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Direct Owners and Executive Officers

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Presentation on theme: "Direct Owners and Executive Officers"— Presentation transcript:

1 Direct Owners and Executive Officers
Category: Large Advisory Firm (100mil+ AUM) Organized: Limited Partnership Employees: 30 Investment Advisory/Research Roles: 16 Pooled Investment Vehicles: 100% Fee Structure: 1.5-2% (AUM) and 20% (Performance) Assets Under Management: ~5.3Bil (Discretionary) Accounts/Holding Companies: 3 Legal Record: Clean Valinor Management, L.P. 510 Madison Avenue, 25th Floor New York, NY 10022 Phone:(212) Fax:(212) Valinor Capital Partners Offshore, LTD Fund Type: Private-Hedge (Master Fund/Master-Feeder Structure) ID/Location: /Grand Cayman, Cayman Islands Value: ~3.6Bil Min Invest: 1Mil Beneficial owners: 218 Ownership: 8%-Self, 9%-FOF, 28%-International General Partners: David Gallo, Evan Burtton, Scott Dakers Prime Broker(s): Barclays Capital INC., Goldman Sachs & CO., Morgan Stanley & CO. LLC, UBS Securities LLC. (These companies and their respective banks are also custodians of assets) Other Admins: Morgan Stanley Fund Services (Bermuda) LTD. Valinor Capital Partners LP. Fund Type: Private-Hedge ID/Location: / Delaware, U.S. Value: ~1.6Bil Min Invest: 1Mil Beneficial owners: 156 Ownership: 12%-Self, 21%-FOF, 2%-International General Partners: Valinor Associates LLC. Prime Broker(s): Barclays Capital INC., Goldman Sachs & CO., Morgan Stanley & CO. LLC, UBS Securities LLC. (These companies &CITI Private Bank and their respective banks are custodians) Other Admins: Morgan Stanley Fund Services USA LLC. Valinor Private Capital Partners LP. Fund Type: Private Equity Fund ID/Location: / Delaware, U.S. Value: 0 Min Invest: 1Mil Beneficial owners: 0 Ownership: 0%-Self, 0%-FOF, 0%-International General Partners: VPCP GP, LLC. Prime Broker(s): Goldman Sachs & CO. (This company is also the custodian) Other Admins: Morgan Stanley Fund Services LLC. Direct Owners and Executive Officers David, Lawrence, Gallo: Managing Member Ownership: 75%+ David, Alan, Angstreich: CFO/COO Ownership: >5% Fola, Adamolekun: CCO Ownership: >5% Seth, Adam, Cohen: Co-owner VPCP GP, LLC and VPCP Management L.P. Ownership: 50%>75%

2 Alex Hoffer Investment Analyst Contact Background Vulnerabilities
Phone: (212) Alex Hoffer: right Finance Experience: 2 years+ Background Long/Short Equity: Investment Analyst, Valinor (10months) Investment Banking: Analyst, Goldman Sachs (1year 4months) Stanford University: B.A. Economics & Chinese -Extras: Blyth Fund (President), Stanford Finance (President), Forum for American Chinese Exchange at Stanford (Senior Advisor), Delta Tau Delta Vulnerabilities Working Average: 13 months Stanford University Social Media Delta Tau Delta Strategy Approach via phone or for opportunities Try and use Alumni, Friends, Brothers or Business partners as connection More information: Stanford Alumni Connection (requires account) Social Media (requires some relation to school or friends of friends) Direct Contact (personal , freely contact with opportunities)

3 Anichya Gujral: middle
Investment Analyst Contact Phone: Business-(212) Anichya Gujral: middle Finance Experience: 5 years+ Background Long/Short Equity: Investment Analyst, Valinor (1year) Research: Analyst, Anchorage Capital (3years) Restructuring: Analyst, Lazard (1year 3months) M&A: Analyst, Lazard Freres & CO (2months) Analyst: Everstone (3months) Yale University: B.A. Electrical Engineering & Economics Vulnerabilities Working Average: 13.6 months Yale University Social Media Golf Entrepreneurial Strategy Approach via phone or for opportunities Try and use Alumni, Friends, or Business partners as connection Express an opportunity through Linked-in talk about it over a round of golf Co-Founder of GetFreeCups.com, sell him on entrepreneurialism More information: Yale Alumni Connection (requires account) Social Media (requires some relation to school or friends of friends) Direct Contact (personal , freely contact with opportunities) Entrepreneurial (colleagues or social groups)

4 Blake Gower Investment Analyst Contact Background Vulnerabilities
Phone: (212) Finance Experience: 6 years+ Background Private Equity: Investment Analyst, Valinor (1year 2months) Director: Strategy and business development, SEAM Holdings (2years 1month) M&A: Analyst, Evercore Partners (2years 9months) University of Michigan Ross SOB: BBA. Finance & Strategy Vulnerabilities Working Average: 18 months University of Michigan Social Media Strategy Approach via phone or for opportunities Try and use Alumni, Friends, or Business partners as connection Skills Financial Modeling Private Equity Investment Banking Mergers & Acquisitions More information: University of Michigan Alumni Connection (requires account) Social Media (requires some relation to school or friends of friends) Direct Contact (personal , freely contact with opportunities)

5 Hussein Al Baya Investment Analyst Contact Background Vulnerabilities
Phone: Business-(212) Finance Experience: 7 years+ Background Long/Short Equity: Investment Analyst, Valinor (1year 3months) Credit & Distressed: Associate, Bain Capital (2years) Advisor: Governor Assistant, Central Bank of Iraq (>1year) Private Equity: Analyst, Goldman Sachs (2 years) Investment Banking: Analyst, Credit Suisse (2years 9months) Harvard Business School: MBA. Carnegie Mellon University: BS. Finance & International Relations Vulnerabilities Working Average: months Harvard Business School Carnegie Mellon University Social Media Strategy Approach via phone or for opportunities Try and use Alumni, Friends, or Business partners as connection Skills Financial Modeling Private Equity Investment Banking Emerging Markets Venture Capital Valuation Business Strategy Financial Analysis Mergers and Acquisitions Equity Research More information: Harvard Business School Alumni Account (requires account) Social Media (requires some relation to school or friends of friends) Direct Contact (personal , freely contact with opportunities)

6 Email: gregory.rudin@gmail.com
Investment Analyst Contact Phone: (212) Background Long/Short Equity: Investment Analyst, Valinor (11months) Utilities: Analyst, UBS (10months) Consultant: Analytics Specialist, Kurt Salmon (1year 5months) Overhead/Finance: Analyst, The Lantern Group (3months) ABS Portfolios : Analyst, Fortress Investment Group(3months) Emory University: BA. History & Economics -Extras: Phi Beta Kappa, Writing Center, Phi Alpha Theta, Model United Nations, Volunteer Income Tax Assistance (VITA) Finance Experience: 4 years+ Vulnerabilities Working Average: 8.8 months Emory University Phi Beta Kappa Social Media Strategy Approach via phone or for opportunities Try and use Alumni, Friends, or Business partners as connection Skills Series 79 Corporate Finance Data Analysis Microsoft Excel Market Research Management Consulting Business Strategy Forecasting Mergers and Acquisitions Asset Backed Securitization More information: Emory University Alumni Database (requires account) Social Media (requires some relation to school or friends of friends) Direct Contact (personal , freely contact with opportunities)

7 James Rogers Principal Contact Background Vulnerabilities Strategy
Phone: (212) James Rogers: right Background Long/Short Equity & Private Equity: Principal, Valinor (3years 7months) Tech M&A: Analyst, The Blackstone Group (7months) Business: Analyst, McKinsey & Company (3months) University of Virginia: BA. Finance & History -Extras: McIntire Investment Institute, Madison House, The Cavalier Daily, Jefferson Literary and Debating Society, Alternative Spring Break Finance Experience: 4 years+ Vulnerabilities Working Average: 17.6 months University of Virginia Social Media Strategy Approach via phone or for opportunities Try and use Alumni, Friends, or Business partners as connection Contact Career Opportunities Consulting Offers New Ventures Job Inquiries Expertise Request Business Deals Reference Requests Getting Back in Touch More information: University of Virginia Alumni Database (requires account) Social Media (requires some relation to school or friends of friends) Direct Contact (personal , freely contact with opportunities)

8 Hiring Top Schools Top Workplaces Experience Strategies
Harvard Business School Stanford University Yale University The Wharton School of Business- University of Pennsylvania Top Workplaces Goldman Sachs (analysts/associates) The Blackstone Group UBS Summer internship positions (company varies) Experience Average experience per new hire is 2 years+ in the financial world Exceptions usually come from H.B.S or The Wharton School of Business Partners or co-workers from other firms have higher positions and stay for longer Strategies Social and Linked-in approaches for analysts and below New York Social Club has articles on some of the higher executives School and Alumni connection would make a large difference in presenting opportunities More creative approaches will work given the information available


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