Jack Rosenberg Email and Phone Number

- Performed fundamental equity research on internet-based online travel, e-commerce, and digital media companies including: AMZN, EBAY, EXPE, GRUB, PCLN, TRIP, TRVG, and ZG - Identified near-term and long-term points of controversy for companies within my coverage group - conducted primary research/due diligence based on identified areas of controversy and wrote inter-quarter research detailing the key conclusions - Conducted industry due diligence by building a network of 80+ industry… Show more - Performed fundamental equity research on internet-based online travel, e-commerce, and digital media companies including: AMZN, EBAY, EXPE, GRUB, PCLN, TRIP, TRVG, and ZG - Identified near-term and long-term points of controversy for companies within my coverage group - conducted primary research/due diligence based on identified areas of controversy and wrote inter-quarter research detailing the key conclusions - Conducted industry due diligence by building a network of 80+ industry executives, consultants, and research analysts through cold-emailing, cold-calling, attending industry conferences, and in-person meetings - Wrote quarterly earnings reports analyzing company performance and evaluating our investment thesis - Communicated our investment thesis for companies within my coverage group to SIG equity sales team and handled inquiries from institutional clients - Co-wrote detailed 60+ page initiation of coverage reports on Priceline, Expedia, and TripAdvisor consisting of hotel and vacation rental industry and market opportunity analysis, investment thesis, risks, and recommendation - Conducted introductory calls with the senior management of companies we could potentially add to our coverage Show less

- Performed functions of Senior Research Analyst including writing of quarterly earnings reports, sector updates, financial modeling, and market research for all companies within Asset Management and Independent Advisory coverage universe- Wrote initiation of coverage report for PJT Partners Inc. consisting of 20+ page investment thesis, detailed financial model, valuation, investment risks, and recommendations- Wrote sector analysis, in early March of 2016, that included an actionable… Show more - Performed functions of Senior Research Analyst including writing of quarterly earnings reports, sector updates, financial modeling, and market research for all companies within Asset Management and Independent Advisory coverage universe- Wrote initiation of coverage report for PJT Partners Inc. consisting of 20+ page investment thesis, detailed financial model, valuation, investment risks, and recommendations- Wrote sector analysis, in early March of 2016, that included an actionable investment thesis providing evidence that our team believed indicated the current market selloff was overdone and presented an attractive entry point- Maintained financial and valuation models for companies under coverage (EVR, GHL, LAZ, PJT, MC, WDR, BLK, IVZ, WETF, EV, LM, TROW, BEN) Show less

- Assisted in the structuring and drafting of transaction documentation and key terms counsels- Performed due diligence on several companies regarding loan transactions.

Analyzed and compared MSNBC’s Nielsen ratings (television ratings) for the twenty-five to fifty-four age demographic with other competing stations. Created daily reports for NBCU’s national news department depicting how MSNBC’s ratings fared against competition for every hour of the day.

Analyzed the financial statements of prospective companies and existing clientele to determine the risk of potential bonds.

Conducted analysis of 3000 prospective companies to compile a list of twenty-five possible investment options. Arranged conference calls with multiple CEOs of companies which reciprocated interest.