Sean Conner Email & Phone Number

San Francisco, Ca, Us

Chicago, Illinois, Us

Working directly with the founder and on the "central book". Covering semiconductors, semi-cap equipment, hardware, and networking companies.

 Responsible for all idea generating, fundamental analysis, and trade recommendations for the semiconductor & hardware sectors.  Due to strong performance in 2018, I was given my own sub-book to manage under Sanyam Capital. Generated absolute positive returns over the three years employed including 2020.  Developed and then was responsible for coordinating and running all quarterly conference calls between different Millennium teams and senior management of our different holdings.  Involved in hiring, mentoring, and building out analyst team.

 Developed relationships and provided consulting services with multiple hedge funds, large family offices, and different semiconductor companies that I had previously invested in.  Provided deep-dive research reports to clients on both an ad-hoc project and on-going quarterly basis.  Research reports included market intelligence, TAM analysis, competitor analysis, and quarterly financial models/forecasts driving buy/sell recommendations.

 Managed a $350 million long/short beta neutral technology fund.  Generated positive absolute returns each year at O’Connor which resulted in growing my book from $50m to $350m over 18 months.  Responsible for all fundamental analysis, modeling all financial statements and trading decisions. Normal stock holding period was 12-18 months and held a total of 30-40 different positions.  Met with the management teams at least twice per quarter to validate current investment thesis or formulate new investment thesis. Participated in presentations to outside consultants, fund-of-fund analysts, and board of directors of current portfolio holdings  Due to assets declining, O’Connor restructured and laid-off most of the Chicago PMs.

New York, Ny, Us

 Covered the TMT sectors (15-20% of a fund’s total assets) and responsible for all fundamental analysis, financial modeling, stock and sector weighting recommendations for six large- and mid-cap mutual funds.  Beat my respective industry benchmark 5 out of the 6 years that I was employed there.  Worked with senior management to implement “best practices” on idea generation, financial modeling, company/competitor analysis, and risk management.  Involved in hiring, mentoring, and managing of junior analysts.

San Juan Capistrano, Ca, Us

 Started the TMT long/short fund for the firm  Responsible for all company, financial, and industry analysis and trading decisions. Assisted the convertible bond PMs with volatility and credit analysis. Generated positive returns in both the long/short and convertible bond funds  Participated in marketing presentations with outside consultants and fund-of-fund analysts.  Due to assets shrinking from $900m to $300m, the CIO closed down the long/short books, though he allowed me to continue to run my book till I found the job with Nuveen.

 Responsible for all fundamental analysis and trading decisions for the technology sector (~ 25-30% of total assets) Covered and monitored 100+ companies in the funds by tracking earnings estimate changes, news flow, earnings conference calls, valuations, generated detailed financial models. Performed marketing duties to outside mutual fund analysts, consultants and institutional clients. Total assets increased 50%. Both funds were ranked in the top 30th percentile on a 1-yr basis and in the 20%-25% on a 3-yr basis in 2003.

San Antonio, Texas, Us

 Analyst responsible the entire technology, telecommunication services, and consumer cyclical sectors – approximately 20% of the entire fund. Utilized a “bottoms-up” approach with valuation emphasis. In 1999, the fund was ranked by Lipper in the top 30th percentile on a 1-yr basis and in the top 25th percentile on a 3-yr basis. In 2001, USAA outsourced all of its equities portfolio management to outside managers. I knew this was going to happen, so I pursued the Van Kampen opportunity.

Mba, Finance

Bba, Finance, General