Matthew Caplan Email & Phone Number

New York, Ny, Us

New York, Us

Frankfurt Am Main, Hessen, De

• Supported lead Financial/REIT and Energy/Industrial/Utility traders with customer order flowexecution based on application of electronic algorithms• Participated in weekly meetings with research analysts to discuss and evaluate financialmetrics and current events, leading to comprehensive understanding of sector fundamentals• Created and maintained spreadsheets to establish list of equities that qualify as favorable "Reg M" trade candidates, generating $5 million in P&L• Served as liaison on equity floor by consolidating end-of-day risk reports, coordinating junior events and training interns in basic trading procedures

Birmingham, Michigan, Us

ValStone Partners is a private equity investment firm founded in 1998 with a focus on investments in less efficient alternative sectors including debt, direct real estate and related special situations. Since inception, ValStone Partners has completed transactions with aggregate stated value of more than $1.2 billion. Current assets under management are approximately $698 million as of December 31, 2016.

Washington, Dc, Us

- Researched and analyzed potential investments in healthcare sector within context ofInvestment Fund's objective of securing growth stocks to maximize potential returns- Created and presented stock pitches to investment managers and club members throughresearch and assessment of specific industries, explaining how to use DCF and DDMvaluations and providing analysis of comparable companies- Selected to participate as a University of Michigan member of TAMID Fellowship 2016program for 8 weeks in Tel Aviv, Israel, learning from venture capitalists and Israeli startup executives; also selected to serve on TAMID Fellowship 2017 Committee to interview potential candidates and help plan educational events- Evaluated marketing strategies for Israeli startup Free Time Academy based on product usage of their Makeree application in Ann Arbor, allowing company to develop and implement new strategies and understand product potential

- Analyzed internal financial statements and helped develop growth strategies to increaseretention rates, generate short-term revenues, and improve international market position- Performed industry research on European vision care, creating a go-to-market strategy witha goal of diversifying customer base and penetrating untapped markets- Worked in conjunction with CEO to improve product management and strategize goals byanalyzing past performances and forecasting future revenues- Developed relationships with European journalists to publicize company through an onlinemarketing campaign and pursuant to a revenue sharing agreement, resulting in an increaseof specific day sales by up to 100% and an increase in new users by approximately 200%- Increased app efficiency through analysis and modification of language barriers

Cascade, Md, Us

- Coordinated and developed leadership programs to allow counselors to better understandtheir responsibilities and improve relationships between counselors and administration - Organized social and educational activities at the direction of camp administration toincrease parent satisfaction and improve camper experiences- Received Dr. William Pargman Director's Award for leadership and excellence by providinginstruction to international staff and creating community outreach programs