Casey Long Email and Phone Number
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Casey Long is a Managing Director at Lateral Investment Management, LLC at Lateral Investment Management, LLC. He possess expertise in microsoft excel, powerpoint, data analysis, fixed income, economics and 9 more skills. Colleagues describe him as "Casey was a dedicated and charismatic leader of the student run Investment Advisory Committee at UCSB. He was always available for mock interviews, resume advice, or just to proofread a recruiting email. He was a great resource for myself and many others. I expect him to do very well in the future as his career continues to develop."
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Managing DirectorLateral Investment Management, Llc Mar 2024 - PresentSan Mateo, Ca, Us
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PrincipalLateral Investment Management, Llc May 2022 - Mar 2024San Mateo, Ca, Us
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Vice PresidentLateral Investment Management, Llc Jan 2021 - May 2022San Mateo, Ca, Us
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Senior AssociateLateral Investment Management, Llc Jan 2020 - Jan 2021San Mateo, Ca, Us
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AssociateLateral Investment Management, Llc Nov 2018 - Dec 2019San Mateo, Ca, Us
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Board MemberMorae Jul 2022 - PresentHouston, Tx, Us -
Private Equity AssociateFortress Investment Group Sep 2017 - Oct 2018New York, New York, Us -
Investment Banking AnalystJ.P. Morgan Jun 2015 - Sep 2017New York, Ny, UsAnalyze M&A transactions across the Power and Alternative Energy sectors utilizing comparable company, precedent transactions, sum-of-the-parts, discounted cash flow, dividend discount, leveraged buyout, and accretion / dilution analyses -
Chief Investment OfficerUcsb Investment Advisory Committee Feb 2013 - May 2015Leader of student group tasked with investing $85,000 of UCSB's endowment in differing securities throughout the yearOriginally Senior Analyst of fixed income division, charged with researching and pitching fixed income products to add to overall portfolio and maintain mandated 20% fixed income weightPromoted to Portfolio Manager in charge of industrial and financial groups, representing 16% of the portfolioPromoted to CIO and chairman, in charge of running executive and general meetings as well as overseeing entire portfolio
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Student AssistantUcsb Economic Forecast Project Oct 2012 - May 2015Santa Barbara, Ca, UsSupport research teams under the chair of the economic department to produce an annual book for the Santa Barbara business community filled with data on local finance, real estate, and labor markets, among othersCharged with the local finance section, commenting on the effect of local banks increasing in size while holding loans and leases constant -
Economics TutorCampus Learning Assistance Services (Clas) Sep 2014 - Mar 2015CLAS is a program within UCSB dedicated to helping students in various subjects. I worked as an economics tutor for microeconomics. I taught group classes (between 20-30 students) that followed along with the class curriculum and prepared students for tests and quizzes. In addition, I worked in a drop-in classroom where students from any lower division economics class could come for help studying for tests or with homework.
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Vice PresidentThe Finance Connection Feb 2013 - Mar 2015The Finance Connection is the only student-run finance club on campus, focused on educating students and helping them find finance related jobs and internships before and after their graduation. -
Corporate Investment Banking Summer AnalystJ.P. Morgan Jun 2014 - Aug 2014New York, Ny, UsSummer Analyst in Energy group responsible for a variety of tasks designed to win new business for the firm, create solutions to current client's requests or questions, and facilitate live dealsConstant use of Microsoft Excel, PowerPoint, and FactSetExperience valuing companies using a variety of different methods to create standard Football Field analysisRan Accretion / Dilution model to evaluate possible benefits of M&A transaction
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Public Finance Summer AnalystJ.P. Morgan Jun 2013 - Aug 2013Summer analyst in west coast coverage group charged with multiple daily tasks designed to help generate new business, create ideal solutions to current client's questions and requests, and facilitate live deals for firm Daily use of Microsoft Office, DBC, and SDCExperience making pitch books for client meetings, rating agency presentations, and investor presentations
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Rules Committee InternCalifornia State Capitol Jun 2012 - Sep 2012
Casey Long Skills
Casey Long Education Details
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UcsbEconomics
Frequently Asked Questions about Casey Long
What company does Casey Long work for?
Casey Long works for Lateral Investment Management, Llc
What is Casey Long's role at the current company?
Casey Long's current role is Managing Director at Lateral Investment Management, LLC.
What is Casey Long's email address?
Casey Long's email address is ca****@****ail.com
What is Casey Long's direct phone number?
Casey Long's direct phone number is +191699*****
What schools did Casey Long attend?
Casey Long attended Ucsb.
What are some of Casey Long's interests?
Casey Long has interest in Soccer, Education, Basketball, Hiking, Greek Mythology.
What skills is Casey Long known for?
Casey Long has skills like Microsoft Excel, Powerpoint, Data Analysis, Fixed Income, Economics, Microsoft Office, Microsoft Word, Public Finance, Volunteer Management, Social Media, Investments, Research.
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