Managing Director
Denver, Colorado, Us
• Establish a reputation as genuine, personable and insightful, growing and developing strong relationships with investor teams, senior management and industry experts resulting in great breadth of industry knowledge and terms.• Cultivate a wide swath of industry contacts, building on developed subject matter expertise and ability to communicate complex financial issues, resulting in enhanced investment partnerships with leaders at the highest level.• Prioritize ESG (Environmental Social Governance) and Climate investment due diligence by analyzing financial statements and supplements, meeting with C-Suite leaders to provide exceptionally thorough depth of research.Manage Financial Equities for a Family Investment Office• Develop and communicate complex valuation comparison tables and financial models for price discovery in Initial Public Offerings and currently listed companies trading at a discount to assed or perceived fair value.• Deliver weekly investment write-ups to portfolio manager, and communicate regularly with other investors internally and externally through write-ups, presentations, roadshows and conferences.