Casey Wolf Email & Phone Number

Atlanta, GA, US

• SteelPath Energy Infrastructure Investment Team
• Analyze and model 20-25 midstream energy infrastructure and renewable energy companies. Provide analysis and investment recommendations to portfolio managers including portfolio weights for multiple portfolios with.
• Bottom-up company analysis and modeling. All investment strategies take long-term, private equity approach to investments
• Collaborate with company management teams and various investment banks on multiple PIPE deals that range from $20mm to $500mm
• Developed strong relationships with company management and spend significant time discussing market and corporate strategy to better help each of our objects and understand difficulties
• Led analysis of midstream energy fixed income asset class and presented results to interested institutional client, resulting in client investing $40mm, today portfolio has value of $240mm

Dallas, TX, US

• Created and modified cash flow models on small and medium sized businesses seeking to qualify for loans or refinance existing loans
• Previous and potential future cash flow analysis drove loan decision making for loan officer
• Prepared reports on analysis and recommendation on loan qualifications with Excel and PowerPoint

• Researched industries for managing director of fund that fit within the funds objectives
• Participated in weekly meetings with rest of firm to discuss and present possible investment areas, current research, and ways to improve research
• Presented completed research and analysis on industries to managing director and made recommendation on possibility of future investment
• Worked with MBA student to improve research strategy, presentation skills, and identifying factors that affect industry trends

Dallas, Texas, US

• Researched companies, private equity firms, and venture capital firms to be potential buyers/sellers in acquisitions. Presented findings to bankers and research director
• Compiled industry research for bankers of firm and research director focusing on current trends and possible future headwinds
• Reviewed and analyzed balance sheets, specifically liabilities of companies being sold

Master Of Business Administration - Mba

B.B.A, Finance

Education record