Kurt Moeller, Cfa, Mba Email & Phone Number

Texas, United States

Washington, Dc, Us

• Help companies prepare for and defend themselves against hostile takeovers and shareholder activists. Build investor presentations, examine activists' track records and prepare executives to meet with proxy advisors and investors.• Assist shareholders as they attempt to enhance shareholder value at public companies. Locate & vet potential director nominees, provide increased analytical capabilities, help build presentations, prepare nominees and fund principals to meet with ISS and Glass Lewis, help improve companies operationally after a campaign.

Rockville, Md, Us

• Analyzed, wrote and published reports for clients regarding proxy contests (shareholder activist situations) and contested mergers & acquisitions.• Frequently engaged with company directors, executive officers, activist shareholders and institutional investors.• Principal analyst on proxy contests involving ADP, Campbell Soup and Rent-A-Center, each of which generated substantial shareholder value after ISS' recommendation was realized.• Led the analysis of several contested mergers, such as Bristol-Myers Squibb/Celgene and J. Alexander's/99 Restaurants.

Washington, Dc, Us

• Joined as senior equity analyst, promoted to PM, for Environmental, Social and Governance (ESG) investment firm.• Led fundamental research efforts for ESG-focused investment firm. Focused on valuation, company’s business model, risks and key ESG opportunities/threats. Worked with quantitative analysts to integrate new fundamental metrics into quant model and firm’s investment process.• Mentored junior analysts, helping them improve stock knowledge and fundamental research ability.• Met and spoke with consultants, clients and prospects, to explain investment strategies and performance. Wrote investment commentary.• Collaborated with colleagues and use quantitative inputs to help decide country, sector, industry and security weights. Worked on US and non-US equity mutual funds.

Los Angeles, Ca, Us

• Uncovered, analyzed and recommended undervalued stocks globally. Persuaded portfolio manager to add winners such as Deutsche Post and Bridgestone (each tripled in next 2.5 years) and Dutch grocer Ahold (doubled over 3+ years).• Conducted thorough analysis of industries, examining supply and demand, determining multiple firms’ strengths and weaknesses. Evaluated corporate strategy, execution and capital allocation.• Developed and maintained strong relationships with company management teams, sell-side analysts and industry experts.• Led meetings and phone calls with CFOs, investor relations directors and other top executives. Prepared and asked precise, detailed questions to maximize information gained.

Worldwide, Oo

• Performed fundamental equity research on stocks in multiple sectors. Quickly determined key issues and questions. Obtained answers from many sources, including company visits. Built detailed financial models.• Wrote reports, both concise and detailed, synthesizing information from many sources. Clearly explained poorly known industries and companies, persuading portfolio managers to buy/sell stocks.• Discovered and evaluated many winning stocks, persuading multiple teams' portfolio managers to buy in portfolios. These included Concho Resources and Dollar Tree.• Strong analysis and persuasive presentations led to RCM being among largest buyers of stocks which rose sharply after: FedEx, Monster Beverage.• Conducted business development, leading finals presentations for new business.

Built and led teams which organized and executed profitable charity sports auctions raising combined $250,000 net for underprivileged Bay Area children.

• Strong research uncovered warning signs at Enron; persuaded managers to sell near $50 in spring 2001.• Made correct “bullish” call on energy in Feb. 2000; made accurate “bearish” call on energy in Mar. 2001.• Evaluated stocks and wrote manager commentary for start-up, small cap value mutual fund.

Performed equity research for investment management firm's $3 billion, U.S. Value portfolio.

Spent three years building from scratch a daily newspaper’s local business coverage.Wrote clearly and concisely on detailed financial news for a non-financial audience.Showed how complex business issues impacted real people. Earned praise from readers, business executives, union leaders.

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Arts (Ba), Economics & History