Michael Spohn Email & Phone Number

Greater New York City Area

Generate actionable and contrarian equity research ideas in natural resources with an historic focus on oil & gas, but more recently the precious metals mining sector. Attached below are industry presentations I've recently given and a sector white paper on E&P investment fundamentals and governance. My recent letter in the Financial Times corrects some misleading consensus interpretation of oil industry statistics.

New York, Ny

Helped manage $100+MM Druker/McCombs fund by investing in small/mid stocks trading at large discounts to their private market valuations.

New York, Ny

Wrote institutional research on small/mid cap special situations mostly in the industrial and materials sectors. Several of my recommendations were ultimately acquired or became targets of activist campaigns. Obtained Series 7, 63, 86 & 87 licenses.

New York, Ny

Co-founded an independent oil & gas equity research service with major asset managers and hedge funds as clients.Below are some articles where my research boutique was quoted for our independent views on the sector and stocks.

Greenwich, Ct

Managed research function for leading oil & gas research and consulting boutique. Developed buy-side research product and performed proprietary net asset valuation/comparable market analyses for consulting clients.

New York, Ny

Marketed, analyzed and structured financing requests for oil & gas and mining companies.

New York, Ny

Evaluated loan commitments and wrote credit analysis reports on companies in the mining, energy and utility industries.

Northern New Jersey

Completed credit training program. Analyzed financial statements and credit reports on loans to middle market companies.

Ba Geology

Activities and Societies: Theta Chi Fraternity*Mathematics Department Internship: Alliance Capital Management, NY, NY *Field Geologist.

Ms Mineral Economics

Department of Mining and Geological Engineering