Sid Malhotra, Cfa, Cpa Email & Phone Number
@kactuscapital.com
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Sid Malhotra, Cfa, Cpa is listed as Chief Investment Officer and Co-Founder at Kactus Capital Management, based in New York, United States. AeroLeads shows a work email signal at kactuscapital.com and a matched LinkedIn profile for Sid Malhotra, Cfa, Cpa.
Sid Malhotra, Cfa, Cpa previously worked as Family Office Council Member at The University Of Chicago Booth School Of Business and Chicago Booth MBA Admissions Interviewer at The University Of Chicago Booth School Of Business. Sid Malhotra, Cfa, Cpa holds Mba, Analytic Finance & Economics from The University Of Chicago Booth School Of Business.
Email format at Kactus Capital Management
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About Sid Malhotra, Cfa, Cpa
Sid is the Chief Investment Officer, Investment Committee Member and a founding member of Kactus Capital, a Forbes 400 institutional family office, where he leads the firm's investment strategy, team and portfolio management across public and private markets. He has over 20 years of alternative investing at several multi-billion dollar investment firms including Citadel, PAAMCO-KKR Prisma and the Pritzker Group family office. Sid has over 16 years of experience investing for three different Forbes 400 families. He is experienced in portfolio construction and management, building high performing investment teams, tactical asset allocation, investment manager selection, direct investments, co-investments and risk management. Under Sid's leadership, Kactus Capital was awarded Family Office of Year 2023 by Institutional Investor for thought leadership and innovation. Kactus Capital was awarded Best Institutional Single Family Office USA by London based Wealth & Finance International Magazine in 2022. Kactus Capital was also nominated as a finalist for Family Office of the Year in 2022 and 2019 by Institutional Investor. Sid currently serves on the Advisory Board for six leading private investment firms spanning private equity, venture capital and private credit. He also serves on the Family Office Advisory Board for Institutional Investor, the Chicago Booth Family Office Council, the Limited Partner Advisory Council for SEO and the Advisory Committee for Lw3. Sid is a member of the CFA Institute and the CFA Society New York. Since September 2020, he has been a guest lecturer and student mentor at Columbia University’s Masters in Wealth Management Program. Sid is an MBA Admissions Interviewer at his alma mater the University of Chicago Booth School of Business where he earned an MBA in Analytic Finance and Economics. He also holds a Masters in Professional Accounting from the McCombs School of Business at the University of Texas – Austin and a B.A. in Economics from the University of Michigan – Ann Arbor. He has completed the Value Investing Executive Education program at Columbia Business School and is a Chartered Financial Analyst (CFA) Charterholder and a Certified Public Accountant (CPA).“Ideas are cheap, but execution is everything” -Steve Jobs“You can invest like the rest or strive to be among the best.”
Listed skills include Hedge Funds, Alternative Investments, Equities, Portfolio Management, and 21 others.
Sid Malhotra, Cfa, Cpa's current company
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Sid Malhotra, Cfa, Cpa work experience
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Family Office Council Member
CurrentThe Family Office Initiative (FOI) is a new initiative at Chicago Booth. Our goal is to establish Booth’s Family Office Initiative as a world leader in family office research, education, and network, becoming a regular resource for current and future family office leaders, allowing them to capitalize on the research-driven insights of Booth faculty, as well as the resources of the initiative’s collaborators.By leveraging its close connection to Booth’s esteemed faculty and their cutting-edge thought leadership, the FOI will generate interest in family office research and support the development of research insights to benefit the global family office sector.We bring current and future family office leaders together in many ways, including by organizing events where they can connect, learn, and network with each other, as well as through our Family Office Initiative Council. The council is a global network that features top practitioners in the sector as well as Booth faculty members. Current and future family office practitioners can leverage our Family Office Initiative Council to learn, network and grow.
Chicago Booth Mba Admissions Interviewer
CurrentMBA Alum interviewing MBA applicants located in the NYC area
Chief Investment Officer
CurrentKactus Capital is a Forbes 400 institutional single family office (private investment firm) focused on long-term investing across public and private markets on a global basis. Joined as CIO and a founding member to formulate investment strategy, construct investment portfolio, build out investment team and investment processes.• Investments include long term partnering with best in class external investment managers across alternative and traditional asset classes and investing in co-investments and direct investments across public and private markets.• External manager investments include hedge funds, private equity funds including buyouts, growth equity and venture captial, distressed & special sits investments, private credit/direct lending, public equity, fixed income, liquid credit markets and real assets including natural resources, energy, real estate and commodities. • Serve on Advisory Board for several leading private equity, VC and private credit funds.• Awarded Family Office of the Year 2023 by Institutional Investor for accomplishments in alpha generation, innovation and thought leadership.• London based Wealth & Finance International Magazine awarded Kactus Capital as Best Institutional Single Family Office USA in 2022.• Kactus Capital was nominated as a finalist for Family Office of the Year in 2022 and 2019 by Institutional Investor based on input from various GPs.www.kactuscapital.com
Guest Lecturer & Student Mentor, Master'S In Wealth Management Program At Columbia University
CurrentGuest Lecturer: Investment Planning course
Vice President-Investments, Pritzker Group
Pritzker Group is a Forbes 400 institutional family office (private investment firm) for Pritzker brothers J.B. Pritzker and Tony Pritzker to manage their personal wealth and respective family foundations. Tony and J.B. founded Pritzker Group to invest their combined capital primarily across venture capital, private equity, public equity, hedge funds and other alternative asset strategies.Senior investment team member and CIO’s first hire. Worked with CIO to construct investment portfolio, investment processes and team build out. • Invested with leading external investment managers globally across both traditional and alternative asset classes spanning public and private markets. • Senior Investment Officer responsible for leading the sourcing, analysis, due diligence, execution, portfolio management and monitoring of investments in public and private markets including hedge funds, private equity funds, real assets, long-only public equity, credit, distressed & fixed income managers. • Analyzed and executed several co-investments and direct investments.www.pritzkergroup.com
Associate, Portfolio Management
PAAMCO-KKR Prisma$9B Institutional hedge fund of funds• Oversaw over $1B in investments across various hedge fund strategies including long/short equity (US and Asia), credit & distressed, subprime RMBS shorts, equity market neutral, quant and convertible bond arbitrage• Hired into post-MBA Associate program. Ranked top performer within Associate class.www.paamco.com
Mba Student
MBA in Analytic Finance & Economics• Significant coursework in investment management, finance, economics, financial engineering, derivatives and risk management• Member of Dean’s Student Admissions Committee: interviewed MBA candidates & reviewed MBA applications on behalf of Admissions Committee• Member of Dean's Marketing Advisory Group: focused on increasing student awareness and participation in Chicago Booth marketing initiatives and to build a sense of Chicago Booth pride among students and alumni
Summer Associate, Fixed Income Sales & Trading
• Rotations in structured credit & structured products including synthetic CDO structuring & sales, structured notes, credit derivatives, credit correlation and FX trading desks• Structured & executed over $5B in synthetic CDO transactions• MBA Intern. Ranked top performer & sole intern in Summer Associate class to receive full-time Sales & Trading Associate role on Structured Credit desk
Analyst, Capital Structure Analysis (Credit Analyst)
$12.5B Multi-strategy hedge fund• Conducted financial analysis and fundamental investment research on domestic and foreign companies primarily within the consumer/retail sector to support long/short credit, long/short equity, convert arb and distressed investments. www.citadel.com
Associate, Transaction Services (Mergers And Acquisitions & Financial Advisory Services Group)
• Served as Senior Associate on seven transactions worth over $2.2B in aggregate for blue chip middle market private equity firms and bulge bracket investment bank clients• Executed financial due diligence on client acquisition targets, including analysis of quality of earnings/EBITDA, assets, secured collateral, cash flows and presented summary of key risk factors involved in the transaction to PE sponsors & investment banks www.kpmg.com
Associate, Assurance & Advisory Services, Consumer & Industrial Markets
• Conducted financial statement audits for over 15 Fortune 500 and middle market clients including eight publicly traded companies & two companies in bankruptcy, developed audit approaches and interacted regularly with client CFOs• Analyzed period over period fluctuations in clients’ financial statements, financial projections and cash burn ratewww.kpmg.com
Sid Malhotra, Cfa, Cpa education
Mba, Analytic Finance & Economics
Value Investing, Executive Education
Master'S, Professional Accounting
Bachelor Of Arts, Economics
Frequently asked questions about Sid Malhotra, Cfa, Cpa
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What company does Sid Malhotra, Cfa, Cpa work for?
Sid Malhotra, Cfa, Cpa works for Kactus Capital Management.
What is Sid Malhotra, Cfa, Cpa's role at Kactus Capital Management?
Sid Malhotra, Cfa, Cpa is listed as Chief Investment Officer and Co-Founder at Kactus Capital Management.
What is Sid Malhotra, Cfa, Cpa's email address?
AeroLeads has found 1 work email signal at @kactuscapital.com for Sid Malhotra, Cfa, Cpa at Kactus Capital Management.
Where is Sid Malhotra, Cfa, Cpa based?
Sid Malhotra, Cfa, Cpa is based in New York, United States while working with Kactus Capital Management.
What companies has Sid Malhotra, Cfa, Cpa worked for?
Sid Malhotra, Cfa, Cpa has worked for Kactus Capital Management, The University Of Chicago Booth School Of Business, Columbia University School Of Professional Studies, Pritzker Group, and Paamco Prisma.
How can I contact Sid Malhotra, Cfa, Cpa?
You can use AeroLeads to view verified contact signals for Sid Malhotra, Cfa, Cpa at Kactus Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Sid Malhotra, Cfa, Cpa attend?
Sid Malhotra, Cfa, Cpa holds Mba, Analytic Finance & Economics from The University Of Chicago Booth School Of Business.
What skills is Sid Malhotra, Cfa, Cpa known for?
Sid Malhotra, Cfa, Cpa is listed with skills including Hedge Funds, Alternative Investments, Equities, Portfolio Management, Asset Management, Financial Modeling, Investments, and Investment Management.
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