Josh Levin Email & Phone Number

Venture Capital/Angel Investment and Advisory firm partnering with startups across the Digital Marketing/Ecommerce, Social Media and Consumer Packaged Goods (CPG) arenas.

Norfolk, Va, Us

Served as an integral member on the investment team of HGI Capital Management, a long/short hedge fund focused on U.S.-based real estate-related securities across the capital structure with a concentrated value and event-driven strategy; HGI Capital is a subsidiary of Harbor Group International, a private equity real estate firm Sourced and vetted potential investment opportunities from a universe that included over 125 public companies across every major real estate sector, including equity REITs, REOCs, lodging companies, and special situations Implemented investment strategy across various sub-accounts and mandates (directional long/short and long/short market-neutral) Conducted fundamental research, including proprietary financial models and due diligence, including management meetings and market analysis Underwrote IPOs, secondary offerings, M&A transactions, spin-offs, and other corporate and capital markets activityMonitored and analyzed geopolitical events, market data, and quantitative/qualitative factors to determine appropriate portfolio weighting and position concentrations Leveraged broad industry relationships across sell-side, buy-side, and company management teams to compile investment mosaics Supported the fund’s investor communication/outreach initiatives, by writing the quarterly investor letter and helping to construct the fund’s marketing presentation

London, Gb

Integral member of a twelve-person long-only global property securities team managing $3 billion of global capital; CFSGAM is a subsidiary of Commonwealth Bank of Australia Responsible for conducting detailed fundamental research and analysis across the U.S. Office, Diversified, Lodging, Student Housing, Net Lease, and Industrial real estate sectors Build and maintain individual company five-year earnings and cash flow forecasts Perform relative and absolute valuation analysis utilizing three-stage DCF models, Net Asset Value methodologies, earnings and cash flow multiples in order to formulate investment recommendations with identifiable catalysts that can be presented to regional portfolio managers Identify and assess current and long-term trends using macroeconomic analysis and direct property market forecasts and evaluations Develop and maintain strong relationships with company C-suite executives, industry experts including the local property broker community and relevant real estate trade organizations to further understanding of covered companies and overall industry Conduct in-depth, individual company and industry due diligence, including the analysis of company financial filings, focusing on management strengths, value-add capabilities and track record, business strategies, organic and external growth opportunities, expense management, and cost of capital, attending industry conferences and company events, and conducting individual company meetings/interviews with senior management personnel

San Francisco, Ca, Us

 Co-cover 21 publicly-traded companies in office, industrial, retail, and residential REIT sectors. Develop and maintain financial valuation and earnings projection models of more than 25 companies in the real estate sector. Conduct in-depth, due diligence on individual companies focusing on valuation, management strength, business strategies, and operations. Responsible for writing of published research reports relating to companies under coverage, industry white papers, and company initiations. Cultivate meaningful relationships with industry experts and senior management of real estate enterprises in order to add valuable insight to institutional client base, internal sales force and trading desk.

San Francisco, Ca, Us

 Integral member of a four-person specialized healthcare equity sales team with annual commissions exceeding $4mm, catering to middle market and tier one institutional fund accounts; moved to JMP with entire team in August 2008 from ThinkEquity Partners. Attended industry conferences, analyst meetings, and on-site company visits in order to generate thoughtful, actionable ideas, as well as provide added bandwidth and possible overlooked content to our clients. Co-authored two proprietary healthcare newsletters: Lazy Man's Morning Notes, a daily recap, and The Buzzzzzz, a weekly overview of what the buy-side is talking about, which is distributed to a network of over 4000 investors and c-suite industry contacts. Liaison with clients for organizing road shows, analyst marketing and company investor visits. Catered to small number of "insti-vidual" accounts of healthcare executives and serial entrepreneurs.

Memphis, Tennessee, Us

 Increased revenue of a top-tier account by $275k in first 10 months leading to a bottom-line improvement of 30%. Developed and successfully implemented proprietary benchmark pricing model, subsequently adopted by entire enterprise sales team to achieve gross profit goals. Prospected advertising design agencies and large corporate end-users in NY/Mid-Atlantic metropolitan areas; landed first account after 3 weeks (and with no prior industry experience) and cultivated loyal customer relationships. Managed accounts receivables of multi-million dollar corporate accounts, improving DAR by imposing strict customer credit limits derived from customer cash flows and latest payment trends.

Us

 Prospected for new business, proactively contacting hundreds of potential clients in the medical industry daily and hosted monthly investment seminars focused on broadening account base leading to Assets Under Management of $4mm in just 6 months. Coordinated with banking group capital raising effort for public/private companies, with a specific firm-focus on SPAC IPOs.

 Executed complex option and equity orders, including multi-legged debit/credit spreads, buy-writes, straddles using proprietary Excel models. Conducted weekly phone interview with a Chinese television station concerning short and long-term U.S. stock market outlook. Coordinated the launch of, and marketed $25mm Thornbury Private Equity Fund to accredited investors.

Bachelor Of Business Administration, Finance, Investments, And Banking

Study Abroad, Capital Markets