Jason R. Escamilla, Cfa Email & Phone Number

San Francisco, Ca

Modern Investing: Ultra-tailored, Tax-aware, for high-net-worth families and entrepreneurs/business owners. We help investors make better decisions for the long term. We are a tech-enabled Registered Investment Advisor in SF: https://IMPACTADVISOR.com#lWe believe in the power of business -- our greatest force for creating a better tomorrow.Tax-aware:Taxes are the #1 drag on long-term investment performance for many clients. However, when properly implemented strategies, tax-minded investors can achieve superior after-tax returns with less risk.We offer the full suite of options for clients with concentrated stock positions.For our entrepreneurial clients, we offer custom 401(k) plans: https://impact401k.com#liUltra-tailored: For clients looking to define their impact -- their definition of Responsible Investing -- we take care of the rest.

Sf, Ca, Us

Empowering professional investors to offer unprecedented portfolio customization for their clients and superior after-tax performance.Some features of the first-of-a-kind algorithmic social impact portfolio construction toolset: • Socially Selective℠ – One's core values can be inputs for the automated portfolio construction engine that seeks best-of-breed companies while building a responsibly diversified portfolio: just a few taps and swipes on dozens of causes: Green/Sustainability, Food Quality, Equality, Weapons, Tobacco, etc. • Tax Optimized – "Tax alpha" seeking, including gain and loss harvesting tailored to individual tax profile. • Factor-Tilt and Smart Beta—Customized risk-return profiles, such as price to book (valuation), return on equity (quality), etc., or for seeking 'minimum volatility'.Are you tax-aware? https://tax.ImpactLabs.com

Asset Management, Valuation & Forecasting:• Provide quarterly review, re-allocation/re-balancing and general oversight for $100-$150 million in client assets: global equity & fixed income funds.• Develop customized portfolios in alignment with client passion-points and their other philanthropic efforts, while optimizing for diversification.• Deep-dive bottom-up earnings forecasting for a range of sectors: consumer, mobile devices, retail, industrial and others, for integration with primary research/channel-check data and other metrics.• Analyze industry survey data and develop proprietary survey data for insight into to real-time metrics.• Portfolio/Investment Management services: asset allocation, trading, derivatives: - Modeled high-yield emerging markets debt strategy for a Singapore/US-based group. - Developed the portfolio analytics software for a CDS/interest rate-swaps fund.Corporate Development:• Evaluate and recommend acquisition targets, including sum-of-parts/break-up analysis.• Create industry analysis reports for venture capital clients.• Multiple client engagements in the mortgage industry, including a major reverse mortgage originator.• Interim Finance Dir.: So. FL Rehab. Group, non-profitSenior Advisor, STRATEGIC ASSET MAN. GROUP• Portfolio strategy, financial & estate planning.Portfolio Manager & General Partner, BEAVER DAM OPPORTUNITY FUND, L.P (2009-2013)• Market-neutral arb. strategy involving short-positions in leveraged ETF pairs, long/short, to profit from "constant leverage trap" or "leveraged ETF decay". The same math behind the benefits of dollar-cost-averaging is behind the challenges of leveraged ETFs with daily rebal.• Extensive use of options/futures to establish positions, manage risk and increase specific exposures/to improve the overall costs of the strategy.

Anytime, Anywhere Video Analysis℠:• Three patents: 2013 & 2016• Top-10 iPhone/iPad App: What’s Hot in Sports: Sept 2012 and various times since• 2M+ downloads, in 125+ countries • Assembled a team of athletes, coaches, and technology specialists to develop a mobile-enabled video analysis, training & collaboration platform, including the CoachMyVideo iOS Appshttps://CoachMyVideo.com

Start-up Hedge Fund:Recruited by Ron Pollack to create and prepare for the October '08 launch of Dancing Bear Partners, LP: a short/long equity fund that is always net short.https://web.archive.org/web/20151023145614/http://www.finalternatives.com/node/5949

Us

Investment Management: Concentrated Portfolio, "Crisis Investing"• Research: generalist, responsible for fundamental bottom-up research in: Crisis Investing• Equity Trading: managed portfolio trading, including the relationships and operational details • Fund Launch: involved in all aspects of launching this investment partnership, including: marketing presentations, on-shore/off-shore entity establishment, vendor selection, etc.Crisis Investing: investments in companies undergoing crises or perceived crises. Opportunities in the small-mid cap arena for firms who have suffered a crisis - like delayed regulatory filings, government, criminal and/or civil investigations, accounting scandals or restatements, intellectual property or patent litigation, management turmoil and earnings misses/guidance revisions – and looking to exploit dramatic over-reactions to crisis that create important disparities between stock market values and the likely value of the underlying business.http://JasonEscamilla.com/joefeshbachpartners.html

• Closed three acquisitions in 2002 and three in 2003 for total proceeds of $50+ million; and the $150 million acquisition of Critical Care Systems in 2004.• Responsible for sourcing new acquisitions and managing the M&A team from due diligence to deal-closing and post-closing integration.• Worked extensively with Curative's legal team, outside counsel and regulatory counsel/advisers on dozens of closed and non-closed transactions.• Assisted Curative's Finance team and outside accounting specialists in matters of working capital valuation, accounts receivable reserves, etc.: a major factor in decisions to walk away from some transactions.• Managed the due diligence/coordination work for debt and private equity financial sponsors.• Responsible for bottom-up revenue & gross margin models for the Specialty Rx business unit• Reported to Company Chairman & CEO, assisting various additional functions therein.• Presented to the Board of Directors on perspective/pending acquisitions & strategic initiatives.• Promoted from VP to SVP in early 2004 while working on the Critical Care Systems acquisition.

Portfolio Management/Project Management (1995 – 2000)• Initiated the overhaul of core processes in Seneca’s Equity Department: design and implementation of Seneca’s integrated custom portfolio management and trading software:---> This helped scale the Equity team's 10x+ growth (from under $1B to $10B+) with only a 50% increase in headcount.• Integrated Tax-Sensitive investment strategies within Seneca’s proprietary processes • Implemented customized Socially Responsible investment strategies Fundamental Equity Analysis (1996 – 2000)• Industry expertise: 10-20% of Seneca’s equity holdings, directly contributing to Seneca’s benchmark out-performance, as measured by 1-, 3- & 5-year Equity returns• Collaborated with client service personnel on client meetings and conference callsQuantitative Analysis & Trading (1995 – 1999)• Developed portfolio optimization strategies and quarterly performance attribution analysis• Actively traded domestic equity and equity-derivative securities• Designed and implemented tax-efficient derivative strategies for high net-worth clients

Westlake, Texas, Us

• Business Analyst (1994 - 1995) Retail Strategic MarketingSame-store analysis, branch scoring, new-branch-opening analytics, and call center performance analysis. PT position during my senior year: one day/week in SF.• Financial Analyst / Intern (Summer 1994): Retail Financial Planning & AnalysisMy summer project was an analysis/presentation to senior management quantifying the effects of Commission Discounting on the Retail Brokerage business. This eventually led to changes in Schwab's discounting policies and a part-time position at Schwab.• Series 7/63 Registered Rep., Customer Service Rep. / Intern (Summer 1993)Various roles in the SF Branch, helping walk-in customers, back-office operations, and on the floor of the Pacific Stock Exchange with equity market makers.

Mba, Strategy & Finance

Master Of Business Administration - Mba

Economics