Samir Shah Email & Phone Number

• One of three senior executives to formulate overall company strategic direction and execute critical decision-making.
• Developed highly detailed dynamic budgets and multiyear financial projections using input from all relevant constituencies.
• Key participant in multiple rounds of seed capital fundraising; developed investor marketing materials and served as primary investor relations contact.
• Conducted contract negotiations with large airline customers, government agencies, vendors and partners.
• Rigorously tracked corporate expenditures and consistently outperformed cost plans.
• Created and maintained dynamic capitalization table models with scenario analysis.

• Hedge Fund with hybrid long/short fundamental and event-driven equity strategy launched November 2014.
• Generated significant profits by producing approximately 650 basis points of annualized alpha on capital deployed and a hit ratio of approximately 60%.
• Served as a Generalist with a primary focus on the Consumer sector and secondary focus on the Business Services, Industrials and Telecom/Media/Technology sectors. Aided other team members in work on Healthcare and.
• Deployed up to 20 positions and 70% gross capital exposure, including over half of firm’s short book.
• Conducted full research due diligence on potential investments, including corporate/strategic/industry analysis, management interviews and channel checks.
• Built detailed financial models on positions and applied multiple forms of valuation analysis.

• Investment management platform providing capital and resources for independent portfolio managers.
• Managed small long/short equity portfolio that included fundamental and event-driven ideas.
• Portfolio composed of Consumer, Business Services, Telecom, Media, Technology, Healthcare and Industrial names.
• Conducted complete due diligence on all potential investments to evaluate company business models and create financial projections.
• Monitored fundamentals, formulated investment strategies/exposures and executed trades.

• Long/Short U.S. Equity Hedge Fund investing across all market capitalizations and most industries.
• Jointly managed portfolio that grew from $3 million to over $500 million in assets at peak.
• Outperformed S&P 500 index by an average of 375 basis points annually using minimal leverage.
• Contributed substantial amounts of direct P&L as the Retail and Business Services analyst.
• Performed detailed due diligence on investment ideas including financial modeling, sensitivity analyses, business model examination, valuation work and M&A scenarios.
• Interviewed management teams during due diligence and maintained ongoing dialogues thereafter.

US

• Long/Short U.S. Equity Hedge Fund investing in all market capitalizations and industries.
• Generalist analyst for four years and Retail/Consumer analyst for one year.
• Deployed up to 25% of fund’s assets and contributed meaningfully to overall return during tenure.
• Formulated investment ideas through conversations with analysts, reports and conferences.
• Performed rigorous due diligence including financial modeling, industry and competitor research, valuation analysis, dialogues with management, field level surveys and use of industry consultants.

US

• Supported senior analysts in providing equity research coverage of companies in the HMO, physician practice management, beverage and electrical equipment industries.
• Built comprehensive financial models and wrote detailed company reports.
• Tracked industry trends and monitored key sector indicators.
• Interacted with company managements, internal sales force, and institutional clients.