Carlson Capital
Industry: Company
DescriptionHeadquarters: Dallas, TX Founded: 1993 Subsidiaries: Carlson Capital UK Ltd., Carlson Alternative Advisors, Lp
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Carlson Capital Employees
Employee
Years
Job
Industry
Jay Decker Jay Decker's Carlson Capital Experience December 1993 - June 2002
Job CEO/President Gunn&Hook gunnhook.com
Industry Internet
Experience
Gunn&Hook May 2013 - Present
Churchill Capital, LP September 2010 - July 2013
Lighthouse Financial Group, LLC December 2009 - August 2010
Portland Press Herald 2009 - 2009
BTWW Retail January 2006 - February 2007
Carlson Capital December 1993 - June 2002
Skills
Hedge Funds, Equities, Private Equity, Alternative Investments, Risk Management, Asset Managment, Investments, Trading, Securities, Portfolio Management, Brokerage, Equity Trading, Due Diligence, Investment Strategies, Hunting, Fishing, Fly Fishing, Social Media, Internet Entrepreneur, Series 63, Finance, Asset Allocation, Financial Markets, Asset Management, Wealth Management, Options, Financial Modeling, Venture Capital, Series 7, Investment Management, Mergers & Acquisitions, Advertising, Bloomberg, Capital Markets, Customer Service, Electronic Trading, Equity Research, Financial Services, Fixed Income, Investment Banking, Investor Relations, Management, Marketing, Marketing Strategy, Mutual Funds, Public Relations, Sales, Social Media Marketing, Strategic Planning
Education
Dartmouth College 1989 — 1993
BA, English
Dartmouth College 1989 — 1993
Bachelor's degree, English Language and Literature/Letters
Gunn&Hook May 2013 - Present
Churchill Capital, LP September 2010 - July 2013
Lighthouse Financial Group, LLC December 2009 - August 2010
Portland Press Herald 2009 - 2009
BTWW Retail January 2006 - February 2007
Carlson Capital December 1993 - June 2002
Skills
Hedge Funds, Equities, Private Equity, Alternative Investments, Risk Management, Asset Managment, Investments, Trading, Securities, Portfolio Management, Brokerage, Equity Trading, Due Diligence, Investment Strategies, Hunting, Fishing, Fly Fishing, Social Media, Internet Entrepreneur, Series 63, Finance, Asset Allocation, Financial Markets, Asset Management, Wealth Management, Options, Financial Modeling, Venture Capital, Series 7, Investment Management, Mergers & Acquisitions, Advertising, Bloomberg, Capital Markets, Customer Service, Electronic Trading, Equity Research, Financial Services, Fixed Income, Investment Banking, Investor Relations, Management, Marketing, Marketing Strategy, Mutual Funds, Public Relations, Sales, Social Media Marketing, Strategic Planning
Education
Dartmouth College 1989 — 1993
BA, English
Dartmouth College 1989 — 1993
Bachelor's degree, English Language and Literature/Letters
Brian Stoker Brian Stoker's Carlson Capital Experience September 2008 - March 2011
Job Managing Director at StormHarbour Securities
Industry Financial Services
Experience
StormHarbour Securities November 2012 - Present
HBS Angel Investing Club 2012 - Present
Malloy College 2012 - 2012
Carlson Capital September 2008 - March 2011
Citigroup March 2005 - August 2008
Merrill Lynch August 1998 - March 2005
Peoples Telephone Company 1990 - 1996
KPMG 1993 - 1993
IBM 1992 - 1992
Skills
Structured Finance, Fixed Income, Derivatives, CDO, Credit, Trading, Finance, Securitization, Hedge Funds, Financial Modeling, Investment Banking, Financial Analysis, Alternative Investments, Structured Products, Securities, Private Equity, Credit Derivatives, CLO, Credit Analysis, Asset Management, Corporate Finance, Credit Risk, Options, Equity Research, CDS, LBO, Venture Capital, High Yield, Equity Derivatives, Leveraged Finance
Education
Harvard Business School 1997 — 1998
MBA, Business
University of Virginia 1989 — 1993
BS, Commerce: Finance and Management Information Systems
StormHarbour Securities November 2012 - Present
HBS Angel Investing Club 2012 - Present
Malloy College 2012 - 2012
Carlson Capital September 2008 - March 2011
Citigroup March 2005 - August 2008
Merrill Lynch August 1998 - March 2005
Peoples Telephone Company 1990 - 1996
KPMG 1993 - 1993
IBM 1992 - 1992
Skills
Structured Finance, Fixed Income, Derivatives, CDO, Credit, Trading, Finance, Securitization, Hedge Funds, Financial Modeling, Investment Banking, Financial Analysis, Alternative Investments, Structured Products, Securities, Private Equity, Credit Derivatives, CLO, Credit Analysis, Asset Management, Corporate Finance, Credit Risk, Options, Equity Research, CDS, LBO, Venture Capital, High Yield, Equity Derivatives, Leveraged Finance
Education
Harvard Business School 1997 — 1998
MBA, Business
University of Virginia 1989 — 1993
BS, Commerce: Finance and Management Information Systems
Adil Lalani Adil Lalani's Carlson Capital Experience June 2005 - August 2005
Job Regional Director, Southern Alberta at First West Capital
Industry Capital Markets
Experience
First West Capital August 2015 - Present
Genfinity Capital 2015 - 2015
Macquarie Energy Capital 2009 - 2014
KERN Partners 2006 - 2008
Carlson Capital June 2005 - August 2005
Banc of America Securities March 2002 - April 2004
Bank of America 2001 - 2002
BMO Nesbitt Burns 1999 - 2000
Skills
Investment Management, Capital Markets, Oil & Gas Industry, Deal Sourcing, Financial Structuring, Deal Execution, Project Finance, Private Equity, Board Level, Hedge Funds, Investment Banking, Credit Analysis, Financial Modeling, Equities, Investments, Asset Management, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions, Risk Management, DCF, M&A experience, High Yield
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, (Concentrations in Finance, Strategy and Real Estate)
CFA Institute
Chartered Financial Analyst (CFA) Designation
Queen's University 1995 — 1999
B Comm, Finance
Western Canada High School
First West Capital August 2015 - Present
Genfinity Capital 2015 - 2015
Macquarie Energy Capital 2009 - 2014
KERN Partners 2006 - 2008
Carlson Capital June 2005 - August 2005
Banc of America Securities March 2002 - April 2004
Bank of America 2001 - 2002
BMO Nesbitt Burns 1999 - 2000
Skills
Investment Management, Capital Markets, Oil & Gas Industry, Deal Sourcing, Financial Structuring, Deal Execution, Project Finance, Private Equity, Board Level, Hedge Funds, Investment Banking, Credit Analysis, Financial Modeling, Equities, Investments, Asset Management, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions, Risk Management, DCF, M&A experience, High Yield
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, (Concentrations in Finance, Strategy and Real Estate)
CFA Institute
Chartered Financial Analyst (CFA) Designation
Queen's University 1995 — 1999
B Comm, Finance
Western Canada High School
Sean Bennett's Carlson Capital Experience September 2008 - January 2010
Job Solution Architect at Saxony Partners
Industry Computer Software
Experience
Saxony Partners June 2015 - Present
Slalom Consulting September 2014 - June 2015
Headspring Systems February 2014 - September 2014
Slalom Consulting April 2010 - February 2014
Carlson Capital September 2008 - January 2010
Calpont 2001 - 2005
Skills
SharePoint, SQL Server, .NET, JavaScript, Custom Software..., SSRS, ASP.NET, C#, Agile, Silverlight, SharePoint Designer, Database Design, T-SQL, ASP.NET AJAX, LINQ, WCF, SQL Server 2000-2008, Microsoft SQL Server, AJAX, Visual Studio, jQuery, Entity Framework, Design Patterns, Architecture, Agile Methodologies, OOP, Architectures, TFS, Software Development, SQL
Education
Arizona State University, W. P. Carey School of Business 1991 — 1995
Bachelors of Science, Finance
Saxony Partners June 2015 - Present
Slalom Consulting September 2014 - June 2015
Headspring Systems February 2014 - September 2014
Slalom Consulting April 2010 - February 2014
Carlson Capital September 2008 - January 2010
Calpont 2001 - 2005
Skills
SharePoint, SQL Server, .NET, JavaScript, Custom Software..., SSRS, ASP.NET, C#, Agile, Silverlight, SharePoint Designer, Database Design, T-SQL, ASP.NET AJAX, LINQ, WCF, SQL Server 2000-2008, Microsoft SQL Server, AJAX, Visual Studio, jQuery, Entity Framework, Design Patterns, Architecture, Agile Methodologies, OOP, Architectures, TFS, Software Development, SQL
Education
Arizona State University, W. P. Carey School of Business 1991 — 1995
Bachelors of Science, Finance
Jennifer Cheskiewicz Jennifer Cheskiewicz's Carlson Capital Experience February 2010 - May 2013
Job General Counsel at Hennessy Advisors, Inc.
Industry Law Practice
Experience
Hennessy Advisors, Inc. June 2013 - Present
Hennessy Funds June 2013 - Present
Carlson Capital February 2010 - May 2013
Gibson, Dunn & Crutcher LLP September 2005 - February 2010
Foley & Lardner LLP September 2002 - August 2005
Skills
Corporate Governance, Corporate Law, Litigation, Mergers, Securities Offerings, Securities Regulation, Securities Litigation, Commercial Litigation, Class Actions, Acquisitions, Mergers & Acquisitions, Negotiation, Joint Ventures, Securities, Hedge Funds, SEC filings, Legal Advice, Legal Writing
Education
University of Michigan Law School 1999 — 2002
J.D., cum laude
University of Notre Dame 1995 — 1999
B.B.A., summa cum laude, Accountancy and Sociology
Hennessy Advisors, Inc. June 2013 - Present
Hennessy Funds June 2013 - Present
Carlson Capital February 2010 - May 2013
Gibson, Dunn & Crutcher LLP September 2005 - February 2010
Foley & Lardner LLP September 2002 - August 2005
Skills
Corporate Governance, Corporate Law, Litigation, Mergers, Securities Offerings, Securities Regulation, Securities Litigation, Commercial Litigation, Class Actions, Acquisitions, Mergers & Acquisitions, Negotiation, Joint Ventures, Securities, Hedge Funds, SEC filings, Legal Advice, Legal Writing
Education
University of Michigan Law School 1999 — 2002
J.D., cum laude
University of Notre Dame 1995 — 1999
B.B.A., summa cum laude, Accountancy and Sociology
Sergey Rumyantsev, Ph.D., CFA's Carlson Capital Experience August 2008 - June 2013
Job
Industry Investment Management
Experience
Prosiris Capital July 2013 - 2015
Carlson Capital August 2008 - June 2013
Citigroup Global Markets August 2006 - May 2008
Wharton Business School September 2003 - June 2006
McKinsey & Company, Inc. FSU June 2005 - August 2005
World Institute for Development Economics Research June 2002 - August 2002
Advanced Logic Marketing Services September 2001 - January 2002
Direct INFO July 1999 - September 2000
Skills
Portfolio Management, Hedge Funds, Private Equity, Capital Markets, Structured Finance, Distressed Debt, Valuation, Emerging Markets, Macro Analysis, Equities, Financial Modeling, Investment Banking, Fixed Income, Derivatives, Bloomberg, Management Consulting, Commercial Real Estate, Corporate Finance, Investments, Restructuring, Supply Chain Management, Strategic Planning, Strategy
Education
University of Pennsylvania - The Wharton School 2002 — 2006
PhD, Managerial Science and Applied Economics
The CFA Institute: CFA Levels I-III passed 2003 — 2005
CFA, Investments and Securities
New Economic School 2000 — 2002
MA in Economics, Economics
Moscow Institute of Physics and Technology 1996 — 2002
MS in Applied Physics and Mathematics, Applied Mathematics, Operations Research. GPA 5.0 out of 5.0
Prosiris Capital July 2013 - 2015
Carlson Capital August 2008 - June 2013
Citigroup Global Markets August 2006 - May 2008
Wharton Business School September 2003 - June 2006
McKinsey & Company, Inc. FSU June 2005 - August 2005
World Institute for Development Economics Research June 2002 - August 2002
Advanced Logic Marketing Services September 2001 - January 2002
Direct INFO July 1999 - September 2000
Skills
Portfolio Management, Hedge Funds, Private Equity, Capital Markets, Structured Finance, Distressed Debt, Valuation, Emerging Markets, Macro Analysis, Equities, Financial Modeling, Investment Banking, Fixed Income, Derivatives, Bloomberg, Management Consulting, Commercial Real Estate, Corporate Finance, Investments, Restructuring, Supply Chain Management, Strategic Planning, Strategy
Education
University of Pennsylvania - The Wharton School 2002 — 2006
PhD, Managerial Science and Applied Economics
The CFA Institute: CFA Levels I-III passed 2003 — 2005
CFA, Investments and Securities
New Economic School 2000 — 2002
MA in Economics, Economics
Moscow Institute of Physics and Technology 1996 — 2002
MS in Applied Physics and Mathematics, Applied Mathematics, Operations Research. GPA 5.0 out of 5.0
Peggy (Francis) Johnson's Carlson Capital Experience May 2001 - August 2001
Job Investment Manager at IronBridge Capital Management, L.P.
Industry Investment Management
Experience
IronBridge Capital Management, L.P. January 2013 - Present
The Olayan Group May 2011 - December 2012
Northaven Management January 2007 - April 2011
Highland Capital Management, LP February 2005 - January 2007
Analysis Group September 2002 - February 2005
Carlson Capital May 2001 - August 2001
Skills
Due Diligence, Valuation, Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Investments, Financial Modeling, Asset Management
Education
London Business School 2000 — 2002
MBA, Finance & Strategy
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance & Strategy
IronBridge Capital Management, L.P. January 2013 - Present
The Olayan Group May 2011 - December 2012
Northaven Management January 2007 - April 2011
Highland Capital Management, LP February 2005 - January 2007
Analysis Group September 2002 - February 2005
Carlson Capital May 2001 - August 2001
Skills
Due Diligence, Valuation, Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Investments, Financial Modeling, Asset Management
Education
London Business School 2000 — 2002
MBA, Finance & Strategy
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance & Strategy
Ken Gawrelski's Carlson Capital Experience July 2007 - February 2012
Job Investor in Media, Communications and Internet Sectors
Industry Investment Management
Experience
Adage Capital Management April 2012 - Present
Carlson Capital July 2007 - February 2012
AOL LLC May 2006 - June 2007
Sony Corp. of America May 2005 - October 2005
CIBC World Markets March 2000 - July 2004
PaineWebber Inc. July 1999 - March 2000
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Yale University 1995 — 1999
BA
Adage Capital Management April 2012 - Present
Carlson Capital July 2007 - February 2012
AOL LLC May 2006 - June 2007
Sony Corp. of America May 2005 - October 2005
CIBC World Markets March 2000 - July 2004
PaineWebber Inc. July 1999 - March 2000
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Yale University 1995 — 1999
BA
Amanda Knobloch's Carlson Capital Experience August 2009 - September 2011
Job
Industry Financial Services
Experience
HBK Capital Management September 2011 - Present
Carlson Capital August 2009 - September 2011
HBK Capital Management September 2003 - August 2009
Skills
SSRS, Microsoft SQL Server, T-SQL, C#, SSIS, VBScript, Database Design, SharePoint, ETL, SQL, Agile Methodologies, VBA, IIS, .NET, Data Warehousing, Software Development
Education
Baylor University 1998 — 2001
Bachelor of Business Administration (BBA), Management Information Systems, General
HBK Capital Management September 2011 - Present
Carlson Capital August 2009 - September 2011
HBK Capital Management September 2003 - August 2009
Skills
SSRS, Microsoft SQL Server, T-SQL, C#, SSIS, VBScript, Database Design, SharePoint, ETL, SQL, Agile Methodologies, VBA, IIS, .NET, Data Warehousing, Software Development
Education
Baylor University 1998 — 2001
Bachelor of Business Administration (BBA), Management Information Systems, General
Joshua Shanks's Carlson Capital Experience 2005 - 2005
Job Senior Software Engineer at Redfin
Industry Computer Software
Experience
Redfin January 2015 - Present
BeerWeek.net 2009 - Present
Tune August 2013 - January 2015
Professional Sabbatical March 2013 - August 2013
Placed February 2012 - March 2013
Amazon.com May 2010 - January 2012
Amazon.com January 2009 - April 2010
Spiceworks April 2006 - January 2009
Carlson Capital 2005 - 2005
Enspire 2002 - 2002
Skills
Ruby, MySQL, Java, Git, Amazon Web Services..., Subversion, Ruby on Rails, Databases, PHP, Linux, Shell Scripting, HTML, PostgreSQL, Apache, SQL, Eclipse, JUnit, Hadoop, Tomcat
Education
The University of Texas at Austin 2002 — 2006
BS, Computer Sciences
Redfin January 2015 - Present
BeerWeek.net 2009 - Present
Tune August 2013 - January 2015
Professional Sabbatical March 2013 - August 2013
Placed February 2012 - March 2013
Amazon.com May 2010 - January 2012
Amazon.com January 2009 - April 2010
Spiceworks April 2006 - January 2009
Carlson Capital 2005 - 2005
Enspire 2002 - 2002
Skills
Ruby, MySQL, Java, Git, Amazon Web Services..., Subversion, Ruby on Rails, Databases, PHP, Linux, Shell Scripting, HTML, PostgreSQL, Apache, SQL, Eclipse, JUnit, Hadoop, Tomcat
Education
The University of Texas at Austin 2002 — 2006
BS, Computer Sciences
Scott Lydick, CFA's Carlson Capital Experience January 2000 - February 2005
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan August 2010 - Present
Trugent Capital L.P. January 2007 - June 2010
Verity Capital Partners L.P. February 2005 - October 2006
Carlson Capital January 2000 - February 2005
Education
The University of Texas at Austin 1995 — 2000
BBA, Finance, Economics, German
J.P. Morgan August 2010 - Present
Trugent Capital L.P. January 2007 - June 2010
Verity Capital Partners L.P. February 2005 - October 2006
Carlson Capital January 2000 - February 2005
Education
The University of Texas at Austin 1995 — 2000
BBA, Finance, Economics, German
Heather Gilker's Carlson Capital Experience 2004 - 2007
Job at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Family Office Services April 2011 - Present
Texas Hedge Fund Association September 2010 - December 2013
GSG Capital, LLC 2007 - 2010
Carlson Capital 2004 - 2007
Ranger Capital Group 2001 - 2004
Opus Advisors, LP 2000 - 2001
Rainbow Trading Corporation 1993 - 2000
Skills
Family Office Formation..., Hedge Funds, Women and Investments, Private Equity, Equities, Portfolio Management, Wealth Management, Alternative Investments, Financial Services, Entrepreneurship, Asset Management, Fund Of Funds, Capital Markets, Trading, Investment Management, Due Diligence
Education
Southern Methodist University
BBA, Business, Minors: Economics, French
Southern Methodist University - Cox School of Business
BBA, Finance, Minors: Economics and French
Fidelity Family Office Services April 2011 - Present
Texas Hedge Fund Association September 2010 - December 2013
GSG Capital, LLC 2007 - 2010
Carlson Capital 2004 - 2007
Ranger Capital Group 2001 - 2004
Opus Advisors, LP 2000 - 2001
Rainbow Trading Corporation 1993 - 2000
Skills
Family Office Formation..., Hedge Funds, Women and Investments, Private Equity, Equities, Portfolio Management, Wealth Management, Alternative Investments, Financial Services, Entrepreneurship, Asset Management, Fund Of Funds, Capital Markets, Trading, Investment Management, Due Diligence
Education
Southern Methodist University
BBA, Business, Minors: Economics, French
Southern Methodist University - Cox School of Business
BBA, Finance, Minors: Economics and French
Ellen Wood's Carlson Capital Experience November 1998 - March 2005
Job CoFounder of The Teaching Trust
Industry Philanthropy
Experience
Teaching Trust April 2010 - Present
Private investor March 2005 - Present
Dallas Social Venture Partners 2002 - Present
Carlson Capital November 1998 - March 2005
Education
Stanford University Graduate School of Business 1984 — 1986
MBA
The University of Texas at Austin 1978 — 1982
Teaching Trust April 2010 - Present
Private investor March 2005 - Present
Dallas Social Venture Partners 2002 - Present
Carlson Capital November 1998 - March 2005
Education
Stanford University Graduate School of Business 1984 — 1986
MBA
The University of Texas at Austin 1978 — 1982
Janice Ezell's Carlson Capital Experience May 2005 - September 2014
Job Treasury at Carlson Capital
Industry Financial Services
Experience
Carlson Capital May 2005 - September 2014
KPMG 2001 - 2005
Education
Boston College 1997 — 2001
Accounting and Information Systems
Carlson Capital May 2005 - September 2014
KPMG 2001 - 2005
Education
Boston College 1997 — 2001
Accounting and Information Systems
Michael Trahan, CFA's Carlson Capital Experience March 2010 - Present
Job Analyst at Carlson Capital
Industry Investment Management
Experience
Carlson Capital March 2010 - Present
Highland Capital July 2007 - March 2010
PricewaterhouseCoopers August 2005 - July 2007
Education
The University of Texas at Austin 2000 — 2005
Carlson Capital March 2010 - Present
Highland Capital July 2007 - March 2010
PricewaterhouseCoopers August 2005 - July 2007
Education
The University of Texas at Austin 2000 — 2005
Andrew Wetmore's Carlson Capital Experience January 2008 - April 2012
Job Portfolio Manager at Millennium
Industry Investment Management
Experience
Millennium Management May 2012 - Present
Carlson Capital January 2008 - April 2012
Sigma Capital May 2002 - May 2007
Scinto Capital February 2001 - May 2002
Morgan Stanley Dean Witter June 1998 - February 2001
Education
Lafayette College 1993 — 1997
Math/Economics
Peddie School
Millennium Management May 2012 - Present
Carlson Capital January 2008 - April 2012
Sigma Capital May 2002 - May 2007
Scinto Capital February 2001 - May 2002
Morgan Stanley Dean Witter June 1998 - February 2001
Education
Lafayette College 1993 — 1997
Math/Economics
Peddie School
John Weeldreyer's Carlson Capital Experience November 2008 - May 2009
Job Hedge fund marketing and investor relations professional
Industry Financial Services
Experience
Oliver Capital LLC December 2014 - Present
Twin Tree Capital Management May 2009 - Present
West Road Capital June 2013 - March 2015
Carlson Capital November 2008 - May 2009
Atlas Capital November 2007 - November 2008
Capital Institutional Services 2002 - 2007
Skills
Investor Relations, Mutual Funds, Marketing, Alternative Investments, Strategy, Fixed Income, Asset Management, Asset Allocation, Hedge Funds, Equities, Trading, Private Equity, Investments, Portfolio Management, Fund Of Funds
Education
University of North Carolina at Chapel Hill 1998 — 2000
MBA, Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Business
Oliver Capital LLC December 2014 - Present
Twin Tree Capital Management May 2009 - Present
West Road Capital June 2013 - March 2015
Carlson Capital November 2008 - May 2009
Atlas Capital November 2007 - November 2008
Capital Institutional Services 2002 - 2007
Skills
Investor Relations, Mutual Funds, Marketing, Alternative Investments, Strategy, Fixed Income, Asset Management, Asset Allocation, Hedge Funds, Equities, Trading, Private Equity, Investments, Portfolio Management, Fund Of Funds
Education
University of North Carolina at Chapel Hill 1998 — 2000
MBA, Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Business
Ayveel Robinson's Carlson Capital Experience November 2011 - Present
Job Analyst
Industry Investment Management
Experience
Carlson Capital November 2011 - Present
Fidelity Investments May 2008 - November 2011
Interstate Batteries October 2007 - December 2007
Diverse Marketing May 2007 - July 2007
Shelton Group October 2005 - March 2006
Skills
AS400, Business Objects, Team Leadership, Outlook, Excel, Advent, Trading, Financial Services, Settlement, Financial Analysis, Hedge Funds, Alternative Investments, Securities, FX Options, Fixed Income, Bonds, Treasury Management, Mutual Funds, Back Office, Bloomberg, Bloomberg Terminal, Derivatives, Corporate Actions, Finance, Global Custody, Account Reconciliation, Equity Derivatives, Credit Derivatives, Investment Management, Equities, Process Improvement, Investments
Education
University of North Texas 2002 — 2007
Bachelor of Science, Merchandising w/ Minor In Finance
Carlson Capital November 2011 - Present
Fidelity Investments May 2008 - November 2011
Interstate Batteries October 2007 - December 2007
Diverse Marketing May 2007 - July 2007
Shelton Group October 2005 - March 2006
Skills
AS400, Business Objects, Team Leadership, Outlook, Excel, Advent, Trading, Financial Services, Settlement, Financial Analysis, Hedge Funds, Alternative Investments, Securities, FX Options, Fixed Income, Bonds, Treasury Management, Mutual Funds, Back Office, Bloomberg, Bloomberg Terminal, Derivatives, Corporate Actions, Finance, Global Custody, Account Reconciliation, Equity Derivatives, Credit Derivatives, Investment Management, Equities, Process Improvement, Investments
Education
University of North Texas 2002 — 2007
Bachelor of Science, Merchandising w/ Minor In Finance
Alex Schaer's Carlson Capital Experience August 1998 - Present
Job Accounting Manager at Carlson Capital
Industry Financial Services
Experience
Carlson Capital August 1998 - Present
Education
University of North Texas 1987 — 1994
MS, Accounting
Carlson Capital August 1998 - Present
Education
University of North Texas 1987 — 1994
MS, Accounting
Dawn Blankenship's Carlson Capital Experience 2000 - 2005
Job Director of Investor Relations at Brenham Capital
Industry Investment Management
Experience
Brenham Capital Management September 2014 - Present
Stonelake Capital Partners November 2012 - August 2014
Walker Smith Capital May 2005 - November 2012
Carlson Capital 2000 - 2005
Skills
Investor Relations, Alternative Investments, Hedge Funds, Business Development, Due Diligence, Equities, Investment Management, Valuation, Venture Capital, Portfolio Management, Equity Research, Asset Management, Private Equity, Investments, Fixed Income, Capital Markets, Financial Modeling
Education
Texas Christian University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brenham Capital Management September 2014 - Present
Stonelake Capital Partners November 2012 - August 2014
Walker Smith Capital May 2005 - November 2012
Carlson Capital 2000 - 2005
Skills
Investor Relations, Alternative Investments, Hedge Funds, Business Development, Due Diligence, Equities, Investment Management, Valuation, Venture Capital, Portfolio Management, Equity Research, Asset Management, Private Equity, Investments, Fixed Income, Capital Markets, Financial Modeling
Education
Texas Christian University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Amir Becher's Carlson Capital Experience January 2010 - Present
Job Director at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital January 2010 - Present
Florida Power & Light Company May 2008 - January 2010
MSD Capital, L.P. 2000 - 2008
Bear Stearns July 1998 - June 2000
Skills
Alternative Investments, Portfolio Management, Investments, Equities, Product Management, Entrepreneurship, Java, Bloomberg, Valuation, Derivatives, Software Development, Investment Banking, Financial Modeling, Hedge Funds, SQL, Private Equity
Education
University of Pennsylvania 1994 — 1998
Carlson Capital January 2010 - Present
Florida Power & Light Company May 2008 - January 2010
MSD Capital, L.P. 2000 - 2008
Bear Stearns July 1998 - June 2000
Skills
Alternative Investments, Portfolio Management, Investments, Equities, Product Management, Entrepreneurship, Java, Bloomberg, Valuation, Derivatives, Software Development, Investment Banking, Financial Modeling, Hedge Funds, SQL, Private Equity
Education
University of Pennsylvania 1994 — 1998
Denton Pfister's Carlson Capital Experience August 2012 - Present
Job Software Developer
Industry Financial Services
Experience
carlson capital August 2012 - Present
Penson Financial Services December 2007 - July 2012
Simmons Corporation 2004 - 2007
Education
The University of Texas at Dallas 2002 — 2007
Computer Science
carlson capital August 2012 - Present
Penson Financial Services December 2007 - July 2012
Simmons Corporation 2004 - 2007
Education
The University of Texas at Dallas 2002 — 2007
Computer Science
Ian Ferry's Carlson Capital Experience June 2009 - September 2009
Job Founding Partner at Jackson Square Partners
Industry Financial Services
Experience
Jackson Square Partners May 2014 - Present
Delaware Investments, a member of the Macquarie Group October 2011 - May 2014
Fidelity Investments August 2010 - October 2011
Carlson Capital June 2009 - September 2009
HarbourVest Partners August 2005 - August 2008
Houlihan Lokey Howard Zukin 2004 - 2005
Skills
Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Tulane University 1998 — 2002
BS
Jackson Square Partners May 2014 - Present
Delaware Investments, a member of the Macquarie Group October 2011 - May 2014
Fidelity Investments August 2010 - October 2011
Carlson Capital June 2009 - September 2009
HarbourVest Partners August 2005 - August 2008
Houlihan Lokey Howard Zukin 2004 - 2005
Skills
Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Tulane University 1998 — 2002
BS
Jack Kroeger's Carlson Capital Experience July 2009 - Present
Job Analyst at Carlson Capital
Industry Financial Services
Experience
Carlson Capital July 2009 - Present
Carlson Capital May 2008 - August 2008
Skills
Equities, Financial Analysis, International Financial..., Valuation, Financial Modeling, Bloomberg, Asset Management, Financial Services
Education
Cornell University 2005 — 2009
B.S., Applied Economics & Management, Magna Cum Laude
Crescent School 2004 — 2005
Carlson Capital July 2009 - Present
Carlson Capital May 2008 - August 2008
Skills
Equities, Financial Analysis, International Financial..., Valuation, Financial Modeling, Bloomberg, Asset Management, Financial Services
Education
Cornell University 2005 — 2009
B.S., Applied Economics & Management, Magna Cum Laude
Crescent School 2004 — 2005
Nestor Dominguez's Carlson Capital Experience Managing Director-Global Structured CreditCitigroup1999 - 2008
Job Senior Portfolio Manager, Head of Credit at Carlson Capital
Industry Investment Management
Experience
Carlson Capital Managing Director-Global Structured CreditCitigroup1999 - 2008
Salomon Brothers 1993 - 1998
Bear Stearns 1992 - 1992
Credit Suisse 1987 - 1991
Federal Reserve Bank of New York 1984 - 1987
The Brookings Institution 1983 - 1984
Education
University of Maryland College Park 1981 — 1984
Ph.D., Econometrics
University of Wisconsin-Madison 1978 — 1980
BA, MS, Math, Economics
Carlson Capital Managing Director-Global Structured CreditCitigroup1999 - 2008
Salomon Brothers 1993 - 1998
Bear Stearns 1992 - 1992
Credit Suisse 1987 - 1991
Federal Reserve Bank of New York 1984 - 1987
The Brookings Institution 1983 - 1984
Education
University of Maryland College Park 1981 — 1984
Ph.D., Econometrics
University of Wisconsin-Madison 1978 — 1980
BA, MS, Math, Economics
Craig Cockle's Carlson Capital Experience April 2003 - Present
Job Accountant at Carlson Capital
Industry Investment Management
Experience
Carlson Capital April 2003 - Present
Education
University of Oklahoma 1988 — 1997
Masters, Poli Sci & Accounting
Carlson Capital April 2003 - Present
Education
University of Oklahoma 1988 — 1997
Masters, Poli Sci & Accounting
Scott Logie, CAIA's Carlson Capital Experience June 2008 - April 2013
Job Relationship Manager at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. April 2013 - Present
Carlson Capital June 2008 - April 2013
KBW October 2006 - March 2008
Citigroup Global Markets January 1999 - July 2006
Salomon Brothers January 1986 - January 1999
Skills
Investments, Equities, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management
Education
Yale University 1981 — 1985
Bachelor's degree, Economics and Political Science
Upper Canada College 1974 — 1981
Carlson Capital, L.P. April 2013 - Present
Carlson Capital June 2008 - April 2013
KBW October 2006 - March 2008
Citigroup Global Markets January 1999 - July 2006
Salomon Brothers January 1986 - January 1999
Skills
Investments, Equities, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management
Education
Yale University 1981 — 1985
Bachelor's degree, Economics and Political Science
Upper Canada College 1974 — 1981
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY