Paul B. Email and Phone Number
Paul Bartolai is a leading authority on the global capital markets, having served as a former institutional investor and sell-side equity research analyst for more than 20 years. At Vallum, Paul serves clients within the Investor Relations and Transaction Communications practices. Previously, Paul was a portfolio manager and research analyst at Rail-Splitter Capital Management. While at Rail-Splitter, Paul focused on small and mid-cap listed issuers in the industrial, business services, technology and advanced manufacturing sectors. Before joining Rail-Splitter, Paul was a senior research analyst at SG Capital Management. Prior to his time on the buy-side, Paul served as a sell-side equity research analyst for more than a decade where he covered both capital goods and business services. Paul began his career corporate finance analyst at Banc of America securities. Paul received his B.S. in finance from the University of Illinois at Champaign-Urbana and is a CFA charter holder.
Vallum Advisors
View- Website:
- vallumadvisors.com
- Employees:
- 14
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Partner - Investor Relations PracticeVallum AdvisorsChicago, Il, Us
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Managing Director - Investor Relations PracticeVallum Advisors Feb 2021 - PresentChicago, Illinois, United States
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Portfolio Manager/Research AnalystRail-Splitter Capital Management Mar 2016 - Sep 2020Chicago, Illinois, United StatesManage all aspects of investment process for long/short equity hedge fund and long-only equity fundPerform primary research on multiple industries including Industrials, Business Services, and Financial TechnologyMaintain network of senior management contacts, industry sources, and sell-side analysts Make buy/sell decisions based on primary research, macro analysis, and technical researchOversee portfolio risk management by analyzing position sizing and portfolio exposure, monitoring industry and factor risk, and conducting upside discipline and stop-loss review processSuccessfully generated solid risk-adjusted returns while preserving capital through market cycles -
Senior Research AnalystSg Capital Management Apr 2011 - Mar 2016Chicago, Illinois, United StatesMake long and short recommendations for Small/Mid Cap equity hedge fundPerform detailed bottoms-up research on a broad range of sectors including Technology, Industrials, and Business Services, and Consumer/RetailResponsible for risk management and portfolio exposure/position sizing for long-only products -
Founder And Equity AnalystPb Investment Research Sep 2008 - Apr 2011Chicago, Illinois, United StatesFounded and started independent equity research businessCompleted all legal and regulatory filings to be registered investment advisorProvided full service equity research to institutional investorsKey services included bottoms-up fundamental research, financial modeling, and valuation analysis
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Senior Equity AnalystCredit Suisse Sep 1999 - Apr 2008Chicago, Illinois, United StatesPrimary coverage for group of 12-15 stocks in Business Services/Transaction Processing sectorTrack record for successfully making differentiated, non-consensus research recommendationsHosted industry conference with over 50-60 corporate clients and 250+ institutional investorsMaintained close relationships with senior management teams, investor relations contacts, industry sources, and institutional investor contactsHelped advise on corporate finance transactions -
Corporate Finance AnalystBanc Of America Sercurities Apr 1996 - Sep 1999• Identified potential acquisition candidates and built models to determine financing alternatives.• Prepared financial models to evaluate M&A, LBOs, and recapitalizations, which included valuation analysis, analysis at various prices, accretion/dilution, and debt capacity analysis.• Prepared credit analysis reports used to make credit approval decisions.
Paul B. Education Details
Frequently Asked Questions about Paul B.
What company does Paul B. work for?
Paul B. works for Vallum Advisors
What is Paul B.'s role at the current company?
Paul B.'s current role is Partner - Investor Relations Practice.
What schools did Paul B. attend?
Paul B. attended University Of Illinois At Urbana-Champaign.
Who are Paul B.'s colleagues?
Paul B.'s colleagues are Ashish Sharma, Seth Alexander.
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