Brandon Best, Cfa Email & Phone Number

Greater Denver Area

• Member of the firm’s investment research team, with a focus on private equity funds and managers.
• Work to identify top tier private equity firms across a variety of investment strategies including: Buyout, Venture Capital, Real Estate, Credit, Distressed, Infrastructure, and Real Assets.
• Meet with fund general partners and analyze potential investment opportunities and existing investment relationships.
• Compile and disseminate notes which provide background on the general partner of a fund, a synopsis of their investment strategy, deal examples, and an opinion regarding the attractiveness of the opportunity.
• Create and update profiles on private equity funds for distribution to clients to help them in their investment decision making process.
• Gather and present industry and macroeconomic data to be used in deciding the risk versus reward attractiveness of differing investment strategies.

Greater Denver Area

• Execute transfer requests and maintenance reports to ensure accurate client records.
• Utilize account database systems, CRM software, and online project management programs.
• Communicate effectively with multiple departments, customers, and contra firms.

Colorado Springs, Colorado Area

• Provided research and wrote sections of case study and teaching note for submission to the North American Case Research Association (NACRA).
• Gathered, organized, and analyzed data from primary and secondary sources.

Colorado Springs, Colorado Area

• Implemented policies to improve customer retention and customer loyalty, led to improved sales margins.
• Increased team sales from $100,000 to $400,000 annually, by landing new accounts and augmenting average sale sizes through auxiliary equipment sales.
• Analyzed monthly sales reports to track achievement of performance goals for the store and to provide recommendations to improve inventory management.

Colorado Springs, Colorado Area

Mba, Finance, International Business

Activities and Societies: Men's Soccer3.95 Gpa

B.S., International Business

Activities and Societies: Beta Gamma Sigma, isami internet radio, Men's Soccer