides athletes with venture education, professional networking, and investment opportunities. - Negotiated partnerships with experts in real estate, oil & gas, sports, and other private investments.Operational Highlights: - Atlas Oil Company (https://www.atlasoil.com/): Work in alongside with operational leaders on strategic planning, financial reporting, and performance management on behalf of Atlas Oil's ownership. Worked closely with leadership from inception to help develop Atlas's leading CNG virtual pipeline service in North America. - Plum Gas Solutions (https://plumgas.com/): Led management of Plum's credit facility and banking relationship, oversaw capital expenditures and strategic pricing. Worked closely with management to evaluate business development opportunities involving CNG for E&P, microgrid, data center backup power, and other novel applications.

Birmingham, Michigan, United States

Chicago, Illinois, United States

Specializing in Responsibly Sourced Gas (aka Certified Natural Gas or Differentiated Natural Gas), I led Market Development for COMET's North American LDC community, consulting directly with executive level officers of major energy companies to streamline, automate, and digitize bespoke energy transaction functions, such as origination, risk, and trade capture.

Hartford, Connecticut Area

Utilized statistical/quantitative methods, advanced Microsoft Excel modeling skills, Visual Basic for Applications (VBA), and Python 3 to create and implement a linear regression-based nickel hedging system utilizing futures contracts on the London Metals Exchange (LME).Responsible for the creation and administration of a group-wide Discounted Cash Flow (DCF) model used to globally drive $6 million + in incremental revenue/cost savings capital projects.Automated aspects of hedging, month-end reporting, and KPI generation via proprietary Visual Basic for Applications (VBA) and Python 3 program implementations, saving 1000+ labor hours per annum.

Bloomfield Hills, Mi

Performed periodic analysis and revaluation of many holdings with the firm's current Small Cap Value fund, including assets in Consumer, Technology, Energy, and Healthcare sectors. Utilized FactSet, HOLT Lens, and proprietary quantitative models to create and present recommendations regarding the holdings within the portfolio.Performed extensive and thorough analysis of SMART Global Holding (ticker: SGH) through conversations with sell-side equity analysts, advanced modeling, fundamental and technical analysis, and macroeconomic trends analysis. Implemented a "Sell" recommendation (August 2018) on the impending entrant of a global-scale competitor into their most profitable geographic area, Brazil, and analysis of the USD/BRL showed a reasonable likelihood of continuing FX losses for the company going into the 2018 Brazilian Presidential Election later that year. As of March, 2020, SGH has fallen ~30% since the recommendation, vastly under-performing the S&P 500.

Rochester, Mi

Led the administration and progression of a $2.7 million equity portfolio and a team of 12 portfolio managers. Shared responsibility with the overseeing professor on teaching equity analysis and valuation methods to the portfolio managers.Implemented an advanced valuation model in Microsoft Excel, heavily utilizing Bloomberg Terminal's Excel Add-In. Valuation methods created in the model include: Three-stage discounted cash flow (DCF), EBITDA exit multiple, three-stage dividend discount model, and residual income.Automated the quantitative analysis of the portfolio by utilizing Visual Basic for Applications (VBA) to efficiently create charts, graphs, and reports.Led the creation and development of our presentations to seasoned investment professionals from our community, including representatives of Bank of America Merrill Lynch, UBS, and Plante Moran Wealth Management.

Rochester, Michigan

Assumed a student leadership role at Oakland University as Financial Affairs Director of Oakland University's Student Congress as one of 11 executive board members charged with the representation of 20,000+ students to both University Leadership and City Leadership on matters of student life and development.Administered the creation, development, and maintenance of a $250,000+ budget to support executive board and legislative program implementation, and performed regular reports to the Congress regarding the financial well-being of the organization.

Chesterfield, Mi

- Managed operations of a store with $60,000+ in weekly sales and 60+ employees- Monitored cash control and cost balancing aspects of the business- Balanced a 35-40 hour workweek while maintaining a full course load at Oakland University

Chesterfield, Mi

- Coordinated training plans for 30+ new employees- Contributed many ideas on reducing operating costs, including ingredient use and labor- Received awards for leadership and devotion in the workplace- Balanced a 35-40 hour workweek while maintaining a full course load at Oakland University