James Warner Email & Phone Number

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..

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.

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.

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.

Dallas, TX, US

• Managed the Diversified Financials relative value equity sub-portfolio.
• Member of the Valuation Committee

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.

• Responsible for all financial management activities, including raising venture capital for this software startup.
• Grew company to 15 employees and consultants.

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.

San Francisco, California, US

Involved in several leveraged buyouts and operational turnarounds including Korea First Bank and J. Crew.

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.

Mba, Finance

Ba, Foreign Affairs

Education record