Jake Ledbetter, Cfa Email & Phone Number

Santa Clara, CA, US

• As a senior researcher on the Market Insights team at Silicon Valley Bank, Jake engaged in internal and external thought leadership, focused on various parts of the innovation ecosystem. Example projects during this.
• authoring quarterly research reports in the Global Fund Banking (GFB) division for a broad audience including PE/VC fund CFOs and COOs.
• increasing report views 24% over two quarters through greater engagement with sales teams and deeper analysis of proprietary data sources.
• introducing new internal thought leadership on the state of private markets and other topics for bank leadership via twice-monthly research reports.
• presenting research findings to sales teams, translating complex financial topics into consumable action items and insights for client conversations.
• developing processes for more efficient and accurate report development.

Boston, Massachusetts, US

• As COO at Bella Private Markets, Jake is in charge of overseeing the operations of the firm, providing guidance on all projects, and reviewing any external deliverables. Specifically, these responsibilities have.
• designing and scoping new projects;
• engaging potential clients to understand their needs and goals for new projects;
• reviewing all project deliverables for content, accuracy, and stylistic considerations;
• providing guidance to team members on project questions;
• overseeing and managing day-to-day operations of the firm (i.e., compliance, technology needs, accounting, HR, etc.);

Boston, Massachusetts, US

• As a principal at Bella Private Markets, Jake engaged in a broad range of research related to private equity and venture capital. Example projects during this time included:
• modeling the cash flows of a large PE fund of funds.
• modeling macro-level PE performance, utilizing large amounts of data to provide insight into geographic, sector, and asset class performance differentials.
• analyzing LP and GP performance against tailored public and private market benchmarks, including a PME analysis.
• overhauling a large energy company's corporate venture capital (CVC) operations and strategy.

Boston, Massachusetts, US

• As an associate at Bella Private Markets, Jake engaged in a broad range of research related to private equity and venture capital. Example projects during this time included:
• designing and implementing a methodology to assess the risk of the Astrea collateralized fund obligation using Monte Carlo simulations and historical data;
• writing a risk assessment report for inclusion in the transaction's prospectus;
• modeling macro-level PE performance, utilizing large amounts of data to provide insight into geographic, sector, and asset class performance differentials.
• researching macroeconomic trends in emerging markets to inform decision-making when allocating capital to emerging market PE.

Boston, Massachusetts, US

• As a senior analyst at Bella Private Markets, Jake engaged in a broad range of research related to private equity and venture capital. Example projects during this time included:
• assessing the investment strategies of a mid-market private equity firms in Europe;
• designing and implementing a methodology to assess the risk of the Astrea collateralized fund obligation using Monte Carlo simulations and historical data;
• writing a risk assessment report for inclusion in the transaction's prospectus;
• preparing an extensive report on key characteristics of PE/VC industry and presenting these findings to a large Canadian institutional investor to inform the investor's PE allocation decisions.

Boston, Massachusetts, US

• As an analyst at Bella Private Markets, Jake engaged in a broad range of research related to private equity and venture capital. He performed quantitative, data-intensive analysis, explored academic and industry.
• assessing the investment strategies of mid-market private equity firms
• customized advisory projects for government agencies to design and improve their PE and VC policies;
• review the performance of PE and VC firms;
• analyzing the PE industry in emerging markets, publishing a paper in an industry journal with findings.

Durham, NC, US

In this role, Jake provided research support for Prof. Jillian Popadak in the Finance Area. Projects included cleaning and compiling large datasets, replicating quantitative analyses from academic papers, and creating a basic web scraper to obtain text files of publicly-available documents.

Washington, District Of Columbia, US

Summit is a specialized analytics advisory firm that guides Federal agencies, financial institutions, and litigators as they decode their most complex analytical challenges. As a summer associate in the litigation directorate, I worked with large proprietary data sets to clean the data, search for trends, and provide initial analysis for the team. This.

Master'S Degree, Economics

Bachelor Of Science - Bs, Economics

Exchange Student, Middle East Business And Economics