Dylan Penner, Cfa Email & Phone Number

Charlotte, North Carolina Area

• Responsible as primary coverage over $1.0Bn of investments across 50+ high yield credits in the Manufacturing sector, with additional exposure to the Paper & Packaging, Aerospace & Defense, Automotive, and Homebuilder.
• Developed investment thesis using combination of financial and relative value analysis, including projecting financial models
• Drafted and presented 100+ recommendations to internal investment committee comprised of senior portfolio managers
• Maintained interaction with corporate management teams via earnings calls, in-person facility visits, and industry conferences
• Heavily involved in the firm’s partnership with Heart Math Tutoring

Charlotte, North Carolina Area

• Created three statement models as well as researched transaction comparables for use in pitching activity, leveraged finance committee meetings, and lender presentations
• Crafted pitch books, confidential information memorandums, sales force memos, and management presentations
• Lead Summer Analyst on the acquisition financing for the purchase of URS Corp. and Autocam by AECOM and NN, Inc., respectively
• Created and pitched a hypothetical public to private LBO analysis of Cedar Fair, LP to a panel of managing directors as part of the summer program
• Participated in numerous internal credit committee sessions, management presentations, and industry reviews, additionally attended the bank meeting for NN, Inc.

New York

• Supported the business development group’s strategic efforts through researching and preparing reports on competitors, consultants, and potential investors
• Updated fund presentations to accurately reflect current market conditions as well as Octagon’s fund performance
• Rotated through several different groups covering various aspects of the business including trading desk activities, credit committee meetings, general market condition updates, and financial modeling exercises
• Attended several bank meetings as well as the DebtWire Leverage Finance Roundtable and prepared reports summarizing observations

Chapel Hill, North Carolina

• Provided oversight of 54 ethnically diverse first-year students in Hinton James Dormitory
• Designed and promoted bimonthly social and educational programs
• Advised students on personal issues and administered disciplinary sanctions when necessary

Charlotte, North Carolina Area

• Crafted and delivered lesson plans for children ages 5-9 for eight weeks; integrated conflict resolution and social action into an activity based- curriculum promoting social, cultural, and historical awareness
• Facilitated multiple parent-teacher meetings to assist children’s individual development
• Attended week-long National Freedom Training in Tennessee, networking with interns from across the country

Bachelor Of Science In Business Administration (Bsba)

Exchange Program, Business Administration, Management, And Operations