Tate Johnson Email & Phone Number

New York, Ny, Us

Valuing private companies ranging from Seed stage to pre-IPO, in industries varying from SaaS to Biotech; also valuing VC portfolios. Providing audit support for clients when necessary.

New York, Ny, Us

New York, Ny, Us

San Francisco, California, Us

•Built market dashboards and other spreadsheet-powered tools to aid in analysis•Sourced and analyzed investment opportunities from deal sponsors and brokers, now totaling over $2.0 billion in investable assets and funds•Gathered, analyzed, and maintained US migration data to determine top 10 target geographies for real estate investing•Provided ad-hoc investment analysis of assets ranging from angel investments to public equities•Documented all processes, meetings, and phone calls to facilitate easy sharing of information and hedge against unforeseen business interruptions

Fort Worth, Texas, Us

•Assisted in the growth and management of a $200.00 million loan portfolio with average 20% levered IRR•Coordinated loan closings and processed approximately $6.00 million of construction funding requests each month•Analyzed significant aspects of construction projects to underwrite high leverage loans•Produced Investment Committee packages and answered Committee questions to clarify main risk/reward•Generated, analyzed, and disseminated weekly report summarizing movements in 15 key-tenant cap rates to help CEO and Investment Committee make informed decisions

Fort Worth, Texas, Us

•Tracked and recorded earnings release information with Bloomberg Terminal for use by Trading team•Updated company records with dividend distribution data on current and prospective positions•Sent out intraday notes to traders and analysts summarizing daily equity and credit position updates•Reconciled prime broker reports with current records for quality assurance on the Financial Control Group•Monitored Fund Flow Tracking report for high-yield and bank loan investments which are used to evaluate recent historical trends in ETF and Non-ETF cash inflows and outflows

Fort Worth, Texas, Us

•Elected Portfolio Manager to report performance on a weekly basis and help make capital-allocation decisions for optimal fund performance•Elected to be Real Estate sector expert and persuaded the fund to increase its Real Estate holdings•Built three-statement valuation models, prepared equity research reports, and presented for 40 minutes to persuade The Fund to buy, hold, or sell a given security•Analyzed models, reports, and presentations of fellow analysts, asked probing questions, and voted based on perceived future performance of company•Pitched a successful “Hold” strategy for an international company with $45.00 billion market capitalization

Fort Worth, Texas, Us

•Enhanced monthly sales dashboard to help management more easily gauge sales trends and strength of 180 tenants within the portfolio•Constructed merchant matrix with 10 comparable properties and 100 ideal tenants to help management determine desired tenants for new development in Napa, CA•Utilized GIS mapping software to illustrate drive times, radius rings, income grids, and other demographic data for use by the leasing, marketing, and investments departments•Generated a summary document of important sections of lease agreements and amendments such as tenant allowances, termination rights, and exclusives for 250 tenants

•Collaborated with nine other undergraduates to develop the business plan for a drone-focused business•Gather and analyze market information about current drone racing leagues and related industries to aid in SWOT analysis•Create a list of possible drone race course designs with correlating rules and regulations•Develop a base knowledge of drone specifications such as frame shape, motors, and batteries to help with rule development•Investigate costs associated with promoting and staging race events to help accurately predict future cash flows

Toronto, Ontario, Ca

•Extracted information from lease agreements to update database used to develop annual report of office space and organized the information for smooth production of the annual report•Called 50 property owners and managers to gather site-contact information to fill a database for improved site management•Collaborated with team of four other interns on Capstone Project to research why youth and women avoid Financial Advisory jobs•Presented research findings to CEO, President, and four other executives of the company and recommended steps for RBC to take in regard to attracting new hires

Bachelor Of Business Administration - Bba, Finance, General

General Education

High School