Melinda Newman Email and Phone Number
Independent board director, SEC qualified audit committee financial expert, and senior financial services executive with 20+ years of experience leading investment research and trading teams. Corporate board, not-for-profit board, and advisory committee experience. My robust financial skill set and intrinsic investor perspective allow me to offer insights and oversight that elevate operational and financial performance and bolster shareholder value as an independent board director and audit committee member. I was the highest ranking female investment professional at two leading Los Angeles asset management firms with responsibility for between $10-15 billion of assets under management. My areas of expertise include financial analysis, securities and enterprise valuation, ESG factor analysis, capital structure optimization, capital markets and corporate transactions, financial and operational restructuring, liquidity management, portfolio construction, risk management, product development, and compliance and regulatory oversight. I also have deep experience in working with IT teams to develop technology tools that streamline investment research, portfolio management, and back office business processes. As a portfolio manager and investment research leader, I have focused extensively on developing investment team talent and succession planning. I hold a Wharton MBA in Finance, where I was named a Palmer Scholar, as well as the Directorship Certified designation from the National Association of Corporate Directors. I currently serve on the board of the RENN Fund, a publicly listed value-oriented closed-end fund, and on the board of Wharton Alumni for Boards, a Wharton affinity club focused on increasing the number of Wharton alumni serving on corporate boards.
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Managing PartnerYellow Hook Consulting LlcNew York, United States -
Independent Director; Member Of Audit; Nominating And Corporate Governance; And Pricing CommitteesRenn Fund, Inc. Jun 2024 - PresentIndependent director at publicly listed closed-end fund (NYSE MKT: RCG) managed by Horizon Kinetics Asset Management LLC. Serving as audit committee financial expert.
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Board MemberWharton Alumni For Boards May 2023 - PresentVolunteer organization dedicated to commmunity building and information sharing for Wharton alumni at all stages of their respective board journeys. The goal is to increase representation of Wharton alumni on boards.
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Managing PartnerYellow Hook Consulting Llc Sep 2022 - PresentCapital structure and financial performance consulting. -
Senior Vice President; Credit Research Team LeaderThe Tcw Group 2015 - 2021Los Angeles, California, UsManaged research analyst team with $15 billion of corporate credit investments. Primary coverage of $4 billion of investments in energy, metals and mining, food, and shipping industries. Overhauled resource industry credit research at firm. Developed data tools to streamline firmwide corporate credit research process, including credit exposure/valuation dashboard and credit research portal. Co-led project to cleanse data for corporate securities database and map updated data flow to ensure database integrity. -
Senior Vice President; Head Of Corporate Credit ResearchFpa (First Pacific Advisors) 2013 - 2015Los Angeles, California, UsFounded and led corporate credit investment effort for $10 billion Absolute Fixed Income strategy, including Morningstar 4-star rated FPNIX mutual fund. Managed $1 billion in high yield bonds and leveraged loans. -
Senior Portfolio Manager/Managing Director; Member, Board Of Directors; Member, Management CommitteePost Advisory Group 2004 - 2012Los Angeles, Ca, UsCo-Portfolio Manager at institutional high yield investment subsidiary of Principal Financial, a publicly listed Fortune 500 company. Tripled assets under management to $12 billion during time at firm; served as face of firm for marketing and client services efforts. Right hand to Chief Investment Officer. Supervised 15-person research and trading team. Served on Board of Directors and Management Committee. -
High Yield AnalystPayden & Rygel 2002 - 2004Los Angeles, Ca, UsHigh yield analyst -
Associate, Investment BankingCredit Suisse 2001 - 2002Zurich, ChInvestment banking -
National Bank ExaminerFederal Reserve Bank Of San Francisco 1998 - 1999San Francisco, Ca, UsBank examiner at Federal Reserve Department of Banking Supervision & Regulation -
Assistant Treasurer, Risk ManagementFuji Capital Markets Corporation 1995 - 1998Risk manager for multi-currency fixed income derivatives subsidiary of Fuji Bank
Melinda Newman Education Details
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The Wharton SchoolFinance -
Stony Brook UniversityOboe Performance -
Wesleyan UniversityBachelor Of Arts - Ba
Frequently Asked Questions about Melinda Newman
What company does Melinda Newman work for?
Melinda Newman works for Yellow Hook Consulting Llc
What is Melinda Newman's role at the current company?
Melinda Newman's current role is Managing Partner.
What schools did Melinda Newman attend?
Melinda Newman attended The Wharton School, Stony Brook University, Wesleyan University.
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