Stephen Puckowitz, Cfa Email and Phone Number
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Credit Strategist/Capital Markets professional with extensive experience in research, analysis and portfolio managment. Certifications/Licenses include Chartered Financial Analyst (CFA), FINRA Series 7, 9, 10,16, 23, 55, 63 and SIE. My expertise spans both the buy and sell sides of the institutional securities business in convertibles (relative and absolute value), high yield, bankruptcy/distressed and special situations. I have core financial modeling (3 statement) and restructuring/valuation skills and am an experienced investor/risk manager responsible for the construction and management of credit and convertible portfolios. I am best known for trading through difficult markets.Expertise Summary- Research, Analysis and Portfolio Management : a. Credit - Convertibles – Non-Investment Grade and Investment Grade b. Convertible Arbitrage c. High Yield and Distressed d. Leveraged Loans e. Bankruptcies and Reorganizations f. Options g. Valuation h. Strategist: Track record in recognizing market turning points - Capital Markets/Originations/Exchanges - Deep buyside and corporate relationships - Corporate Advisory – Liability Management Services - Portfolio and Risk Management - Financial Analysis – 3 Statement - Hedge Fund Start-ups including capital raising, systems and implementation of risk management systems.Chartered Financial Analyst (CFA)FINRA: Series 7, 9, 10, 16, 23, 55, 63 and SIE
Dinosaur Financial Group, Llc
View- Website:
- dinogroup.com
- Employees:
- 2
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Managing DirectorDinosaur Financial Group, LlcNew York, Ny, Us
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Managing DirectorDinosaur Financial Group, Llc Jul 2022 - Present -
Managing MemberAcme Century Capital Management, Llc Apr 2021 - PresentStart-up Hedge Fund and Credit Risk Consultant- Manage Acme Century Convertible Arbitrage Model Portfolio.- Consultant for unaffiliated hedge funds on credit positions, capital structures and risk.- Produce custom deep-dives on special situations credit research for hedge funds and institutional investors.
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Managing Director And Head Of Convertible Strategy/CreditStifel Nicolaus & Company Incorporated 2011 - Feb 2021• Corporate restructurings, recapitalizations and workouts for distressed corporate credits and institutional investors• Primary debt issuance• SPACs, PIPEs and Private Capital Markets • Special situations research and proprietary investments• Corporate advisory and liability management services
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Co-Founder, Director Of Research And Senior Credit Portfolio ManagerAdmiral Capital Management 2006 - 2011Us• One of three Partners of a $175M hedge fund employing a convertible and credit centric arbitrage strategy with an average annual net return of 9.25% over four years• Managed portfolio sub-strategies including High-Yield Credit Opportunity, Distressed, Capital Structure and Credit Derivatives• Identified and invested in multiple bankruptcy/reorganizations to profitable completion -
Executive Director - Convertible Bonds - Head Convertible AnalystMorgan Stanley 2004 - 2006New York, Ny, Us• Recommended directional credit, equity and capital structure positions for investment and sale for a convertible portfolio with a long market value ranging from $1.0B to $2.0B. Investment recommendations produced an annualized return in excess of 20%. • Oversaw department’s credit analysis for up to 150 companies with individual focus on 30 at any one time• Advised desk on corporate actions including mergers and acquisitions, changes of control, divestitures, tender offers, cash take-outs and other event risk scenarios -
Executive Director - Convertible Bonds - Head Of Convertible ResearchCibc World Markets 1997 - 2004Toronto, On, Ca• Recommended positions for a $1.0 B U.S. convertible portfolio. Investment recommendations produced an annualized return in excess of 25%.• Researched and successfully invested firm capital in telecom (CLECs and wireless carriers) and technology (dot-coms, network equipment providers) credits during 1997-2001, pared holdings ahead of the broad technology market collapse• Established methodologies and procedures to hedge interest rates and credit risk for the desk
Stephen Puckowitz, Cfa Skills
Stephen Puckowitz, Cfa Education Details
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Boston CollegePolitical Science -
Nyu Stern School Of BusinessFinance And Accounting
Frequently Asked Questions about Stephen Puckowitz, Cfa
What company does Stephen Puckowitz, Cfa work for?
Stephen Puckowitz, Cfa works for Dinosaur Financial Group, Llc
What is Stephen Puckowitz, Cfa's role at the current company?
Stephen Puckowitz, Cfa's current role is Managing Director.
What is Stephen Puckowitz, Cfa's email address?
Stephen Puckowitz, Cfa's email address is sp****@****aol.com
What is Stephen Puckowitz, Cfa's direct phone number?
Stephen Puckowitz, Cfa's direct phone number is (314) 342*****
What schools did Stephen Puckowitz, Cfa attend?
Stephen Puckowitz, Cfa attended Boston College, Nyu Stern School Of Business.
What are some of Stephen Puckowitz, Cfa's interests?
Stephen Puckowitz, Cfa has interest in Coaching Sports, Running And Weight Training, Children, Politics, Cycling, Health.
What skills is Stephen Puckowitz, Cfa known for?
Stephen Puckowitz, Cfa has skills like Hedge Funds, Portfolio Management, Equities, Valuation, Financial Modeling, Investments, High Yield, Trading, Alternative Investments, Capital Markets, Credit, Credit Derivatives.
Who are Stephen Puckowitz, Cfa's colleagues?
Stephen Puckowitz, Cfa's colleagues are William Weston, Justin Giroux, George Brown, Ivan G, Hank Acosta, Paul Roberts, Ken Otto.
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