Max Downie Email & Phone Number

San Francisco, California, Us

San Francisco, California, Us

• Performed fundamental equity research on the homebuilding sector and adjacent verticals, which included building three statement financial models and publishing equity research reports read by a wide variety of clients• Generated investment recommendations based on forecasted financials, fair value price targets and underlying analysis of the overall health of the industry• Interacted with senior management teams while attending conferences, during earnings season and while hosting non deal roadshows

San Mateo, California, Us

The Futures Program is a two-year rotational program designed to expose future company leaders to different investment groups and teams in the company. Rotations included the following: Franklin Equity Group, Dynatech Fund (March 19- June 19)• Working directly for the portfolio manager on the Dynatech Fund, which has >$7B in assets under management and invests mostly in companies that are expected to be leaders in innovation. Franklin Equity Group, Industrials Research Team and Venture Team (Nov 17-Feb 19)• Generated investment recommendations used by a variety of funds, including the Income Fund, which has >$73B in assets under management • Performed fundamental equity research and built financial models for Aerospace & Defense and Multi-cap companies, generating investment recommendations and fair value stock price targets based on discounted cash flow, P/E and EV/EBITDA valuations.• Covered earnings calls, built roundtable presentations and helped initiative coverage on stocks held in our mutual funds and prospective investments• Attended company investor days and hosted meetings at headquarters with senior management of public and private firms• Part of the venture research team, which launched an industrial tech venture fund this year that secured $44 million in initial capital with Raytheon, Borg Warner, Kansas City Southern and Allegiant Airlines as strategic lead partners

San Francisco, Ca, Us

• Conducted product research to evaluate the companies current market position, ideal user base, macro environment and potential partners • Assisted the firm in a company pivot, which included navigating through a merger and identifying opportunistic growth opportunities both domestically and internationally• Responsible for running the firm's social media marketing strategy, which consisted of allocating a budget to gain more brand awareness and generate more traffic on their website• Tagged aggregated news content in innovative ways in order to better reach the firm's target demographic, which included tagging for time, user type, shelf life and relevant categories

San Mateo, California, Us

• Conducted financial analysis and financial modeling for prospective leveraged transactions and existing corporate borrowers• Collaborated with multiple analysts to create over ten quarterly earnings reports focusing on company performance, outlook and relative value for loans with FRDG position sizes as a high as $60 million• Generated written secondary investment updates and made recommendations to the portfolio managers on potential loan investments in the secondary market leading to investments of $18 Million• Evaluated loans on a relative value basis, which consisted of analyzing the relationship between price, leverage, risk and return metrics across credits with varying credit risk profiles• Analyzed monthly retail and commodity data, which were used to determine market volatility for commodity dependent industries• Participated in company update calls and prepared summaries for lead analysts • Performed in depth analysis of the current and future trends affecting the energy, retail, automotive and entertainment industries leading to recommendations and eventual reallocation of assets to low volatility industries • Along with a team of interns, researched and prepared a presentation about the relationship between student debt, federal loans, 529 plans and saving for the future to senior executives within the company

San Mateo, California, Us

• Researched, created and presented a competitor analysis comparing marketing collateral and thought leadership for the larger marketing department• Organized pitch-books in order to ensure standardization across all funds• Assisted in the “Brand Evolution” initiative by transitioning over a dozen funds into a new company format• Helped prepare and organize a webinar used to promote company mutual funds across the United States, Asia and Europe