Jason Lind, Cfa/Mba Email & Phone Number

Denver, Co, Us

Santa Fe, New Mexico Area

Chapel Hill, Nc

• Access-constraint Fund-of-Funds; co-invests in direct investments.• Due diligence on industries and direct investments across the consumer, media, and healthcare sectors.• Due diligence on VC funds through analysis of portfolio deals and key GPs.• Prepared investment memos on direct deals as well as VC funds.

Malvern, Pa

• Summer Credit Associate on the active Investment Grade Corporate team. • Wrote investment recommendation memos on Consumer (WFM, STZ) and Tech (STX, MSI) names with a focus on relative valuation from an OAS perspective.• Worked on an ESG project for the fixed income team in order to incorporate ESG (Environmental, Social, Governance) factors into their research process.

San Francisco Bay Area

• Worked on a consulting-basis while at Duke.• Analyzed company filings and financial statements across multiple industries including Home Builders, Industrials, and Regional Banks.• Financial modeling and channel checks throughout the value chain.

San Francisco Bay Area

•• Bottoms-up investment analysis with a focus on finding great businesses with sustainable competitive advantages while trading at attractive valuations. • Covered technology and healthcare. •• Generated accounting-based screens (Bloomberg & Cap IQ) to filter for short candidates through balance sheet analysis, cash flow red flags, and margin deterioration metrics. • Compiled and updated valuation multiples database covering individual securities, sectors, and markets.•• Met with company management and sell-side analysts covering a variety of sectors.•• Assisted with execution trading and generated trading long/short ideas.

San Francisco Bay Area

• • Executed equity and fixed income trades for a long/short value-oriented hedge fund ($1B AUM) with a focus on arrival price and VWAP through the use of high touch/broker, dark pools, and algorithmic strategies. •• Utilized Eze Castle to enter trade tickets/reports, managed current positions, and adjusted gross and net exposure across four portfolios. •• Performed portfolio liquidity analysis, tracked short rebate data, portfolio rebalances, and soft dollar payment program.•• Assisted analysts with equity valuation through modeling and screens with an emphasis on free cash flow and EV/EBITDA metrics.• Generated accounting-based short ideas for the fund.

Master Of Business Administration (Mba), Concentration: Financial Analysis; Entrepreneurship & Innovation

Activities and Societies: Co-President of the Asset Management Club

Bachelor Of Business Administration (B.B.A.), Finance, 3.68

Activities and Societies: Financial Management Association- Honor Society, 2001-2002; Dean Scholar, 2002-2005

Bachelor Of Arts (B.A.), Economics, 3.59

Education record