Erik Kobayashi-Solomon Email and Phone Number
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Creative, entrepreneurial investment professional with internationally-recognized expertise in valuing public and private firms, designing option-based investment strategies, and avoiding behavioral biases in investing. Known for meticulous attention to detail, hands-on managerial abilities and superior spoken and written communication skills. Fluent in written and spoken Japanese.Corporate Valuation and Strategy | Climate Change | ConsultingEmail: erik@ioi-llc.comInsightful and creative analyst with a proven ability to find unique insights into a company's operations and connect these insights to an understanding of the firm's value. Deep experience in financial analysis who interacts comfortably with private investors, management teams, buy- and sell-side analysts, and the financial press. Professional, no-drama approach that focuses on creative problem solving and proactive value creation.CORE COMPETENCIES:* Financial analysis* Climate change investing* Financial modeling* DCF Valuation (project & enterprise)* Strategic planning* Investor presentations* Corporate fund raising* Investment structuring* Japanese language and business culture* Educational design* Journalistic writingACCOMPLISHMENTS:* Authored and published an 80,000-word book, The Intelligent Option Investor (2014, McGraw-Hill), which has garnered favorable reviews from the institutional investing community worldwide.* Responsible for architecting and building the standardized equity valuation model for emerging market private equity investments at the International Finance Corporation (World Bank Group). The model is used by analysts and portfolio managers world-wide.* Founded and successfully raised capital for Framework Investing, an online investing community and financial education portal.Please contact me at (732) 261-5022 for corporate valuation, investment analysis, or climate change-related investment opportunities.
Climate Tech Venture Review
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FounderClimate Tech Venture ReviewArlington Heights, Il, Us
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FounderClimate Arm Apr 2024 - Present
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Advisory Board MemberExit Ventures Jan 2024 - PresentHelping Exit Ventures' principals identify and vet prospective portfolio companies. -
Adjunct FacultyTemple University Aug 2023 - PresentPhiladelphia, Pennsylvania, UsTeaching a graduate-level course in Global Innovation Strategy -
Founding PartnerIoi, Llc Sep 2012 - PresentArlington Heights, UsCreated value for consulting clients through intellectual property related to corporate valuation, option investing, strategic management, venture capital, and data analysis. Indicative list of clients and projects follow.Corporate ValuationInternational Financial Corporation (World Bank Group): Designed and developed standardized valuation model for emerging market private equity investments in MS Excel and drafted a guide to corporate valuation to train bank staff.Option InvestingMcGraw-Hill Education: Author of The Intelligent Option Investor: Applying Value Investing to the World of Options. The English-language original was published globally in 2014; the Chinese translation was published in January 2020. Strategic ManagementDispersive Technologies: Drafted a comprehensive report regarding elements of a successful strategic exit for the board of a private network software company. Presented results to the upper management and board of directors in an on-site meeting and fielded questions about the report’s findings and my recommendations.Project Apollo: Acted as Chief of Staff and Chief Operating Officer for a shareholder activist campaign to take over a private tech company. Worked with senior engineering staff, intellectual property consultants, salespeople, legal counsel, and financial controllers to draft a comprehensive take-over project plan (Wrike) and write a full business plan.BYAS: Recruited to serve as the Chief Financial Officer and co-founder of Back of the Yards Algae Sciences (BYAS), a nutraceutical company with patent-protected technology related to natural food colorant.Data AnalysisYCharts: Served as the Director of Research for this Chicago-based FinTech startup. Published stock, sector, and macro reports highlighting the wealth of the company’s data offerings. -
ContributorForbes Oct 2013 - PresentJersey City, Nj, UsPublishing in-depth, data-driven articles on public and private firms involved in finding ways to help civilization Adapt to or Mitigate climate change and Restore our climate. ARM Investing -
CfoAlbo Climate Oct 2021 - May 2022Tel Aviv, Israel, IlResponsible for establishing accounting and operating infrastructure for early-stage, international start-up company applying artificial intelligence to allow our civilization to adapt to and mitigate the effects of climate change. -
Advisory Board MemberAlbo Climate May 2021 - Oct 2021Tel Aviv, Israel, IlAdvising the CEO and founding team on fundraising, strategy, and partnerships.
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Market StrategistMorningstar May 2011 - Sep 2012Chicago, Il, UsResponsible for U.S. Large and Mid- Capitalization Pick List products targeted to institutional investors and two Canadian Pick Lists.Provided macro-focused investing commentary on a monthly basis, ran conference calls and participated in sales calls to existing and prospective clients.Redesigned Pick List methodology and programmed a database application to form a rules based framework for generating pick list ideas. "Strong Buy" candidates strongly outperformed the Index. -
Editor - OptioninvestorMorningstar Oct 2008 - Sep 2012Chicago, Il, UsDriving force behind developing Morningstar OptionInvestor electronic newsletter, producing roughly 90% of investing, educational, and market commentary for the site. One of the most popular features of the newsletter was the "Option Recipe Book", the articles of which explain the risk and reward of various option strategies in a straightforward, non-jargon, yet rigorous way.Principal author of Morningstar Investor Training course materials for the option training modules and a key contact for the third party provider that provided training services to clients.Conducted several extremely popular webinars--"Covered Calls A to Z" and "Hedging 101". Traveled across the U.S. making very well-received presentations regarding behavioral biases in investing, fundamental option investing, and using options to generate income, boost portfolio growth, and hedge investment positions.In addition to voluminous, differentiated, and high-quality option education content, my option-based investment recommendations (driven by cash flow analysis of companies in all sectors and of varying market capitalizations) strongly outperformed benchmarks.
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Senior Equity AnalystMorningstar Dec 2006 - Oct 2008Chicago, Il, UsSenior Analyst in charge of Semiconductors. Specialized in mobile handset value chain, analog chipmakers, and foundries. Managed a group of three analysts, reviewing their financial models, reports, and presentations.
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Analyst / Risk ManagerIronbound Capital Partners Jan 2005 - Jan 2006Designed and advised on option hedging strategy for fund's large oil exposure. Built quantitative oil price simulations using @Risk software and used simulation results as basis for hedging strategy. Monitored delta-hedging trades by brokers for listed look-alike option trades as well as rolling of hedges.Analyzed quantitative strategies (e.g., CDS exposure to paper and pulp companies, European short exposure strategy proposed by broker) and made recommendations to portfolio manager and analysts regarding the implementation of these strategies.Built Bloomberg-based spreadsheet to monitor intraday risk positions for stocks, options, and currencies which informed tactical hedging program.Read and analyzed financial statement for Japanese companies, spoke with company management and sell-side brokers, and recommended investments for the fund. 90% of work related to these duties was conducted in Japanese.Fund size of roughly $1 billion.
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FounderQed Capital Partners Mar 2003 - Jan 2005Conducted groundbreaking independent research regarding information processing by financial markets from a behavioral finance perspective.Coded a database application to quantify and verify research hypotheses and began using that application to make directional trades on the S&P 500 index using futures and options contracts.System outperformed MAR Futures fund index over life of fund.Assembled a highly competent and credible team of analysts as well as a board of directors and funded operations out of my own pocket. Marketed the fund to Goldman Sachs, Morgan Stanley, and Deutsche Bank, as well as to fund-of-funds and independent accredited investors.
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Senior ManagerMorgan Stanley & Co. Apr 1999 - Mar 2003New York, Ny, Us* Managed referential data requirements and data sourcing for global “Trades Renovation” project. Global project focused on the implementation of new technological system to reduce operational risk and increase control over settlement and treasury processes. Gathered front and back office requirements, drafted functional specs, and tested the system. This project represented a fundamental change in Morgan's trade processing infrastructure, switching to a real-time distributed system from a batch-process oriented mainframe system. -
Senior ManagerMorgan Stanley Japan Jul 1997 - Apr 1999* Established Fixed Income Operations risk control group. Our group made weekly and monthly operational risk reports which were distributed to regional and global operational * Interim Head of Listed Derivatives Operations. Managed a staff of 25 and hundreds of millions of dollars of daily notional derivative trades. Served as the Ops representative to Morgan’s clients and implemented extensive, new risk-control procedures.
Erik Kobayashi-Solomon Skills
Erik Kobayashi-Solomon Education Details
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Thunderbird School Of Global ManagementAccountancy -
Rice UniversityPhysics
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The University Of Texas At AustinEast Asian Studies
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Middlebury CollegeJapanese
Frequently Asked Questions about Erik Kobayashi-Solomon
What company does Erik Kobayashi-Solomon work for?
Erik Kobayashi-Solomon works for Climate Tech Venture Review
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Erik Kobayashi-Solomon attended Thunderbird School Of Global Management, Rice University, The University Of Texas At Austin, Middlebury College.
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What skills is Erik Kobayashi-Solomon known for?
Erik Kobayashi-Solomon has skills like Equities, Options, Valuation, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Derivatives, Financial Analysis, Equity Research, Financial Services, Hedging.
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