Gregory Hoffman Email & Phone Number

Greenwich, CT, US

• Assisted in capital raising activities of 200M+ in transactions within the energy and transportation sectors.
• Built a model for a $1B+ asset manager allowing for comprehensive analysis of multiple debt structures across different asset types, resulting in a $100M+ fund offer.
• Started a new business initiative to source clients in high growth sectors, managing analysts and interns, as well as leading introductory phone calls, resulting in over 5 new clients for the firm.
• Wrote a confidential information memorandum for investors regarding a $50M+ private placement, leading to an offer and closure for the transaction.
• Developed a custom model for an approximately $100M bank portfolio buyout; investors complimented the model as being highly technical, assisting in their investment decision making process.
• Wrote a white paper for an $80M+ shipping facility through research on legal issues surrounding maritime vessel repossession for lenders.

New York, NY, US

• Partnered closely with Equity Derivative Sales and Trading groups to drive efficiency and reduce risk for the trading of Equity Swaps, Variance Swaps, and OTC Options.
• Implemented a new trade allocation process with one of the firm’s high valued clients through communication with multiple internal groups, including trading, IT, prime brokerage, and various senior officers of the firm.
• Managed the client relationship from platform on-boarding and executing documentation to streamlining processes.
• Responded to any client inquiries regarding equity derivative positions, trading details, reporting, as well as any ad-hoc requests.

• Hedge fund advisory and due diligence for clients, advising approximately $1 billion in holdings
• Created exposure models of hedge funds detailing sector, strategy, sensitivity, liquidity, and risk allocations.
• Wrote a quarterly report assessing a hedge fund’s performance, positioning, and market outlook for investors.
• Participated in meetings and phone calls with hedge funds to determine current positions, performance, and analysis behind various strategies.

• Allocated an over $6M budget to Cornell student organizations

• Developed an investment strategy for the firm.
• Created a brochure to be given to potential investors detailing differences between typical asset allocations and the allocation of the new strategy.

Master Of Business Administration - Mba

Bachelor Of Science (B.Sc.), Applied Economics And Management