Caleb Dorf, Msf Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

I primarily focus on private investments for C|A's pension practice clients. Some of my responsibilities include:- Creating client investment committee materials that recap private investment performance and recommend commitments to new private equity, venture capital, private real assets, and private credit funds- Writing investment due diligence reports on private investment funds, including private equity and infrastructure, that are fundraising- Vetting venture capital and real estate investments for clients who aim to make financing more accessible to fund managers from historically underrepresented backgrounds and whose investments benefit underserved communities- Serving on Cambridge’s auxiliary teams for Recruiting and Diverse Manager Research/Sustainable & Impact Investing

Boston, Massachusetts, United States

- Wrote commentaries on fund performance, engagement reports on client portfolios, company viewpoints on financially material ESG topics, and updates on the mergers and consolidations within the world of ESG reporting frameworks - Created custom ESG reporting for a high-net-worth RIA client and their custom portfolios, complete with metaphor metrics, case studies, and portfolio analysis- Assisted healthcare research analyst gather and present FDA data for a project assessing medical device product quality

Concord, Massachusetts, United States

- Performed financial advisor reviews and portfolio analysis to identify top-performing investment strategies and assets, directly reporting findings to CEO & COO- Assisted in onboarding new financial advisors into the Bay Colony IT and compliance-reporting systems - Jump-started the firm’s transition to a new customer form-filling platform called PreciseFP

- Tasked with running weekly sector meetings and educating members about various topics in investing- Responsible for overseeing the sector’s pitches to the general body, including the deck and valuation- Hired new analysts during the fall recruiting cycle

Waltham, Massachusetts, United States

- Acted as lead analyst on a pitch for SS&C Technologies (NASDAQ: SSNC) in late March 2021. The stock tied the new voting record with an 89% acceptance rate. Delivered the main investment thesis and catalysts/risks. - Acted as lead analyst on a pitch for Applied Materials (NASDAQ: AMAT) in November 2020. Applied was voted in by club members with a record-setting 87% acceptance rate. We were stopped out of our position due in January 2022 and finished with a 97% return. Delivered the business and segments overview, as well as most of the investment thesis.- Collaborated with other sector analysts and PM’s on over dozen pitches since joining as a general body member in September 2019.

Master Of Science - Ms, Finance, 3.78

Coursework: ESG Investing, Quantitative Portfolio Management, Financial Modeling, Quantitative Analysis for Business, Mergers &.

Bachelor Of Science - Bs, Finance, 3.90

Activities and Societies: Bentley Honors Program, Bentley Investment Group (Portfolio Manager), Advanced Standing in Finance Program.

High School Diploma, Dean'S List

Activities and Societies: Prefect, Highlander Hockey, JV Baseball, Fall Rowing, Outdoor Club