Stephen Hoefer Email & Phone Number

Dallas, Texas, Us

Associate on the investment team for a single-family office, responsible for underwriting investments across various asset classes including Private Equity, Venture Capital, Public Equities, and Real Estate. Tasked with creating models for public equity investments within the firm's portfolio. Areas of investment focus include technology, consumer, healthcare, and financials. Responsible for creating investment committee memos which are presented to the Managing Directors and President/CIO. Responsible for multiple operational projects from inception to successful completion such as tax projections, estate planning, and portfolio performance reporting.

Performed in-depth research, analysis, and due diligence at 4 different hedge funds. Made investment recommendations with a different focus at each firm, including technology, oil and gas, gaming/casinos, and RMBS. Conducted field level research for a small cap hedge fund. Assisted in construction of portfolios that generate attractive results under a wide variety of outcomes, managing risk to turn volatility into opportunities. Evaluated hedging and sizing issues, performed cash flow modeling of key assumptions assessing liquidity, macro views and volatility. Met with companies to gain intimate industry knowledge. Attended investment team meetings.

Mclean, Va, Us

Provided analytical and planning support for multiple commercial and government client facing projects. Tasks included creating templates for total addressable market analysis used by account management teams as part of strategic account planning. This allowed Booz Allen to better understand market share within any government organization and how to target new government clients. Provided detailed presentations analyzing Booz Allen market share within the Veterans Administration. Led team developing knowledge management (KM) marketing materials including, best practices and implementations. Developed approach to effectively diagnose a company’s KM weakness/gaps and provide more effective KM solutions. Created a model for analyzing and scoring a company’s current knowledge management system.

Dallas, Texas, Us

Lead member of the Implementation Team responsible for installation of comprehensive portfolio management and reporting system that replaced spreadsheet based system. Created new report layouts for new portfolio management system. Analyzed historical investment returns based on length of investment, category of investment, and market sector. Participated in investment committee meetings to evaluate various investment opportunities, such as hedge funds, private equity groups, and other asset managers. Provided key portfolio metrics and analysis for investment committee meetings. Created weekly reports detailing the performance of the firm's investments. Prepared claims to be filed on the firm's behalf in numerous securities litigations.

Dallas, Texas, Us

Worked for ten weeks at Mt. Vernon Investments, a single-family office located in Dallas, TX. Projects included creating an Excel spreadsheet with IRR Inception to Date of all investments, with free reign on how to design and present the data. I compared the investments to 3 Indices, listed gain/loss, asset allocation, total contributions, and fund location. I was able to compile 10 years worth of data into useful information to present to the entire company.

Bachelor Of Arts - Ba, International Business And International Relations, Double Major

International Business

High School