Joel Wagonfeld Email & Phone Number

Highly analytical investment professional. Currently work with funds, investors, and companies to improve/optimize strategic investments and financial decisions. Extensive experience in buy-side and sell-side roles for public/private companies across stages and sectors. Expertise includes: financial modeling; equity research; data analytics; valuation; due diligence; internal/external communications; investment processes; and advisory. Recognized for:・ Decision frameworks that quantify/highlight key variables driving financial outcomes and changes in valuation.・ Models that compare alternative uses of capital by projecting their expected ROI and its sensitivity to changes in key variables/inputs.・ Probability-weighted scenarios that analyze ranges of expected outcomes. ・ Succinct communication of complex topics – with supporting logic – to diverse audiences. ・ Multi-factor valuations based on actual/projected financial results and operating leverage. ・ Due diligence and competitive benchmarking to inform investment decisions and capital allocation.・ Sell-side research on IT Hardware & Storage companies such as IBM, HP, Apple, Dell, etc.Representative experience:・ Advised portfolio companies and oversaw investments by two Asia-focused funds (SoftBank). Incubated new companies; evaluated asset allocation; improved strategic finance and reporting; optimized operational efficiencies. Also a member of the team performing quarterly valuations of all SoftBank investments (including the Vision Fund).・ Optimized portfolios for UHNW clients (Lattice Strategies). Responsible for identifying market opportunities and creating differentiated products, based on: portfolio construction (position selection); asset allocation; upside/downside capture (resilience); tactical tilting; tax-loss harvesting; and others. ・ Advised foundations, endowments and pensions (Cambridge Associates) on all aspects of their investment activities across all asset classes. Recommended and implemented decisions about portfolio construction; asset allocation; diversification; rebalancing; and reporting.・ Published investment research as an equity analyst (Montgomery Securities) covering IT Hardware/Storage companies including IBM, HP, EMC, Apple, etc.