• Developed and implemented formal research processes for the firm including: idea generation, company/industry analysis, valuation modelling, and portfolio management.• Created a 1,300-page "Potential Ideas" document containing detailed summaries on ~250 high-quality companies, completed 125+ research reports, built and maintained 100+ valuation models, and conducted over 200 hours of expert calls.• Achieved material outperformance versus the S&P 500. Outperformance achieved by making prudent adjustments to the portfolio during my tenure, for example:-> Exited out of nine names that were "inherited" from the prior DoR. In the wake of these sales eight out of the nine companies underperformed the S&P 500, three of which have underperformed by more than 100%.-> Added several names to the portfolio that appreciated materially including, but not limited to: Google, Microsoft, Verra Mobility, TKO Group, LabCorp (+218%, +178%, +54%, +42%, +89%, respectively). -> Enhanced alpha generation by dynamically adjusting portfolio holdings’ position sizing. For example, made Cheniere Energy the largest portfolio holding in Feb. 2020 resulting in a +281% gain.• Developed and nurtured extensive relationships with some of the country’s most highly-regarded investor.• Effectively led the research team by training and motivating the analysts to produce ample amounts of rigorous research, all the while preventing them from researching ideas they recommended that were unsuitable for clients.• Consistently engaged in efforts to assist the financial advisors with client communications. Proactively updated the financial advisors on reasons why any portfolio holding was under-performing the S&P by 7% on any given day. Created a 40-page “Reasons for Owning” document utilized by advisors to refresh on portfolio holdings thereby enabling them exude preparedness/professionalism with clients.• Dramatically improved all aspects of the research division while at the firm.

John served as Golub Group’s Chief Investment Officer. In this position, he set the agenda for both the formal and ad hoc meetings of the research team, prioritized the firm’s inventory of investment opportunities, and assigned research responsibilities to members of the team. In addition, John was Chairman of the firm’s three-person Investment Committee. As Chairman, John worked with his fellow committee members in constructing and actively managing all client portfolios.John has been conducting securities and financial analysis since 1998. Prior to joining the Golub Group in 2007, John was a generalist analyst covering North American markets for Peters MacGregor Capital Management, a value investment firm headquartered in Australia. He has previously held positions as a Senior Valuation Associate at Standard & Poor’s and PricewaterhouseCoopers and as Credit Analyst at Wells Fargo Bank. John graduated with high honors in Business Economics from the University of California at Santa Barbara and is a CFA charterholder.

- Member of the five-person Leadership team that sets the strategic vision for the firm and manages the day-to-day operations of the firm.- Conducted and completed an exhaustive, nationwide-search to identify and hire analysts with exceptional academic backgrounds, a passion for value investing, a proven investment record, and a strong cultural fit with the firm.- Successfully groomed and lead a five-person investment team consisting of individuals with different backgrounds, skill levels, and personalities. - Conducted interviews with world-renown financial publications including Barron’s, Reuters, the Wall Street Journal, The Wall Street Transcript, Value Investor Insight, and The Manual of Ideas.- Stock picks outperformed the S&P 500 by a significant margin from 2009 to 2014.- Keynote speaker at the firm’s client and prospect conferences. - Consistently met with the firm’s largest clients to discuss individual security selection and portfolio positioning. - Oversaw outbound correspondence with clients including blast emails, quarterly investment letters, etc. - Arranged informal “idea lunches” with some of San Francisco’s most highly-regarded value investors.- Brought discipline to the research process by creating a 15-page document formalizing all aspects of the process.

- Intimately involved in all aspects of the investment process (i.e. idea generation, equity research, buy/sell decisions, and portfolio management).- Provided key stock recommendations across a variety of different industries that materially outperformed the S&P 500.- Strongly influenced the firm’s investment philosophy by reinforcing the importance of three core investment concepts as articulated by Warren Buffett, namely: “Mr. Market”, “Margin of Safety”, and “Business Perspective Investing.”- Exhibited an extremely strong work ethic that resulted in ascension in roles and responsibilities over time. - Substantially improved the quality and depth of the firm’s equity research.- Attended the Berkshire Hathaway meeting for the past 20 years to gain Buffett and Munger’s perspectives on current events impacting financial markets and to reaffirm commitment to the value investing discipline. Developed an extensive network of like- minded investors.- Read an enormous array of biographies and other books discussing famous investors’ investment philosophies, research processes, and perspectives on the stock market.- Developed an in-house attribution software program in Excel that was linked to Bloomberg.

- Member of the four-person investment team at Peters MacGregor, an Australian-based money management company that employs a fundamental, bottom-up investment strategy.- Intimately involved in all aspects of the investment process.- Provided in-depth qualitative and quantitative analysis of companies in a variety of industries.- Generated research reports detailing the merits and risks of each company analyzed, the competitive advantages of each company and the durability of those advantages, an assessment of the overall industry landscape in which each company operates, a financial analysis of each company and its competitors, as well as a general assessment of the integrity, ability and motivation of each company’s management.- Combined the qualitative assessment of the company and its management with a discounted cash flow analysis to determine the value of the company and the appropriate price to pay for a stake in the company.

- Performed various types of valuations as a generalist analyst, including business valuations and derivative valuations for transaction pricing analysis and merger and acquisition negotiations.- Consistently acted as the main client contact for engagements from project initiation to delivery of results and final report.- Interfaced directly with the companies’ top executives to discuss the scope of the valuation, request information pertinent to the analysis, and seek clarification of data provided.- Performed research for the industries in which the subject companies operate and analyzed the financial statements and overall prospects for comparable companies to determine industry- wide trends in operating performance that may apply to the valuation of the subject company.- Prepared reports and/or presentations that discussed the research and methodologies utilized in determining the valuation of the subject company or derivative.- Standard & Poor’s acquired the Corporate Value Consulting Group from PricewaterhouseCoopers (PWC) in September 2001. Prior to the acquisition I was employed by PWC.

Interpreted corporate financial statements and individual income tax returns;Calculated and analyzed various financial ratios in accordance with loan agreement specifications; Updated the financial requirements of new and amended loan agreements into company databases; Trained new employees in credit policies and database updates.