Michael Kon, Cfa Email & Phone Number

Burlingame, Ca, Us

San Francisco Bay Area

Golub Group is one of the largest independent investment firms in the Bay Area with AUM over $1.5 billion. The firm's investment strategy is to buy high quality businesses with strong competitive advantage at a discount to their intrinsic value. As the Director of Research (2018-present), I am responsible for the firm’s research process, implementation of best practices, leading the research meetings, and research communication. I also represent the firm in business development events… Show more Golub Group is one of the largest independent investment firms in the Bay Area with AUM over $1.5 billion. The firm's investment strategy is to buy high quality businesses with strong competitive advantage at a discount to their intrinsic value. As the Director of Research (2018-present), I am responsible for the firm’s research process, implementation of best practices, leading the research meetings, and research communication. I also represent the firm in business development events by showcasing the firm’s investment process and strategy. As a portfolio manager (2017-Present), I serve as a voting member of the firm’s investment committee. In addition, I continue to cover a large portion of the firm’s holdings and to generate new investment ideas. As a senior equity analyst (2013-2016), I extensively researched and recommended ideas across various industries that substantially beat the market. I conducted extensive due diligence, financial analysis, and evaluated competitive advantages and industry dynamics. I built valuation models and performed valuation analysis using various methods.Notable achievements: identified, researched, and recommended over 20 investment ideas that beat the benchmark by a wide margin. Show less

Greater Chicago Area

Morningstar is the largest independent investment research firm in the world that provides investment research to mutual funds, hedge funds, and other institutional investors. As a senior research analyst, I was responsible for covering publicly traded companies in financial services sector including community banking, consumer lending, payments, specialty finances, and global banking.My investment recommendations materially outperformed the benchmark and I was frequently… Show more Morningstar is the largest independent investment research firm in the world that provides investment research to mutual funds, hedge funds, and other institutional investors. As a senior research analyst, I was responsible for covering publicly traded companies in financial services sector including community banking, consumer lending, payments, specialty finances, and global banking.My investment recommendations materially outperformed the benchmark and I was frequently interviewed by the financial media regarding specific companies or general industry trends. Notable achievements: Winner of the WSJ Best on The Street Award. Show less

Toronto, Canada Area

CIBC World Markets is a leading global investment bank based in Toronto, Canada. As an equity research associate, I authored more than 100 reports, notes, and presentations in collaboration with the senior analyst covering the telecommunication and cable industries. I analyzed and modeled complex mergers, acquisitions and spin-offs. I established relationships with leading buy-side accounts and industry experts. I performed comprehensive valuation analysis using DCF… Show more CIBC World Markets is a leading global investment bank based in Toronto, Canada. As an equity research associate, I authored more than 100 reports, notes, and presentations in collaboration with the senior analyst covering the telecommunication and cable industries. I analyzed and modeled complex mergers, acquisitions and spin-offs. I established relationships with leading buy-side accounts and industry experts. I performed comprehensive valuation analysis using DCF, comparable, and sum-of-the-parts. I also participated in meetings with senior executives discussing business strategy and financial performance. Show less

Rotman is and Israeli based boutique firm focused on M&A, securities law, antitrust law, and commercial negotiations. As a senior attorney, I led negotiations, drafted agreements, and led closing of mergers, acquisitions, spinoffs, VC investments, private equity takeovers and funding deals in access of $1B. I was a senior counsel to c-level executives of public and private companies and their board of directors.

Mba, Finance

Ba, Economics & Management; Corporate Finance & Business Law

Bachelor Of Laws (Ll.B.), Banking, Corporate, Finance, And Securities Law