Carlson Capital, L.P.
Industry: Company
DescriptionHeadquarters: Dallas, TX Founded: 1993 Subsidiaries: Carlson Capital UK Ltd., Carlson Alternative Advisors, Lp
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Carlson Capital, L.P. Employees
Employee
Years
Job
Industry
Gonzalo Cavenaghi Gonzalo Cavenaghi's Carlson Capital, L.P. Experience August 2015 - Present
Job Investor
Industry Investment Management
Experience
Carlson Capital, L.P. August 2015 - Present
Citadel LLC July 2012 - January 2015
Citadel Investment Group April 2011 - January 2015
Goldman Sachs September 2009 - April 2011
Union Square Advisors July 2007 - September 2009
Lehman Brothers July 2006 - July 2007
Skills
Investment Banking, Equities, Hedge Funds, Private Equity, Financial Modeling, Financial Analysis, Finance, Strategy, Venture Capital, Valuation, Infrastructure, Equity Research, Investments, Portfolio Management, Technology Investment, Corporate Finance, Bloomberg, FactSet, Microsoft Excel, Long/Short Equity, Market Research, Data Analysis, Mergers & Acquisitions, Capital Markets, Due Diligence, Analysis, Asset Management
Education
Claremont McKenna College 2002 — 2006
Bachelor's degree, Accounting and Finance
Claremont McKenna College
Carlson Capital, L.P. August 2015 - Present
Citadel LLC July 2012 - January 2015
Citadel Investment Group April 2011 - January 2015
Goldman Sachs September 2009 - April 2011
Union Square Advisors July 2007 - September 2009
Lehman Brothers July 2006 - July 2007
Skills
Investment Banking, Equities, Hedge Funds, Private Equity, Financial Modeling, Financial Analysis, Finance, Strategy, Venture Capital, Valuation, Infrastructure, Equity Research, Investments, Portfolio Management, Technology Investment, Corporate Finance, Bloomberg, FactSet, Microsoft Excel, Long/Short Equity, Market Research, Data Analysis, Mergers & Acquisitions, Capital Markets, Due Diligence, Analysis, Asset Management
Education
Claremont McKenna College 2002 — 2006
Bachelor's degree, Accounting and Finance
Claremont McKenna College
David Victor-Smith David Victor-Smith's Carlson Capital, L.P. Experience June 2015 - Present
Job Analyst at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. June 2015 - Present
Crestview Partners, LLC July 2011 - June 2013
Merrill Lynch June 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Majors in Management and Finance
University of Virginia 2006 — 2009
BS Commerce, Majors in Finance and Economics, Minor in Biology
Choate Rosemary Hall 2001 — 2005
Carlson Capital, L.P. June 2015 - Present
Crestview Partners, LLC July 2011 - June 2013
Merrill Lynch June 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Majors in Management and Finance
University of Virginia 2006 — 2009
BS Commerce, Majors in Finance and Economics, Minor in Biology
Choate Rosemary Hall 2001 — 2005
Marguerite Kleinheinz Marguerite Kleinheinz's Carlson Capital, L.P. Experience July 2009 - August 2009
Job Assistant at WM Capital Partners
Industry
Experience
WM Capital Parters 2012 - Present
Goodworks PR August 2012 - December 2012
Christie's June 2011 - July 2011
Carlson Capital, L.P. July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Photoshop, Research, Customer Service, Public Speaking, Event Planning, Editing, Public Relations, InDesign, Facebook, Illustrator
Education
Southern Methodist University 2008 — 2012
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Episcopal High School 2004 — 2008
WM Capital Parters 2012 - Present
Goodworks PR August 2012 - December 2012
Christie's June 2011 - July 2011
Carlson Capital, L.P. July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Photoshop, Research, Customer Service, Public Speaking, Event Planning, Editing, Public Relations, InDesign, Facebook, Illustrator
Education
Southern Methodist University 2008 — 2012
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Episcopal High School 2004 — 2008
Aaron Sallen Aaron Sallen's Carlson Capital, L.P. Experience June 2011 - August 2011
Job Analyst at Napier Park Global Capital
Industry Investment Management
Experience
Napier Park Global Capital September 2012 - Present
Carlson Capital, L.P. June 2011 - August 2011
Macquarie Group January 2007 - August 2010
Dresdner Kleinwort Wasserstein July 2006 - December 2006
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
Dartmouth College 2002 — 2006
BA, Economics, History
Napier Park Global Capital September 2012 - Present
Carlson Capital, L.P. June 2011 - August 2011
Macquarie Group January 2007 - August 2010
Dresdner Kleinwort Wasserstein July 2006 - December 2006
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
Dartmouth College 2002 — 2006
BA, Economics, History
Anirudh Ravunniarath, CAIA Anirudh Ravunniarath, CAIA's Carlson Capital, L.P. Experience January 2013 - Present
Job Client Development Financial Institutions at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. January 2013 - Present
Merrill Lynch April 2010 - December 2012
BlackRock June 2006 - April 2010
Skills
Private Equity, Equities, Asset Allocation, Hedge Funds, Management, Business Development, Alternative Investments, Due Diligence, Investments, Fixed Income, Portfolio Management, Investment Strategies
Education
University of North Carolina at Charlotte
B.S.B.A, Finance & Economics
Carlson Capital, L.P. January 2013 - Present
Merrill Lynch April 2010 - December 2012
BlackRock June 2006 - April 2010
Skills
Private Equity, Equities, Asset Allocation, Hedge Funds, Management, Business Development, Alternative Investments, Due Diligence, Investments, Fixed Income, Portfolio Management, Investment Strategies
Education
University of North Carolina at Charlotte
B.S.B.A, Finance & Economics
Clint Golman's Carlson Capital, L.P. Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Deloitte Corporate Finance
Industry
Experience
Deloitte Corporate Finance September 2015 - Present
Deloitte Corporate Finance June 2015 - August 2015
Carlson Capital, L.P. June 2014 - August 2014
Paradox Compensation Advisors June 2013 - August 2013
Greenhill School June 2010 - July 2013
Skills
Public Speaking, Financial Analysis, Research, Tutoring, PowerPoint, Instructional Design, Classroom Management, Financial Modeling, Lesson Planning, Risk Assessment, Data Analysis, Risk Arbitrage, Investment Management, Bloomberg Terminal, Investment Banking
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor's Degree, Business Honors Program/ Finance, Junior
Greenhill School 1997 — 2012
High School Diploma
Deloitte Corporate Finance September 2015 - Present
Deloitte Corporate Finance June 2015 - August 2015
Carlson Capital, L.P. June 2014 - August 2014
Paradox Compensation Advisors June 2013 - August 2013
Greenhill School June 2010 - July 2013
Skills
Public Speaking, Financial Analysis, Research, Tutoring, PowerPoint, Instructional Design, Classroom Management, Financial Modeling, Lesson Planning, Risk Assessment, Data Analysis, Risk Arbitrage, Investment Management, Bloomberg Terminal, Investment Banking
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor's Degree, Business Honors Program/ Finance, Junior
Greenhill School 1997 — 2012
High School Diploma
Heather Moffitt Heather Moffitt's Carlson Capital, L.P. Experience 2001 - 2008
Job Preschool Teacher & SAHM
Industry Education Management
Experience
Preschool August 2013 - Present
Dance in Bloom 2009 - 2011
Carlson Capital, L.P. 2001 - 2008
Skills
PowerPoint, Customer Service, Management, Time Management, Editing, Microsoft Excel, Teaching, Recruiting, Business Process..., Research, Public Speaking, Microsoft Office, Team Building, Microsoft Word, Leadership, Event Planning
Education
Southern Methodist University 1996 — 2000
Bachelor of Music, Bassoon Performance
Preschool August 2013 - Present
Dance in Bloom 2009 - 2011
Carlson Capital, L.P. 2001 - 2008
Skills
PowerPoint, Customer Service, Management, Time Management, Editing, Microsoft Excel, Teaching, Recruiting, Business Process..., Research, Public Speaking, Microsoft Office, Team Building, Microsoft Word, Leadership, Event Planning
Education
Southern Methodist University 1996 — 2000
Bachelor of Music, Bassoon Performance
Caitlin DuMars Caitlin DuMars's Carlson Capital, L.P. Experience June 2015 - Present
Job Receptionist
Industry Events Services
Experience
Carlson Capital, L.P. June 2015 - Present
Benchmark Resorts & Hotels August 2014 - April 2015
Dr Pepper Ballpark & The Frisco RoughRiders May 2013 - August 2013
Ashley & Co January 2012 - August 2012
Hilton Hotel & Conference Center March 2011 - December 2011
Walt Disney World Resorts February 2010 - August 2010
Skills
Events Coordination, Management, Customer Service, Event Design, Project Planning, Event Management, Event Planning, Budgets, Sales, Retail, Social Networking, PowerPoint, Time Management, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Editing, Hospitality, Sports, Data Analysis, Inventory Management, Outlook, New Business Development, Leadership, Marketing, Research, Training, Leadership Development, Team Leadership, Team Building, Strategic Planning, Contract Negotiation, Fundraising, Access, Data Entry, Hotels, Market Research, Analysis, English, Tourism, Recruiting, Higher Education, Social Media, Hospitality Industry, Performance Management, Hospitality Management, Corporate Events, Meeting Planning
Education
Texas A&M University 2012 — 2014
Bachelor of Science, Recreation, Park & Tourism Sciences
Carlson Capital, L.P. June 2015 - Present
Benchmark Resorts & Hotels August 2014 - April 2015
Dr Pepper Ballpark & The Frisco RoughRiders May 2013 - August 2013
Ashley & Co January 2012 - August 2012
Hilton Hotel & Conference Center March 2011 - December 2011
Walt Disney World Resorts February 2010 - August 2010
Skills
Events Coordination, Management, Customer Service, Event Design, Project Planning, Event Management, Event Planning, Budgets, Sales, Retail, Social Networking, PowerPoint, Time Management, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Editing, Hospitality, Sports, Data Analysis, Inventory Management, Outlook, New Business Development, Leadership, Marketing, Research, Training, Leadership Development, Team Leadership, Team Building, Strategic Planning, Contract Negotiation, Fundraising, Access, Data Entry, Hotels, Market Research, Analysis, English, Tourism, Recruiting, Higher Education, Social Media, Hospitality Industry, Performance Management, Hospitality Management, Corporate Events, Meeting Planning
Education
Texas A&M University 2012 — 2014
Bachelor of Science, Recreation, Park & Tourism Sciences
Laura Goode Laura Goode's Carlson Capital, L.P. Experience January 2000 - April 2005
Job Manager Trading Services at Harris Associates
Industry Financial Services
Experience
Harris Associates March 2008 - Present
Tolleson Wealth Management April 2005 - October 2005
Carlson Capital, L.P. January 2000 - April 2005
Barrow, Hanley, Mewhinney, and Strauss December 1997 - December 1999
Skills
FX Options, Accounting, Hedge Funds, Customer Service, Mutual Funds, Trading, Project Management, Budgets, Equities, Settlement, Investments, Fixed Income, Asset Management
Education
University of Missouri-Columbia, College of Business 1990 — 1994
BSBA, Finance
Harris Associates March 2008 - Present
Tolleson Wealth Management April 2005 - October 2005
Carlson Capital, L.P. January 2000 - April 2005
Barrow, Hanley, Mewhinney, and Strauss December 1997 - December 1999
Skills
FX Options, Accounting, Hedge Funds, Customer Service, Mutual Funds, Trading, Project Management, Budgets, Equities, Settlement, Investments, Fixed Income, Asset Management
Education
University of Missouri-Columbia, College of Business 1990 — 1994
BSBA, Finance
Michael Singelyn III Michael Singelyn III's Carlson Capital, L.P. Experience October 2013 - May 2014
Job UBS Investment Banking Analyst
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Carlson Capital, L.P. October 2013 - May 2014
Fortress Investment Group June 2013 - August 2013
Boulevard Investment Group April 2012 - May 2013
Fulcrum Capital Holdings LLC September 2012 - December 2012
Crowell, Weedon & Co. June 2012 - August 2012
Crowell, Weedon & Co. July 2011 - August 2011
Skills
Bloomberg, Bloomberg Terminal, Equity Research, Analysis, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Investments, Finance, Asset Management, Investment Banking
Education
Southern Methodist University 2011 — 2015
BBA Finance with a Specialization in Alternative Asset Management
St. Francis High School 2007 — 2011
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Carlson Capital, L.P. October 2013 - May 2014
Fortress Investment Group June 2013 - August 2013
Boulevard Investment Group April 2012 - May 2013
Fulcrum Capital Holdings LLC September 2012 - December 2012
Crowell, Weedon & Co. June 2012 - August 2012
Crowell, Weedon & Co. July 2011 - August 2011
Skills
Bloomberg, Bloomberg Terminal, Equity Research, Analysis, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Investments, Finance, Asset Management, Investment Banking
Education
Southern Methodist University 2011 — 2015
BBA Finance with a Specialization in Alternative Asset Management
St. Francis High School 2007 — 2011
Ronald LaMorte Ronald LaMorte's Carlson Capital, L.P. Experience July 2014 - Present
Job Managing Director at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. July 2014 - Present
Millennium Partners 2006 - 2014
Highbridge Capital Management 2003 - 2006
Pequot Capital Management 1999 - 2003
Lehman Brothers 1997 - 1999
Lehman Brothers 1996 - 1997
Lehman Brothers 1993 - 1995
Skills
Television, Newspaper, Film, Radio, Video Games, Internet, Telecommunications, Alternative Investments, C Language, Equities, Performance Poetry, Russian Literature, Asset Management, Portfolio Management, Investment Banking, Trading, Equity Research, Newspapers
Education
The Johns Hopkins University 1989 — 1993
BA, Economics
Carlson Capital, L.P. July 2014 - Present
Millennium Partners 2006 - 2014
Highbridge Capital Management 2003 - 2006
Pequot Capital Management 1999 - 2003
Lehman Brothers 1997 - 1999
Lehman Brothers 1996 - 1997
Lehman Brothers 1993 - 1995
Skills
Television, Newspaper, Film, Radio, Video Games, Internet, Telecommunications, Alternative Investments, C Language, Equities, Performance Poetry, Russian Literature, Asset Management, Portfolio Management, Investment Banking, Trading, Equity Research, Newspapers
Education
The Johns Hopkins University 1989 — 1993
BA, Economics
Rob Gupta Rob Gupta's Carlson Capital, L.P. Experience July 2015 - Present
Job Healthcare Analyst at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. July 2015 - Present
MTS Health Investors September 2012 - July 2015
RBC Capital Markets November 2010 - September 2012
RAM Capital Group, LLC January 2009 - November 2010
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, LBO, Financial Modeling, Due Diligence, Mergers & Acquisitions, Bloomberg
Education
University of California, Irvine 2004 — 2008
Economics, Economics / Biological Sciences
Carlson Capital, L.P. July 2015 - Present
MTS Health Investors September 2012 - July 2015
RBC Capital Markets November 2010 - September 2012
RAM Capital Group, LLC January 2009 - November 2010
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, LBO, Financial Modeling, Due Diligence, Mergers & Acquisitions, Bloomberg
Education
University of California, Irvine 2004 — 2008
Economics, Economics / Biological Sciences
Matt Higbie Matt Higbie's Carlson Capital, L.P. Experience March 2014 - Present
Job Analyst at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. March 2014 - Present
Keefe, Bruyette & Woods July 2012 - January 2014
UNC Men's Lacrosse September 2008 - May 2012
Prometheus Partners June 2011 - August 2011
4OurFans, Inc. January 2010 - May 2010
Christian Camps and Conferences, Inc. June 2008 - August 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, Finance, General
Carlson Capital, L.P. March 2014 - Present
Keefe, Bruyette & Woods July 2012 - January 2014
UNC Men's Lacrosse September 2008 - May 2012
Prometheus Partners June 2011 - August 2011
4OurFans, Inc. January 2010 - May 2010
Christian Camps and Conferences, Inc. June 2008 - August 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, Finance, General
Jonathan Goodpasture Jonathan Goodpasture's Carlson Capital, L.P. Experience June 2008 - June 2013
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Carlson Capital, L.P. June 2008 - June 2013
HCC Insurance August 2007 - June 2008
Texas A&M University November 2005 - May 2007
Skills
Financial Analysis, Valuation, Business Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Analysis, Microsoft Office, Access, Project Management, Process Improvement, Investment Banking, Investments, Managerial Finance, Risk Management, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Texas A&M University - Mays Business School 2003 — 2007
BBA, Finance
Wells Fargo Securities July 2013 - Present
Carlson Capital, L.P. June 2008 - June 2013
HCC Insurance August 2007 - June 2008
Texas A&M University November 2005 - May 2007
Skills
Financial Analysis, Valuation, Business Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Analysis, Microsoft Office, Access, Project Management, Process Improvement, Investment Banking, Investments, Managerial Finance, Risk Management, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Texas A&M University - Mays Business School 2003 — 2007
BBA, Finance
Lana Beeter Lana Beeter's Carlson Capital, L.P. Experience February 1999 - February 2005
Job Senior Compliance Officer at CORECCO, LLC
Industry Investment Management
Experience
CORE-CCO, LLC October 2014 - Present
BRI Roofing & Sheet Metal LLC July 2012 - December 2014
Slotnik Capital Management October 2010 - July 2013
Brookline Avenue Partners October 2006 - April 2010
Verity Capital Partners February 2005 - October 2006
Carlson Capital, L.P. February 1999 - February 2005
Skills
Hedge Funds, Financial Analysis, Trading, Alternative Investments, Private Equity, Valuation, Asset Management, Capital Markets, Financial Modeling, Due Diligence, Finance, Bloomberg
Education
Texas Tech University 1990 — 1994
B.B.A., Finance/Marketing
Trenton High School
CORE-CCO, LLC October 2014 - Present
BRI Roofing & Sheet Metal LLC July 2012 - December 2014
Slotnik Capital Management October 2010 - July 2013
Brookline Avenue Partners October 2006 - April 2010
Verity Capital Partners February 2005 - October 2006
Carlson Capital, L.P. February 1999 - February 2005
Skills
Hedge Funds, Financial Analysis, Trading, Alternative Investments, Private Equity, Valuation, Asset Management, Capital Markets, Financial Modeling, Due Diligence, Finance, Bloomberg
Education
Texas Tech University 1990 — 1994
B.B.A., Finance/Marketing
Trenton High School
Michael Winter's Carlson Capital, L.P. Experience July 2014 - Present
Job Analyst at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. July 2014 - Present
Energy Capital Partners July 2011 - June 2014
J.P. Morgan June 2009 - June 2011
Skills
Financial Modeling, Private Equity, Valuation, Corporate Development, LBO, Due Diligence, Investment Banking, Corporate Finance, M&A experience, Equities, Alternative Investments, Venture Capital, Capital Markets, Leveraged Finance
Education
Boston College 2005 — 2009
Finance/Accounting
Kent Denver
Carlson Capital, L.P. July 2014 - Present
Energy Capital Partners July 2011 - June 2014
J.P. Morgan June 2009 - June 2011
Skills
Financial Modeling, Private Equity, Valuation, Corporate Development, LBO, Due Diligence, Investment Banking, Corporate Finance, M&A experience, Equities, Alternative Investments, Venture Capital, Capital Markets, Leveraged Finance
Education
Boston College 2005 — 2009
Finance/Accounting
Kent Denver
Kinsey Baker Kinsey Baker's Carlson Capital, L.P. Experience 2013 - Present
Job Investor Relations at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. 2013 - Present
Evercore Partners June 2012 - September 2013
Evercore Partners June 2011 - August 2011
Sun Life Financial June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Liquidity Analysis, Bloomberg, Corporate Finance, DCF, Restructuring, Prospect Research, Series 63, Series 79, Capital IQ, Factset
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA) / Business Honors Program, Finance/ Minor in Marketing
Carlson Capital, L.P. 2013 - Present
Evercore Partners June 2012 - September 2013
Evercore Partners June 2011 - August 2011
Sun Life Financial June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Liquidity Analysis, Bloomberg, Corporate Finance, DCF, Restructuring, Prospect Research, Series 63, Series 79, Capital IQ, Factset
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA) / Business Honors Program, Finance/ Minor in Marketing
Sam Dubinsky Sam Dubinsky's Carlson Capital, L.P. Experience May 2015 - Present
Job Senior Analyst at Carlson Capital, L.P.
Industry Research
Experience
Carlson Capital, L.P. May 2015 - Present
Wells Fargo March 2010 - May 2015
Oppenheimer & Co. March 2004 - January 2010
Ivy Asset Management August 2002 - March 2004
Skills
Mining, Business Strategy, Financial Modeling, Financial Analysis, Due Diligence, Investments, Equity Research, Equities, Valuation, Private Equity, Hedge Funds, Strategy, Capital Markets, Investor Relations, Portfolio Management, Renewable Energy, Equity Valuation, Corporate Development, Business Development, Investment Banking
Education
New York University 1998 — 2002
Northern Highlands 1994 — 1998
Northern Highlands Regional High School 1994 — 1998
Carlson Capital, L.P. May 2015 - Present
Wells Fargo March 2010 - May 2015
Oppenheimer & Co. March 2004 - January 2010
Ivy Asset Management August 2002 - March 2004
Skills
Mining, Business Strategy, Financial Modeling, Financial Analysis, Due Diligence, Investments, Equity Research, Equities, Valuation, Private Equity, Hedge Funds, Strategy, Capital Markets, Investor Relations, Portfolio Management, Renewable Energy, Equity Valuation, Corporate Development, Business Development, Investment Banking
Education
New York University 1998 — 2002
Northern Highlands 1994 — 1998
Northern Highlands Regional High School 1994 — 1998
Michele Bealer Michele Bealer's Carlson Capital, L.P. Experience January 2013 - Present
Job Financial Analyst at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. January 2013 - Present
Fine Wine Collections, Inc September 2011 - August 2012
Kensington Capital Holdings, LLC January 2009 - September 2011
Credit Suisse February 2005 - January 2009
Lehman Brothers March 2004 - February 2005
Commonwealth Financial Group 2003 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, SEC filings, S-1, Revenue Recognition, Budget Models, Microsoft Excel, Vlookup, Treasury Services, Family Office, Private Equity, Private Equity Funding, Cash Flow Forecasting, Cash Flow Reporting, Manager Selection, Absolute Return, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
Masters, Finance
Fairfield University 1995 — 1999
Bachelor of Arts, Psychology
Carlson Capital, L.P. January 2013 - Present
Fine Wine Collections, Inc September 2011 - August 2012
Kensington Capital Holdings, LLC January 2009 - September 2011
Credit Suisse February 2005 - January 2009
Lehman Brothers March 2004 - February 2005
Commonwealth Financial Group 2003 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, SEC filings, S-1, Revenue Recognition, Budget Models, Microsoft Excel, Vlookup, Treasury Services, Family Office, Private Equity, Private Equity Funding, Cash Flow Forecasting, Cash Flow Reporting, Manager Selection, Absolute Return, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
Masters, Finance
Fairfield University 1995 — 1999
Bachelor of Arts, Psychology
Randolph Lee Randolph Lee's Carlson Capital, L.P. Experience October 2012 - Present
Job Analyst at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. October 2012 - Present
Barclays Capital June 2011 - October 2012
Janney Montgomery Scott July 2010 - June 2011
Dow Chemical May 2009 - August 2009
Silver Point Capital March 2009 - April 2009
SiRF Technology June 2005 - August 2008
Thales Navigation April 2004 - May 2005
Thales Navigation May 2003 - April 2004
Thales Navigation July 2002 - April 2003
TransCanada Pipelines January 2001 - August 2001
Skills
Financial Modeling, Valuation, Equities, Analysis, Financial Analysis, Project Management, C++, Process Improvement, Matlab, Corporate Finance, Hedge Funds, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance
University of Calgary 1997 — 2002
BSc., Geomatics Engineering
Carlson Capital, L.P. October 2012 - Present
Barclays Capital June 2011 - October 2012
Janney Montgomery Scott July 2010 - June 2011
Dow Chemical May 2009 - August 2009
Silver Point Capital March 2009 - April 2009
SiRF Technology June 2005 - August 2008
Thales Navigation April 2004 - May 2005
Thales Navigation May 2003 - April 2004
Thales Navigation July 2002 - April 2003
TransCanada Pipelines January 2001 - August 2001
Skills
Financial Modeling, Valuation, Equities, Analysis, Financial Analysis, Project Management, C++, Process Improvement, Matlab, Corporate Finance, Hedge Funds, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance
University of Calgary 1997 — 2002
BSc., Geomatics Engineering
Shelley Chen's Carlson Capital, L.P. Experience March 2013 - October 2013
Job CII at Capital Group
Industry Financial Services
Experience
Capital Group January 2015 - Present
Goldman Sachs December 2013 - December 2014
Carlson Capital, L.P. March 2013 - October 2013
Southern California Edison October 2006 - August 2012
Skills
Financial Analysis, Data Analysis, Valuation, Project Management, Financial Modeling, Visio, Analysis, Business Analysis, Microsoft Excel, Cross-functional Team..., Project Planning, Management Consulting, Change Management, Business Process, Six Sigma, MS Project, Process Improvement, Vendor Management, Leadership, Strategic Planning, SDLC, Program Management, Business Intelligence, Access, Business Process..., SAP, Forecasting, Risk Management, Requirements Gathering, Strategy, Team Leadership, PMO, PMP, Project Portfolio..., Analytics, Business Strategy, Integration, Microsoft Project
Education
Fordham University - Graduate School of Business Administration 2012 — 2012
MBA, Finance, Marketing
Loyola Marymount University 2010 — 2012
MBA
University of California, Irvine 2003 — 2006
BS, Criminology and double in Psychology
Capital Group January 2015 - Present
Goldman Sachs December 2013 - December 2014
Carlson Capital, L.P. March 2013 - October 2013
Southern California Edison October 2006 - August 2012
Skills
Financial Analysis, Data Analysis, Valuation, Project Management, Financial Modeling, Visio, Analysis, Business Analysis, Microsoft Excel, Cross-functional Team..., Project Planning, Management Consulting, Change Management, Business Process, Six Sigma, MS Project, Process Improvement, Vendor Management, Leadership, Strategic Planning, SDLC, Program Management, Business Intelligence, Access, Business Process..., SAP, Forecasting, Risk Management, Requirements Gathering, Strategy, Team Leadership, PMO, PMP, Project Portfolio..., Analytics, Business Strategy, Integration, Microsoft Project
Education
Fordham University - Graduate School of Business Administration 2012 — 2012
MBA, Finance, Marketing
Loyola Marymount University 2010 — 2012
MBA
University of California, Irvine 2003 — 2006
BS, Criminology and double in Psychology
Bo French Bo French's Carlson Capital, L.P. Experience 1997 - 2005
Job Candidate for Texas House at Politician www.bofrench.com
Industry Defense & Space
Experience
Politician April 2015 - Present
Craft International, LLC 2010 - April 2015
Trugent Capital, LP 2007 - 2010
Verity Capital Partners, LP 2005 - 2006
Carlson Capital, L.P. 1997 - 2005
Skills
National Security, Military Contracts, Management, Corporate Finance, Weapons, DoD, Security Clearance, Security, Counterterrorism, Top Secret, Defense, Intelligence, Operational Planning, Information Assurance, Military Logistics, Corporate Security, Special Operations, Intelligence Analysis, Homeland Security, Government Contracting, Security Operations, Military, Vulnerability Assessment, Counterintelligence, Military Operations, Organizational..., Command
Education
Texas Christian University 1993 — 1994
The Ranch Management Program
Texas Christian University 1991 — 1993
Bachelor's Degree, History
The University of Texas at Austin 1988 — 1991
New Mexico Military Institute 1985 — 1988
High School
Politician April 2015 - Present
Craft International, LLC 2010 - April 2015
Trugent Capital, LP 2007 - 2010
Verity Capital Partners, LP 2005 - 2006
Carlson Capital, L.P. 1997 - 2005
Skills
National Security, Military Contracts, Management, Corporate Finance, Weapons, DoD, Security Clearance, Security, Counterterrorism, Top Secret, Defense, Intelligence, Operational Planning, Information Assurance, Military Logistics, Corporate Security, Special Operations, Intelligence Analysis, Homeland Security, Government Contracting, Security Operations, Military, Vulnerability Assessment, Counterintelligence, Military Operations, Organizational..., Command
Education
Texas Christian University 1993 — 1994
The Ranch Management Program
Texas Christian University 1991 — 1993
Bachelor's Degree, History
The University of Texas at Austin 1988 — 1991
New Mexico Military Institute 1985 — 1988
High School
Elizabeth Ewing Elizabeth Ewing's Carlson Capital, L.P. Experience August 2009 - January 2011
Job Partner & Head of Investor Relations at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. August 2009 - January 2011
Carlson Capital, L.P. May 1997 - August 2009
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Marketing, Client Services, Investor Relations, Asset Managment, Private Equity, Equities, Capital Markets, Bloomberg, Fixed Income, Valuation, Fund Of Funds, Investment Management, Asset Allocation, Financial Modeling, Mutual Funds, Investment Banking, Due Diligence, Emerging Markets, Trading, Investment Strategies, Investment Advisory, Financial Markets, Securities
Education
Texas Christian University 1993 — 1997
The Asheville School 1990 — 1993
Carlson Capital, L.P. August 2009 - January 2011
Carlson Capital, L.P. May 1997 - August 2009
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Marketing, Client Services, Investor Relations, Asset Managment, Private Equity, Equities, Capital Markets, Bloomberg, Fixed Income, Valuation, Fund Of Funds, Investment Management, Asset Allocation, Financial Modeling, Mutual Funds, Investment Banking, Due Diligence, Emerging Markets, Trading, Investment Strategies, Investment Advisory, Financial Markets, Securities
Education
Texas Christian University 1993 — 1997
The Asheville School 1990 — 1993
Allison Steinhauer Allison Steinhauer's Carlson Capital, L.P. Experience April 2012 - Present
Job Hedge Fund
Industry Financial Services
Experience
Carlson Capital, L.P. April 2012 - Present
Carlson Capital, L.P. July 2006 - June 2012
Education
Art Institute of Dallas 2008 — 2010
Fashion and Retail Management
Southern Methodist University 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Carlson Capital, L.P. April 2012 - Present
Carlson Capital, L.P. July 2006 - June 2012
Education
Art Institute of Dallas 2008 — 2010
Fashion and Retail Management
Southern Methodist University 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Nikhil Kirtane's Carlson Capital, L.P. Experience 2010 - 2010
Job Coloring outside the lines.
Industry Venture Capital & Private Equity
Experience
Carlson Capital, L.P. 2010 - 2010
Frontier Ridge Capital 2007 - 2009
H.I.G. Capital 2005 - 2007
Deutsche Bank 2003 - 2005
Skills
Private Equity, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Business Strategy, Management, Management Consulting, Entrepreneurship, Cross-functional Team..., Hedge Funds, Investments, Portfolio Management
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
The Johns Hopkins University
Bachelor of Arts (B.A.)
Carlson Capital, L.P. 2010 - 2010
Frontier Ridge Capital 2007 - 2009
H.I.G. Capital 2005 - 2007
Deutsche Bank 2003 - 2005
Skills
Private Equity, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Business Strategy, Management, Management Consulting, Entrepreneurship, Cross-functional Team..., Hedge Funds, Investments, Portfolio Management
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
The Johns Hopkins University
Bachelor of Arts (B.A.)
Cameron Redden Cameron Redden's Carlson Capital, L.P. Experience June 2002 - August 2002
Job SVP, Director Strategic Change Office at Baird
Industry Financial Services
Experience
Robert W. Baird & Co. December 2013 - Present
Accenture April 2004 - December 2013
Bank of America – Independent Foreclosure Review August 2011 - June 2013
Bank of America – Mortgage Servicing Quality Control July 2010 - July 2011
Bank of America – Merrill Lynch Acquisition / Integration September 2009 - June 2010
Bank of America – LaSalle Bank Acquisition / Conversion January 2008 - August 2009
CUNA Mutual Group – Company Transformation October 2005 - December 2007
Citadel Investment Group LLC – App Inventory & Sec DB Decommission April 2004 - September 2005
University of Oklahoma Athletic Department May 2001 - May 2003
Carlson Capital, L.P. June 2002 - August 2002
Skills
Management Consulting, Business Transformation, PMO, SDLC, Capital Markets, General Insurance, Core Banking, Strategic Planning, Residential Mortgages, Mortgage Servicing, Mergers & Acquisitions, Acquisition Integration, Program Management, Project Management, Change Management, Regulatory Requirements, Risk Management, Compliance, Standards Compliance, Quality Control, Quality Assurance, Agile & Waterfall..., Test Methodologies, Implementation..., Release Management, Client Development, Business Development, Relationship Management, Strategic Leadership, Team Leadership, Cross-functional Team..., Financial Services, Organizational Design, Business Process Design, Governance, Business Analysis, Business Process..., Business Process..., IT Strategy
Education
University of Oklahoma - Price College of Business 1999 — 2002
Bachelor of Business Administration (BBA)
University of Oklahoma - Price College of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Robert W. Baird & Co. December 2013 - Present
Accenture April 2004 - December 2013
Bank of America – Independent Foreclosure Review August 2011 - June 2013
Bank of America – Mortgage Servicing Quality Control July 2010 - July 2011
Bank of America – Merrill Lynch Acquisition / Integration September 2009 - June 2010
Bank of America – LaSalle Bank Acquisition / Conversion January 2008 - August 2009
CUNA Mutual Group – Company Transformation October 2005 - December 2007
Citadel Investment Group LLC – App Inventory & Sec DB Decommission April 2004 - September 2005
University of Oklahoma Athletic Department May 2001 - May 2003
Carlson Capital, L.P. June 2002 - August 2002
Skills
Management Consulting, Business Transformation, PMO, SDLC, Capital Markets, General Insurance, Core Banking, Strategic Planning, Residential Mortgages, Mortgage Servicing, Mergers & Acquisitions, Acquisition Integration, Program Management, Project Management, Change Management, Regulatory Requirements, Risk Management, Compliance, Standards Compliance, Quality Control, Quality Assurance, Agile & Waterfall..., Test Methodologies, Implementation..., Release Management, Client Development, Business Development, Relationship Management, Strategic Leadership, Team Leadership, Cross-functional Team..., Financial Services, Organizational Design, Business Process Design, Governance, Business Analysis, Business Process..., Business Process..., IT Strategy
Education
University of Oklahoma - Price College of Business 1999 — 2002
Bachelor of Business Administration (BBA)
University of Oklahoma - Price College of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Felix Wai Felix Wai's Carlson Capital, L.P. Experience September 2014 - Present
Job CME Analyst at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. September 2014 - Present
New Street Research October 2012 - September 2014
Credit Suisse July 2009 - October 2012
Accenture June 2003 - September 2007
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytic Finance, Economics, Accounting
Carnegie Mellon University 1998 — 2002
BS, Computer Engineering
Carlson Capital, L.P. September 2014 - Present
New Street Research October 2012 - September 2014
Credit Suisse July 2009 - October 2012
Accenture June 2003 - September 2007
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytic Finance, Economics, Accounting
Carnegie Mellon University 1998 — 2002
BS, Computer Engineering
Adam Lewicki Adam Lewicki's Carlson Capital, L.P. Experience June 2013 - August 2013
Job PhD Student at Cambridge University (Mathematics)
Industry Investment Banking
Experience
Self Employed July 2012 - Present
Carlson Capital, L.P. June 2013 - August 2013
Goldman Sachs June 2010 - August 2010
Iron Peak Capital Management June 2009 - August 2009
Davidson College January 2009 - May 2009
Skills
Matlab, Python, Econometrics, Stata, Statistical Modeling, Automated Processes, Category Theory, Financial Modeling, Equity Research, Bayesian networks
Education
Cambridge University 2013 — 2016
Doctor of Philosophy (PhD), Mathematics
Cambridge University 2011 — 2012
Masters degree, Mathematics, Honours
Davidson College 2007 — 2011
Bachelor of Science (B.S.), Mathematics, 3.9
Self Employed July 2012 - Present
Carlson Capital, L.P. June 2013 - August 2013
Goldman Sachs June 2010 - August 2010
Iron Peak Capital Management June 2009 - August 2009
Davidson College January 2009 - May 2009
Skills
Matlab, Python, Econometrics, Stata, Statistical Modeling, Automated Processes, Category Theory, Financial Modeling, Equity Research, Bayesian networks
Education
Cambridge University 2013 — 2016
Doctor of Philosophy (PhD), Mathematics
Cambridge University 2011 — 2012
Masters degree, Mathematics, Honours
Davidson College 2007 — 2011
Bachelor of Science (B.S.), Mathematics, 3.9
Scott Hays Scott Hays's Carlson Capital, L.P. Experience June 2011 - August 2011
Job Quantitative Portfolio Manager at RiverFront Investment Group
Industry Financial Services
Experience
RiverFront Investment Group July 2015 - Present
Analysis Group September 2012 - June 2015
Avery Street Capital, LLC September 2011 - December 2014
Carlson Capital, L.P. June 2011 - August 2011
Analysis Group August 2007 - July 2010
Green Square Capital, LLC May 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Economics, Bloomberg, Quantitative Analytics, Equity Research, Business Valuation, Capital IQ, Emerging Markets, Investment Management, Investment Strategies, Quantitative Research, Quantitative Finance
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytic Finance and Econometrics/Statistics, High Honors (Top 5% of Class)
Millsaps College 2003 — 2007
BBA, Economics and Business Administration, Summa Cum Laude
RiverFront Investment Group July 2015 - Present
Analysis Group September 2012 - June 2015
Avery Street Capital, LLC September 2011 - December 2014
Carlson Capital, L.P. June 2011 - August 2011
Analysis Group August 2007 - July 2010
Green Square Capital, LLC May 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Economics, Bloomberg, Quantitative Analytics, Equity Research, Business Valuation, Capital IQ, Emerging Markets, Investment Management, Investment Strategies, Quantitative Research, Quantitative Finance
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytic Finance and Econometrics/Statistics, High Honors (Top 5% of Class)
Millsaps College 2003 — 2007
BBA, Economics and Business Administration, Summa Cum Laude
Erika Graham's Carlson Capital, L.P. Experience August 2014 - Present
Job Operations Specialist at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. August 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass January 2011 - August 2014
Skills
Financial Reporting, Hedge Funds, Auditing, Financial Services, Finance, Accounting, Financial Analysis, Alternative Investments, Equity Derivatives, Interest Rate..., Interest Rate Swaps, Fund Of Funds, Total Return Swaps, CDS, US GAAP, Fund Accounting, Derivatives, Account Reconciliation
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2010
MPA/BBA, Accounting
Carlson Capital, L.P. August 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass January 2011 - August 2014
Skills
Financial Reporting, Hedge Funds, Auditing, Financial Services, Finance, Accounting, Financial Analysis, Alternative Investments, Equity Derivatives, Interest Rate..., Interest Rate Swaps, Fund Of Funds, Total Return Swaps, CDS, US GAAP, Fund Accounting, Derivatives, Account Reconciliation
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2010
MPA/BBA, Accounting
Robin Duquette's Carlson Capital, L.P. Experience February 2009 - December 2010
Job Senior Expert at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company February 2011 - Present
Carlson Capital, L.P. February 2009 - December 2010
Merrill Lynch Commodities, Inc. October 2005 - December 2008
McKinsey & Company March 2001 - October 2005
Louis Dreyfus and EDF Trading September 1997 - March 2001
Hydro Québec May 1989 - September 1997
Skills
Commodity Markets, Risk Management, Investments, Corporate Finance, Fixed Income, Energy, Financial Modeling, Commodity, Business Development, Valuation, Bonds, Business Strategy, Management Consulting
Education
McGill University 1993 — 1994
Ph.D. (complementary studies and comprehensive exam), Computer Science
Université de Montréal 1989 — 1992
M.Sc., Computer Science and Operations Research
Université de Montréal 1986 — 1989
B.Sc., Mathematics and Computer Science
McKinsey & Company February 2011 - Present
Carlson Capital, L.P. February 2009 - December 2010
Merrill Lynch Commodities, Inc. October 2005 - December 2008
McKinsey & Company March 2001 - October 2005
Louis Dreyfus and EDF Trading September 1997 - March 2001
Hydro Québec May 1989 - September 1997
Skills
Commodity Markets, Risk Management, Investments, Corporate Finance, Fixed Income, Energy, Financial Modeling, Commodity, Business Development, Valuation, Bonds, Business Strategy, Management Consulting
Education
McGill University 1993 — 1994
Ph.D. (complementary studies and comprehensive exam), Computer Science
Université de Montréal 1989 — 1992
M.Sc., Computer Science and Operations Research
Université de Montréal 1986 — 1989
B.Sc., Mathematics and Computer Science
Andrew Mandelbaum, CFA, CAIA Andrew Mandelbaum, CFA, CAIA's Carlson Capital, L.P. Experience 2008 - 2009
Job JD Candidate at University of Virginia School of Law
Industry Law Practice
Experience
University of Virginia School of Law 2013 - Present
Debevoise & Plimpton May 2015 - July 2015
University of Virginia School of Law 2014 - 2014
Mandelbaum Research 2009 - 2013
Carlson Capital, L.P. 2008 - 2009
Carlson Capital, L.P. 2007 - 2008
Skills
Equity Research, Industry Analysis, Credit Analysis, Fundamental Research, Equity Valuation, US GAAP, IFRS, Capital IQ, Reuters, Thomson One, Investments, Financial Analysis, Asset Management, Relative Value, Behavioral Finance, Start-ups, Competitive Analysis, Private Equity, Portfolio Management, Valuation, Corporate Finance, Equities, Financial Modeling, Hedge Funds, Public Speaking, Research
Education
The University of Texas at Dallas 2003 — 2007
B.S, Business Administration and Finance, summa cum laude
The Independent School 1999 — 2003
University of Virginia School of Law 2013 - Present
Debevoise & Plimpton May 2015 - July 2015
University of Virginia School of Law 2014 - 2014
Mandelbaum Research 2009 - 2013
Carlson Capital, L.P. 2008 - 2009
Carlson Capital, L.P. 2007 - 2008
Skills
Equity Research, Industry Analysis, Credit Analysis, Fundamental Research, Equity Valuation, US GAAP, IFRS, Capital IQ, Reuters, Thomson One, Investments, Financial Analysis, Asset Management, Relative Value, Behavioral Finance, Start-ups, Competitive Analysis, Private Equity, Portfolio Management, Valuation, Corporate Finance, Equities, Financial Modeling, Hedge Funds, Public Speaking, Research
Education
The University of Texas at Dallas 2003 — 2007
B.S, Business Administration and Finance, summa cum laude
The Independent School 1999 — 2003
Charlie Rodman Charlie Rodman's Carlson Capital, L.P. Experience May 2012 - June 2013
Job Consultant at Millward Brown Vermeer
Industry Management Consulting
Experience
Millward Brown Vermeer March 2014 - Present
The Futures Company October 2013 - February 2014
Carlson Capital, L.P. May 2012 - June 2013
Societe Generale June 2011 - August 2011
CESD 2010 - 2010
Teas Etc, Inc May 2009 - July 2009
Skills
Data Analysis, Financial Analysis, Valuation, Microsoft Excel, Investments, PowerPoint, Microsoft Office, Trend Analysis, Adobe Creative Suite, Research, Graphic Design, Customer Segmentation..., Equities, Bloomberg, SketchUp, SNL, Financial Modeling, Public Speaking, Microsoft Word, Market Research, Management Consulting, Marketing Strategy, Strategy, Social Media, Wine & Spirits Industry
Education
Duke University 2008 — 2012
Bachelor's degree, History
Duke University 2008 — 2012
Bachelor of Arts (B.A.), History
Millward Brown Vermeer March 2014 - Present
The Futures Company October 2013 - February 2014
Carlson Capital, L.P. May 2012 - June 2013
Societe Generale June 2011 - August 2011
CESD 2010 - 2010
Teas Etc, Inc May 2009 - July 2009
Skills
Data Analysis, Financial Analysis, Valuation, Microsoft Excel, Investments, PowerPoint, Microsoft Office, Trend Analysis, Adobe Creative Suite, Research, Graphic Design, Customer Segmentation..., Equities, Bloomberg, SketchUp, SNL, Financial Modeling, Public Speaking, Microsoft Word, Market Research, Management Consulting, Marketing Strategy, Strategy, Social Media, Wine & Spirits Industry
Education
Duke University 2008 — 2012
Bachelor's degree, History
Duke University 2008 — 2012
Bachelor of Arts (B.A.), History
Blair Roeber Blair Roeber's Carlson Capital, L.P. Experience October 2011 - July 2015
Job Accounts Payable Analyst
Industry Financial Services
Experience
Highland Capital Management, L.P. September 2015 - Present
Cowgirls Entertainment September 2008 - Present
Miss Persis Studio of Dance August 2008 - Present
Carlson Capital, L.P. October 2011 - July 2015
Carlson Capital, L.P. January 2011 - September 2011
Miss Persis Studio of Dance August 2008 - November 2010
Camp Thurman May 1997 - August 2010
Baylor University May 2006 - May 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Data Analysis, Analysis, Risk Management, Outlook, Financial Reporting, Corporate Finance, QuickBooks, Research, Business Analysis, Financial Accounting, Project Management, Auditing, Negotiation, Customer Service, Accounts Payable, General Ledger, Investments, Finance, Leadership, Process Improvement
Education
Baylor University - Hankamer School of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Management
Baylor University 2003 — 2008
BBA, Management
Pantego Christian Academy
Highland Capital Management, L.P. September 2015 - Present
Cowgirls Entertainment September 2008 - Present
Miss Persis Studio of Dance August 2008 - Present
Carlson Capital, L.P. October 2011 - July 2015
Carlson Capital, L.P. January 2011 - September 2011
Miss Persis Studio of Dance August 2008 - November 2010
Camp Thurman May 1997 - August 2010
Baylor University May 2006 - May 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Data Analysis, Analysis, Risk Management, Outlook, Financial Reporting, Corporate Finance, QuickBooks, Research, Business Analysis, Financial Accounting, Project Management, Auditing, Negotiation, Customer Service, Accounts Payable, General Ledger, Investments, Finance, Leadership, Process Improvement
Education
Baylor University - Hankamer School of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Management
Baylor University 2003 — 2008
BBA, Management
Pantego Christian Academy
Bill Ketelhut, CFA Bill Ketelhut, CFA's Carlson Capital, L.P. Experience May 2015 - July 2015
Job MBA Candidate and Roy H. Park Leadership Fellow at Cornell Johnson School of Management
Industry Financial Services
Experience
Carlson Capital, L.P. May 2015 - July 2015
Cambridge Associates September 2010 - May 2015
Cambridge Associates January 2009 - August 2010
Cambridge Associates June 2007 - December 2008
Skills
Equities, Financial Modeling, Valuation, Fixed Income, Investment Strategies, Hedge Funds, Alternative Investments, Investments, Due Diligence, Asset Allocation, Portfolio Management, Investment Management, Analytics, Quantitative Analytics, Equity Research, Bloomberg
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Delaware 2003 — 2007
B.S., Economics
Carlson Capital, L.P. May 2015 - July 2015
Cambridge Associates September 2010 - May 2015
Cambridge Associates January 2009 - August 2010
Cambridge Associates June 2007 - December 2008
Skills
Equities, Financial Modeling, Valuation, Fixed Income, Investment Strategies, Hedge Funds, Alternative Investments, Investments, Due Diligence, Asset Allocation, Portfolio Management, Investment Management, Analytics, Quantitative Analytics, Equity Research, Bloomberg
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Delaware 2003 — 2007
B.S., Economics
Sara Yungblut's Carlson Capital, L.P. Experience June 2002 - March 2007
Job Investor Relations at Rockpoint Group
Industry Real Estate
Experience
Rockpoint Group March 2009 - Present
Brookline Avenue Partners March 2007 - February 2009
Carlson Capital, L.P. June 2002 - March 2007
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Due Diligence, Valuation, Asset Management, Real Estate, Management, Finance, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2002
Master of Accounting, Accounting
Texas Christian University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Rockpoint Group March 2009 - Present
Brookline Avenue Partners March 2007 - February 2009
Carlson Capital, L.P. June 2002 - March 2007
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Due Diligence, Valuation, Asset Management, Real Estate, Management, Finance, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2002
Master of Accounting, Accounting
Texas Christian University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Lewis Carlson Lewis Carlson's Carlson Capital, L.P. Experience May 2014 - August 2014
Job Student at Rice University
Industry
Experience
Barbican Insurance Group June 2015 - August 2015
Carlson Capital, L.P. May 2014 - August 2014
Terlingo Cycle February 2014 - August 2014
Skills
Debate, Public Speaking, Analysis, Persuasive Speaker, Critical Thinking, Politics, Finance, Investments, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, R Studio, LoggerPro, Spanish, Statistics, Data Analysis, Customer Service, Microsoft Office, Speech, Non-profit Volunteering
Education
Rice University
Bachelor's Degree, Economics, Political Science (Double Major), 3.82
Greenhill School
High School
University of North Texas Debate Institute 2012 — 2012
Barbican Insurance Group June 2015 - August 2015
Carlson Capital, L.P. May 2014 - August 2014
Terlingo Cycle February 2014 - August 2014
Skills
Debate, Public Speaking, Analysis, Persuasive Speaker, Critical Thinking, Politics, Finance, Investments, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, R Studio, LoggerPro, Spanish, Statistics, Data Analysis, Customer Service, Microsoft Office, Speech, Non-profit Volunteering
Education
Rice University
Bachelor's Degree, Economics, Political Science (Double Major), 3.82
Greenhill School
High School
University of North Texas Debate Institute 2012 — 2012
T.J. Unterbrink T.J. Unterbrink's Carlson Capital, L.P. Experience August 2013 - Present
Job Director of CLO Operations at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. August 2013 - Present
H.I.G. WhiteHorse May 2011 - August 2013
WhiteHorse Capital Partners (now H.I.G. WhiteHorse) May 2011 - May 2011
Corriente Advisors, LLC June 2010 - May 2011
WhiteHorse Capital Partners (now H.I.G. WhiteHorse) July 2007 - June 2010
Austin Industries July 2006 - July 2007
Deloitte June 2005 - July 2006
Texas A&M University 2000 - 2005
Skills
Financial Modeling, Hedge Funds, CLO, Structured Finance, Structured Products, Derivatives, Total Return Swaps, Foreign Currency, CDS, Fund Administration, NAV, GIPS, Investor Relations, Risk Management, Alternative Investments, Investments, Accounting, Loans, Fund Accounting, Financial Reporting, Compliance, Project Management, ABS, CDO, Performance Measurement, GIPS Compliance, Distressed Debt, Team Management, Team Leadership, Marketing, Global Macro, FX Derivatives, Credit Derivatives, Portfolio Management, US GAAP, Securitization, Mutual Funds, Trading, Auditing, Asset Management, Capital Markets, Funding, Due Diligence, Corporate Finance, Fixed Income, Bloomberg, Tax, Swaps, Account Reconciliation
Education
Texas A&M University - Mays Business School 2000 — 2005
M.S., Accounting
Université Robert Schuman (Strasbourg III) 2003 — 2003
Finance
Texas A&M University 2000 — 2005
B.B.A, Accounting
Texas A&M University 2000 — 2005
Certificate in International Business
Carlson Capital, L.P. August 2013 - Present
H.I.G. WhiteHorse May 2011 - August 2013
WhiteHorse Capital Partners (now H.I.G. WhiteHorse) May 2011 - May 2011
Corriente Advisors, LLC June 2010 - May 2011
WhiteHorse Capital Partners (now H.I.G. WhiteHorse) July 2007 - June 2010
Austin Industries July 2006 - July 2007
Deloitte June 2005 - July 2006
Texas A&M University 2000 - 2005
Skills
Financial Modeling, Hedge Funds, CLO, Structured Finance, Structured Products, Derivatives, Total Return Swaps, Foreign Currency, CDS, Fund Administration, NAV, GIPS, Investor Relations, Risk Management, Alternative Investments, Investments, Accounting, Loans, Fund Accounting, Financial Reporting, Compliance, Project Management, ABS, CDO, Performance Measurement, GIPS Compliance, Distressed Debt, Team Management, Team Leadership, Marketing, Global Macro, FX Derivatives, Credit Derivatives, Portfolio Management, US GAAP, Securitization, Mutual Funds, Trading, Auditing, Asset Management, Capital Markets, Funding, Due Diligence, Corporate Finance, Fixed Income, Bloomberg, Tax, Swaps, Account Reconciliation
Education
Texas A&M University - Mays Business School 2000 — 2005
M.S., Accounting
Université Robert Schuman (Strasbourg III) 2003 — 2003
Finance
Texas A&M University 2000 — 2005
B.B.A, Accounting
Texas A&M University 2000 — 2005
Certificate in International Business
Chris Floyd Chris Floyd's Carlson Capital, L.P. Experience 1997 - 2005
Job Independent Investment Management Professional
Industry Investment Management
Experience
Latigo Holdings LLC March 2012 - Present
A.G. Hill Partners, LLC May 2009 - February 2012
Opsis Capital Management LP 2005 - 2009
Carlson Capital, L.P. 1997 - 2005
KPMG 1995 - 1997
Skills
Hedge Funds, Investments, Alternative Investments, Securities, Fixed Income, Private Equity, Equities, Portfolio Management, Asset Management, Capital Markets, Financial Modeling, Valuation, Investment Strategies, Equity Research, Investment Management, Asset Allocation, Due Diligence, Investment Advisory
Education
Millsaps College 1991 — 1995
B.B.A., Accounting
Latigo Holdings LLC March 2012 - Present
A.G. Hill Partners, LLC May 2009 - February 2012
Opsis Capital Management LP 2005 - 2009
Carlson Capital, L.P. 1997 - 2005
KPMG 1995 - 1997
Skills
Hedge Funds, Investments, Alternative Investments, Securities, Fixed Income, Private Equity, Equities, Portfolio Management, Asset Management, Capital Markets, Financial Modeling, Valuation, Investment Strategies, Equity Research, Investment Management, Asset Allocation, Due Diligence, Investment Advisory
Education
Millsaps College 1991 — 1995
B.B.A., Accounting
Danette Michaud Danette Michaud's Carlson Capital, L.P. Experience July 2013 - Present
Job Executive Administration at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. July 2013 - Present
FC Florida / Kicks Soccer Program June 2002 - May 2013
Jupiter Tax Center January 2011 - May 2011
Jenkins Appraisal Services July 2004 - October 2005
Potentials Charter School August 2003 - June 2004
St. Clare School August 1999 - June 2002
The Arc July 1998 - July 1999
The Arc / Children's Place / Gratitude House December 1990 - June 1998
Christ the King School August 1986 - May 1990
Skills
Staff Development
Education
Eastern Illinois University
Bachelor's Degree, Education
Carlson Capital, L.P. July 2013 - Present
FC Florida / Kicks Soccer Program June 2002 - May 2013
Jupiter Tax Center January 2011 - May 2011
Jenkins Appraisal Services July 2004 - October 2005
Potentials Charter School August 2003 - June 2004
St. Clare School August 1999 - June 2002
The Arc July 1998 - July 1999
The Arc / Children's Place / Gratitude House December 1990 - June 1998
Christ the King School August 1986 - May 1990
Skills
Staff Development
Education
Eastern Illinois University
Bachelor's Degree, Education
Troy Wuertz Troy Wuertz's Carlson Capital, L.P. Experience May 2001 - Present
Job Attorney at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. May 2001 - Present
Akin Gump Strauss Hauer & Feld LLP September 1998 - May 2001
Education
Southern Methodist University Dedman School of Law 1995 — 1998
Doctor of Law (J.D.), cum laude, 3.314
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (B.A.), Business Economics, high honors, 3.6
Carlson Capital, L.P. May 2001 - Present
Akin Gump Strauss Hauer & Feld LLP September 1998 - May 2001
Education
Southern Methodist University Dedman School of Law 1995 — 1998
Doctor of Law (J.D.), cum laude, 3.314
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (B.A.), Business Economics, high honors, 3.6
Husain Hooda Husain Hooda's Carlson Capital, L.P. Experience April 2012 - 2012
Job Experienced Finance Professional | Corporate FP&A
Industry Computer Software
Experience
RealPage, Inc. July 2015 - Present
Nationstar Mortgage May 2014 - June 2015
Bank of America October 2012 - May 2014
Bank of America April 2010 - April 2012
Carlson Capital, L.P. April 2012 - 2012
Skills
Financial Modeling, Finance, Asset Management, Financial Accounting, Process Improvement, Investment Banking, Corporate Finance, Mortgage Lending, Business Analysis, Analysis, Microsoft Excel, Auditing, Accounting, Mergers & Acquisitions, Private Equity, Financial Forecasting, Valuation, PeopleSoft, Access, Forecasting, Due Diligence, Financial Reporting, Data Analysis, Sarbanes-Oxley Act, Financial Analysis, Risk Management, Portfolio Management, Account Reconciliation, Banking, Financial Planning, Budgets, PowerPoint, Investment Management, Financial Services, Financial Risk, General Ledger, Internal Audit, Business Strategy, Variance Analysis, Investments, Credit Analysis, Capital Markets, Mortgage Banking, Credit Risk, Analytics, Microsoft Office, Cognos, Corporate Budgeting, Ad Hoc Reporting, Monthly Closing
Education
The University of Texas at Arlington 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
RealPage, Inc. July 2015 - Present
Nationstar Mortgage May 2014 - June 2015
Bank of America October 2012 - May 2014
Bank of America April 2010 - April 2012
Carlson Capital, L.P. April 2012 - 2012
Skills
Financial Modeling, Finance, Asset Management, Financial Accounting, Process Improvement, Investment Banking, Corporate Finance, Mortgage Lending, Business Analysis, Analysis, Microsoft Excel, Auditing, Accounting, Mergers & Acquisitions, Private Equity, Financial Forecasting, Valuation, PeopleSoft, Access, Forecasting, Due Diligence, Financial Reporting, Data Analysis, Sarbanes-Oxley Act, Financial Analysis, Risk Management, Portfolio Management, Account Reconciliation, Banking, Financial Planning, Budgets, PowerPoint, Investment Management, Financial Services, Financial Risk, General Ledger, Internal Audit, Business Strategy, Variance Analysis, Investments, Credit Analysis, Capital Markets, Mortgage Banking, Credit Risk, Analytics, Microsoft Office, Cognos, Corporate Budgeting, Ad Hoc Reporting, Monthly Closing
Education
The University of Texas at Arlington 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Thomas Wightman Thomas Wightman's Carlson Capital, L.P. Experience 1999 - 2000
Job EVP and CFO at Excentus
Industry Marketing and Advertising
Experience
Excentus February 2015 - Present
Excentus February 2014 - February 2015
Excentus January 2012 - February 2014
Excentus November 2007 - December 2011
W CAPITAL & CONSULTING 2005 - 2007
WOOD RIVER CAPITAL MANAGEMENT, L.L.C. 1999 - 2005
Carlson Capital, L.P. 1999 - 2000
JPMorgan Chase & Co. 1997 - 1999
Skills
Business Intelligence, Salesforce.com, Forecasting, Business Objects, Mergers, Analysis, Mergers & Acquisitions, Management, Analytics, CRM, Finance, Business Development, Portfolio Management, Strategy, Business Analysis, Business Process..., Process Improvement, Financial Modeling, Strategic Partnerships
Education
Texas Christian University - M.J. Neeley School of Business 1992 — 1996
B.B.A., Finance
Lamar High School
Excentus February 2015 - Present
Excentus February 2014 - February 2015
Excentus January 2012 - February 2014
Excentus November 2007 - December 2011
W CAPITAL & CONSULTING 2005 - 2007
WOOD RIVER CAPITAL MANAGEMENT, L.L.C. 1999 - 2005
Carlson Capital, L.P. 1999 - 2000
JPMorgan Chase & Co. 1997 - 1999
Skills
Business Intelligence, Salesforce.com, Forecasting, Business Objects, Mergers, Analysis, Mergers & Acquisitions, Management, Analytics, CRM, Finance, Business Development, Portfolio Management, Strategy, Business Analysis, Business Process..., Process Improvement, Financial Modeling, Strategic Partnerships
Education
Texas Christian University - M.J. Neeley School of Business 1992 — 1996
B.B.A., Finance
Lamar High School
Charles Patten Charles Patten's Carlson Capital, L.P. Experience May 2010 - August 2010
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Carlson Capital, L.P. May 2010 - August 2010
Skills
Investment Banking, Industrial Sector, M&A experience, LBO, High Yield, Financial Institutions, Financial Sponsors, Interest Rate..., Securitization, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BSc), Economics, Concentration in Finance, Magna Cum Laude
Greenhill School 2001 — 2009
Morgan Stanley August 2015 - Present
Morgan Stanley July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Carlson Capital, L.P. May 2010 - August 2010
Skills
Investment Banking, Industrial Sector, M&A experience, LBO, High Yield, Financial Institutions, Financial Sponsors, Interest Rate..., Securitization, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BSc), Economics, Concentration in Finance, Magna Cum Laude
Greenhill School 2001 — 2009
Erin Fischer's Carlson Capital, L.P. Experience June 2015 - Present
Job Personal Assistant
Industry Financial Services
Experience
Carlson Capital, L.P. June 2015 - Present
Neiman Marcus August 2014 - June 2015
Neiman Marcus September 2011 - August 2014
Neiman Marcus August 2010 - June 2011
Skills
Trend, Merchandising, Visual Merchandising, Trend Analysis, Fashion, Apparel, Assortment, Fashion Buying, Merchandise Planning, Retail Buying, Trend Forecasting
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Human Environmental Sciences, Fashion Merchandising
Carlson Capital, L.P. June 2015 - Present
Neiman Marcus August 2014 - June 2015
Neiman Marcus September 2011 - August 2014
Neiman Marcus August 2010 - June 2011
Skills
Trend, Merchandising, Visual Merchandising, Trend Analysis, Fashion, Apparel, Assortment, Fashion Buying, Merchandise Planning, Retail Buying, Trend Forecasting
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Human Environmental Sciences, Fashion Merchandising
Lauren (DiFluri) Frunzi's Carlson Capital, L.P. Experience February 2012 - Present
Job Investor Relations at Carlson Capital, L.P.
Industry
Experience
Carlson Capital, L.P. February 2012 - Present
Goldman Sachs March 2006 - October 2011
Skills
Asset Management, Investments, Customer Relations, Equities, Bloomberg, Capital Markets, Series 7, Trading, Securities, Trading Systems, Portfolio Management, FX, Financial Markets, Teamwork, Options, Wealth Management, Excel
Education
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance
Carlson Capital, L.P. February 2012 - Present
Goldman Sachs March 2006 - October 2011
Skills
Asset Management, Investments, Customer Relations, Equities, Bloomberg, Capital Markets, Series 7, Trading, Securities, Trading Systems, Portfolio Management, FX, Financial Markets, Teamwork, Options, Wealth Management, Excel
Education
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance
A.J. Rohde A.J. Rohde's Carlson Capital, L.P. Experience June 2009 - August 2009
Job Principal at Thoma Bravo LLC
Industry Venture Capital & Private Equity
Experience
Thoma Bravo LLC March 2010 - Present
iPipeline August 2015 - Present
PowerPlan, Inc. February 2015 - Present
TravelClick May 2014 - Present
Deltek October 2012 - Present
Edmentum June 2011 - June 2015
Telestream Inc. January 2012 - January 2015
Digital Insight August 2013 - January 2014
Roadnet Technologies Inc. May 2011 - December 2013
Carlson Capital, L.P. June 2009 - August 2009
Skills
Private Equity
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Analytical Finance / Strategic Management
Villanova University 1998 — 2002
BA, Economics
Grosse Pointe South High School 1994 — 1998
Thoma Bravo LLC March 2010 - Present
iPipeline August 2015 - Present
PowerPlan, Inc. February 2015 - Present
TravelClick May 2014 - Present
Deltek October 2012 - Present
Edmentum June 2011 - June 2015
Telestream Inc. January 2012 - January 2015
Digital Insight August 2013 - January 2014
Roadnet Technologies Inc. May 2011 - December 2013
Carlson Capital, L.P. June 2009 - August 2009
Skills
Private Equity
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Analytical Finance / Strategic Management
Villanova University 1998 — 2002
BA, Economics
Grosse Pointe South High School 1994 — 1998
Laura Knipp's Carlson Capital, L.P. Experience October 2008 - Present
Job Director of Tax at Carlson Capital
Industry Investment Management
Experience
Carlson Capital, L.P. October 2008 - Present
HBK Capital Management March 2008 - October 2008
Highland Capital Management, LP June 2006 - March 2008
The University of Texas at Dallas January 2005 - December 2006
Raytheon Company June 2003 - June 2006
Richland College August 2004 - December 2005
Cantrell and Associates January 2003 - April 2003
The University of Texas at Dallas August 1999 - February 2001
Ernst & Young, LLP February 1998 - June 1998
Ernst and Young, LLP January 1996 - June 1996
Skills
Accounting, Tax, Finance, Process Improvement, Analysis, CPA, Financial Analysis, Tax Preparation, Financial Accounting, Private Equity, Hedge Funds
Education
The University of Chicago 2001 — 2002
MA, Humanities
Goethe Institute 2001 — 2001
N/A, German
The University of Texas at Austin 1992 — 1997
MPA, BBA, Accounting
Carlson Capital, L.P. October 2008 - Present
HBK Capital Management March 2008 - October 2008
Highland Capital Management, LP June 2006 - March 2008
The University of Texas at Dallas January 2005 - December 2006
Raytheon Company June 2003 - June 2006
Richland College August 2004 - December 2005
Cantrell and Associates January 2003 - April 2003
The University of Texas at Dallas August 1999 - February 2001
Ernst & Young, LLP February 1998 - June 1998
Ernst and Young, LLP January 1996 - June 1996
Skills
Accounting, Tax, Finance, Process Improvement, Analysis, CPA, Financial Analysis, Tax Preparation, Financial Accounting, Private Equity, Hedge Funds
Education
The University of Chicago 2001 — 2002
MA, Humanities
Goethe Institute 2001 — 2001
N/A, German
The University of Texas at Austin 1992 — 1997
MPA, BBA, Accounting
Bormi Shin's Carlson Capital, L.P. Experience May 2007 - August 2007
Job Project Lead at Oracle
Industry Computer Software
Experience
Oracle May 2013 - Present
Oracle February 2010 - May 2013
Oracle February 2008 - February 2010
Carlson Capital, L.P. May 2007 - August 2007
Skills
ADF, Java, SQL, SOA, JUnit, Objective-C, HTML, PL/SQL, Agile Application..., Product Management, Java Enterprise Edition, Oracle, Web Development, Web Services, Eclipse, REST, XML, Software Development, Linux, Databases, Software Engineering, SOAP, Ant, Oracle Fusion Middleware, Agile Methodologies, Weblogic, Mobile Applications
Education
Carnegie Mellon University 2006 — 2007
Masters, Information Systems Management
Oracle May 2013 - Present
Oracle February 2010 - May 2013
Oracle February 2008 - February 2010
Carlson Capital, L.P. May 2007 - August 2007
Skills
ADF, Java, SQL, SOA, JUnit, Objective-C, HTML, PL/SQL, Agile Application..., Product Management, Java Enterprise Edition, Oracle, Web Development, Web Services, Eclipse, REST, XML, Software Development, Linux, Databases, Software Engineering, SOAP, Ant, Oracle Fusion Middleware, Agile Methodologies, Weblogic, Mobile Applications
Education
Carnegie Mellon University 2006 — 2007
Masters, Information Systems Management
Andrew Gay's Carlson Capital, L.P. Experience September 2013 - April 2015
Job Portfolio Manager at Verition Fund Management LLC
Industry Financial Services
Experience
Verition Fund Management LLC April 2015 - Present
Carlson Capital, L.P. September 2013 - April 2015
UBS Securities Co., Ltd May 2012 - September 2013
Arc Asset Management Ltd October 2009 - March 2012
Equilibrium Capital Management LLC March 2007 - June 2009
Analysis Group May 2005 - September 2005
Skills
Valuation, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Equities, Quantitative Analytics, Venture Capital, Due Diligence, Investment Banking, Fixed Income, Corporate Finance, Alternative Investments, Investments, Economics, Capital Markets, Financial Analysis, Data Analysis, Analytics, Derivatives, Asset Management
Education
Stanford University 2003 — 2008
Bachelor of Arts, History
Verition Fund Management LLC April 2015 - Present
Carlson Capital, L.P. September 2013 - April 2015
UBS Securities Co., Ltd May 2012 - September 2013
Arc Asset Management Ltd October 2009 - March 2012
Equilibrium Capital Management LLC March 2007 - June 2009
Analysis Group May 2005 - September 2005
Skills
Valuation, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Equities, Quantitative Analytics, Venture Capital, Due Diligence, Investment Banking, Fixed Income, Corporate Finance, Alternative Investments, Investments, Economics, Capital Markets, Financial Analysis, Data Analysis, Analytics, Derivatives, Asset Management
Education
Stanford University 2003 — 2008
Bachelor of Arts, History
Patrick S. Adams, CFA's Carlson Capital, L.P. Experience 2012 - 2015
Job ThreeRidge Capital
Industry Investment Management
Experience
ThreeRidge Capital 2015 - Present
Carlson Capital, L.P. 2012 - 2015
OppenheimerFunds 2006 - 2011
Stadia Capital 2002 - 2006
Marc Rich Holding 1995 - 1998
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Claremont McKenna College 1990 — 1994
St. Mark's School of Texas
ThreeRidge Capital 2015 - Present
Carlson Capital, L.P. 2012 - 2015
OppenheimerFunds 2006 - 2011
Stadia Capital 2002 - 2006
Marc Rich Holding 1995 - 1998
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Claremont McKenna College 1990 — 1994
St. Mark's School of Texas
Steve Godino's Carlson Capital, L.P. Experience April 2011 - December 2014
Job Chief Information Officer at Viking Global Investors
Industry Financial Services
Experience
Viking Global Investors January 2015 - Present
Carlson Capital, L.P. April 2011 - December 2014
Shumway Capital March 2008 - March 2011
JPMorgan Hedge Fund Services March 2006 - March 2008
Paloma Partners August 1994 - March 2006
IBM Credit Corp July 1991 - August 1994
Skills
Software Development, Trading Systems, Hedge Funds, Equities, Fixed Income, Derivatives, Business Analysis, Capital Markets, Asset Management, Portfolio Management, Risk Management, Microsoft SQL Server, SQL, Electronic Trading, Bloomberg
Education
University of Notre Dame 1987 — 1991
Bachelor of Science (BS), Mathematics and Computer Science
Pace University School of Law 1993 — 1997
LLM, Law
Viking Global Investors January 2015 - Present
Carlson Capital, L.P. April 2011 - December 2014
Shumway Capital March 2008 - March 2011
JPMorgan Hedge Fund Services March 2006 - March 2008
Paloma Partners August 1994 - March 2006
IBM Credit Corp July 1991 - August 1994
Skills
Software Development, Trading Systems, Hedge Funds, Equities, Fixed Income, Derivatives, Business Analysis, Capital Markets, Asset Management, Portfolio Management, Risk Management, Microsoft SQL Server, SQL, Electronic Trading, Bloomberg
Education
University of Notre Dame 1987 — 1991
Bachelor of Science (BS), Mathematics and Computer Science
Pace University School of Law 1993 — 1997
LLM, Law
Jonathan Frazure's Carlson Capital, L.P. Experience
Job Trader at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P.
Skills
Alternative Investments, Fixed Income, Equities, Financial Analysis, Hedge Funds, Investments, Bloomberg, Capital Markets, Asset Management
Education
University of Mississippi 1992 — 1997
University of Mississippi - School of Business Administration 1992 — 1997
Finance, Finance
Carlson Capital, L.P.
Skills
Alternative Investments, Fixed Income, Equities, Financial Analysis, Hedge Funds, Investments, Bloomberg, Capital Markets, Asset Management
Education
University of Mississippi 1992 — 1997
University of Mississippi - School of Business Administration 1992 — 1997
Finance, Finance
Andrea Kline's Carlson Capital, L.P. Experience October 2013 - Present
Job Fund Accountant at Carlson Capital, L.P.
Industry Accounting
Experience
Carlson Capital, L.P. October 2013 - Present
PricewaterhouseCoopers January 2008 - October 2013
Skills
CPA, US GAAP
Education
Baylor University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Carlson Capital, L.P. October 2013 - Present
PricewaterhouseCoopers January 2008 - October 2013
Skills
CPA, US GAAP
Education
Baylor University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Erin Kraxberger's Carlson Capital, L.P. Experience March 2010 - Present
Job Investor Relations at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. March 2010 - Present
Fossil March 2008 - March 2010
Citigroup July 2006 - August 2007
Skills
Investment Banking, Investor Relations, Financial Modeling, Financial Analysis, Hedge Funds, Capital Markets, Asset Management, Corporate Finance, Private Equity, Investments
Education
Texas A&M University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Carlson Capital, L.P. March 2010 - Present
Fossil March 2008 - March 2010
Citigroup July 2006 - August 2007
Skills
Investment Banking, Investor Relations, Financial Modeling, Financial Analysis, Hedge Funds, Capital Markets, Asset Management, Corporate Finance, Private Equity, Investments
Education
Texas A&M University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Eric Kephart's Carlson Capital, L.P. Experience November 2008 - July 2011
Job CTO at Predictive AI Inc.
Industry Computer Software
Experience
Predictive AI Inc. March 2015 - Present
TradeStation Securities July 2011 - February 2015
Carlson Capital, L.P. November 2008 - July 2011
Highland Capital Management, L.P. August 2008 - October 2008
KPMG August 2005 - August 2008
Bank of America September 2003 - August 2005
Skills
Software Development, .NET, C#, Microsoft SQL Server, SQL, XML, T-SQL, WCF, Agile Methodologies, Java, ASP.NET, TFS, SSRS, Visual Studio, Scrum, SDLC
Education
The University of Texas at Dallas 1998 — 2003
BS & MS, Computer Science
Southern Methodist University
Predictive AI Inc. March 2015 - Present
TradeStation Securities July 2011 - February 2015
Carlson Capital, L.P. November 2008 - July 2011
Highland Capital Management, L.P. August 2008 - October 2008
KPMG August 2005 - August 2008
Bank of America September 2003 - August 2005
Skills
Software Development, .NET, C#, Microsoft SQL Server, SQL, XML, T-SQL, WCF, Agile Methodologies, Java, ASP.NET, TFS, SSRS, Visual Studio, Scrum, SDLC
Education
The University of Texas at Dallas 1998 — 2003
BS & MS, Computer Science
Southern Methodist University
Victoria Yermatova's Carlson Capital, L.P. Experience July 2013 - Present
Job Operations Analyst at Bank of America
Industry Banking
Experience
Carlson Capital, L.P. July 2013 - Present
Bank of America August 2005 - Present
TJ Maxx August 2000 - September 2006
Education
The University of Texas at Dallas 2009 — 2012
Master of Business Administration (M.B.A.), Concentration International Management
The University of Texas at Dallas 2003 — 2009
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2005
Bachelors of Finance, Finance
Carlson Capital, L.P. July 2013 - Present
Bank of America August 2005 - Present
TJ Maxx August 2000 - September 2006
Education
The University of Texas at Dallas 2009 — 2012
Master of Business Administration (M.B.A.), Concentration International Management
The University of Texas at Dallas 2003 — 2009
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2005
Bachelors of Finance, Finance
Reed Macy, CFA's Carlson Capital, L.P. Experience April 2010 - August 2011
Job Managing Director at Headwaters MB
Industry Financial Services
Experience
Headwaters MB January 2014 - Present
SourceRock Advisors September 2012 - Present
Carlson Capital, L.P. April 2010 - August 2011
Tudor, Pickering, Holt & Co. March 2009 - December 2009
Goldman Sachs E&P Capital May 2007 - November 2008
Goldman Sachs Asset Management 2004 - 2007
Skills
CFA Charterholder, Chartered Financial..., Financial Modeling, Valuation, Corporate Finance, Private Equity, Equities, Hedge Funds, Portfolio Management, Finance, Investment Banking, Alternative Investments, Fixed Income, Bloomberg, Capital Markets, Equity Research
Education
Rice University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
Headwaters MB January 2014 - Present
SourceRock Advisors September 2012 - Present
Carlson Capital, L.P. April 2010 - August 2011
Tudor, Pickering, Holt & Co. March 2009 - December 2009
Goldman Sachs E&P Capital May 2007 - November 2008
Goldman Sachs Asset Management 2004 - 2007
Skills
CFA Charterholder, Chartered Financial..., Financial Modeling, Valuation, Corporate Finance, Private Equity, Equities, Hedge Funds, Portfolio Management, Finance, Investment Banking, Alternative Investments, Fixed Income, Bloomberg, Capital Markets, Equity Research
Education
Rice University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
Rob Sea's Carlson Capital, L.P. Experience August 2010 - April 2012
Job Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital March 2014 - Present
Peregrine Investments April 2012 - March 2014
Carlson Capital, L.P. August 2010 - April 2012
Citi July 2007 - July 2010
Citi June 2006 - August 2006
Education
Texas A&M University - Mays Business School 2005 — 2006
MS, Finance
Texas A&M University 2000 — 2005
BS, Biomedical Engineering / Mathematics
Surveyor Capital March 2014 - Present
Peregrine Investments April 2012 - March 2014
Carlson Capital, L.P. August 2010 - April 2012
Citi July 2007 - July 2010
Citi June 2006 - August 2006
Education
Texas A&M University - Mays Business School 2005 — 2006
MS, Finance
Texas A&M University 2000 — 2005
BS, Biomedical Engineering / Mathematics
Ed Terrill, CFA's Carlson Capital, L.P. Experience 2000 - 2007
Job Investment and portfolio management
Industry Investment Management
Experience
DeltaRock Management, LLC 2013 - 2014
Nationstar Mortgage 2012 - 2012
Terrill Capital Management, LLC 2009 - 2011
Brookline Avenue Partners, L.P. 2007 - 2009
Carlson Capital, L.P. 2000 - 2007
CalPERS 1993 - 2000
JPMorgan Chase / Bank One / MBank 1985 - 1993
Skills
Convertible Bonds, Convertible Arbitrage, Capital Structure, Fixed Income Research, High Yield, Corporates, Credit Derivatives, Fixed Income, Portfolio Management, Credit, Acquisitions, Fixed Income Analysis, Alternative Investments, Hedge Funds, Equities, Risk Management, Credit Analysis, Institutional..., Investment Strategies, Quantitative Analytics, Hedging, Bonds, Equity Research, Investment Management, Investments, Strategy, Equity Valuation, Fund Of Funds, Bloomberg, Asset Allocation, Asset Management, Options, Private Equity, Capital Markets, ETFs, Structured Finance, Financial Risk, Emerging Markets, Derivatives, Valuation, Securities, Investment Advisory, Investment Banking, Fundamental Analysis, Equity Derivatives, Structured Products, Trading, Investor Relations, Leveraged Finance, Equity Trading
Education
The University of Texas at Arlington 1989 — 1992
MBA, Finance and Financial Management Services
The University of Texas at Arlington 1981 — 1986
BBA, Finance and Financial Management Services
Irving High School
DeltaRock Management, LLC 2013 - 2014
Nationstar Mortgage 2012 - 2012
Terrill Capital Management, LLC 2009 - 2011
Brookline Avenue Partners, L.P. 2007 - 2009
Carlson Capital, L.P. 2000 - 2007
CalPERS 1993 - 2000
JPMorgan Chase / Bank One / MBank 1985 - 1993
Skills
Convertible Bonds, Convertible Arbitrage, Capital Structure, Fixed Income Research, High Yield, Corporates, Credit Derivatives, Fixed Income, Portfolio Management, Credit, Acquisitions, Fixed Income Analysis, Alternative Investments, Hedge Funds, Equities, Risk Management, Credit Analysis, Institutional..., Investment Strategies, Quantitative Analytics, Hedging, Bonds, Equity Research, Investment Management, Investments, Strategy, Equity Valuation, Fund Of Funds, Bloomberg, Asset Allocation, Asset Management, Options, Private Equity, Capital Markets, ETFs, Structured Finance, Financial Risk, Emerging Markets, Derivatives, Valuation, Securities, Investment Advisory, Investment Banking, Fundamental Analysis, Equity Derivatives, Structured Products, Trading, Investor Relations, Leveraged Finance, Equity Trading
Education
The University of Texas at Arlington 1989 — 1992
MBA, Finance and Financial Management Services
The University of Texas at Arlington 1981 — 1986
BBA, Finance and Financial Management Services
Irving High School
Melinda Trujillo's Carlson Capital, L.P. Experience October 2007 - Present
Job Tax Compliance Carlson Capital, L.P.
Industry Accounting
Experience
Carlson Capital, L.P. October 2007 - Present
Ernst & Young 2005 - 2007
Education
Texas Tech University 1999 — 2004
Carlson Capital, L.P. October 2007 - Present
Ernst & Young 2005 - 2007
Education
Texas Tech University 1999 — 2004
Marty Kahn's Carlson Capital, L.P. Experience June 2011 - May 2015
Job Technology at Pershing Square Capital Management
Industry Financial Services
Experience
Pershing Square Capital Management June 2015 - Present
Carlson Capital, L.P. June 2011 - May 2015
JPMorgan Hedge Fund Services April 2006 - June 2011
Paloma Partners Management Company 1994 - 2004
Paloma Partners 1994 - 2002
IBM June 1985 - 1989
Skills
SQL, Trading Systems, Equities, Hedge Funds, Derivatives, Fixed Income, Portfolio Management, Bloomberg, Capital Markets, Investment Banking, Trading, Alternative Investments, Electronic Trading, Financial Services, Investments, Business Analysis
Education
State University of New York at Albany 1985 — 1989
B.S, Computer Science
Pershing Square Capital Management June 2015 - Present
Carlson Capital, L.P. June 2011 - May 2015
JPMorgan Hedge Fund Services April 2006 - June 2011
Paloma Partners Management Company 1994 - 2004
Paloma Partners 1994 - 2002
IBM June 1985 - 1989
Skills
SQL, Trading Systems, Equities, Hedge Funds, Derivatives, Fixed Income, Portfolio Management, Bloomberg, Capital Markets, Investment Banking, Trading, Alternative Investments, Electronic Trading, Financial Services, Investments, Business Analysis
Education
State University of New York at Albany 1985 — 1989
B.S, Computer Science
Patrick McMullen's Carlson Capital, L.P. Experience 2011 - Present
Job PM Carlson Capital
Industry Financial Services
Experience
Carlson Capital, L.P. 2011 - Present
Armadillo Capital 2005 - 2011
Carlson Capital, L.P. 2000 - 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
Union College 1991 — 1994
BA, Economics
Carlson Capital, L.P. 2011 - Present
Armadillo Capital 2005 - 2011
Carlson Capital, L.P. 2000 - 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
Union College 1991 — 1994
BA, Economics
Amy Shuster Zipper's Carlson Capital, L.P. Experience September 2011 - June 2012
Job Chief Operating Officer at Tourbillon Capital Partners, LP
Industry Investment Management
Experience
Tourbillon Capital Partners, LP June 2012 - Present
Carlson Capital, L.P. September 2011 - June 2012
Plural Investments, LLC February 2008 - March 2011
Gunster, Yoakley & Stewart, P.A. March 2006 - February 2008
Schulte Roth & Zabel LLP March 2004 - March 2006
Sullivan & Cromwell LLP September 2001 - February 2004
Baker Botts LLP 1999 - 2000
Education
New York University School of Law 1998 — 2001
J.D., Law
The Johns Hopkins University 1994 — 1998
BA, International Studies
Guilford High School 1990 — 1994
Tourbillon Capital Partners, LP June 2012 - Present
Carlson Capital, L.P. September 2011 - June 2012
Plural Investments, LLC February 2008 - March 2011
Gunster, Yoakley & Stewart, P.A. March 2006 - February 2008
Schulte Roth & Zabel LLP March 2004 - March 2006
Sullivan & Cromwell LLP September 2001 - February 2004
Baker Botts LLP 1999 - 2000
Education
New York University School of Law 1998 — 2001
J.D., Law
The Johns Hopkins University 1994 — 1998
BA, International Studies
Guilford High School 1990 — 1994
Sean Shannon's Carlson Capital, L.P. Experience November 2010 - Present
Job Portfolio Manager at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. November 2010 - Present
Macquarie Capital 2009 - 2010
R3 Capital 2008 - 2009
Lehman Brothers 1999 - 2008
Skills
Relative Value, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management
Education
Duquesne University 1994 — 1996
MBA, Finance
Allegheny College 1990 — 1994
BA, Economics
Carlson Capital, L.P. November 2010 - Present
Macquarie Capital 2009 - 2010
R3 Capital 2008 - 2009
Lehman Brothers 1999 - 2008
Skills
Relative Value, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management
Education
Duquesne University 1994 — 1996
MBA, Finance
Allegheny College 1990 — 1994
BA, Economics
Jonathan Brudnick's Carlson Capital, L.P. Experience July 2011 - October 2012
Job Hedge Fund Analyst at Seneca Capital
Industry Investment Management
Experience
Seneca Capital October 2012 - Present
Carlson Capital, L.P. July 2011 - October 2012
Apax Partners July 2007 - July 2009
JPMorgan Chase July 2007 - July 2009
Houlihan Lokey June 2004 - July 2005
Skills
Hedge Funds, LBO, Equities, Financial Modeling, Private Equity, Equity Research, Valuation, Investments, Alternative Investments, Bloomberg, Venture Capital, Corporate Development
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Emory University - Goizueta Business School 2000 — 2004
BBA, Finance & Accounting
Seneca Capital October 2012 - Present
Carlson Capital, L.P. July 2011 - October 2012
Apax Partners July 2007 - July 2009
JPMorgan Chase July 2007 - July 2009
Houlihan Lokey June 2004 - July 2005
Skills
Hedge Funds, LBO, Equities, Financial Modeling, Private Equity, Equity Research, Valuation, Investments, Alternative Investments, Bloomberg, Venture Capital, Corporate Development
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Emory University - Goizueta Business School 2000 — 2004
BBA, Finance & Accounting
William Whittaker's Carlson Capital, L.P. Experience January 2013 - Present
Job Analyst, IR / Marketing at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. January 2013 - Present
Iron Peak Capital November 2011 - December 2012
Morgan Stanley Wealth Management March 2010 - November 2011
Education August 1992 - June 2010
Entrepreneur August 2000 - April 2010
Skills
Hedge Funds, New Business Development, Marketing, Investments, Portfolio Management, Alternative Investments, Asset Management, Fixed Income, Investment Advisory, Securities, Financial Analysis, Financial Services, Investor Relations, Capital Markets, Risk Management, Equities, Family Office, Counseling Psychology, Athletics, Educational Leadership
Education
Fordham University 1995 — 1997
Master of Education (MEd)
Principia College 1988 — 1992
Bachelor of Science (BS)
Carlson Capital, L.P. January 2013 - Present
Iron Peak Capital November 2011 - December 2012
Morgan Stanley Wealth Management March 2010 - November 2011
Education August 1992 - June 2010
Entrepreneur August 2000 - April 2010
Skills
Hedge Funds, New Business Development, Marketing, Investments, Portfolio Management, Alternative Investments, Asset Management, Fixed Income, Investment Advisory, Securities, Financial Analysis, Financial Services, Investor Relations, Capital Markets, Risk Management, Equities, Family Office, Counseling Psychology, Athletics, Educational Leadership
Education
Fordham University 1995 — 1997
Master of Education (MEd)
Principia College 1988 — 1992
Bachelor of Science (BS)
Krishna Dhru's Carlson Capital, L.P. Experience August 2014 - Present
Job Technology at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. August 2014 - Present
JPMorgan Chase August 2007 - August 2014
Crystal Run Healthcare March 2003 - August 2007
Videobureau Inc. /Initia Inc. June 2001 - March 2003
Domain Bank, Inc. January 1999 - June 2001
Skills
Hedge Funds, Business Intelligence, Derivatives, Business Analysis, Fixed Income, SDLC, SQL, Investment Banking, Prime Brokerage, Credit Derivatives, Middle Office, Software Project..., Financial Services, Requirements Analysis, Portfolio Management, Alternative Investments, SSRS, Microsoft SQL Server, Process Improvement, Equities, Equity Derivatives, Trading Systems, Options, Advent Geneva
Education
DeSales University 1998 — 2001
MS, Information Systems
Carlson Capital, L.P. August 2014 - Present
JPMorgan Chase August 2007 - August 2014
Crystal Run Healthcare March 2003 - August 2007
Videobureau Inc. /Initia Inc. June 2001 - March 2003
Domain Bank, Inc. January 1999 - June 2001
Skills
Hedge Funds, Business Intelligence, Derivatives, Business Analysis, Fixed Income, SDLC, SQL, Investment Banking, Prime Brokerage, Credit Derivatives, Middle Office, Software Project..., Financial Services, Requirements Analysis, Portfolio Management, Alternative Investments, SSRS, Microsoft SQL Server, Process Improvement, Equities, Equity Derivatives, Trading Systems, Options, Advent Geneva
Education
DeSales University 1998 — 2001
MS, Information Systems
Robert Barnwell's Carlson Capital, L.P. Experience June 2002 - June 2003
Job President Texas Gas Utility Services, Inc.
Industry Oil & Energy
Experience
Texas Gas Utility Services, Inc. May 2010 - Present
BCX Energy Management, LLC July 2013 - Present
Texas Gas Utility Services, Inc. April 2008 - April 2010
Petro Capital Group June 2005 - February 2008
Wells Fargo & Company, N.A. June 2003 - May 2005
Carlson Capital, L.P. June 2002 - June 2003
Skills
Financial Modeling, Investments, Financial Analysis, Private Equity, Due Diligence, Real Estate, Loans, Valuation, Portfolio Management, Mergers & Acquisitions, Finance, Corporate Finance, Capital Markets, Asset Management, Natural Gas, Investment Banking, Risk Management, Accounting
Education
Southern Methodist University 1999 — 2003
BBA, Finance and Accounting
University of Houston, C.T. Bauer College of Business 2009 — 2011
Masters of Accountancy, Taxation
The Woodlands High School
ESD
Texas Gas Utility Services, Inc. May 2010 - Present
BCX Energy Management, LLC July 2013 - Present
Texas Gas Utility Services, Inc. April 2008 - April 2010
Petro Capital Group June 2005 - February 2008
Wells Fargo & Company, N.A. June 2003 - May 2005
Carlson Capital, L.P. June 2002 - June 2003
Skills
Financial Modeling, Investments, Financial Analysis, Private Equity, Due Diligence, Real Estate, Loans, Valuation, Portfolio Management, Mergers & Acquisitions, Finance, Corporate Finance, Capital Markets, Asset Management, Natural Gas, Investment Banking, Risk Management, Accounting
Education
Southern Methodist University 1999 — 2003
BBA, Finance and Accounting
University of Houston, C.T. Bauer College of Business 2009 — 2011
Masters of Accountancy, Taxation
The Woodlands High School
ESD
Benjamin Isaac's Carlson Capital, L.P. Experience May 2013 - August 2013
Job Columbia Business School MBA, 2014
Industry Investment Management
Experience
Sandia Holdings, LLC June 2014 - Present
Carlson Capital, L.P. May 2013 - August 2013
Tyndall Management/Tambor Capital February 2013 - May 2013
Ingalls & Snyder August 2007 - August 2012
Education
Columbia Business School 2012 — 2014
Value Investing Program
Williams College 2003 — 2007
Political Economy, Philosophy
Mamaroneck High School
Mamaroneck High School
Sandia Holdings, LLC June 2014 - Present
Carlson Capital, L.P. May 2013 - August 2013
Tyndall Management/Tambor Capital February 2013 - May 2013
Ingalls & Snyder August 2007 - August 2012
Education
Columbia Business School 2012 — 2014
Value Investing Program
Williams College 2003 — 2007
Political Economy, Philosophy
Mamaroneck High School
Mamaroneck High School
Lindsay Berz, CFA's Carlson Capital, L.P. Experience March 2011 - Present
Job at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. March 2011 - Present
Chapdelaine & Co. September 2009 - February 2011
Royal Bank of Scotland September 2007 - August 2009
Royal Bank of Scotland June 2006 - August 2007
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, Private Equity, Valuation, Investment Banking, Equities, Investments, Equity Research, Derivatives, Leveraged Finance
Education
Georgetown University 2002 — 2006
Carlson Capital, L.P. March 2011 - Present
Chapdelaine & Co. September 2009 - February 2011
Royal Bank of Scotland September 2007 - August 2009
Royal Bank of Scotland June 2006 - August 2007
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, Private Equity, Valuation, Investment Banking, Equities, Investments, Equity Research, Derivatives, Leveraged Finance
Education
Georgetown University 2002 — 2006
Rory P. Connor's Carlson Capital, L.P. Experience 1997 - 2005
Job Managing Partner at Winkleman and Winkleman
Industry Investment Management
Experience
Blaylock Industries, Inc. December 2012 - Present
Winkleman and Winkleman September 2012 - Present
Wentworth Technology 2010 - April 2014
Gasco Manufacturing Corp. 2011 - December 2013
Nomura Securities International, Inc. 2009 - 2010
MaineToday Media, Inc. 2008 - 2009
Redbrick Capital Management, L.P. May 2007 - December 2008
Verity Capital Partners, L.P. 2005 - 2007
Carlson Capital, L.P. 1997 - 2005
Hester Capital Management, L.L.C. 1997 - 1998
Skills
Hedge Funds, Mergers & Acquisitions, Equities, Loans, Strategy, Portfolio Management, Private Equity, Start-ups, Entrepreneurship, Business Development, Investments, Management, Valuation, Finance, Risk Management, Alternative Investments, Leadership, Securities, Financial Services, Trading, Analytics
Education
Harvard Business School 2014 — 2014
Leading Your Small Business Through Its Lifecycle
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
University of Vermont 1990 — 1993
BA, English
St. Mark's School
Blaylock Industries, Inc. December 2012 - Present
Winkleman and Winkleman September 2012 - Present
Wentworth Technology 2010 - April 2014
Gasco Manufacturing Corp. 2011 - December 2013
Nomura Securities International, Inc. 2009 - 2010
MaineToday Media, Inc. 2008 - 2009
Redbrick Capital Management, L.P. May 2007 - December 2008
Verity Capital Partners, L.P. 2005 - 2007
Carlson Capital, L.P. 1997 - 2005
Hester Capital Management, L.L.C. 1997 - 1998
Skills
Hedge Funds, Mergers & Acquisitions, Equities, Loans, Strategy, Portfolio Management, Private Equity, Start-ups, Entrepreneurship, Business Development, Investments, Management, Valuation, Finance, Risk Management, Alternative Investments, Leadership, Securities, Financial Services, Trading, Analytics
Education
Harvard Business School 2014 — 2014
Leading Your Small Business Through Its Lifecycle
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
University of Vermont 1990 — 1993
BA, English
St. Mark's School
John Schemmel, CPA, MBA's Carlson Capital, L.P. Experience July 2013 - March 2014
Job Experienced Accounting/Finance Professional
Industry Accounting
Experience
Envestnet, Inc May 2014 - Present
Carlson Capital, L.P. July 2013 - March 2014
C-III Asset Management LLC June 2012 - July 2013
JPMorgan Chase Inc June 2009 - June 2012
University of Texas at Dallas January 2010 - December 2010
GameStop Inc June 2005 - June 2009
Skills
Retail Management, Sales, Accounting, Finance, Fund Accounting, Account Reconciliation, Customer Service, Store Management, Financial Analysis, Management, Valuation, Financial Reporting, Auditing, Financial Statements, Cash Management, Budgets, Analysis, Variance Analysis, Microsoft Office
Education
The University of Texas at Dallas 2010 — 2011
MS, Accounting
The University of Texas at Dallas 2008 — 2009
MBA, Finance and Accounting Concentration
The University of Texas at Dallas 2004 — 2008
BS, Business Administration
The University of Texas at Dallas 2004 — 2008
BA, Chemistry
Flower Mound High School
Envestnet, Inc May 2014 - Present
Carlson Capital, L.P. July 2013 - March 2014
C-III Asset Management LLC June 2012 - July 2013
JPMorgan Chase Inc June 2009 - June 2012
University of Texas at Dallas January 2010 - December 2010
GameStop Inc June 2005 - June 2009
Skills
Retail Management, Sales, Accounting, Finance, Fund Accounting, Account Reconciliation, Customer Service, Store Management, Financial Analysis, Management, Valuation, Financial Reporting, Auditing, Financial Statements, Cash Management, Budgets, Analysis, Variance Analysis, Microsoft Office
Education
The University of Texas at Dallas 2010 — 2011
MS, Accounting
The University of Texas at Dallas 2008 — 2009
MBA, Finance and Accounting Concentration
The University of Texas at Dallas 2004 — 2008
BS, Business Administration
The University of Texas at Dallas 2004 — 2008
BA, Chemistry
Flower Mound High School
Matt T. Adams's Carlson Capital, L.P. Experience November 2010 - 2014
Job L/S Real Estate Related Equities
Industry Investment Management
Experience
Castle Ridge Investment Management 2015 - Present
Carlson Capital, L.P. November 2010 - 2014
UBS Investment Bank July 2008 - December 2010
UBS Investment Bank June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Equities, Investment Banking, Investments, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Private Equity, Hedge Funds, Corporate Finance, Statistical Modeling, Statistical Data..., Sports Analysis, Long/Short Equity, Portfolio Management, Argus Modeling, Microsoft Excel, Economics, C++, Real Estate, Real Estate Transactions, Research, Value Investing, College Football, Lacrosse, Psychology, Wealth Management, IPO, M&A analysis, Lodging, Seniors Housing, REIT
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
B.S. in B.A., Finance, Financial Decision Analysis
Carnegie Mellon University - Tepper School of Business
B.S. in Financial Decision Analysis
Castle Ridge Investment Management 2015 - Present
Carlson Capital, L.P. November 2010 - 2014
UBS Investment Bank July 2008 - December 2010
UBS Investment Bank June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Equities, Investment Banking, Investments, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Private Equity, Hedge Funds, Corporate Finance, Statistical Modeling, Statistical Data..., Sports Analysis, Long/Short Equity, Portfolio Management, Argus Modeling, Microsoft Excel, Economics, C++, Real Estate, Real Estate Transactions, Research, Value Investing, College Football, Lacrosse, Psychology, Wealth Management, IPO, M&A analysis, Lodging, Seniors Housing, REIT
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
B.S. in B.A., Finance, Financial Decision Analysis
Carnegie Mellon University - Tepper School of Business
B.S. in Financial Decision Analysis
Patrick Lewis's Carlson Capital, L.P. Experience January 2002 - August 2004
Job Chief Strategist at Enterprise Technology Research & Development
Industry Investment Management
Experience
ETR&D April 2014 - Present
INVESCO February 2008 - March 2014
DG Capital Management, LLC January 2006 - December 2007
Invesco August 2004 - September 2005
Carlson Capital, L.P. January 2002 - August 2004
Enron 1995 - 2001
First NBC Bank January 1993 - December 1994
Skills
Equity Research, Investments, Industry Analysis, Competitive Analysis, Hedge Funds, Private Equity, Portfolio Management, Strategy, Finance, Financial Analysis, Equities, Equity Valuation, Bloomberg, Mutual Funds, Valuation, Financial Modeling, Start-ups, Startup Development, Information Technology
Education
Louisiana State University 1991 — 1994
Bachelor's degree, Accounting and Finance
ETR&D April 2014 - Present
INVESCO February 2008 - March 2014
DG Capital Management, LLC January 2006 - December 2007
Invesco August 2004 - September 2005
Carlson Capital, L.P. January 2002 - August 2004
Enron 1995 - 2001
First NBC Bank January 1993 - December 1994
Skills
Equity Research, Investments, Industry Analysis, Competitive Analysis, Hedge Funds, Private Equity, Portfolio Management, Strategy, Finance, Financial Analysis, Equities, Equity Valuation, Bloomberg, Mutual Funds, Valuation, Financial Modeling, Start-ups, Startup Development, Information Technology
Education
Louisiana State University 1991 — 1994
Bachelor's degree, Accounting and Finance
Kirk Anderson's Carlson Capital, L.P. Experience May 2008 - November 2010
Job Investment Consultant
Industry Investment Management
Experience
NJA Investment Consulting LLC January 2013 - Present
Shoreford Partners LLC December 2012 - Present
Highland Capital Management, L.P. June 2011 - December 2012
Carlson Capital, L.P. May 2008 - November 2010
Invesco Ltd. March 1994 - February 2008
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Equity Research, Bloomberg, Asset Allocation, Industry Analysis, Buy-side, Mutual Funds, Excel, Asset Management, Relative Value, Alternative Investments, Fixed Income, Asset Managment, High Yield, Competitive Analysis, Wealth Management, Microsoft Excel, Bonds, Investment Management, Equity Valuation
Education
University of Houston, C.T. Bauer College of Business 1998 — 2001
MS, Finance
Texas A&M University 1987 — 1992
BA, Political Science
NJA Investment Consulting LLC January 2013 - Present
Shoreford Partners LLC December 2012 - Present
Highland Capital Management, L.P. June 2011 - December 2012
Carlson Capital, L.P. May 2008 - November 2010
Invesco Ltd. March 1994 - February 2008
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Equity Research, Bloomberg, Asset Allocation, Industry Analysis, Buy-side, Mutual Funds, Excel, Asset Management, Relative Value, Alternative Investments, Fixed Income, Asset Managment, High Yield, Competitive Analysis, Wealth Management, Microsoft Excel, Bonds, Investment Management, Equity Valuation
Education
University of Houston, C.T. Bauer College of Business 1998 — 2001
MS, Finance
Texas A&M University 1987 — 1992
BA, Political Science
Doug Martin's Carlson Capital, L.P. Experience May 1999 - October 2003
Job Senior VP of Investments at Kitano Capital LLC
Industry Financial Services
Experience
Kitano Capital October 2007 - Present
Lone Star Funds May 2004 - October 2007
Carlson Capital, L.P. May 1999 - October 2003
Skills
Investments, Hedge Funds, Private Equity, Portfolio Management, Mutual Funds, Equities, Investment Banking, Alternative Investments, Asset Management
Education
Abilene Christian University
Accounting and Finance
Amarillo High
Amarillo High
Baylor University
Accounting and Finance
Kitano Capital October 2007 - Present
Lone Star Funds May 2004 - October 2007
Carlson Capital, L.P. May 1999 - October 2003
Skills
Investments, Hedge Funds, Private Equity, Portfolio Management, Mutual Funds, Equities, Investment Banking, Alternative Investments, Asset Management
Education
Abilene Christian University
Accounting and Finance
Amarillo High
Amarillo High
Baylor University
Accounting and Finance
Mukul Hariharan's Carlson Capital, L.P. Experience May 2012 - Present
Job Analyst at Carlson Capital, L.P.
Industry Investment Banking
Experience
Carlson Capital, L.P. May 2012 - Present
Moelis & Company January 2012 - May 2012
Moelis & Company August 2010 - December 2011
JP Morgan July 2008 - July 2010
Piedmont Airlines March 2005 - January 2006
Island Air August 2004 - February 2005
Alliance Flight Services 2002 - 2004
Airline Transport Professionals May 2002 - July 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
The University of Texas at Austin 1997 — 2002
Bachelor of Science, Aerospace Engineering
Carlson Capital, L.P. May 2012 - Present
Moelis & Company January 2012 - May 2012
Moelis & Company August 2010 - December 2011
JP Morgan July 2008 - July 2010
Piedmont Airlines March 2005 - January 2006
Island Air August 2004 - February 2005
Alliance Flight Services 2002 - 2004
Airline Transport Professionals May 2002 - July 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
The University of Texas at Austin 1997 — 2002
Bachelor of Science, Aerospace Engineering
Willy Chan's Carlson Capital, L.P. Experience March 2011 - Present
Job SQL Server Database administrator
Industry Financial Services
Experience
Carlson Capital, L.P. March 2011 - Present
Highland Capital Management April 2007 - March 2011
HBK Capital Management June 2003 - April 2007
Data Return / Terremark 2000 - 2003
Mary Kay, Inc. 1998 - 2000
MCI 1997 - 1998
The Shams Group 1995 - 1997
Education
Texas A&M University-Commerce 1993 — 1994
MS
Utah State University 1992 — 1993
Fu Jen Catholic University 1986 — 1990
BA
Microsoft Certified Database Administrator
Carlson Capital, L.P. March 2011 - Present
Highland Capital Management April 2007 - March 2011
HBK Capital Management June 2003 - April 2007
Data Return / Terremark 2000 - 2003
Mary Kay, Inc. 1998 - 2000
MCI 1997 - 1998
The Shams Group 1995 - 1997
Education
Texas A&M University-Commerce 1993 — 1994
MS
Utah State University 1992 — 1993
Fu Jen Catholic University 1986 — 1990
BA
Microsoft Certified Database Administrator
Michael Patchen's Carlson Capital, L.P. Experience September 2010 - Present
Job Managing Director at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. September 2010 - Present
SAC Capital May 2003 - November 2008
Deutsche Bank Asset Managmenet October 2000 - May 2003
AQR Capital May 1998 - May 2000
Goldman Sachs June 1996 - May 1998
Skills
Equities, Portfolio Management, Hedge Funds, Trading, Alternative Investments, Asset Management, Investments, Risk Management
Education
University of Pennsylvania 1992 — 1996
BAS, Computer Science
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance
Carlson Capital, L.P. September 2010 - Present
SAC Capital May 2003 - November 2008
Deutsche Bank Asset Managmenet October 2000 - May 2003
AQR Capital May 1998 - May 2000
Goldman Sachs June 1996 - May 1998
Skills
Equities, Portfolio Management, Hedge Funds, Trading, Alternative Investments, Asset Management, Investments, Risk Management
Education
University of Pennsylvania 1992 — 1996
BAS, Computer Science
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance
Michael Meltzer's Carlson Capital, L.P. Experience May 2007 - August 2007
Job Fannie Mae Multifamily Credit Risk Analyst
Industry Commercial Real Estate
Experience
Fannie Mae October 2009 - Present
Southern Methodist University August 2006 - May 2009
Southern Methodist University May 2008 - August 2008
Best Buy Co., Inc June 2005 - May 2008
Carlson Capital, L.P. May 2007 - August 2007
Skills
Real Estate, Multifamily Real Estate, Real Estate Investment, Commercial Real Estate, Financial Analysis, Analysis, Data Analysis, Business Writing, Financial Modeling, Time Management, Technical Writing, Equity Research, Customer Service, Customer Relations, Project Facilitation, Direct Sales, Excel, PowerPoint, Word, SQL (novice), Bloomberg Terminal, Business Objects, Visual Basic, Business Requirements, Requirements..., Product Management, Project Implementation, Delegation, Great People Skills, People-oriented, Microsoft Excel
Education
Southern Methodist University 2005 — 2009
B.S., Economics with Financial Application
Southern Methodist University - Cox School of Business 2005 — 2009
B.B.A., Finance
Fannie Mae October 2009 - Present
Southern Methodist University August 2006 - May 2009
Southern Methodist University May 2008 - August 2008
Best Buy Co., Inc June 2005 - May 2008
Carlson Capital, L.P. May 2007 - August 2007
Skills
Real Estate, Multifamily Real Estate, Real Estate Investment, Commercial Real Estate, Financial Analysis, Analysis, Data Analysis, Business Writing, Financial Modeling, Time Management, Technical Writing, Equity Research, Customer Service, Customer Relations, Project Facilitation, Direct Sales, Excel, PowerPoint, Word, SQL (novice), Bloomberg Terminal, Business Objects, Visual Basic, Business Requirements, Requirements..., Product Management, Project Implementation, Delegation, Great People Skills, People-oriented, Microsoft Excel
Education
Southern Methodist University 2005 — 2009
B.S., Economics with Financial Application
Southern Methodist University - Cox School of Business 2005 — 2009
B.B.A., Finance
Will Manderscheid's Carlson Capital, L.P. Experience July 2015 - Present
Job Analyst at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. July 2015 - Present
Alyeska Investment Group June 2014 - September 2014
Sentinel Capital Partners August 2011 - July 2013
McColl Partners June 2009 - June 2011
Skills
Valuation, Investment Banking, Financial Modeling, Microsoft Excel, Due Diligence, Private Equity, Venture Capital, Corporate Finance, LBO, Corporate Development, M&A experience, Bloomberg, Capital Markets, Investments, Finance, Equities
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
B.S. Commerce, Finance, Management
The Landon School 1999 — 2005
Carlson Capital, L.P. July 2015 - Present
Alyeska Investment Group June 2014 - September 2014
Sentinel Capital Partners August 2011 - July 2013
McColl Partners June 2009 - June 2011
Skills
Valuation, Investment Banking, Financial Modeling, Microsoft Excel, Due Diligence, Private Equity, Venture Capital, Corporate Finance, LBO, Corporate Development, M&A experience, Bloomberg, Capital Markets, Investments, Finance, Equities
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
B.S. Commerce, Finance, Management
The Landon School 1999 — 2005
Lynne Alpar's Carlson Capital, L.P. Experience November 1993 - Present
Job CFO at Carlson Capital, LP
Industry Investment Management
Experience
Carlson Capital, LP November 1993 - Present
Carlson Capital, L.P. 1993 - Present
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Private Equity, Accounting, Financial Reporting, Asset Management, Investment Management, Valuation, Due Diligence, Investor Relations, Financial Modeling, Financial Analysis, Venture Capital, Investment Strategies, Securities, Investments, Equity Research, Fixed Income, Investment Banking, Investment Advisory, Emerging Markets, Derivatives, Equity Valuation, Trading, Financial Services, Risk Management, Asset Allocation, Series 7, SEC filings, Equity Derivatives, Structured Finance, Corporate Development, Options, Institutional..., Mutual Funds, Private Placements
Education
Texas Christian University
BBA, Accounting
Carlson Capital, LP November 1993 - Present
Carlson Capital, L.P. 1993 - Present
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Private Equity, Accounting, Financial Reporting, Asset Management, Investment Management, Valuation, Due Diligence, Investor Relations, Financial Modeling, Financial Analysis, Venture Capital, Investment Strategies, Securities, Investments, Equity Research, Fixed Income, Investment Banking, Investment Advisory, Emerging Markets, Derivatives, Equity Valuation, Trading, Financial Services, Risk Management, Asset Allocation, Series 7, SEC filings, Equity Derivatives, Structured Finance, Corporate Development, Options, Institutional..., Mutual Funds, Private Placements
Education
Texas Christian University
BBA, Accounting
James McLoughlin's Carlson Capital, L.P. Experience July 2011 - Present
Job Analyst Carlson Capital, LP
Industry Financial Services
Experience
Carlson Capital, L.P. July 2011 - Present
JPMorgan Chase September 2008 - July 2011
JPMorgan Chase January 2007 - September 2008
BNY Mellon March 2006 - January 2007
Skills
Private Equity, Hedge Funds, Mutual Funds, Financial Services, Investment Banking, Fixed Income, Bloomberg, Trading, Equities, Valuation, Financial Analysis, Alternative Investments
Education
Marist College 2001 — 2005
Bachelor's Degree, Finance
Carlson Capital, L.P. July 2011 - Present
JPMorgan Chase September 2008 - July 2011
JPMorgan Chase January 2007 - September 2008
BNY Mellon March 2006 - January 2007
Skills
Private Equity, Hedge Funds, Mutual Funds, Financial Services, Investment Banking, Fixed Income, Bloomberg, Trading, Equities, Valuation, Financial Analysis, Alternative Investments
Education
Marist College 2001 — 2005
Bachelor's Degree, Finance
Norbert Cichon, CFA's Carlson Capital, L.P. Experience May 2007 - Present
Job Analyst at Carlson Capital
Industry Investment Management
Experience
Carlson Capital, L.P. May 2007 - Present
Skills
Bloomberg, Valuation, Hedge Funds, Private Equity, Financial Modeling
Education
Southern Methodist University 2004 — 2008
BBA, Finance, Economics, French
Carlson Capital, L.P. May 2007 - Present
Skills
Bloomberg, Valuation, Hedge Funds, Private Equity, Financial Modeling
Education
Southern Methodist University 2004 — 2008
BBA, Finance, Economics, French
Daniel Hoinacki, CFA's Carlson Capital, L.P. Experience October 2010 - Present
Job Head of Client Development at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. October 2010 - Present
Highlander Consulting, LLC April 2009 - September 2010
Alstra Capital Mgmt., LLC October 2005 - March 2009
Moore Capital Mgmt., LLC February 2000 - September 2005
Graystone Consulting, LLC January 1997 - January 2000
Glenwood Investment Corp. January 1993 - December 1996
Skills
New Business Development, Marketing, Investor Relations, Investments, Hedge Funds, Alternative Investments, Capital Markets, Equities, Investment Banking, Valuation, Private Equity, Portfolio Management, Fixed Income, Derivatives, Asset Management, Relationship Management, People Skills, Client Development, Fundraising, Bloomberg, Mutual Funds
Education
The University of Chicago Graduate School of Business 1994 — 1996
M.B.A., Finance
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (B.A.), Finance and International Economics
Loyola Academy 1984 — 1988
Carlson Capital, L.P. October 2010 - Present
Highlander Consulting, LLC April 2009 - September 2010
Alstra Capital Mgmt., LLC October 2005 - March 2009
Moore Capital Mgmt., LLC February 2000 - September 2005
Graystone Consulting, LLC January 1997 - January 2000
Glenwood Investment Corp. January 1993 - December 1996
Skills
New Business Development, Marketing, Investor Relations, Investments, Hedge Funds, Alternative Investments, Capital Markets, Equities, Investment Banking, Valuation, Private Equity, Portfolio Management, Fixed Income, Derivatives, Asset Management, Relationship Management, People Skills, Client Development, Fundraising, Bloomberg, Mutual Funds
Education
The University of Chicago Graduate School of Business 1994 — 1996
M.B.A., Finance
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (B.A.), Finance and International Economics
Loyola Academy 1984 — 1988
Scott Logie, CAIA's Carlson Capital, L.P. Experience April 2013 - Present
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
Catherine Bacharach's Carlson Capital, L.P. Experience September 2004 - Present
Job Investor Relations at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. September 2004 - Present
Skills
Valuation, Equities, Portfolio Management, Investor Relations, Alternative Investments, Hedge Funds, Private Equity, Asset Managment, Bloomberg, Investment Management, Asset Management, Investments, Securities, Investment Strategies, Investment Advisory, Fixed Income
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Carlson Capital, L.P. September 2004 - Present
Skills
Valuation, Equities, Portfolio Management, Investor Relations, Alternative Investments, Hedge Funds, Private Equity, Asset Managment, Bloomberg, Investment Management, Asset Management, Investments, Securities, Investment Strategies, Investment Advisory, Fixed Income
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Jessica (Myers) Biggs, CFA's Carlson Capital, L.P. Experience June 2009 - Present
Job Investor Relations at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. June 2009 - Present
Goldman Sachs July 2006 - June 2009
Skills
Equities, Valuation, Hedge Funds, Financial Analysis, Financial Modeling, Private Equity
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Carlson Capital, L.P. June 2009 - Present
Goldman Sachs July 2006 - June 2009
Skills
Equities, Valuation, Hedge Funds, Financial Analysis, Financial Modeling, Private Equity
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Christopher Haga's Carlson Capital, L.P. Experience July 2003 - Present
Job Portfolio Manager at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. July 2003 - Present
Skills
Hedge Funds, Portfolio Management, Equities, Alternative Investments, Fixed Income, Bloomberg, Investments, Equity Research, Financial Modeling, Asset Management, Valuation, Derivatives, Capital Markets, Private Equity, Financial Analysis, Investment Strategies, Investment Advisory, Investment Management, Investment Banking, Bonds
Education
University of Virginia Darden School of Business 1991 — 1993
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science (BS), Business Administration
Carlson Capital, L.P. July 2003 - Present
Skills
Hedge Funds, Portfolio Management, Equities, Alternative Investments, Fixed Income, Bloomberg, Investments, Equity Research, Financial Modeling, Asset Management, Valuation, Derivatives, Capital Markets, Private Equity, Financial Analysis, Investment Strategies, Investment Advisory, Investment Management, Investment Banking, Bonds
Education
University of Virginia Darden School of Business 1991 — 1993
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science (BS), Business Administration
Valerie Patton's Carlson Capital, L.P. Experience April 2002 - Present
Job Executive Assistant
Industry Financial Services
Experience
Carlson Capital, L.P. April 2002 - Present
Skills
Public Speaking, Bible Study Teacher, Acting, Leadership Development, Nonprofits, Microsoft Excel, Training, Customer Service, Microsoft Office, Strategic Planning, Project Management, Management, Event Planning, Team Building, Budgets, Policy, Business Development, Marketing, Hedge Funds, Teaching, Outlook, Human Resources, Recruiting, Event Management, Coaching
Education
Dallas Baptist University 1979 — 1980
BA, Communications
Baylor University 1976 — 1978
Carlson Capital, L.P. April 2002 - Present
Skills
Public Speaking, Bible Study Teacher, Acting, Leadership Development, Nonprofits, Microsoft Excel, Training, Customer Service, Microsoft Office, Strategic Planning, Project Management, Management, Event Planning, Team Building, Budgets, Policy, Business Development, Marketing, Hedge Funds, Teaching, Outlook, Human Resources, Recruiting, Event Management, Coaching
Education
Dallas Baptist University 1979 — 1980
BA, Communications
Baylor University 1976 — 1978
Stephen Kapsky's Carlson Capital, L.P. Experience May 2008 - August 2008
Job Vice President, Research Analyst at AllianceBernstein
Industry Investment Management
Experience
PioneerPath Capital June 2009 - June 2010
Carlson Capital, L.P. May 2008 - August 2008
Citigroup March 2005 - July 2007
J.P. Morgan April 2002 - February 2005
Skills
Equity Research, Portfolio Management, Equities, Financial Modeling, Asset Management, Hedge Funds, Start-ups, Bloomberg, Valuation, Banking, Alternative Investments, Capital Markets, Investment Banking, Fixed Income, Private Equity, Equity Valuation, Investments, Investment Management
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
University of Virginia
B.A
PioneerPath Capital June 2009 - June 2010
Carlson Capital, L.P. May 2008 - August 2008
Citigroup March 2005 - July 2007
J.P. Morgan April 2002 - February 2005
Skills
Equity Research, Portfolio Management, Equities, Financial Modeling, Asset Management, Hedge Funds, Start-ups, Bloomberg, Valuation, Banking, Alternative Investments, Capital Markets, Investment Banking, Fixed Income, Private Equity, Equity Valuation, Investments, Investment Management
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
University of Virginia
B.A
Christopher Wenzel's Carlson Capital, L.P. Experience July 2009 - Present
Job Analyst at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. July 2009 - Present
Och-Ziff Capital Management April 2006 - July 2009
Fox-Pitt, Kelton November 2003 - April 2006
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts, Cum Laude, Economics
Universidad de Sevilla
Carlson Capital, L.P. July 2009 - Present
Och-Ziff Capital Management April 2006 - July 2009
Fox-Pitt, Kelton November 2003 - April 2006
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts, Cum Laude, Economics
Universidad de Sevilla
Ilya Katz's Carlson Capital, L.P. Experience May 2015 - August 2015
Job Summer Analyst at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. May 2015 - August 2015
The Wharton School May 2013 - May 2015
Carlson Capital, L.P. May 2014 - August 2014
Erning Corporation March 2009 - March 2013
Skills
Python, SQL, Matlab, R, C++, VBA, Bloomberg, Apache Spark, Hadoop, Apache Storm
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, B.S. Economics: Concentrations in Finance, Statistics, and OPIM ; B.A in Biology w/ Minor in Math
Carlson Capital, L.P. May 2015 - August 2015
The Wharton School May 2013 - May 2015
Carlson Capital, L.P. May 2014 - August 2014
Erning Corporation March 2009 - March 2013
Skills
Python, SQL, Matlab, R, C++, VBA, Bloomberg, Apache Spark, Hadoop, Apache Storm
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, B.S. Economics: Concentrations in Finance, Statistics, and OPIM ; B.A in Biology w/ Minor in Math
Benton Cook, CFA's Carlson Capital, L.P. Experience 2000 - 2005
Job Portfolio Manager at AG Hill Partners, LLC
Industry Investment Management
Experience
AG Hill Partners, LLC 2009 - Present
Opsis Capital Management LP 2005 - 2009
Carlson Capital, L.P. 2000 - 2005
Raymond James Financial, Inc. 1998 - 2000
Skills
Portfolio Management, Oil & Gas Industry, Equities, Equity Research, Financial Modeling, Investment Management, Capital Markets, Valuation, Fixed Income, Hedge Funds, Private Equity, Alternative Investments
Education
University of Texas McCombs School of Business 1996 — 1998
MBA, Finance
The Johns Hopkins University 1988 — 1992
BA, Economics
AG Hill Partners, LLC 2009 - Present
Opsis Capital Management LP 2005 - 2009
Carlson Capital, L.P. 2000 - 2005
Raymond James Financial, Inc. 1998 - 2000
Skills
Portfolio Management, Oil & Gas Industry, Equities, Equity Research, Financial Modeling, Investment Management, Capital Markets, Valuation, Fixed Income, Hedge Funds, Private Equity, Alternative Investments
Education
University of Texas McCombs School of Business 1996 — 1998
MBA, Finance
The Johns Hopkins University 1988 — 1992
BA, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY