Brian Matthews Email & Phone Number

Indianapolis, Indiana, United States

• Provided timely and accurate trading and portfolio recommendations for companies in the Homebuilding, Building Materials, Construction Equipment, Diversified Manufacturing, Aerospace and Defense, and Industrial Other sectors• Conducted fundamental research including credit modeling and analysis of relative value to generate and support investment decisions• Managed portfolio positions of over $4 billion for long only, long/short, and CDO portfolios consisting of corporate securities and credit default swaps• Produced and conducted macro industry presentations focusing on long term and short term trends as well as the key economic industry drivers• Created a valuation model to analyze long, short, and long/short CDS investment returns.• Communicated extensively and established relationships with company management, credit rating agencies, and sell-side analysts

• Underwrote ~$500 million in private debt placements across multiple industries• Managed a portfolio of ~$400 million in private placement securities• Evaluated and analyzed numerous companies for Eurobond and direct investment opportunities• Performed due diligence on underwritten and portfolio companies including extensive communication with company management and company visits• Industries of Focus: Aerospace, Building Materials, and Homebuilders

A highly competitive student managed small cap growth fund with over $9 million under management• Researched and monitored stocks in the semiconductor, manufacturing, and food distribution sectors• Raised $1.25 million in new funds• Responsible for the generation and distribution of client reports• Monitored and directed the work of a team of analysts

• Conducted intensive quantitative and qualitative research on companies in the semiconductor equipment, LCD, telecommunications equipment, wireless broadband, and homebuilding sectors• Responsible for generating and fully researching ideas for $500+ million equity fund• Developed company and industry models utilizing First Call and Bloomberg data services• Built detailed company valuation models to support investment theses• Performed due diligence for IPOs and secondary offering investments

• Performed community analysis, created project plans, and obtained over $6,000 in funding• Created a self-sustainable farmers’ market and long-term budget for a community marketplace• Developed budget for national disaster preparedness and mitigation (DPM) community extension program to be implemented nationwide over 3 years• Developed and conducted a 3-day community level DPM workshop for the National Disaster Management Office which involved 14 governmental and community leaders• Designed, planned, and implemented community development projects and community workshops in association with host country nationals

Monitored websites from strategic geographic and topographic internet locations. Data was returned to customers providing insight on their website performance worldwide.• Managed an annual budget of $2.5 Million• Negotiated, contracted, and developed locations for future installations• Budgeted for, monitored, tracked, and predicted needs for network equipment inventory• Analyzed server performance to optimize network utilization• Expanded server network over 1700% in 1 year• Led a team of employees responsible for worldwide hardware and software installation• Directed a team of developers to create a database for network and inventory management

Mba, Finance

Activities and Societies: Managing Director - Carlson Growth Fund, Finance Club, Wine & Cusine Club, Toastmasters

Bs, Geology

Activities and Societies: Men's Ultimate Frisbee Team

Education record

Activities and Societies: Sigma Phi Epsilon, Geology Club

Education record