James Warner

James Warner Email and Phone Number

Experience Investment Professional with Expertise in Long/Short Equity, Distressed Debt, Global Multi-Asset Long-Only and Private Equity @ Lear Investment Management
James Warner's Location
United States, United States
James Warner's Contact Details

James Warner personal email

James Warner phone numbers

About James Warner

Professional investor, service-minded, purpose-driven

James Warner's Current Company Details
Lear Investment Management

Lear Investment Management

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Experience Investment Professional with Expertise in Long/Short Equity, Distressed Debt, Global Multi-Asset Long-Only and Private Equity
James Warner Work Experience Details
  • Lear Investment Management
    Managing Director - Director Of Research, Portfolio Manager
    Lear Investment Management Apr 2019 - Present
    Dallas, Tx, Us
    Provide investment management and financial advisory services to institutions and private clients. Manage several global, long-only investment strategies across multiple asset classes. Lead firm's Research efforts and provide market strategy. Involved in all aspect of the investment process. Frequently present to financial advisors and their clients. Developed and monitor a proprietary, real-time risk monitoring system.
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  • Black Ox Advisors, Llc
    Managing Partner
    Black Ox Advisors, Llc Jul 2016 - Dec 2021
    Provide boutique financial advisory and investment solutions to clients facing challenging or complex issues. Specialized in coaching hedge funds, RIAs and family offices in risk management, portfolio construction and investment due diligence.
  • Black Ox Capital Management, Llc / Deimos Asset Management (Fka Guggenheim Global Trading)
    Chief Investment Officer / Managing Director
    Black Ox Capital Management, Llc / Deimos Asset Management (Fka Guggenheim Global Trading) Sep 2014 - Jun 2016
    Founded a low net equity fund focused on the financial services sector and related business services and technology sectors. Focused on fundamental research to generate superior risk-adjusted performance through consistent low volatility returns that are generally uncorrelated to the equity markets. Merged fund into Deimos Asset Management (fka Guggenheim Global Trading platform) and assumed similar responsibilities.
  • Citadel Llc (Surveyor Capital)
    Portfolio Manager
    Citadel Llc (Surveyor Capital) Sep 2011 - Aug 2014
    Miami, Florida, Us
    • Managed a beta-neutral, equity portfolio focused on the financial services sector.• Produced consistent returns with low volatility and manageable drawdowns.• Developed a repeatable, robust investment process driven by bottoms-up, fundamental analysis and top-down themes.
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  • Carlson Capital, L.P.
    Managing Director, Relative Value Equities
    Carlson Capital, L.P. Apr 2005 - Sep 2011
    Dallas, Tx, Us
    • Managed the Diversified Financials relative value equity sub-portfolio.• Member of the Valuation Committee
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  • The Blackstone Group
    Associate
    The Blackstone Group Aug 2003 - Apr 2005
    New York, Ny, Us
    • Responsible for advising corporate clients on Chapter 11 and out-of-court reorganization strategies, development of business plans, valuation and execution of non-core asset sales.• Advised DIP agents and pre-petition lenders on DIP amendments, critical vendor motions, business performance and priming lien issues.• Developed market share studies, raw material pricing analyses, projections and valuation analyses.
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  • Ikibi
    Chief Financial Officer
    Ikibi Jul 2000 - Aug 2001
    • Responsible for all financial management activities, including raising venture capital for this software startup.• Grew company to 15 employees and consultants.
  • Weddingchannel.Com
    Director Of Business Development
    Weddingchannel.Com Jul 1999 - Jul 2000
    Developed and managed the financial services business unit directed at solving newly married couples' financial issues through third party partnerships that included American Express, Merrill Lynch, MBNA and AIG.
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  • Texas Pacific Group
    Associate
    Texas Pacific Group Jun 1997 - Jun 1999
    San Francisco, California, Us
    Involved in several leveraged buyouts and operational turnarounds including Korea First Bank and J. Crew.
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  • Credit Suisse First Boston
    Analyst, Leveraged Finance
    Credit Suisse First Boston Jul 1995 - Jun 1997
    Zurich, Ch
    Advised both financial sponsors and corporate clients on principally high yield offerings and leveraged loan syndications to finance private equity and corporate M&A transactions.
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James Warner Skills

Valuation Hedge Funds Private Equity Equities Portfolio Management Mergers And Acquisitions Finance Leveraged Finance Financial Analysis Restructuring Corporate Development Investment Banking Equity Research Alternative Investments Asset Management Investments Equity Valuation Corporate Finance Strategy Investment Management Business Strategy Lbo Start Ups Venture Capital Capital Markets Financial Modeling Financial Services Bloomberg Due Diligence Fixed Income Securities Trading Risk Management Financial Markets Investment Strategies Capital Financial Structuring Investment Advisory Capital Raising High Yield Bonds Financial Advisory Business Valuation Factset Management Asset Allocation Credit Investor Relations Banking Leadership

James Warner Education Details

  • The Wharton School
    The Wharton School
    Finance
  • University Of Virginia
    University Of Virginia
    Foreign Affairs
  • William & Mary
    William & Mary

Frequently Asked Questions about James Warner

What company does James Warner work for?

James Warner works for Lear Investment Management

What is James Warner's role at the current company?

James Warner's current role is Experience Investment Professional with Expertise in Long/Short Equity, Distressed Debt, Global Multi-Asset Long-Only and Private Equity.

What is James Warner's email address?

James Warner's email address is ja****@****ail.com

What is James Warner's direct phone number?

James Warner's direct phone number is +134767*****

What schools did James Warner attend?

James Warner attended The Wharton School, University Of Virginia, William & Mary.

What are some of James Warner's interests?

James Warner has interest in Children, Poverty Alleviation, A Mobile Application Service Provider, Disaster And Humanitarian Relief, Co Founder Of Quixr.

What skills is James Warner known for?

James Warner has skills like Valuation, Hedge Funds, Private Equity, Equities, Portfolio Management, Mergers And Acquisitions, Finance, Leveraged Finance, Financial Analysis, Restructuring, Corporate Development, Investment Banking.

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