Macquarie Capital
Industry: Investment banking company
DescriptionMacquarie Group Limited is an Australian multinational independent investment bank and financial services company. CEO: Shemara Wikramanayake (Dec 1, 2018–) Headquarters: Sydney, Australia Assets under management: 496.7 billion AUD (2018) Subsidiaries: Thames Water, Macquarie Research, Arqiva,
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Macquarie Capital Employees
Employee
Years
Job
Industry
Daniel Barbeau Daniel Barbeau's Macquarie Capital Experience June 2015 - August 2015
Job Incoming Analyst at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital June 2015 - August 2015
Santander Bank, N.A. January 2015 - May 2015
InSiteful Translations August 2011 - May 2015
SC Department of Education May 2012 - July 2012
HABLA Project August 2011 - May 2012
Intercontinental Exchange February 2011 - February 2011
Skills
Project Finance Modeling, Renewable Energy Systems, Python, Geospatial Data, Linear Programming, Stochastic Modeling, VBA, Microsoft Excel, Crystal Ball, Data Mining, Google Analytics, Translation, Interpreting, Contract Translation, Public Speaking, Recruiting
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
B.S. in Business, Concentrations in Economics & Operations Research, 3.79 GPA
Sciences Po 2015 — 2015
International Business Exchange Program, Economics & Political Science
Beijing Language and Culture University 2012 — 2013
Mandarin
Macquarie Capital June 2015 - August 2015
Santander Bank, N.A. January 2015 - May 2015
InSiteful Translations August 2011 - May 2015
SC Department of Education May 2012 - July 2012
HABLA Project August 2011 - May 2012
Intercontinental Exchange February 2011 - February 2011
Skills
Project Finance Modeling, Renewable Energy Systems, Python, Geospatial Data, Linear Programming, Stochastic Modeling, VBA, Microsoft Excel, Crystal Ball, Data Mining, Google Analytics, Translation, Interpreting, Contract Translation, Public Speaking, Recruiting
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
B.S. in Business, Concentrations in Economics & Operations Research, 3.79 GPA
Sciences Po 2015 — 2015
International Business Exchange Program, Economics & Political Science
Beijing Language and Culture University 2012 — 2013
Mandarin
Vincent Tsai Vincent Tsai's Macquarie Capital Experience 2009 - 2011
Job VP of Operations & Chief Financial Officer at Leeo, Inc.
Industry Venture Capital & Private Equity
Experience
Leeo June 2014 - Present
Hercules Technology Growth Capital 2012 - May 2014
TEN: The Enthusiast Network 2012 - 2012
Macquarie Capital 2009 - 2011
Deutsche Bank 2006 - 2009
Houlihan Lokey 2004 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Mergers, Due Diligence, Venture Capital, Equities, Financial Analysis, LBO, Capital Markets, M&A experience, Hedge Funds, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Business Development, Strategic Partnerships, Start-ups, SaaS
Education
Princeton University
Bachelor of Arts (B.A.), Economics, Politics
Columbia University - Columbia Business School
Management & Entrepreneurship
St. Francis High School
Leeo June 2014 - Present
Hercules Technology Growth Capital 2012 - May 2014
TEN: The Enthusiast Network 2012 - 2012
Macquarie Capital 2009 - 2011
Deutsche Bank 2006 - 2009
Houlihan Lokey 2004 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Mergers, Due Diligence, Venture Capital, Equities, Financial Analysis, LBO, Capital Markets, M&A experience, Hedge Funds, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Business Development, Strategic Partnerships, Start-ups, SaaS
Education
Princeton University
Bachelor of Arts (B.A.), Economics, Politics
Columbia University - Columbia Business School
Management & Entrepreneurship
St. Francis High School
Nicholas Pucci Nicholas Pucci's Macquarie Capital Experience July 2012 - September 2012
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
Prospect Capital Management September 2013 - July 2015
Macquarie Capital July 2012 - September 2012
Macquarie Capital November 2009 - June 2012
Macquarie Capital June 2008 - August 2008
Wolf & Associates September 2007 - December 2007
MetLife June 2007 - August 2007
Skills
Financial Modeling, Bloomberg, LBO, Investment Banking, Financial Analysis, Valuation, Private Equity, Corporate Finance, Economics, Capital Markets, Fixed Income, Due Diligence
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
The Johns Hopkins University 2005 — 2009
BA, Economics
La Salle College High School 2001 — 2005
Prospect Capital Management September 2013 - July 2015
Macquarie Capital July 2012 - September 2012
Macquarie Capital November 2009 - June 2012
Macquarie Capital June 2008 - August 2008
Wolf & Associates September 2007 - December 2007
MetLife June 2007 - August 2007
Skills
Financial Modeling, Bloomberg, LBO, Investment Banking, Financial Analysis, Valuation, Private Equity, Corporate Finance, Economics, Capital Markets, Fixed Income, Due Diligence
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
The Johns Hopkins University 2005 — 2009
BA, Economics
La Salle College High School 2001 — 2005
Pierre Mordacq Pierre Mordacq's Macquarie Capital Experience 2007 - 2010
Job Partner at Atlanvest / CoFounder, CEO at Craft Atlantic
Industry Investment Management
Experience
Atlanvest October 2010 - Present
Craft Atlantic 2013 - Present
Macquarie Capital 2007 - 2010
Roland Berger 2000 - 2003
Bouygues Construction 1996 - 2000
Skills
Private Equity, Valuation, Financial Modeling, Investments, Project Finance, Finance, Corporate Finance, Equities, Consumer Goods, Retail, Due Diligence, Mergers & Acquisitions, Financial Structuring
Education
Columbia University - Columbia Business School
MBA, Venture Capital / Investment Management, Dean List, 2007
Institut d'Etudes politiques de Paris / Sciences Po Paris 1994 — 1996
MS Economics
Atlanvest October 2010 - Present
Craft Atlantic 2013 - Present
Macquarie Capital 2007 - 2010
Roland Berger 2000 - 2003
Bouygues Construction 1996 - 2000
Skills
Private Equity, Valuation, Financial Modeling, Investments, Project Finance, Finance, Corporate Finance, Equities, Consumer Goods, Retail, Due Diligence, Mergers & Acquisitions, Financial Structuring
Education
Columbia University - Columbia Business School
MBA, Venture Capital / Investment Management, Dean List, 2007
Institut d'Etudes politiques de Paris / Sciences Po Paris 1994 — 1996
MS Economics
Brooks Corcoran Brooks Corcoran's Macquarie Capital Experience June 2013 - August 2013
Job Analyst at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Group August 2014 - Present
Aquatic Safaris and Diver’s Emporium March 2012 - July 2014
Macquarie Capital June 2013 - August 2013
IronGate Partners, Inc. December 2012 - 2013
Skills
Microsoft Excel, Customer Service, PowerPoint, Teamwork, Sales, Outlook, Time Management, Research, Public Speaking, Leadership, Team Leadership, Bloomberg Terminal, Management, CRM
Education
University of North Carolina at Wilmington 2012 — 2013
Bachelor of Science (BS), Finance
United States Military Academy 2009 — 2011
Macquarie Group August 2014 - Present
Aquatic Safaris and Diver’s Emporium March 2012 - July 2014
Macquarie Capital June 2013 - August 2013
IronGate Partners, Inc. December 2012 - 2013
Skills
Microsoft Excel, Customer Service, PowerPoint, Teamwork, Sales, Outlook, Time Management, Research, Public Speaking, Leadership, Team Leadership, Bloomberg Terminal, Management, CRM
Education
University of North Carolina at Wilmington 2012 — 2013
Bachelor of Science (BS), Finance
United States Military Academy 2009 — 2011
Ram Rao Ram Rao's Macquarie Capital Experience 2011 - Present
Job Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital 2011 - Present
Trading Cross Connects 2009 - 2011
Barclays Capital 2000 - 2009
Merrill Lynch 1999 - 2000
UBS 1998 - 1999
Oliver Wyman 1996 - 1998
Booz Allen Hamilton 1992 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MBA
Ohio Wesleyan University
BA
University of Pennsylvania
MSE
Macquarie Capital 2011 - Present
Trading Cross Connects 2009 - 2011
Barclays Capital 2000 - 2009
Merrill Lynch 1999 - 2000
UBS 1998 - 1999
Oliver Wyman 1996 - 1998
Booz Allen Hamilton 1992 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MBA
Ohio Wesleyan University
BA
University of Pennsylvania
MSE
Swathi Pandalaneni Swathi Pandalaneni's Macquarie Capital Experience February 2005 - December 2008
Job Manager of Financial Planning and Analysis at Cox Automotive
Industry Investment Banking
Experience
Cox Automotive Inc. April 2014 - Present
EY - M&A Division July 2012 - July 2013
Goldman Sachs - Investment Banking Division March 2011 - May 2012
Macquarie Funds Group January 2009 - February 2011
Macquarie Capital February 2005 - December 2008
Education
The University of Western Australia 2012 — 2013
Graduate Diploma in Oil and Gas Engineering, Distinction
The University of Western Australia 2000 — 2004
Bachelor of Engineering (BE), Information Technology, First Class Honours
The University of Western Australia 2000 — 2004
Bachelor of Commerce (BCom), Corporate Finance, Investment Finance, Quantitative Finance, Distinction
Cox Automotive Inc. April 2014 - Present
EY - M&A Division July 2012 - July 2013
Goldman Sachs - Investment Banking Division March 2011 - May 2012
Macquarie Funds Group January 2009 - February 2011
Macquarie Capital February 2005 - December 2008
Education
The University of Western Australia 2012 — 2013
Graduate Diploma in Oil and Gas Engineering, Distinction
The University of Western Australia 2000 — 2004
Bachelor of Engineering (BE), Information Technology, First Class Honours
The University of Western Australia 2000 — 2004
Bachelor of Commerce (BCom), Corporate Finance, Investment Finance, Quantitative Finance, Distinction
Michelle Wendling Michelle Wendling's Macquarie Capital Experience September 2009 - September 2011
Job Assistant Vice President, Credit Suisse
Industry Investment Management
Experience
Credit Suisse April 2012 - Present
Macquarie Capital September 2009 - September 2011
Barclays Capital February 2008 - June 2009
CIBC World Markets July 2007 - January 2008
Education
Queen's University 2004 — 2007
Bachelor of Commerce
Credit Suisse April 2012 - Present
Macquarie Capital September 2009 - September 2011
Barclays Capital February 2008 - June 2009
CIBC World Markets July 2007 - January 2008
Education
Queen's University 2004 — 2007
Bachelor of Commerce
Nicholas Yun's Macquarie Capital Experience December 2014 - Present
Job Incoming Investment Banking Summer Analyst at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital December 2014 - Present
Siemer & Associates September 2014 - December 2014
ECHELON-Partners June 2014 - September 2014
The Tribula Group January 2014 - May 2014
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Business Economics & Minor in Accounting, Junior
Macquarie Capital December 2014 - Present
Siemer & Associates September 2014 - December 2014
ECHELON-Partners June 2014 - September 2014
The Tribula Group January 2014 - May 2014
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Business Economics & Minor in Accounting, Junior
Jeff Muir Jeff Muir's Macquarie Capital Experience February 2014 - Present
Job Project Development Associate at Macquarie Capital
Industry Renewables & Environment
Experience
Macquarie Capital February 2014 - Present
Belectric, Inc. October 2011 - February 2014
Integrated Science Solutions September 2009 - October 2011
Skills
Renewable Energy, Water, Sustainability, Environmental Compliance, Energy Efficiency, Cleantech, Entrepreneurship, Environmental Policy, Business Development, Solar Energy, Program Management, Energy, Contract Negotiation, Contract Management, Proposal Writing, Environmental..., Environmental Awareness, Water Resources, Environmental Impact..., Wastewater Treatment
Education
Stanford University 2008 — 2009
M.S., Civil and Environmental Engineering
Villanova University 2004 — 2008
B.S., Civil and Environmental Engineering, General Minor in Business
Macquarie Capital February 2014 - Present
Belectric, Inc. October 2011 - February 2014
Integrated Science Solutions September 2009 - October 2011
Skills
Renewable Energy, Water, Sustainability, Environmental Compliance, Energy Efficiency, Cleantech, Entrepreneurship, Environmental Policy, Business Development, Solar Energy, Program Management, Energy, Contract Negotiation, Contract Management, Proposal Writing, Environmental..., Environmental Awareness, Water Resources, Environmental Impact..., Wastewater Treatment
Education
Stanford University 2008 — 2009
M.S., Civil and Environmental Engineering
Villanova University 2004 — 2008
B.S., Civil and Environmental Engineering, General Minor in Business
Will Mirshak's Macquarie Capital Experience January 2010 - September 2011
Job Vice President at Mesirow Advanced Strategies
Industry Investment Management
Experience
Macquarie Capital January 2010 - September 2011
Chanin Capital Partners June 2007 - July 2009
Wells Fargo Securities June 2004 - June 2007
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategic Management, Marketing
University of Richmond 2000 — 2004
B.S.B.A, Economics, Finance
Seoul Foreign School
Macquarie Capital January 2010 - September 2011
Chanin Capital Partners June 2007 - July 2009
Wells Fargo Securities June 2004 - June 2007
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategic Management, Marketing
University of Richmond 2000 — 2004
B.S.B.A, Economics, Finance
Seoul Foreign School
Hamish Kidd Hamish Kidd's Macquarie Capital Experience February 2009 - Present
Job Vice President at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital February 2009 - Present
Bank of New Zealand November 2007 - February 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance
Education
INSEAD 2011 — 2013
Masters of Finance (Investment Banking), Finance
University of Canterbury 2005 — 2008
BCom (Hons), BA, Economics, French
Macquarie Capital February 2009 - Present
Bank of New Zealand November 2007 - February 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance
Education
INSEAD 2011 — 2013
Masters of Finance (Investment Banking), Finance
University of Canterbury 2005 — 2008
BCom (Hons), BA, Economics, French
Brandon Saldana Brandon Saldana's Macquarie Capital Experience July 2013 - Present
Job Leveraged Finance / Financial Sponsors Analyst at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital July 2013 - Present
MAStorage Inc. January 2011 - April 2012
Goldman Sachs June 2011 - August 2011
DKMS Americas June 2009 - August 2009
Skills
Investment Banking, Bloomberg, Entrepreneurship, Microsoft Excel, PowerPoint, Sales, Social Media, Start-ups
Education
Amherst College 2009 — 2013
Bachelors of Arts, Mathematics
Chaminade High School 2005 — 2009
Macquarie Capital July 2013 - Present
MAStorage Inc. January 2011 - April 2012
Goldman Sachs June 2011 - August 2011
DKMS Americas June 2009 - August 2009
Skills
Investment Banking, Bloomberg, Entrepreneurship, Microsoft Excel, PowerPoint, Sales, Social Media, Start-ups
Education
Amherst College 2009 — 2013
Bachelors of Arts, Mathematics
Chaminade High School 2005 — 2009
Desi Co Desi Co's Macquarie Capital Experience November 2010 - September 2012
Job Managing Partner at Accord Group Holdings LLC
Industry Investment Banking
Experience
Accord Group Holdings LLC October 2012 - Present
Compass Equity Advisors LLC October 2006 - Present
Macquarie Capital November 2010 - September 2012
Presidio Partners LLC 2003 - November 2010
Banc of America Securities 1997 - 2003
Ernst & Young September 1992 - June 1995
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA, Finance
University of California, Los Angeles 1987 — 1992
BA, Business Economics
Accord Group Holdings LLC October 2012 - Present
Compass Equity Advisors LLC October 2006 - Present
Macquarie Capital November 2010 - September 2012
Presidio Partners LLC 2003 - November 2010
Banc of America Securities 1997 - 2003
Ernst & Young September 1992 - June 1995
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA, Finance
University of California, Los Angeles 1987 — 1992
BA, Business Economics
Sahil Amin Sahil Amin's Macquarie Capital Experience 2011 - 2013
Job Associate Vice President at The CIM Group
Industry Real Estate
Experience
The JBG Companies June 2014 - August 2014
Macquarie Capital 2011 - 2013
Macquarie Capital 2008 - 2011
Skills
Financial Modeling, Valuation, Public Private..., Infrastructure..., Project Finance, M&A, Private Equity, Mergers & Acquisitions, Investment Banking, Infrastructure, Public/private..., Capital Markets, Strategy, Corporate Finance, Bloomberg, Emerging Markets, Equities, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Real Estate, Management & Strategy
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science (BS), Finance and Economics
The JBG Companies June 2014 - August 2014
Macquarie Capital 2011 - 2013
Macquarie Capital 2008 - 2011
Skills
Financial Modeling, Valuation, Public Private..., Infrastructure..., Project Finance, M&A, Private Equity, Mergers & Acquisitions, Investment Banking, Infrastructure, Public/private..., Capital Markets, Strategy, Corporate Finance, Bloomberg, Emerging Markets, Equities, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Real Estate, Management & Strategy
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science (BS), Finance and Economics
Patrick Scanlan Patrick Scanlan's Macquarie Capital Experience August 2013 - Present
Job Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital August 2013 - Present
J.P. Morgan July 2008 - July 2013
Bear Stearns January 1997 - March 2008
J.P. Morgan June 1995 - January 1997
Boeing (DeHavilland Division) 1989 - 1993
U.S. Army, NATO, West Germany 1984 - 1989
Skills
Finance, Technical Analysis, Due Diligence, Process Improvement, Mergers, Operational Risk..., Business Strategy, Operations Management, Commodity, Program Management, Mergers & Acquisitions, Investment Strategies, Venture Capital, Sales, Leadership, Equity Trading, Investment Management, Relationship Management, Financial Services, Executive Management, Cross-functional Team..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, Ecomonics
ARMY RANGER at Fort Benning, GA 1985 — 1985
RANGER TAB, Winter
United States Military Academy at West Point 1980 — 1984
Bachelor of Science (B.S.), Mechanical Engineering
Macquarie Capital August 2013 - Present
J.P. Morgan July 2008 - July 2013
Bear Stearns January 1997 - March 2008
J.P. Morgan June 1995 - January 1997
Boeing (DeHavilland Division) 1989 - 1993
U.S. Army, NATO, West Germany 1984 - 1989
Skills
Finance, Technical Analysis, Due Diligence, Process Improvement, Mergers, Operational Risk..., Business Strategy, Operations Management, Commodity, Program Management, Mergers & Acquisitions, Investment Strategies, Venture Capital, Sales, Leadership, Equity Trading, Investment Management, Relationship Management, Financial Services, Executive Management, Cross-functional Team..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, Ecomonics
ARMY RANGER at Fort Benning, GA 1985 — 1985
RANGER TAB, Winter
United States Military Academy at West Point 1980 — 1984
Bachelor of Science (B.S.), Mechanical Engineering
Hahn Lin Hahn Lin's Macquarie Capital Experience 2009 - 2011
Job Affiliate Management Associate at OMAM
Industry Investment Management
Experience
OMAM (Old Mutual Asset Management) 2014 - Present
Palladin Consumer Retail Partners 2012 - 2014
Quadrant Management 2011 - 2012
Macquarie Capital 2009 - 2011
Education
New York University - Leonard N. Stern School of Business
Bachelor’s Degree, Finance
The University of Hong Kong
International Business Exchange Program (IBEX)
Level II Candidate in the CFA Program
OMAM (Old Mutual Asset Management) 2014 - Present
Palladin Consumer Retail Partners 2012 - 2014
Quadrant Management 2011 - 2012
Macquarie Capital 2009 - 2011
Education
New York University - Leonard N. Stern School of Business
Bachelor’s Degree, Finance
The University of Hong Kong
International Business Exchange Program (IBEX)
Level II Candidate in the CFA Program
Alex DeOteris's Macquarie Capital Experience October 2009 - May 2013
Job Vice President at Synterra Capital Management LLC
Industry Financial Services
Experience
Synterra Capital Management LLC March 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - March 2014
Macquarie Capital October 2009 - May 2013
Lehman Brothers / Barclays Capital 2008 - 2009
Skills
Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Private Equity, Valuation, Due Diligence, Investments, Derivatives, Mergers, Fixed Income, Equities, Bloomberg, Spanish, Mergers & Acquisitions, Capital Markets, Finance, Financial Services, Alternative Investments
Education
Bucknell University
BA, Political Economy, Spanish Language & Literature
Boston College
Synterra Capital Management LLC March 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - March 2014
Macquarie Capital October 2009 - May 2013
Lehman Brothers / Barclays Capital 2008 - 2009
Skills
Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Private Equity, Valuation, Due Diligence, Investments, Derivatives, Mergers, Fixed Income, Equities, Bloomberg, Spanish, Mergers & Acquisitions, Capital Markets, Finance, Financial Services, Alternative Investments
Education
Bucknell University
BA, Political Economy, Spanish Language & Literature
Boston College
Greg Najarian, CFA Greg Najarian, CFA's Macquarie Capital Experience August 2014 - August 2015
Job Associate at Centre Lane Partners, LLC
Industry Venture Capital & Private Equity
Experience
Centre Lane Partners, LLC September 2015 - Present
Macquarie Capital August 2014 - August 2015
Rex Capital Advisors September 2011 - July 2014
Fidelity Investments June 2009 - August 2010
Skills
Financial Modeling, Finance, Accounting, Analysis, Microsoft Excel, Sales, Strategic Planning, Microsoft Office, Insurance, Customer Service, Data Analysis, Financial Reporting, PowerPoint, Word, Excel
Education
Bryant University 2007 — 2011
B.S.B.A, Finance
Bishop Feehan High School 2003 — 2007
Centre Lane Partners, LLC September 2015 - Present
Macquarie Capital August 2014 - August 2015
Rex Capital Advisors September 2011 - July 2014
Fidelity Investments June 2009 - August 2010
Skills
Financial Modeling, Finance, Accounting, Analysis, Microsoft Excel, Sales, Strategic Planning, Microsoft Office, Insurance, Customer Service, Data Analysis, Financial Reporting, PowerPoint, Word, Excel
Education
Bryant University 2007 — 2011
B.S.B.A, Finance
Bishop Feehan High School 2003 — 2007
Matthew Derr's Macquarie Capital Experience March 2015 - Present
Job Associate Leveraged Finance
Industry Investment Banking
Experience
Macquarie Capital March 2015 - Present
Bank of America Merrill Lynch July 2011 - March 2015
Bank of America Merrill Lynch June 2009 - July 2011
Education
Penn State University 2005 — 2009
BS, Finance, minor in Economics
Macquarie Capital March 2015 - Present
Bank of America Merrill Lynch July 2011 - March 2015
Bank of America Merrill Lynch June 2009 - July 2011
Education
Penn State University 2005 — 2009
BS, Finance, minor in Economics
Cezary Podkul's Macquarie Capital Experience August 2007 - August 2008
Job Reporter at ProPublica
Industry Writing and Editing
Experience
ProPublica May 2014 - Present
Reuters September 2011 - May 2014
The Washington Post June 2011 - September 2011
Stabile Center For Investigative Journalism September 2009 - May 2011
Infrastructure Investor Magazine August 2008 - May 2011
Macquarie Capital August 2007 - August 2008
Philadelphia Business Journal 2006 - 2007
Skills
Computer-Assisted..., Data Analysis, Regression Analysis, Journalism, Publishing, Magazines, Financial Modeling, Investigative Reporting, Editing, Social Media, Copy Editing, Copywriting, Feature Articles, Blogging, Proofreading, Research, Newspaper, Computer-assisted..., Publications, Newspapers, Editorial, Reporting & Analysis
Education
Columbia University - Graduate School of Journalism 2009 — 2011
MS, Investigative Journalism, Digital Journalism, Graduated with Honors
University of Pennsylvania 2002 — 2006
Bachelor of Arts, Philosophy
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science, Management
University of Melbourne 2005 — 2005
ProPublica May 2014 - Present
Reuters September 2011 - May 2014
The Washington Post June 2011 - September 2011
Stabile Center For Investigative Journalism September 2009 - May 2011
Infrastructure Investor Magazine August 2008 - May 2011
Macquarie Capital August 2007 - August 2008
Philadelphia Business Journal 2006 - 2007
Skills
Computer-Assisted..., Data Analysis, Regression Analysis, Journalism, Publishing, Magazines, Financial Modeling, Investigative Reporting, Editing, Social Media, Copy Editing, Copywriting, Feature Articles, Blogging, Proofreading, Research, Newspaper, Computer-assisted..., Publications, Newspapers, Editorial, Reporting & Analysis
Education
Columbia University - Graduate School of Journalism 2009 — 2011
MS, Investigative Journalism, Digital Journalism, Graduated with Honors
University of Pennsylvania 2002 — 2006
Bachelor of Arts, Philosophy
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science, Management
University of Melbourne 2005 — 2005
Charlie Baynes-Reid Charlie Baynes-Reid's Macquarie Capital Experience April 2005 - February 2014
Job Partner at River Hollow Partners, President & Chairman of Macro Energy Services
Industry Financial Services
Experience
River Hollow Partners March 2014 - Present
Macro Energy Services April 2015 - Present
Macquarie Capital April 2005 - February 2014
Minter Ellison July 2004 - April 2005
Simmons & Simmons March 1999 - July 2004
Skills
Private Equity, Mergers, Joint Ventures, Mergers & Acquisitions, Due Diligence, Capital Markets, Corporate Law, Corporate Governance, Corporate Finance, Equities, M&A experience, Structured Finance, IPO, Private Placements, Securities Regulation, Financial Structuring, Cross-border...
Education
College of Law, Store Street, London 1997 — 1998
LPC
City University London 1994 — 1997
LLB, Business Law
River Hollow Partners March 2014 - Present
Macro Energy Services April 2015 - Present
Macquarie Capital April 2005 - February 2014
Minter Ellison July 2004 - April 2005
Simmons & Simmons March 1999 - July 2004
Skills
Private Equity, Mergers, Joint Ventures, Mergers & Acquisitions, Due Diligence, Capital Markets, Corporate Law, Corporate Governance, Corporate Finance, Equities, M&A experience, Structured Finance, IPO, Private Placements, Securities Regulation, Financial Structuring, Cross-border...
Education
College of Law, Store Street, London 1997 — 1998
LPC
City University London 1994 — 1997
LLB, Business Law
Yang Zhao's Macquarie Capital Experience July 2014 - Present
Job Summer Intern at Macquarie Capital
Industry Management Consulting
Experience
Macquarie Capital July 2014 - Present
PwC Consulting May 2014 - June 2014
Bain & Company November 2012 - December 2012
GE Energy September 2012 - October 2012
PwC Consulting June 2012 - August 2012
AkzoNobel July 2011 - July 2011
Skills
Management Consulting, Soccer, Hotel Loyalty Program, Frequent Flyer Program, Mileage Run, Credit Card Analytics, Photography, Microsoft Office, Market Entry
Education
Duke University 2013 — 2015
Master of Arts (M.A.), Liberal Arts and Sciences
Xi'an Jiaotong University 2009 — 2013
Bachelor's Degree, English Language and Literature
Macquarie Capital July 2014 - Present
PwC Consulting May 2014 - June 2014
Bain & Company November 2012 - December 2012
GE Energy September 2012 - October 2012
PwC Consulting June 2012 - August 2012
AkzoNobel July 2011 - July 2011
Skills
Management Consulting, Soccer, Hotel Loyalty Program, Frequent Flyer Program, Mileage Run, Credit Card Analytics, Photography, Microsoft Office, Market Entry
Education
Duke University 2013 — 2015
Master of Arts (M.A.), Liberal Arts and Sciences
Xi'an Jiaotong University 2009 — 2013
Bachelor's Degree, English Language and Literature
Matthew Belsky Matthew Belsky's Macquarie Capital Experience June 2011 - July 2014
Job Pursuing a Doctorate in Physical Therapy
Industry Health, Wellness and Fitness
Experience
Macquarie Capital June 2011 - July 2014
AWS Truepower May 2006 - June 2011
Education
Austin Community College 2014 — 2016
University at Albany, SUNY 2007 — 2011
MA, Geography
Skidmore College 2002 — 2006
BS, Art
Macquarie Capital June 2011 - July 2014
AWS Truepower May 2006 - June 2011
Education
Austin Community College 2014 — 2016
University at Albany, SUNY 2007 — 2011
MA, Geography
Skidmore College 2002 — 2006
BS, Art
Srikanth (Sri) Malladi Srikanth (Sri) Malladi's Macquarie Capital Experience April 2011 - December 2012
Job Director at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York September 2014 - Present
Hertz August 2012 - September 2014
Macquarie Capital April 2011 - December 2012
Bank of America Merrill Lynch August 2009 - 2010
The Duschossois Group March 2009 - June 2009
Banc of America Securities June 2008 - August 2008
Microsoft June 2002 - August 2007
Convergys Corporation June 2001 - June 2003
Skills
Industrials, Investment Banking, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Business Strategy, Competitive Analysis, Corporate Development, Client Interfacing, M&A experience, Strategic Planning, Management, Mentoring, High Yield Bonds, IPO, New Business Development, Product Management, Business Development, Finance, Analysis, Program Management, Market Research, Leadership, Integration, Equities, Strategy, Mergers & Acquisitions, Venture Capital, Capital Markets, Acquisitions, Financial Structuring, LBO, Emerging Markets, Acquisition Integration, Divestitures
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Entrepreneurship, Accounting
University of Cincinnati 1998 — 2001
Masters of Engineering, Computer Engineering
Indian Institute of Technology, Madras 1994 — 1998
B.Tech, Metallurgical Engineering
Federal Reserve Bank of New York September 2014 - Present
Hertz August 2012 - September 2014
Macquarie Capital April 2011 - December 2012
Bank of America Merrill Lynch August 2009 - 2010
The Duschossois Group March 2009 - June 2009
Banc of America Securities June 2008 - August 2008
Microsoft June 2002 - August 2007
Convergys Corporation June 2001 - June 2003
Skills
Industrials, Investment Banking, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Business Strategy, Competitive Analysis, Corporate Development, Client Interfacing, M&A experience, Strategic Planning, Management, Mentoring, High Yield Bonds, IPO, New Business Development, Product Management, Business Development, Finance, Analysis, Program Management, Market Research, Leadership, Integration, Equities, Strategy, Mergers & Acquisitions, Venture Capital, Capital Markets, Acquisitions, Financial Structuring, LBO, Emerging Markets, Acquisition Integration, Divestitures
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Entrepreneurship, Accounting
University of Cincinnati 1998 — 2001
Masters of Engineering, Computer Engineering
Indian Institute of Technology, Madras 1994 — 1998
B.Tech, Metallurgical Engineering
Cooper Clifton Cooper Clifton's Macquarie Capital Experience July 2012 - April 2013
Job Director, Clifton Agency, Energy Division
Industry Oil & Energy
Experience
Clifton Insurance Agency, Inc. April 2013 - Present
Macquarie Capital July 2012 - April 2013
Dynamic Green Concepts, Inc July 2009 - July 2012
Skills
Sustainable Development, Climate Change, Renewable Energy, Energy, Oil/Gas, Risk Management, Consulting, Commercial Insurance, Environmental Awareness, Sustainability..., Green, Water, Recycling, Green Building, Energy Efficiency, Environmental..., Environmental Policy, Corporate Social..., Environmental Impact..., Environmental Compliance, Sustainable Business, Sustainable Design, Public Speaking, Oil & Gas Exploration, Offshore Wind Energy, Solar Energy, Sustainability, Sustainable Energy
Education
Texas Tech University Graduate School 2012 — 2013
Renewable Energy Development, Clean Energy Development
Texas Tech University 2005 — 2010
Bachelor of Science (BS), Natural Resources/Conservation/ Animal Science
Clifton Insurance Agency, Inc. April 2013 - Present
Macquarie Capital July 2012 - April 2013
Dynamic Green Concepts, Inc July 2009 - July 2012
Skills
Sustainable Development, Climate Change, Renewable Energy, Energy, Oil/Gas, Risk Management, Consulting, Commercial Insurance, Environmental Awareness, Sustainability..., Green, Water, Recycling, Green Building, Energy Efficiency, Environmental..., Environmental Policy, Corporate Social..., Environmental Impact..., Environmental Compliance, Sustainable Business, Sustainable Design, Public Speaking, Oil & Gas Exploration, Offshore Wind Energy, Solar Energy, Sustainability, Sustainable Energy
Education
Texas Tech University Graduate School 2012 — 2013
Renewable Energy Development, Clean Energy Development
Texas Tech University 2005 — 2010
Bachelor of Science (BS), Natural Resources/Conservation/ Animal Science
Ignacio Carballo Ignacio Carballo's Macquarie Capital Experience September 2011 - Present
Job Vice President Renewable Resources & Technology at Macquarie Capital
Industry Renewables & Environment
Experience
Macquarie Capital September 2011 - Present
AWS Truepower September 2006 - September 2011
enXco April 2000 - September 2006
CLC Ingenieros, Costa Rica July 1995 - March 2000
Skills
Wind, Wind Energy, Renewable Energy, Spanish, Due Diligence, Hydropower, Energy Assessment, Water Resources, Compressed Air Energy..., Solar Energy, Strategic Consulting, Mergers, Alternative Energy, Hydro, Mergers & Acquisitions, Engineering, Project Management, Feasibility Studies, Project Finance, Hydroelectric, Analysis, Construction, Contract Negotiation, Energy, Energy Efficiency, Photovoltaics, Power Generation
Education
Universidad Latina de Costa Rica
BS, Civil Engineer
Macquarie Capital September 2011 - Present
AWS Truepower September 2006 - September 2011
enXco April 2000 - September 2006
CLC Ingenieros, Costa Rica July 1995 - March 2000
Skills
Wind, Wind Energy, Renewable Energy, Spanish, Due Diligence, Hydropower, Energy Assessment, Water Resources, Compressed Air Energy..., Solar Energy, Strategic Consulting, Mergers, Alternative Energy, Hydro, Mergers & Acquisitions, Engineering, Project Management, Feasibility Studies, Project Finance, Hydroelectric, Analysis, Construction, Contract Negotiation, Energy, Energy Efficiency, Photovoltaics, Power Generation
Education
Universidad Latina de Costa Rica
BS, Civil Engineer
Benjamin Althaus's Macquarie Capital Experience August 2009 - August 2011
Job Vice President at AEA Investors LP
Industry Financial Services
Experience
AEA Investors LP September 2011 - Present
Macquarie Capital August 2009 - August 2011
St. Charles Capital August 2008 - August 2008
Macquarie Capital June 2008 - August 2008
Sparkasse June 2007 - August 2007
Skills
Investment Banking, Private Equity, M&A experience, Capital Markets, Equities, Equity Valuation, Venture Capital, Fixed Income, Mergers & Acquisitions, Investments, Financial Modeling, Banking
Education
University of Denver - Daniels College of Business 2007 — 2009
B.S.B.A., Finance
AEA Investors LP September 2011 - Present
Macquarie Capital August 2009 - August 2011
St. Charles Capital August 2008 - August 2008
Macquarie Capital June 2008 - August 2008
Sparkasse June 2007 - August 2007
Skills
Investment Banking, Private Equity, M&A experience, Capital Markets, Equities, Equity Valuation, Venture Capital, Fixed Income, Mergers & Acquisitions, Investments, Financial Modeling, Banking
Education
University of Denver - Daniels College of Business 2007 — 2009
B.S.B.A., Finance
Paul Yau Paul Yau's Macquarie Capital Experience 2003 - 2011
Job CoFounder of Yaye
Industry Internet
Experience
Yaye December 2013 - Present
General Assembly May 2014 - Present
Thomson Reuters 2012 - December 2013
Aviation Technical Services 2010 - 2011
Brek Manufacturing Company 2010 - 2011
Aircraft On Ground, Inc. 2010 - 2011
Macquarie Capital 2003 - 2011
Ernst & Young 2000 - 2002
Skills
Investments, Private Equity, Due Diligence, Mergers, Asset Management, Accounting, Corporate Finance, Restructuring, Project Finance, Operational Strategy, Portfolio Management, Financial Modeling, Asset Managment, Mergers & Acquisitions, Finance, Valuation, Business Strategy, Entrepreneurship, Investment Banking, Business Development, Strategy
Education
Institute of Chartered Accountants of Australia 2000 — 2001
Chartered Accountant
University of Melbourne 1996 — 1999
Bachelor of Commerce, Finance and Accounting
Yaye December 2013 - Present
General Assembly May 2014 - Present
Thomson Reuters 2012 - December 2013
Aviation Technical Services 2010 - 2011
Brek Manufacturing Company 2010 - 2011
Aircraft On Ground, Inc. 2010 - 2011
Macquarie Capital 2003 - 2011
Ernst & Young 2000 - 2002
Skills
Investments, Private Equity, Due Diligence, Mergers, Asset Management, Accounting, Corporate Finance, Restructuring, Project Finance, Operational Strategy, Portfolio Management, Financial Modeling, Asset Managment, Mergers & Acquisitions, Finance, Valuation, Business Strategy, Entrepreneurship, Investment Banking, Business Development, Strategy
Education
Institute of Chartered Accountants of Australia 2000 — 2001
Chartered Accountant
University of Melbourne 1996 — 1999
Bachelor of Commerce, Finance and Accounting
Ethan Goldwasser's Macquarie Capital Experience July 2013 - June 2014
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Macquarie Capital July 2013 - June 2014
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS)
Macquarie Capital July 2013 - June 2014
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS)
John Smolen John Smolen's Macquarie Capital Experience 2005 - 2008
Job Executive Vice President of Finance and CoFounder at Pintail Oil and Gas
Industry Oil & Energy
Experience
Pintail Oil and Gas 2013 - Present
HitecVision Private Equity 2011 - 2012
Milagro Exploration 2011 - 2011
Express Energy Services 2008 - 2009
Macquarie Capital 2005 - 2008
Skills
CFA charterholder
Education
INSEAD 2010 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at Austin 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Pintail Oil and Gas 2013 - Present
HitecVision Private Equity 2011 - 2012
Milagro Exploration 2011 - 2011
Express Energy Services 2008 - 2009
Macquarie Capital 2005 - 2008
Skills
CFA charterholder
Education
INSEAD 2010 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at Austin 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Will Baine Will Baine's Macquarie Capital Experience 2012 - June 2014
Job Associate at New York Private Equity Firm
Industry Venture Capital & Private Equity
Experience
New York Private Equity Firm August 2014 - Present
Macquarie Capital 2012 - June 2014
Macquarie Capital June 2011 - August 2011
Vision Ventures June 2010 - August 2010
Education
Middlebury College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Rye Country Day 2004 — 2008
New York Private Equity Firm August 2014 - Present
Macquarie Capital 2012 - June 2014
Macquarie Capital June 2011 - August 2011
Vision Ventures June 2010 - August 2010
Education
Middlebury College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Rye Country Day 2004 — 2008
Michael Bruder Michael Bruder's Macquarie Capital Experience January 2008 - January 2010
Job Senior Financial and Operating Professional
Industry Financial Services
Experience
Alpha Beta Holdings June 2012 - Present
RP Holdings Group, LLC May 2011 - September 2012
Macquarie Capital January 2008 - January 2010
CIBC World Markets July 2006 - January 2008
Miller Buckfire August 1999 - February 2005
Donaldson, Lufkin & Jenrette September 1990 - August 1999
Education
The University of Chicago 1993 — 1995
MBA, Finance & Accounting
University of Pennsylvania 1987 — 1990
BS Economics, Economics & Finance
Alpha Beta Holdings June 2012 - Present
RP Holdings Group, LLC May 2011 - September 2012
Macquarie Capital January 2008 - January 2010
CIBC World Markets July 2006 - January 2008
Miller Buckfire August 1999 - February 2005
Donaldson, Lufkin & Jenrette September 1990 - August 1999
Education
The University of Chicago 1993 — 1995
MBA, Finance & Accounting
University of Pennsylvania 1987 — 1990
BS Economics, Economics & Finance
Neel Lukka Neel Lukka's Macquarie Capital Experience July 2012 - May 2013
Job COO at Gata Labs Inc.
Industry Computer Software
Experience
Gata Labs Inc. June 2013 - Present
Macquarie Capital July 2012 - May 2013
Macquarie Capital July 2010 - June 2012
Scotiabank August 2009 - June 2010
Skills
Capital Markets, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Equities, Financial Analysis, Private Equity, Derivatives, Start-ups, Equity Research, Investments, Fixed Income, Venture Capital, Bloomberg, Portfolio Management, Hedge Funds, Due Diligence
Education
Queen's University 2005 — 2009
Commerce
The University of Manchester 2008 — 2008
Business
Appleby College 1999 — 2005
Gata Labs Inc. June 2013 - Present
Macquarie Capital July 2012 - May 2013
Macquarie Capital July 2010 - June 2012
Scotiabank August 2009 - June 2010
Skills
Capital Markets, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Equities, Financial Analysis, Private Equity, Derivatives, Start-ups, Equity Research, Investments, Fixed Income, Venture Capital, Bloomberg, Portfolio Management, Hedge Funds, Due Diligence
Education
Queen's University 2005 — 2009
Commerce
The University of Manchester 2008 — 2008
Business
Appleby College 1999 — 2005
Seth Fonti Seth Fonti's Macquarie Capital Experience August 2008 - May 2012
Job Financial Planning and Analysis at MUFG Americas
Industry Financial Services
Experience
MUFG Americas August 2012 - Present
Macquarie Capital August 2008 - May 2012
JP Morgan July 2007 - July 2008
Scotia Capital May 2006 - August 2006
AIG May 2004 - August 2005
AIG November 2002 - May 2004
AIG June 2001 - August 2001
Skills
Capital Markets, Fixed Income, Mergers, Capital Structure, Strategic Financial..., Financial Markets, Corporate Development, M&A execution, Cross-border M&A, Principal Investments, Capital Budgeting, Budget Process, CCAR, Regulatory Affairs, Strategy, Strategy Implementation, Finance, Strategic Finance
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Rollins College 1998 — 2002
BA, Communications
The Dwight Englewood School 1992 — 1998
MUFG Americas August 2012 - Present
Macquarie Capital August 2008 - May 2012
JP Morgan July 2007 - July 2008
Scotia Capital May 2006 - August 2006
AIG May 2004 - August 2005
AIG November 2002 - May 2004
AIG June 2001 - August 2001
Skills
Capital Markets, Fixed Income, Mergers, Capital Structure, Strategic Financial..., Financial Markets, Corporate Development, M&A execution, Cross-border M&A, Principal Investments, Capital Budgeting, Budget Process, CCAR, Regulatory Affairs, Strategy, Strategy Implementation, Finance, Strategic Finance
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Rollins College 1998 — 2002
BA, Communications
The Dwight Englewood School 1992 — 1998
Sagar Vora Sagar Vora's Macquarie Capital Experience July 2014 - Present
Job Investment Banking Analyst at Macquarie Group
Industry Investment Banking
Experience
Macquarie Capital July 2014 - Present
Prudential Financial June 2013 - August 2013
Symphony Asset Managemet January 2013 - May 2013
Travelers June 2012 - August 2012
University of California, Berkeley, Haas School of Business November 2010 - June 2011
UCLA June 2010 - August 2010
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree
Hollywood Senior High School 2008 — 2010
School for Advanced Studies (S.A.S.)
Macquarie Capital July 2014 - Present
Prudential Financial June 2013 - August 2013
Symphony Asset Managemet January 2013 - May 2013
Travelers June 2012 - August 2012
University of California, Berkeley, Haas School of Business November 2010 - June 2011
UCLA June 2010 - August 2010
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree
Hollywood Senior High School 2008 — 2010
School for Advanced Studies (S.A.S.)
Sophie Wiss Sophie Wiss's Macquarie Capital Experience October 2010 - January 2013
Job Recruiting Manager OfficeTeam Permanent Placement
Industry Staffing and Recruiting
Experience
Robert Half January 2013 - Present
Macquarie Capital October 2010 - January 2013
UBS Investment Bank June 2007 - August 2010
Skills
Recruiting, Permanent Placement, Permanent Staffing, Temporary Placement, Leadership, Marketing, Human Resources, Administrative..., Talent Acquisition, Onboarding, Technical Recruiting, Interviews, Employee Benefits, Building Relationships, Training, Social Networking, Management
Education
Bowdoin College 2002 — 2006
Bachelor of Arts (BA), Visual and Performing Arts
Blair Academy 1998 — 2002
Robert Half January 2013 - Present
Macquarie Capital October 2010 - January 2013
UBS Investment Bank June 2007 - August 2010
Skills
Recruiting, Permanent Placement, Permanent Staffing, Temporary Placement, Leadership, Marketing, Human Resources, Administrative..., Talent Acquisition, Onboarding, Technical Recruiting, Interviews, Employee Benefits, Building Relationships, Training, Social Networking, Management
Education
Bowdoin College 2002 — 2006
Bachelor of Arts (BA), Visual and Performing Arts
Blair Academy 1998 — 2002
Jacque Noel's Macquarie Capital Experience September 2014 - Present
Job Investment Banking Analyst at Macquarie Capital
Industry Banking
Experience
Macquarie Capital September 2014 - Present
IBERIABANK May 2013 - September 2014
IBERIABANK July 2012 - May 2013
Skills
Financial Modeling, Financial Analysis, Equities, PowerPoint, Valuation, Asset Management, Equity Research, Finance, Investments, Microsoft Excel, Portfolio Management, Bloomberg, Risk Management, Capital Markets, Corporate Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master of Finance
Tulane University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Macquarie Capital September 2014 - Present
IBERIABANK May 2013 - September 2014
IBERIABANK July 2012 - May 2013
Skills
Financial Modeling, Financial Analysis, Equities, PowerPoint, Valuation, Asset Management, Equity Research, Finance, Investments, Microsoft Excel, Portfolio Management, Bloomberg, Risk Management, Capital Markets, Corporate Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master of Finance
Tulane University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Nicholas Yulico, CFA Nicholas Yulico, CFA's Macquarie Capital Experience 2008 - 2013
Job REIT Analyst
Industry Financial Services
Experience
UBS Investment Bank June 2013 - Present
Macquarie Capital 2008 - 2013
Skills
Chartered Financial..., Equity Research, Valuation, Financial Modeling, Research, Equity Valuation, Equities, Investments, Journalism, Asset Managment
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance and Corporate Finance
University of California, Los Angeles
BA, Philosophy
UBS Investment Bank June 2013 - Present
Macquarie Capital 2008 - 2013
Skills
Chartered Financial..., Equity Research, Valuation, Financial Modeling, Research, Equity Valuation, Equities, Investments, Journalism, Asset Managment
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance and Corporate Finance
University of California, Los Angeles
BA, Philosophy
Chaitanya Shah Chaitanya Shah's Macquarie Capital Experience July 2012 - July 2013
Job Cofounder & Director of Development at Swish Labs
Industry Internet
Experience
Swish Labs October 2013 - Present
Macquarie Capital July 2012 - July 2013
RBC Capital Markets May 2011 - August 2011
Skills
Entrepreneurship, Ruby on Rails, Web Development, JavaScript, iOS development, Node.js, jQuery, HTML, CSS, Git, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Bloomberg, Microsoft Excel, Financial Analysis, Private Equity, Investments, Capital Markets, LBO, Venture Capital, Data Analysis, Research, VBA
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honors Business Administration (HBA)
Swish Labs October 2013 - Present
Macquarie Capital July 2012 - July 2013
RBC Capital Markets May 2011 - August 2011
Skills
Entrepreneurship, Ruby on Rails, Web Development, JavaScript, iOS development, Node.js, jQuery, HTML, CSS, Git, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Bloomberg, Microsoft Excel, Financial Analysis, Private Equity, Investments, Capital Markets, LBO, Venture Capital, Data Analysis, Research, VBA
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honors Business Administration (HBA)
Britni Seaholm Britni Seaholm's Macquarie Capital Experience August 2013 - Present
Job Senior Associate at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital August 2013 - Present
Macquarie Group October 2012 - Present
Rosin Steinhagen Mendel, Associate May 2008 - November 2010
The Honorable Susan Larabee January 2008 - May 2008
Professor Nadine Strossen August 2007 - May 2008
NYC Media Group June 2007 - August 2007
Hymson, Goldstein & Pantiliat February 2006 - August 2006
Skills
Legal Compliance, Legal Services, Legal Research, Corporate Communications, Corporate Governance, Family Law, Non-profits, Legal Assistance, Event Planning, Expense Management, Project Management, Client Liaison, Multi Tasking, Team-oriented, Office Support, Proactive self-starter, Detailed-Oriented, Project Finance, Nonprofits, Due Diligence
Education
New York Law School 2006 — 2009
Juris Doctorate
Arizona State University
Bachelor of Arts, Communication
Macquarie Capital August 2013 - Present
Macquarie Group October 2012 - Present
Rosin Steinhagen Mendel, Associate May 2008 - November 2010
The Honorable Susan Larabee January 2008 - May 2008
Professor Nadine Strossen August 2007 - May 2008
NYC Media Group June 2007 - August 2007
Hymson, Goldstein & Pantiliat February 2006 - August 2006
Skills
Legal Compliance, Legal Services, Legal Research, Corporate Communications, Corporate Governance, Family Law, Non-profits, Legal Assistance, Event Planning, Expense Management, Project Management, Client Liaison, Multi Tasking, Team-oriented, Office Support, Proactive self-starter, Detailed-Oriented, Project Finance, Nonprofits, Due Diligence
Education
New York Law School 2006 — 2009
Juris Doctorate
Arizona State University
Bachelor of Arts, Communication
Ben Jurgeson Ben Jurgeson's Macquarie Capital Experience August 2014 - Present
Job Analyst at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital August 2014 - Present
Creighton University August 2013 - May 2014
FolioMetrix October 2013 - January 2014
Creighton University August 2013 - December 2013
Wolfe Research Securities June 2013 - August 2013
H. Roe Bartle Scout Reservation May 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Accounting, Microsoft Word, Microsoft Office, Finance, Outlook, Customer Service, Research, Teamwork, Leadership, Social Media, Financial Modeling, Data Analysis, Valuation, Analysis
Education
Creighton University's Heider College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Macquarie Capital August 2014 - Present
Creighton University August 2013 - May 2014
FolioMetrix October 2013 - January 2014
Creighton University August 2013 - December 2013
Wolfe Research Securities June 2013 - August 2013
H. Roe Bartle Scout Reservation May 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Accounting, Microsoft Word, Microsoft Office, Finance, Outlook, Customer Service, Research, Teamwork, Leadership, Social Media, Financial Modeling, Data Analysis, Valuation, Analysis
Education
Creighton University's Heider College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Christina Mellinger Christina Mellinger's Macquarie Capital Experience September 2009 - August 2011
Job EM Fixed Income Sales at Commerzbank AG
Industry Banking
Experience
Commerzbank AG September 2014 - Present
VTB Capital May 2012 - August 2013
Credit Agricole CIB August 2011 - April 2012
Macquarie Capital September 2009 - August 2011
Credit Suisse Securities July 2002 - January 2009
Skills
Emerging Markets, Fixed Income, Derivatives, FX Options, Capital Markets, Investment Banking, Interest Rate..., Hedge Funds, Financial Markets, Credit Derivatives, FX trading, Trading, Swaps, Bloomberg, Bonds, Options, Equity Derivatives, Electronic Trading, Structured Products, Trading Systems, Foreign Exchange
Education
Georgetown University - The McDonough School of Business 1999 — 2001
BSBA, Finance
Duke University 1997 — 1999
Economics
Commerzbank AG September 2014 - Present
VTB Capital May 2012 - August 2013
Credit Agricole CIB August 2011 - April 2012
Macquarie Capital September 2009 - August 2011
Credit Suisse Securities July 2002 - January 2009
Skills
Emerging Markets, Fixed Income, Derivatives, FX Options, Capital Markets, Investment Banking, Interest Rate..., Hedge Funds, Financial Markets, Credit Derivatives, FX trading, Trading, Swaps, Bloomberg, Bonds, Options, Equity Derivatives, Electronic Trading, Structured Products, Trading Systems, Foreign Exchange
Education
Georgetown University - The McDonough School of Business 1999 — 2001
BSBA, Finance
Duke University 1997 — 1999
Economics
Adam Hudson Adam Hudson's Macquarie Capital Experience July 2013 - January 2014
Job Director of Strategy and Business Development at LexisNexis Risk Solutions
Industry Information Services
Experience
LexisNexis Risk Solutions June 2015 - Present
Alvarez & Marsal Private Equity Services LLC January 2014 - May 2015
Macquarie Capital July 2013 - January 2014
Alvarez & Marsal Private Equity Services LLC May 2010 - January 2013
Alvarez & Marsal Business Consulting, LLC June 2007 - May 2010
Capgemini January 2006 - May 2007
Siemens September 2004 - September 2005
Radio Systems Corp. August 2002 - August 2004
Skills
Mergers & Acquisitions, Strategy, Due Diligence, Business Strategy, Management Consulting, Competitive Analysis, Private Equity, Financial Modeling, Market Analysis, Restructuring, Acquisition Integration, Business Process..., Process Improvement, Program Management, Change Management, Market Research, Strategic Sourcing, Investment Banking, Corporate Strategy..., Interim Management, Mergers, Leveraged Finance, Strategic Planning, Project Management, Leadership, Valuation, Management, Analysis, Consulting, Financial Analysis, Finance, Corporate Finance, Performance Improvement
Education
Columbia Business School 2012 — 2013
MBA, Finance & Accounting
Georgia Institute of Technology 2001 — 2005
BS, Industrial Engineering
LexisNexis Risk Solutions June 2015 - Present
Alvarez & Marsal Private Equity Services LLC January 2014 - May 2015
Macquarie Capital July 2013 - January 2014
Alvarez & Marsal Private Equity Services LLC May 2010 - January 2013
Alvarez & Marsal Business Consulting, LLC June 2007 - May 2010
Capgemini January 2006 - May 2007
Siemens September 2004 - September 2005
Radio Systems Corp. August 2002 - August 2004
Skills
Mergers & Acquisitions, Strategy, Due Diligence, Business Strategy, Management Consulting, Competitive Analysis, Private Equity, Financial Modeling, Market Analysis, Restructuring, Acquisition Integration, Business Process..., Process Improvement, Program Management, Change Management, Market Research, Strategic Sourcing, Investment Banking, Corporate Strategy..., Interim Management, Mergers, Leveraged Finance, Strategic Planning, Project Management, Leadership, Valuation, Management, Analysis, Consulting, Financial Analysis, Finance, Corporate Finance, Performance Improvement
Education
Columbia Business School 2012 — 2013
MBA, Finance & Accounting
Georgia Institute of Technology 2001 — 2005
BS, Industrial Engineering
Peter Finn Peter Finn's Macquarie Capital Experience September 2012 - Present
Job Senior Vice President, M&A at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital September 2012 - Present
FBR January 2011 - September 2012
FBR Capital Markets & Co. February 2007 - January 2011
Legacy Partners Group October 2003 - February 2007
Credit Suisse First Boston July 2002 - October 2003
Skills
Investment Banking, M&A experience, Corporate Finance
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / Accounting
Macquarie Capital September 2012 - Present
FBR January 2011 - September 2012
FBR Capital Markets & Co. February 2007 - January 2011
Legacy Partners Group October 2003 - February 2007
Credit Suisse First Boston July 2002 - October 2003
Skills
Investment Banking, M&A experience, Corporate Finance
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / Accounting
Shiwei Zhang's Macquarie Capital Experience August 2014 - Present
Job Investment Banking Analyst
Industry Financial Services
Experience
Macquarie Capital August 2014 - Present
ACE Abroad October 2013 - Present
Sagehen Capital Management September 2010 - May 2014
Pomona College January 2012 - December 2013
Macquarie Group June 2013 - August 2013
Google September 2012 - December 2012
Citi June 2012 - August 2012
Intuit March 2012 - May 2012
unnamed Tech Long/Short hedge fund May 2011 - May 2012
Skills
Financial Modeling, R, Equity Research, Mandarin, Hedge Funds, Data Analysis, Investment Banking, Java, Matlab, Microsoft Excel, Product Management, Economics, Econometrics, Eviews, Time Series Analysis, Investment Management, Team Building, Entrepreneurship, Team Leadership, Presentations, Research, Cross-cultural Education, Microsoft Office, Investments
Education
Pomona College 2010 — 2014
BA, Economics and Mathematics
Claremont McKenna College 2010 — 2014
Harvey Mudd College
Jinan Foreign Language School 2007 — 2010
High School Diploma
Macquarie Capital August 2014 - Present
ACE Abroad October 2013 - Present
Sagehen Capital Management September 2010 - May 2014
Pomona College January 2012 - December 2013
Macquarie Group June 2013 - August 2013
Google September 2012 - December 2012
Citi June 2012 - August 2012
Intuit March 2012 - May 2012
unnamed Tech Long/Short hedge fund May 2011 - May 2012
Skills
Financial Modeling, R, Equity Research, Mandarin, Hedge Funds, Data Analysis, Investment Banking, Java, Matlab, Microsoft Excel, Product Management, Economics, Econometrics, Eviews, Time Series Analysis, Investment Management, Team Building, Entrepreneurship, Team Leadership, Presentations, Research, Cross-cultural Education, Microsoft Office, Investments
Education
Pomona College 2010 — 2014
BA, Economics and Mathematics
Claremont McKenna College 2010 — 2014
Harvey Mudd College
Jinan Foreign Language School 2007 — 2010
High School Diploma
Aaron Neus Aaron Neus's Macquarie Capital Experience August 2008 - June 2015
Job VP New Business Development at Freeport LNG
Industry Oil & Energy
Experience
Freeport LNG June 2015 - Present
Macquarie Capital August 2008 - June 2015
Citigroup July 2003 - August 2008
Overseas Private Investment Corporation September 2002 - May 2003
Societe Generale 2002 - 2002
Taylor-DeJongh 1999 - 2002
Skills
Due Diligence, Project Finance, Structured Finance, Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Structuring, Private Equity
Education
Georgetown University 1999 — 2002
B.S. in Foreign Service, International Economics
Freeport LNG June 2015 - Present
Macquarie Capital August 2008 - June 2015
Citigroup July 2003 - August 2008
Overseas Private Investment Corporation September 2002 - May 2003
Societe Generale 2002 - 2002
Taylor-DeJongh 1999 - 2002
Skills
Due Diligence, Project Finance, Structured Finance, Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Structuring, Private Equity
Education
Georgetown University 1999 — 2002
B.S. in Foreign Service, International Economics
Nicolas Rizk Nicolas Rizk's Macquarie Capital Experience June 2014 - August 2014
Job Programmer & Entrepreneur
Industry Internet
Experience
Fresco News July 2015 - September 2015
Macquarie Capital June 2014 - August 2014
J.P.Morgan May 2013 - August 2013
United States Department of Defense May 2012 - August 2012
Skills
iOS Development, Objective-C, Strategy, Entrepreneurship, Sketch 3, Portfolio Management, Financial Accounting, Bloomberg Terminal, Prezi, Finance
Education
Cornell University
Bachelor of Science (B.Sc.)
Fresco News July 2015 - September 2015
Macquarie Capital June 2014 - August 2014
J.P.Morgan May 2013 - August 2013
United States Department of Defense May 2012 - August 2012
Skills
iOS Development, Objective-C, Strategy, Entrepreneurship, Sketch 3, Portfolio Management, Financial Accounting, Bloomberg Terminal, Prezi, Finance
Education
Cornell University
Bachelor of Science (B.Sc.)
Basma Braciak Basma Braciak's Macquarie Capital Experience February 2010 - Present
Job Executive at Macquarie Group
Industry Financial Services
Experience
Macquarie Group February 2010 - Present
Macquarie Capital February 2010 - Present
Lehman Brothers 1990 - 1996
Skills
Corporate Finance
Education
City University of New York City College 1989 — 1993
Bachelor's of Art, Sociology
Macquarie Group February 2010 - Present
Macquarie Capital February 2010 - Present
Lehman Brothers 1990 - 1996
Skills
Corporate Finance
Education
City University of New York City College 1989 — 1993
Bachelor's of Art, Sociology
Nathaniel Drake Nathaniel Drake's Macquarie Capital Experience November 2009 - Present
Job Vice President, Financial Institutions Group at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital November 2009 - Present
Education
Saint Lawrence University 2003 — 2007
Bachelor of Arts (BA), Economics
James Cook University 2005 — 2005
Macquarie Capital November 2009 - Present
Education
Saint Lawrence University 2003 — 2007
Bachelor of Arts (BA), Economics
James Cook University 2005 — 2005
Dan Bilen Dan Bilen's Macquarie Capital Experience August 2010 - September 2011
Job Territory Manager at Uber
Industry Hospital & Health Care
Experience
Uber July 2015 - Present
Accumen October 2011 - July 2015
Macquarie Capital August 2010 - September 2011
The Monroe Street Journal January 2008 - December 2009
Macquarie Capital June 2009 - August 2009
ProWorld Service Corp July 2008 - August 2008
Skills
Excel, PowerPoint, VBA, Mac OS X, Keynote, InDesign, Valuation, Financial Modeling, Spanish, Investment Banking, Early Stage, Microsoft Excel, Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
Bachelor in Business Administration, Finance, Accounting
University of Michigan 2006 — 2007
Bachelor of Business Administration (BBA), Broad Liberal Arts Curriculum with Pre Business and Spanish emphases
International Academy 2002 — 2006
Uber July 2015 - Present
Accumen October 2011 - July 2015
Macquarie Capital August 2010 - September 2011
The Monroe Street Journal January 2008 - December 2009
Macquarie Capital June 2009 - August 2009
ProWorld Service Corp July 2008 - August 2008
Skills
Excel, PowerPoint, VBA, Mac OS X, Keynote, InDesign, Valuation, Financial Modeling, Spanish, Investment Banking, Early Stage, Microsoft Excel, Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
Bachelor in Business Administration, Finance, Accounting
University of Michigan 2006 — 2007
Bachelor of Business Administration (BBA), Broad Liberal Arts Curriculum with Pre Business and Spanish emphases
International Academy 2002 — 2006
Valeriy Dolgopolov, CFA Valeriy Dolgopolov, CFA's Macquarie Capital Experience 2013 - Present
Job
Industry Capital Markets
Experience
Macquarie Capital 2013 - Present
Education
Ryerson University
BComm with Honours, Finance
Chartered Financial Analyst Institute
CFA charterholder
Macquarie Capital 2013 - Present
Education
Ryerson University
BComm with Honours, Finance
Chartered Financial Analyst Institute
CFA charterholder
David Berman David Berman's Macquarie Capital Experience May 2011 - Present
Job Senior Managing Director Head of Gaming, Lodging & Leisure Group at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital May 2011 - Present
REGAL Capital Advisors February 2009 - May 2011
Credit Suisse April 2006 - January 2009
CIBC World Markets 1997 - 2004
Skills
Gaming, Lodging, Real Estate, Casino, Capital
Education
Harvard Business School 1991 — 1993
MBA
University of Southern California 1982 — 1986
BS, Business Administration - Finance
Macquarie Capital May 2011 - Present
REGAL Capital Advisors February 2009 - May 2011
Credit Suisse April 2006 - January 2009
CIBC World Markets 1997 - 2004
Skills
Gaming, Lodging, Real Estate, Casino, Capital
Education
Harvard Business School 1991 — 1993
MBA
University of Southern California 1982 — 1986
BS, Business Administration - Finance
Sean Hunt's Macquarie Capital Experience April 2007 - December 2008
Job Chief Financial Officer at Total Home Health
Industry Investment Banking
Experience
Total Home Health April 2014 - Present
Seneca Partners December 2012 - March 2014
West Monroe Partners November 2011 - September 2012
Seneca Partners January 2010 - October 2011
Macquarie Capital April 2007 - December 2008
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young June 2004 - December 2004
Banc of America Securities August 1999 - February 2002
Bank of America August 1995 - August 1999
Education
Indiana University - Kelley School of Business 1991 — 1995
B.S., Business Economics & Public Policy
Total Home Health April 2014 - Present
Seneca Partners December 2012 - March 2014
West Monroe Partners November 2011 - September 2012
Seneca Partners January 2010 - October 2011
Macquarie Capital April 2007 - December 2008
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young June 2004 - December 2004
Banc of America Securities August 1999 - February 2002
Bank of America August 1995 - August 1999
Education
Indiana University - Kelley School of Business 1991 — 1995
B.S., Business Economics & Public Policy
Emil Fajersson Emil Fajersson's Macquarie Capital Experience January 2006 - January 2009
Job Principal, Vision Capital
Industry Venture Capital & Private Equity
Experience
Vision Capital May 2011 - Present
UBS Investment Bank July 2010 - May 2011
Macquarie Capital January 2006 - January 2009
Skills
Investment Banking, Investments, Private Equity, Valuation, Financial Modeling, Due Diligence, Mergers, Financial Analysis, LBO, Mergers & Acquisitions, Equities
Education
INSEAD 2009 — 2010
MBA
University of Sydney 2003 — 2005
Bachelor of Commerce, Accounting / Finance
Vision Capital May 2011 - Present
UBS Investment Bank July 2010 - May 2011
Macquarie Capital January 2006 - January 2009
Skills
Investment Banking, Investments, Private Equity, Valuation, Financial Modeling, Due Diligence, Mergers, Financial Analysis, LBO, Mergers & Acquisitions, Equities
Education
INSEAD 2009 — 2010
MBA
University of Sydney 2003 — 2005
Bachelor of Commerce, Accounting / Finance
Alec Helman Alec Helman's Macquarie Capital Experience October 2014 - Present
Job Investment Banking Analyst at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital October 2014 - Present
KeyBanc Capital Markets April 2014 - October 2014
KeyBanc Capital Markets June 2013 - March 2014
Citi June 2012 - August 2012
Skills
Due Diligence, Finance, Equities, Analysis, Bloomberg, Social Media, Capital IQ, FactSet, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, PLS, Big Dough, BD Vision, Intralink, Financial Modeling, Tableau, HPDI, Valuation, Financial Analysis, Investment Banking, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Bachelor's, Corporate Finance, Accounting, 3.71
Macquarie Capital October 2014 - Present
KeyBanc Capital Markets April 2014 - October 2014
KeyBanc Capital Markets June 2013 - March 2014
Citi June 2012 - August 2012
Skills
Due Diligence, Finance, Equities, Analysis, Bloomberg, Social Media, Capital IQ, FactSet, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, PLS, Big Dough, BD Vision, Intralink, Financial Modeling, Tableau, HPDI, Valuation, Financial Analysis, Investment Banking, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Bachelor's, Corporate Finance, Accounting, 3.71
Jeremy Lichtman Jeremy Lichtman's Macquarie Capital Experience June 2011 - August 2011
Job Investment Banking Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
KPMG Corporate Finance LLC August 2012 - July 2013
Macquarie Capital June 2011 - August 2011
Time Warner Inc. - Time Inc. June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Accounting, Financial Analysis, Excel, PowerPoint, Due Diligence, Financial Modeling, Microsoft Excel, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
BBA (Honors), Finance and Accounting
La Salle High School 2006 — 2008
HS Diploma
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
KPMG Corporate Finance LLC August 2012 - July 2013
Macquarie Capital June 2011 - August 2011
Time Warner Inc. - Time Inc. June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Accounting, Financial Analysis, Excel, PowerPoint, Due Diligence, Financial Modeling, Microsoft Excel, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
BBA (Honors), Finance and Accounting
La Salle High School 2006 — 2008
HS Diploma
Charles Custeau Charles Custeau's Macquarie Capital Experience February 2013 - July 2015
Job Associate
Industry Investment Management
Experience
Falcon Investment Advisors, LLC August 2015 - Present
Macquarie Capital February 2013 - July 2015
Macquarie Capital June 2012 - July 2012
KPMG November 2011 - February 2012
Morgan Stanley Smith Barney December 2010 - December 2010
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Management Consulting, Economics, Finance, Bloomberg, Derivatives, Mergers & Acquisitions, LBO, Portfolio Optimization, Business Valuation, Equities, Corporate Finance, Investments, Mergers, Private Equity, Capital Markets, Strategy
Education
Monash University 2012 — 2012
BCom (Hons), Finance Honours, N/A
University of Melbourne 2009 — 2011
Bachelor of Commerce, Finance/Economics; Finance
Melbourne Grammar School 2005 — 2008
Falcon Investment Advisors, LLC August 2015 - Present
Macquarie Capital February 2013 - July 2015
Macquarie Capital June 2012 - July 2012
KPMG November 2011 - February 2012
Morgan Stanley Smith Barney December 2010 - December 2010
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Management Consulting, Economics, Finance, Bloomberg, Derivatives, Mergers & Acquisitions, LBO, Portfolio Optimization, Business Valuation, Equities, Corporate Finance, Investments, Mergers, Private Equity, Capital Markets, Strategy
Education
Monash University 2012 — 2012
BCom (Hons), Finance Honours, N/A
University of Melbourne 2009 — 2011
Bachelor of Commerce, Finance/Economics; Finance
Melbourne Grammar School 2005 — 2008
Andrew Crebar's Macquarie Capital Experience February 2011 - June 2015
Job Chief of Staff
Industry Financial Services
Experience
Credible Labs Inc. June 2015 - Present
Macquarie Capital February 2011 - June 2015
Macquarie Capital November 2009 - February 2010
FinServ Consulting Pty Ltd January 2008 - December 2009
Pusher. September 2007 - November 2009
Citi March 2009 - May 2009
Education
London Business School 2010 — 2010
International Studies
University of Technology, Sydney 2007 — 2009
Bachelor of Business, Finance & Accounting
Sydney Church of England Grammer School 2001 — 2006
HSC
Credible Labs Inc. June 2015 - Present
Macquarie Capital February 2011 - June 2015
Macquarie Capital November 2009 - February 2010
FinServ Consulting Pty Ltd January 2008 - December 2009
Pusher. September 2007 - November 2009
Citi March 2009 - May 2009
Education
London Business School 2010 — 2010
International Studies
University of Technology, Sydney 2007 — 2009
Bachelor of Business, Finance & Accounting
Sydney Church of England Grammer School 2001 — 2006
HSC
Donovan Russoniello's Macquarie Capital Experience June 2015 - August 2015
Job Student at the University of Notre Dame
Industry Financial Services
Experience
Macquarie Capital June 2015 - August 2015
Unleashed Impact Investing Initiative January 2015 - May 2015
Carex Technologies Inc. May 2014 - August 2014
CUTCO Cutlery May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Social Networking, Facebook, Event Planning, Public Speaking, Customer Service, Team Leadership
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor’s Degree, Finance, General
Eden Prairie High School 2008 — 2012
High School
Macquarie Capital June 2015 - August 2015
Unleashed Impact Investing Initiative January 2015 - May 2015
Carex Technologies Inc. May 2014 - August 2014
CUTCO Cutlery May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Social Networking, Facebook, Event Planning, Public Speaking, Customer Service, Team Leadership
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor’s Degree, Finance, General
Eden Prairie High School 2008 — 2012
High School
Andrea Yuen Andrea Yuen's Macquarie Capital Experience July 2010 - September 2014
Job Associate at Citi
Industry Oil & Energy
Experience
Citi September 2014 - Present
Macquarie Capital July 2010 - September 2014
Tristone Capital November 2007 - July 2010
Skills
Financial Modeling, Valuation
Education
The University of Texas at Austin 2002 — 2007
B.A., Economics
Citi September 2014 - Present
Macquarie Capital July 2010 - September 2014
Tristone Capital November 2007 - July 2010
Skills
Financial Modeling, Valuation
Education
The University of Texas at Austin 2002 — 2007
B.A., Economics
Christopher Suen's Macquarie Capital Experience November 2011 - September 2013
Job Private Equity Associate at The Gores Group
Industry Venture Capital & Private Equity
Experience
The Gores Group August 2014 - Present
J.P. Morgan October 2013 - August 2014
Macquarie Capital November 2011 - September 2013
Citigroup June 2010 - November 2011
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Financial Analysis, Investments
Education
University of California, Berkeley 2006 — 2010
B.S., Business Administration
Aragon High School 2002 — 2006
The Gores Group August 2014 - Present
J.P. Morgan October 2013 - August 2014
Macquarie Capital November 2011 - September 2013
Citigroup June 2010 - November 2011
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Financial Analysis, Investments
Education
University of California, Berkeley 2006 — 2010
B.S., Business Administration
Aragon High School 2002 — 2006
Jacob Rubin Jacob Rubin's Macquarie Capital Experience 2008 - 2009
Job Investor
Industry Financial Services
Experience
Lonestar Capital Management, LLC March 2014 - Present
Stone Table Advisors, LP August 2013 - March 2014
Goldman Sachs 2010 - 2012
Macquarie Capital 2008 - 2009
JPMorgan 2006 - 2008
Skills
Investment Banking, Financial Modeling, Investments, Corporate Finance, Valuation, Equities, Entrepreneurship, Economics, Strategy, Emerging Markets, Due Diligence, Financial Analysis, Alternative Investments, Investment Management, Hedge Funds, Capital Markets, Venture Capital, Seed Capital
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
University of Cambridge 2012 — 2013
Master of Philosophy (MPhil), Economics
Columbia University in the City of New York 2002 — 2006
BA, Economics, Philosophy
Branson High School 1998 — 2002
Lonestar Capital Management, LLC March 2014 - Present
Stone Table Advisors, LP August 2013 - March 2014
Goldman Sachs 2010 - 2012
Macquarie Capital 2008 - 2009
JPMorgan 2006 - 2008
Skills
Investment Banking, Financial Modeling, Investments, Corporate Finance, Valuation, Equities, Entrepreneurship, Economics, Strategy, Emerging Markets, Due Diligence, Financial Analysis, Alternative Investments, Investment Management, Hedge Funds, Capital Markets, Venture Capital, Seed Capital
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
University of Cambridge 2012 — 2013
Master of Philosophy (MPhil), Economics
Columbia University in the City of New York 2002 — 2006
BA, Economics, Philosophy
Branson High School 1998 — 2002
Adam Thompson's Macquarie Capital Experience August 2011 - April 2012
Job Senior Associate at Bonobos
Industry Retail
Experience
Bonobos June 2015 - Present
J.Crew January 2013 - June 2015
Guggenheim Securities April 2012 - January 2013
Macquarie Capital August 2011 - April 2012
Citigroup June 2010 - August 2010
The Reinvestment Fund January 2010 - May 2010
State Street June 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, SAP, SAP BW, Hyperion, Research, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Bloomberg, Investment Banking, Finance, Strategy, Valuation, Data Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS Economics, Finance
University of Pennsylvania 2007 — 2011
BA, Urban Studies
Blue Valley North High School 2003 — 2007
Bonobos June 2015 - Present
J.Crew January 2013 - June 2015
Guggenheim Securities April 2012 - January 2013
Macquarie Capital August 2011 - April 2012
Citigroup June 2010 - August 2010
The Reinvestment Fund January 2010 - May 2010
State Street June 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, SAP, SAP BW, Hyperion, Research, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Bloomberg, Investment Banking, Finance, Strategy, Valuation, Data Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS Economics, Finance
University of Pennsylvania 2007 — 2011
BA, Urban Studies
Blue Valley North High School 2003 — 2007
Ann Chiang's Macquarie Capital Experience June 2013 - June 2014
Job FinTech
Industry Internet
Experience
Macquarie Capital June 2013 - June 2014
UBS AG June 2003 - May 2011
Skills
Corporate Finance, Financial Modeling, Deal Execution, LBO, Valuation, Capital Raising, Investment Banking, Mergers & Acquisitions, Capital Markets, Due Diligence, Investments, Private Equity, Emerging Markets, Transaction Origination, Sector Coverage, Refinancings, Valuation Modeling, Business Strategy, Strategy, Venture Capital, Finance
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics (Concentration in Finance and Marketing)
Macquarie Capital June 2013 - June 2014
UBS AG June 2003 - May 2011
Skills
Corporate Finance, Financial Modeling, Deal Execution, LBO, Valuation, Capital Raising, Investment Banking, Mergers & Acquisitions, Capital Markets, Due Diligence, Investments, Private Equity, Emerging Markets, Transaction Origination, Sector Coverage, Refinancings, Valuation Modeling, Business Strategy, Strategy, Venture Capital, Finance
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics (Concentration in Finance and Marketing)
Rodny Nacier, CFA Rodny Nacier, CFA's Macquarie Capital Experience August 2008 - July 2010
Job Senior Vice President at ICR
Industry Financial Services
Experience
ICR April 2013 - Present
KeyBanc Capital Markets August 2010 - October 2012
Macquarie Capital August 2008 - July 2010
Credit Suisse July 2005 - July 2008
Digicel Haiti 2005 - 2006
Skills
Equity Research, Investments, Equities, Financial Modeling, Valuation, Bloomberg, IPO, Investment Banking, Hedge Funds, Capital Markets, Fixed Income, Investor Relations, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelors of Business Administration, Finance & Accounting
Chaminade 1997 — 2001
ICR April 2013 - Present
KeyBanc Capital Markets August 2010 - October 2012
Macquarie Capital August 2008 - July 2010
Credit Suisse July 2005 - July 2008
Digicel Haiti 2005 - 2006
Skills
Equity Research, Investments, Equities, Financial Modeling, Valuation, Bloomberg, IPO, Investment Banking, Hedge Funds, Capital Markets, Fixed Income, Investor Relations, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelors of Business Administration, Finance & Accounting
Chaminade 1997 — 2001
Michael LaRiviere's Macquarie Capital Experience 2008 - 2009
Job Radiation Oncology Resident Physician at University of Pennsylvania
Industry Medical Practice
Experience
University of Pennsylvania 2015 - Present
Emory University School of Medicine 2014 - 2015
University of Chicago 2009 - 2011
Macquarie Capital 2008 - 2009
Amherst College 2007 - 2008
Education
Emory University School of Medicine 2011 — 2015
MD cum laude
Amherst College 2004 — 2008
BA cum laude, Neuroscience
Loyola Academy 2000 — 2004
University of Pennsylvania 2015 - Present
Emory University School of Medicine 2014 - 2015
University of Chicago 2009 - 2011
Macquarie Capital 2008 - 2009
Amherst College 2007 - 2008
Education
Emory University School of Medicine 2011 — 2015
MD cum laude
Amherst College 2004 — 2008
BA cum laude, Neuroscience
Loyola Academy 2000 — 2004
Brad Neill Brad Neill's Macquarie Capital Experience September 2011 - Present
Job Vice President Institutional US Equity Sales at Macquarie Capital USA
Industry Financial Services
Experience
Macquarie Capital September 2011 - Present
Macquarie Bank June 2007 - October 2011
Australian Army August 2004 - January 2008
Plan Protect February 2006 - May 2007
Skills
Equities, Investments, Financial Markets, Fixed Income, Derivatives, Portfolio Management, Equity Derivatives
Education
Macquarie University 2003 — 2006
Applied Finance (Hons)
Royal Military College Duntroon, Canberra
Commissioned as Second Lieutenant
Kaplan College - Sydney
ASX Accredited Derivatives Advisor
FINRA
Series 7 & 63
Macquarie Capital September 2011 - Present
Macquarie Bank June 2007 - October 2011
Australian Army August 2004 - January 2008
Plan Protect February 2006 - May 2007
Skills
Equities, Investments, Financial Markets, Fixed Income, Derivatives, Portfolio Management, Equity Derivatives
Education
Macquarie University 2003 — 2006
Applied Finance (Hons)
Royal Military College Duntroon, Canberra
Commissioned as Second Lieutenant
Kaplan College - Sydney
ASX Accredited Derivatives Advisor
FINRA
Series 7 & 63
Erik Kushto's Macquarie Capital Experience December 2009 - Present
Job SVP in FIG at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital December 2009 - Present
Fox-Pitt, Kelton May 2007 - December 2009
StoneRidge Advisors, LLC April 2006 - May 2007
Cochran Caronia Waller 2001 - 2006
Prudential Vector Healthcare Group July 2000 - April 2001
Skills
Investment Banking, Financial Institutions, Insurance, Private Equity, Mergers, Financial Modeling, Valuation
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration, Finance
Macquarie Capital December 2009 - Present
Fox-Pitt, Kelton May 2007 - December 2009
StoneRidge Advisors, LLC April 2006 - May 2007
Cochran Caronia Waller 2001 - 2006
Prudential Vector Healthcare Group July 2000 - April 2001
Skills
Investment Banking, Financial Institutions, Insurance, Private Equity, Mergers, Financial Modeling, Valuation
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration, Finance
Bryan Lasday's Macquarie Capital Experience August 2012 - November 2014
Job Investment Banking Analyst Real Estate
Industry Investment Banking
Experience
Macquarie Capital August 2012 - November 2014
Skills
Investment Banking, Financial Modeling, Due Diligence, Financial Analysis, Investments, Mergers & Acquisitions, Alternative Investments, Quantitative Analytics, Asset Management
Education
Duke University
Macquarie Capital August 2012 - November 2014
Skills
Investment Banking, Financial Modeling, Due Diligence, Financial Analysis, Investments, Mergers & Acquisitions, Alternative Investments, Quantitative Analytics, Asset Management
Education
Duke University
Jim Frawley Jim Frawley's Macquarie Capital Experience September 2012 - Present
Job Senior Managing Director and Head of US M&A at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital September 2012 - Present
FBR Capital Markets February 2007 - September 2012
Legacy Partners Group January 2003 - February 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
The Beacon Group 1997 - 1999
The Bridgeford Group 1989 - 1997
Education
Columbia Business School 1987 — 1989
MBA, Finance, Accounting
University of Pennsylvania 1982 — 1986
BA, English, Economics
Regis High School
Macquarie Capital September 2012 - Present
FBR Capital Markets February 2007 - September 2012
Legacy Partners Group January 2003 - February 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
The Beacon Group 1997 - 1999
The Bridgeford Group 1989 - 1997
Education
Columbia Business School 1987 — 1989
MBA, Finance, Accounting
University of Pennsylvania 1982 — 1986
BA, English, Economics
Regis High School
Ashok Vishnubhakta Ashok Vishnubhakta's Macquarie Capital Experience July 2007 - July 2009
Job Vice President at GE Capital
Industry Investment Management
Experience
GE Capital October 2014 - Present
Macquarie Corporate and Asset Finance July 2009 - September 2014
Macquarie Capital July 2007 - July 2009
Ernst & Young Corporate Finance/Giuliani Capital August 2004 - July 2007
Skills
Valuation, Corporate Finance, Mergers, Private Equity, Investment Banking, LBO, Capital Markets, Financial Analysis, Business Valuation, Investments, Divestitures, Restructuring, M&A experience
Education
INSEAD
Masters, Finance & Investment Banking
University of Wisconsin-Madison - School of Business
Bachelors, Double Major: Finance and Accounting
GE Capital October 2014 - Present
Macquarie Corporate and Asset Finance July 2009 - September 2014
Macquarie Capital July 2007 - July 2009
Ernst & Young Corporate Finance/Giuliani Capital August 2004 - July 2007
Skills
Valuation, Corporate Finance, Mergers, Private Equity, Investment Banking, LBO, Capital Markets, Financial Analysis, Business Valuation, Investments, Divestitures, Restructuring, M&A experience
Education
INSEAD
Masters, Finance & Investment Banking
University of Wisconsin-Madison - School of Business
Bachelors, Double Major: Finance and Accounting
Jason Rothstein Jason Rothstein's Macquarie Capital Experience December 2006 - March 2009
Job Corporate Business Development executive with breadth of experience in Asia Pacific
Industry Automotive
Experience
Aeolus Tyre Co. Ltd. January 2015 - Present
Global StealthCo July 2014 - Present
The Goodyear Tire & Rubber Company March 2011 - June 2014
Direct Invest Pte Ltd June 2009 - November 2010
Macquarie Capital December 2006 - March 2009
Goodyear Tire & Rubber Company April 2004 - November 2006
IncubAsia July 2000 - April 2001
Skills
Business Strategy, Mergers, Business Development, Investments, New Business Development, Management, Negotiation, Analysis, Due Diligence, Financial Modeling, Corporate Finance, Strategy, Valuation, Start-ups, Business Planning, Private Equity, Mergers & Acquisitions, Portfolio Management, Finance, Financial Analysis, Program Management, Executive Management, Joint Ventures, Venture Capital, Competitive Analysis, Asset Management, Pricing, Management Consulting, Corporate Development, International Business
Education
London Business School 2002 — 2004
MBA, Finance
University of California, San Diego 1993 — 1997
Bachelor of Arts (B.A.), Economics
Aeolus Tyre Co. Ltd. January 2015 - Present
Global StealthCo July 2014 - Present
The Goodyear Tire & Rubber Company March 2011 - June 2014
Direct Invest Pte Ltd June 2009 - November 2010
Macquarie Capital December 2006 - March 2009
Goodyear Tire & Rubber Company April 2004 - November 2006
IncubAsia July 2000 - April 2001
Skills
Business Strategy, Mergers, Business Development, Investments, New Business Development, Management, Negotiation, Analysis, Due Diligence, Financial Modeling, Corporate Finance, Strategy, Valuation, Start-ups, Business Planning, Private Equity, Mergers & Acquisitions, Portfolio Management, Finance, Financial Analysis, Program Management, Executive Management, Joint Ventures, Venture Capital, Competitive Analysis, Asset Management, Pricing, Management Consulting, Corporate Development, International Business
Education
London Business School 2002 — 2004
MBA, Finance
University of California, San Diego 1993 — 1997
Bachelor of Arts (B.A.), Economics
Robert Bertagna Robert Bertagna's Macquarie Capital Experience March 2010 - Present
Job Global Head of Industrials Group at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital March 2010 - Present
Barclays Capital October 2008 - December 2009
Lehman Brothers 2005 - 2008
Lehman Brothers 2003 - 2005
Lehman Brothers 2000 - 2003
Credit Suisse First Boston 1994 - 2000
Goldman, Sachs & Co. 1989 - 1994
Skills
Investment Banking, Capital Markets, Equities, Valuation, Corporate Finance, High Yield, Private Equity, Fixed Income, Financial Modeling, Financial Structuring, Mergers, LBO, Derivatives, Emerging Markets, Due Diligence, M&A experience, Capital Structure, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Union College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Maloney HS 1977 — 1981
Macquarie Capital March 2010 - Present
Barclays Capital October 2008 - December 2009
Lehman Brothers 2005 - 2008
Lehman Brothers 2003 - 2005
Lehman Brothers 2000 - 2003
Credit Suisse First Boston 1994 - 2000
Goldman, Sachs & Co. 1989 - 1994
Skills
Investment Banking, Capital Markets, Equities, Valuation, Corporate Finance, High Yield, Private Equity, Fixed Income, Financial Modeling, Financial Structuring, Mergers, LBO, Derivatives, Emerging Markets, Due Diligence, M&A experience, Capital Structure, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Union College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Maloney HS 1977 — 1981
Greg Hefner Greg Hefner's Macquarie Capital Experience 2011 - Present
Job Managing Director at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital 2011 - Present
Moody's Investors Service 2009 - 2011
Allison & Hefner Partners 2008 - 2009
Wachovia Securities 2004 - 2008
GE Asset Management 2002 - 2003
Morgan Stanley 1990 - 2001
Skills
Investment Banking, Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Credit Risk, Loan Origination, Leveraged Finance, Loan Pricing, Credit Analysis, Counterparty Risk, Emerging Markets
Education
New York University, Stern School of Business
MBA, Finance and International Business
Boston College - Carroll School of Management
B.S., cum laude, Finance and Marketing
Macquarie Capital 2011 - Present
Moody's Investors Service 2009 - 2011
Allison & Hefner Partners 2008 - 2009
Wachovia Securities 2004 - 2008
GE Asset Management 2002 - 2003
Morgan Stanley 1990 - 2001
Skills
Investment Banking, Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Credit Risk, Loan Origination, Leveraged Finance, Loan Pricing, Credit Analysis, Counterparty Risk, Emerging Markets
Education
New York University, Stern School of Business
MBA, Finance and International Business
Boston College - Carroll School of Management
B.S., cum laude, Finance and Marketing
Aurelia Raicu Aurelia Raicu's Macquarie Capital Experience September 2008 - January 2011
Job Business Development, National Private Equity
Industry Accounting
Experience
Grant Thornton LLP July 2012 - Present
McGladrey January 2011 - July 2012
Macquarie Capital September 2008 - January 2011
Skills
Financial Analysis, Sales, Strategic Planning, Microsoft Excel, PowerPoint, Business Development, Private Equity
Education
Ferris State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Public Administration
Grant Thornton LLP July 2012 - Present
McGladrey January 2011 - July 2012
Macquarie Capital September 2008 - January 2011
Skills
Financial Analysis, Sales, Strategic Planning, Microsoft Excel, PowerPoint, Business Development, Private Equity
Education
Ferris State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Public Administration
Patrick Knise Patrick Knise's Macquarie Capital Experience August 2011 - June 2014
Job Associate at Sentinel Capital Partners
Industry Venture Capital & Private Equity
Experience
Sentinel Capital Partners August 2014 - Present
Macquarie Capital August 2011 - June 2014
Booz Allen Hamilton June 2010 - August 2010
Education
Middlebury College 2007 — 2011
Bachelor of Arts, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Business Bridge Program
Sentinel Capital Partners August 2014 - Present
Macquarie Capital August 2011 - June 2014
Booz Allen Hamilton June 2010 - August 2010
Education
Middlebury College 2007 — 2011
Bachelor of Arts, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Business Bridge Program
Joyce Gipson Joyce Gipson's Macquarie Capital Experience 2009 - Present
Job Technical Analyst at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital 2009 - Present
Fox-Pitt Kelton Cochran Caronia Waller January 2005 - Present
FPKCCW 2005 - December 2009
Kemper Insurance May 1994 - January 2005
Education
Triton-College 1979 — 1981
Macquarie Capital 2009 - Present
Fox-Pitt Kelton Cochran Caronia Waller January 2005 - Present
FPKCCW 2005 - December 2009
Kemper Insurance May 1994 - January 2005
Education
Triton-College 1979 — 1981
Cooper Warner Cooper Warner's Macquarie Capital Experience August 2012 - June 2014
Job Investment Banking Associate Healthcare Group at Jefferies LLC
Industry Investment Banking
Experience
Macquarie Capital August 2012 - June 2014
BlackRock June 2011 - August 2011
Bloomberg Tradebook June 2010 - August 2010
Education
Duke University 2009 — 2012
Bachelor of Science (B.S.), Economics w/ Finance Concentration
Groton School 2004 — 2008
High School Diploma
Macquarie Capital August 2012 - June 2014
BlackRock June 2011 - August 2011
Bloomberg Tradebook June 2010 - August 2010
Education
Duke University 2009 — 2012
Bachelor of Science (B.S.), Economics w/ Finance Concentration
Groton School 2004 — 2008
High School Diploma
Brian Hook, CFA Brian Hook, CFA's Macquarie Capital Experience November 2010 - October 2011
Job Desk Analyst at Barclays Capital
Industry Investment Management
Experience
Barclays Capital March 2012 - Present
Macquarie Capital November 2010 - October 2011
Sumitomo Mitsui Banking Corporation August 2007 - October 2010
Skills
Investment Banking, Restructuring, Distressed Debt, Leveraged Finance, Distressed M&A, Corporate Finance, Capital Raising, Financial Modeling, Workout
Education
Loyola University Maryland 2003 — 2007
B.B.A., Finance
Barclays Capital March 2012 - Present
Macquarie Capital November 2010 - October 2011
Sumitomo Mitsui Banking Corporation August 2007 - October 2010
Skills
Investment Banking, Restructuring, Distressed Debt, Leveraged Finance, Distressed M&A, Corporate Finance, Capital Raising, Financial Modeling, Workout
Education
Loyola University Maryland 2003 — 2007
B.B.A., Finance
Kenan Dizdarevic, CFA Kenan Dizdarevic, CFA's Macquarie Capital Experience July 2013 - Present
Job Duke MBA
Industry Financial Services
Experience
Macquarie Capital July 2013 - Present
Skills
Corporate Finance, Investment Banking, Financial Modeling, Due Diligence, Valuation, Emerging Markets, Financial Analysis
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
American University in Bulgaria 2000 — 2004
Bachelor of Arts (BA), Business Administration
Georgetown University 2003 — 2003
Certificate on American Economic and Political System (AIPES)
Macquarie Capital July 2013 - Present
Skills
Corporate Finance, Investment Banking, Financial Modeling, Due Diligence, Valuation, Emerging Markets, Financial Analysis
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
American University in Bulgaria 2000 — 2004
Bachelor of Arts (BA), Business Administration
Georgetown University 2003 — 2003
Certificate on American Economic and Political System (AIPES)
Morgan Edwards Morgan Edwards's Macquarie Capital Experience 2008 - June 2015
Job Chief Financial Officer at CommonBond
Industry Financial Services
Experience
CommonBond June 2015 - Present
Macquarie Capital 2008 - June 2015
Bear Stearns & Co 2005 - 2008
Morgan Stanley 1998 - 2004
Skills
High Yield, Capital Markets, Investment Banking, Fixed Income, Leveraged Finance, Private Equity, Valuation, Corporate Finance, LBO, Financial Structuring
Education
Brigham Young University
Master of Business Administration (MBA)
CommonBond June 2015 - Present
Macquarie Capital 2008 - June 2015
Bear Stearns & Co 2005 - 2008
Morgan Stanley 1998 - 2004
Skills
High Yield, Capital Markets, Investment Banking, Fixed Income, Leveraged Finance, Private Equity, Valuation, Corporate Finance, LBO, Financial Structuring
Education
Brigham Young University
Master of Business Administration (MBA)
Matthew M. Choi's Macquarie Capital Experience 2008 - 2009
Job Real Estate Private Equity
Industry Venture Capital & Private Equity
Experience
Torchlight Investors 2014 - Present
Cerberus Capital Management 2013 - 2014
GreenOak Real Estate 2011 - 2013
Macquarie Capital 2008 - 2009
Credit Suisse 2006 - 2008
Houlihan Lokey Howard & Zukin 2005 - 2006
Skills
Real Estate Private..., Commercial Real Estate, Distressed Debt, Capital Markets, Private Equity, Investment Banking, Valuation, Corporate Finance, Mergers & Acquisitions, Real Estate Economics, Investments, Venture Capital, Due Diligence, Corporate Development, Real Estate, Financial Modeling, Finance, Entrepreneurship, Asset Management, Financial Analysis, DCF, Acquisitions, Structured Finance, Leveraged Finance, Financial Structuring, Business Valuation, Investment Properties, Equities, Investor Relations, M&A experience, Restructuring, Real Estate Development, Joint Ventures, Alternative Investments, Private Placements, Portfolio Management, Banking, Management, Hedge Funds, Strategy
Education
Columbia University in the City of New York
Master's Degree, Real Estate Development, 4.0/4.0
University of California, Los Angeles
Bachelor's Degree, Business-Economics, Minor in Accounting, 3.7/4.0
Torchlight Investors 2014 - Present
Cerberus Capital Management 2013 - 2014
GreenOak Real Estate 2011 - 2013
Macquarie Capital 2008 - 2009
Credit Suisse 2006 - 2008
Houlihan Lokey Howard & Zukin 2005 - 2006
Skills
Real Estate Private..., Commercial Real Estate, Distressed Debt, Capital Markets, Private Equity, Investment Banking, Valuation, Corporate Finance, Mergers & Acquisitions, Real Estate Economics, Investments, Venture Capital, Due Diligence, Corporate Development, Real Estate, Financial Modeling, Finance, Entrepreneurship, Asset Management, Financial Analysis, DCF, Acquisitions, Structured Finance, Leveraged Finance, Financial Structuring, Business Valuation, Investment Properties, Equities, Investor Relations, M&A experience, Restructuring, Real Estate Development, Joint Ventures, Alternative Investments, Private Placements, Portfolio Management, Banking, Management, Hedge Funds, Strategy
Education
Columbia University in the City of New York
Master's Degree, Real Estate Development, 4.0/4.0
University of California, Los Angeles
Bachelor's Degree, Business-Economics, Minor in Accounting, 3.7/4.0
Karina Swette's Macquarie Capital Experience July 2008 - June 2010
Job Principal at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman June 2010 - Present
Macquarie Capital July 2008 - June 2010
Oliver Wyman July 2005 - July 2008
Mercer Management Consulting July 2005 - February 2007
Skills
Management Consulting, Strategy, Due Diligence, Financial Modeling, Corporate Development, Market Entry, Bankruptcy, Loyalty Programs, Strategic Sourcing, Negotiation, Business Planning, Analytics, Financial Analysis, Aviation, Acquisition Integration, Business Transformation, Strategic Consulting, Growth Strategies, Private Equity, Organizational Design, Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BSE, Management and Marketing
Pine Crest 1996 — 2001
Oliver Wyman June 2010 - Present
Macquarie Capital July 2008 - June 2010
Oliver Wyman July 2005 - July 2008
Mercer Management Consulting July 2005 - February 2007
Skills
Management Consulting, Strategy, Due Diligence, Financial Modeling, Corporate Development, Market Entry, Bankruptcy, Loyalty Programs, Strategic Sourcing, Negotiation, Business Planning, Analytics, Financial Analysis, Aviation, Acquisition Integration, Business Transformation, Strategic Consulting, Growth Strategies, Private Equity, Organizational Design, Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BSE, Management and Marketing
Pine Crest 1996 — 2001
Jonathan Ellis Jonathan Ellis's Macquarie Capital Experience October 2006 - June 2009
Job Vice President at Macquarie
Industry Investment Banking
Experience
Macquarie Bank June 2009 - Present
Macquarie Capital October 2006 - June 2009
Skills
Financial Analysis, Financial Modeling, Financial Markets, Corporate Finance, Credit Analysis, Restructuring, Debt Restructuring, Equity Valuation, Private Equity, LBO, CDO, CMBS, Due Diligence, Investments, Alternative Investments, Mergers & Acquisitions, Valuation, Equities, Finance, Structured Finance, Asset Management
Education
INSEAD 2008 — 2011
Master of Finance (Investment Banking)
Manchester Business School 2002 — 2006
BSc International Management with American Business Studies
The University of British Columbia 2004 — 2005
BComm
Stamford School 1992 — 2002
Macquarie Bank June 2009 - Present
Macquarie Capital October 2006 - June 2009
Skills
Financial Analysis, Financial Modeling, Financial Markets, Corporate Finance, Credit Analysis, Restructuring, Debt Restructuring, Equity Valuation, Private Equity, LBO, CDO, CMBS, Due Diligence, Investments, Alternative Investments, Mergers & Acquisitions, Valuation, Equities, Finance, Structured Finance, Asset Management
Education
INSEAD 2008 — 2011
Master of Finance (Investment Banking)
Manchester Business School 2002 — 2006
BSc International Management with American Business Studies
The University of British Columbia 2004 — 2005
BComm
Stamford School 1992 — 2002
Alex Rosen Alex Rosen's Macquarie Capital Experience August 2011 - July 2013
Job Senior Financial Analyst at LaSalle Investment Management
Industry Real Estate
Experience
LaSalle Investment Management July 2013 - Present
Macquarie Capital August 2011 - July 2013
Precise Associates June 2010 - August 2010
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Due Diligence, Private Equity, Asset Management, Equity Research, Capital Markets, Financial Analysis, Corporate Finance, Investments, Equities, DCF, Portfolio Management, Real Estate Economics, Real Estate, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Business
LaSalle Investment Management July 2013 - Present
Macquarie Capital August 2011 - July 2013
Precise Associates June 2010 - August 2010
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Due Diligence, Private Equity, Asset Management, Equity Research, Capital Markets, Financial Analysis, Corporate Finance, Investments, Equities, DCF, Portfolio Management, Real Estate Economics, Real Estate, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Business
Tej Shah's Macquarie Capital Experience 2010 - Present
Job Managing Director, Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital 2010 - Present
OATS Older Adults Technology Services July 2012 - Present
N-Squared Growth Capital 2011 - Present
Table Rock Capital 2008 - 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers June 2003 - August 2003
PricewaterhouseCoopers 1998 - 2002
Skills
Private Equity, Investment Banking, Mergers, LBO, Leveraged Finance, IPO, Credit Analysis, High Yield Bonds, Valuation, Financial Modeling, Corporate Finance, Corporate Development, Venture Capital, Due Diligence, M&A experience, Capital Markets, Investments, Equities, Financial Analysis, Emerging Markets, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
University of Virginia
B.S.
Macquarie Capital 2010 - Present
OATS Older Adults Technology Services July 2012 - Present
N-Squared Growth Capital 2011 - Present
Table Rock Capital 2008 - 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers June 2003 - August 2003
PricewaterhouseCoopers 1998 - 2002
Skills
Private Equity, Investment Banking, Mergers, LBO, Leveraged Finance, IPO, Credit Analysis, High Yield Bonds, Valuation, Financial Modeling, Corporate Finance, Corporate Development, Venture Capital, Due Diligence, M&A experience, Capital Markets, Investments, Equities, Financial Analysis, Emerging Markets, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
University of Virginia
B.S.
Joe C's Macquarie Capital Experience 2012 - 2014
Job
Industry Investment Banking
Experience
Union Square Advisors 2014 - Present
Macquarie Capital 2012 - 2014
Dash Labs, Inc. 2012 - 2012
Gershon Media 2011 - 2011
KPMG 2007 - 2009
Macias Gini & O'Connell LLP 2003 - 2007
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Berkeley
Bachelor's Degree
Union Square Advisors 2014 - Present
Macquarie Capital 2012 - 2014
Dash Labs, Inc. 2012 - 2012
Gershon Media 2011 - 2011
KPMG 2007 - 2009
Macias Gini & O'Connell LLP 2003 - 2007
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Berkeley
Bachelor's Degree
Kimberly N. Marshall's Macquarie Capital Experience 2007 - 2009
Job Uber, North America Stakeholder Strategy
Industry Internet
Experience
Uber November 2012 - October 2013
Kellogg School of Management August 2010 - June 2012
Merrick Ventures January 2012 - March 2012
Brightpath Capital Partners, LP June 2011 - August 2011
Transom Capital January 2011 - March 2011
Food & Wine Industry 2009 - 2010
Macquarie Capital 2007 - 2009
Morgan Stanley 2004 - 2006
Skills
Principal Investing, Investment Banking, Private Equity, Valuation, Venture Capital, Mergers, Growth Capital, Mergers & Acquisitions
Education
Harvard University 1999 — 2003
BA, Economics, French
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Entrepreneurship & Innovation, Management & Organizations
Uber November 2012 - October 2013
Kellogg School of Management August 2010 - June 2012
Merrick Ventures January 2012 - March 2012
Brightpath Capital Partners, LP June 2011 - August 2011
Transom Capital January 2011 - March 2011
Food & Wine Industry 2009 - 2010
Macquarie Capital 2007 - 2009
Morgan Stanley 2004 - 2006
Skills
Principal Investing, Investment Banking, Private Equity, Valuation, Venture Capital, Mergers, Growth Capital, Mergers & Acquisitions
Education
Harvard University 1999 — 2003
BA, Economics, French
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Entrepreneurship & Innovation, Management & Organizations
Nason Nur's Macquarie Capital Experience April 2007 - December 2008
Job Director at DaVita
Industry Hospital & Health Care
Experience
DaVita Kidney Care January 2014 - Present
DaVita Kidney Care May 2009 - January 2014
Macquarie Capital April 2007 - December 2008
Giuliani Capital Advisors August 2005 - April 2007
Navigant Consulting 2002 - 2005
Skills
Financial Modeling, Mergers, Strategy, Management Consulting, Restructuring, Process Improvement, Management, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Business Analysis, Healthcare, Business Process..., Strategic Planning, Change Management, Leadership, Executive Management
Education
University of Southern California 1999 — 2002
B.S.
SDA Bocconi 2001 — 2001
DaVita Kidney Care January 2014 - Present
DaVita Kidney Care May 2009 - January 2014
Macquarie Capital April 2007 - December 2008
Giuliani Capital Advisors August 2005 - April 2007
Navigant Consulting 2002 - 2005
Skills
Financial Modeling, Mergers, Strategy, Management Consulting, Restructuring, Process Improvement, Management, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Business Analysis, Healthcare, Business Process..., Strategic Planning, Change Management, Leadership, Executive Management
Education
University of Southern California 1999 — 2002
B.S.
SDA Bocconi 2001 — 2001
Cari Siegal Walker's Macquarie Capital Experience August 2008 - February 2011
Job Millennium PartnersDirector of PM Resources
Industry Financial Services
Experience
Millennium Partners June 2014 - Present
The HOPE Program January 2006 - Present
Jefferies & Company October 2012 - May 2014
Dahlman Rose & Co. February 2011 - September 2012
Macquarie Capital August 2008 - February 2011
Goldman Sachs Asset Management November 2005 - April 2008
Goldman Sachs January 2000 - November 2005
Private Wealth Management January 1999 - January 2001
Hambrecht & Quist March 1997 - July 1998
Private Wealth Management Division January 1997 - January 1998
Skills
Management, Marketing, Alternative Investments
Education
Kingswood Oxford School
RICHMOND COLLEGE
Richmond, The American International University in London
na
University of Rochester
University of Rochester
Bachelors of Arts, Political Science and Psychology
Millennium Partners June 2014 - Present
The HOPE Program January 2006 - Present
Jefferies & Company October 2012 - May 2014
Dahlman Rose & Co. February 2011 - September 2012
Macquarie Capital August 2008 - February 2011
Goldman Sachs Asset Management November 2005 - April 2008
Goldman Sachs January 2000 - November 2005
Private Wealth Management January 1999 - January 2001
Hambrecht & Quist March 1997 - July 1998
Private Wealth Management Division January 1997 - January 1998
Skills
Management, Marketing, Alternative Investments
Education
Kingswood Oxford School
RICHMOND COLLEGE
Richmond, The American International University in London
na
University of Rochester
University of Rochester
Bachelors of Arts, Political Science and Psychology
Allison Harden's Macquarie Capital Experience September 2014 - Present
Job Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital September 2014 - Present
Rabobank International, New York June 2010 - August 2014
Rabobank International, Sydney Australia August 2013 - March 2014
Rabobank International, New York September 2008 - June 2010
Rabobank International, New York August 2006 - September 2008
Skills
Banking, Bloomberg, Financial Modeling, Fixed Income, Leadership, Capital Markets, Leveraged Finance, Financial Analysis, Credit Risk, Corporate Finance, Structured Finance, Private Equity, Financial Structuring, Mergers, Due Diligence, Loans, Economics, LBO, Portfolio Management
Education
Babson College 2002 — 2006
BS, Economics and Finance
University of St.Gallen 2005 — 2005
Macquarie Capital September 2014 - Present
Rabobank International, New York June 2010 - August 2014
Rabobank International, Sydney Australia August 2013 - March 2014
Rabobank International, New York September 2008 - June 2010
Rabobank International, New York August 2006 - September 2008
Skills
Banking, Bloomberg, Financial Modeling, Fixed Income, Leadership, Capital Markets, Leveraged Finance, Financial Analysis, Credit Risk, Corporate Finance, Structured Finance, Private Equity, Financial Structuring, Mergers, Due Diligence, Loans, Economics, LBO, Portfolio Management
Education
Babson College 2002 — 2006
BS, Economics and Finance
University of St.Gallen 2005 — 2005
John Merrick's Macquarie Capital Experience March 2011 - Present
Job Senior Associate, Equity Research at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital March 2011 - Present
Oppenheimer & Co. April 2008 - March 2011
Oppenheimer & Co. January 2008 - April 2008
CIBC World Markets June 2007 - January 2008
Skills
Financial Modeling, Equity Research, Investments, Finance, Bloomberg, Financial Analysis, Series 7, Capital Markets, Equities, Valuation
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
Penn State University 1998 — 2003
BS, Economics
Macquarie Capital March 2011 - Present
Oppenheimer & Co. April 2008 - March 2011
Oppenheimer & Co. January 2008 - April 2008
CIBC World Markets June 2007 - January 2008
Skills
Financial Modeling, Equity Research, Investments, Finance, Bloomberg, Financial Analysis, Series 7, Capital Markets, Equities, Valuation
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
Penn State University 1998 — 2003
BS, Economics
Scott Bruckner's Macquarie Capital Experience June 2015 - Present
Job Senior Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital June 2015 - Present
Perella Weinberg Partners April 2007 - May 2015
Morgan Stanley 1997 - January 2007
Carnegie Endowment for International Peace 1995 - 1997
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets, Hedge Funds, Equities, Venture Capital, Financial Modeling, Strategic Planning, Investments, Business Strategy, Emerging Markets, Corporate Development, Strategy, Communications..., Telecommunications, Wireless, M2M, Data Center, Internet of Things, Start-ups, Business Development
Education
University of California, Los Angeles 1984 — 1992
Ph.D, Political Science/Political Economy
Macquarie Capital June 2015 - Present
Perella Weinberg Partners April 2007 - May 2015
Morgan Stanley 1997 - January 2007
Carnegie Endowment for International Peace 1995 - 1997
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets, Hedge Funds, Equities, Venture Capital, Financial Modeling, Strategic Planning, Investments, Business Strategy, Emerging Markets, Corporate Development, Strategy, Communications..., Telecommunications, Wireless, M2M, Data Center, Internet of Things, Start-ups, Business Development
Education
University of California, Los Angeles 1984 — 1992
Ph.D, Political Science/Political Economy
Robert Hagerich's Macquarie Capital Experience July 2013 - Present
Job Vice President at Macquarie Capital
Industry Oil & Energy
Experience
Macquarie Capital July 2013 - Present
Macquarie Capital October 2010 - June 2013
Transocean Inc May 2008 - October 2010
Shell Oil Company June 2006 - May 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers, Investment Banking, Capital Markets, Energy, Due Diligence, Finance, Treasury, Mergers & Acquisitions, Bloomberg, Equities, Private Equity, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2006
BS, Business - Finance
Westmont Hilltop
Macquarie Capital July 2013 - Present
Macquarie Capital October 2010 - June 2013
Transocean Inc May 2008 - October 2010
Shell Oil Company June 2006 - May 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers, Investment Banking, Capital Markets, Energy, Due Diligence, Finance, Treasury, Mergers & Acquisitions, Bloomberg, Equities, Private Equity, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2006
BS, Business - Finance
Westmont Hilltop
Pete Gombocz's Macquarie Capital Experience June 2011 - December 2013
Job Managing Director, Head of Electronic and Program Sales and Trading at Cantor Fitzgerald Canada
Industry Financial Services
Experience
Cantor Fitzgerald Canada October 2014 - Present
Macquarie Capital June 2011 - December 2013
Canaccord Adams April 2007 - June 2011
E*Trade Capital Markets July 2004 - April 2007
TSX Group 1995 - 2004
Skills
Trading Systems, Market Structure, Market Data, Equities, DMA Trading
Education
Laurentian University/Université Laurentienne 1991 — 1995
Cantor Fitzgerald Canada October 2014 - Present
Macquarie Capital June 2011 - December 2013
Canaccord Adams April 2007 - June 2011
E*Trade Capital Markets July 2004 - April 2007
TSX Group 1995 - 2004
Skills
Trading Systems, Market Structure, Market Data, Equities, DMA Trading
Education
Laurentian University/Université Laurentienne 1991 — 1995
Albert Kabili's Macquarie Capital Experience November 2008 - September 2011
Job Senior Analyst at Macquarie Group
Industry Financial Services
Experience
Macquarie Group January 2013 - Present
Credit Suisse September 2011 - Present
Macquarie Capital November 2008 - September 2011
Goldman Sachs November 2004 - November 2008
Deutsche Bank 2001 - 2004
Skills
Equities, Investment Banking, Bloomberg, Capital Markets, Derivatives, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 1999 — 2001
MBA``
University of Wisconsin-Madison
BS, Chemical Engineering
Macquarie Group January 2013 - Present
Credit Suisse September 2011 - Present
Macquarie Capital November 2008 - September 2011
Goldman Sachs November 2004 - November 2008
Deutsche Bank 2001 - 2004
Skills
Equities, Investment Banking, Bloomberg, Capital Markets, Derivatives, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 1999 — 2001
MBA``
University of Wisconsin-Madison
BS, Chemical Engineering
Ernest Kim's Macquarie Capital Experience August 2008 - May 2010
Job Vice President at LS Power Equity Advisors, LLC
Industry Venture Capital & Private Equity
Experience
LS Power Equity Advisors, LLC December 2011 - Present
LS Power Equity Advisors, LLC June 2010 - December 2011
Macquarie Capital August 2008 - May 2010
Bear Stearns May 2007 - July 2007
Con Edison April 2004 - August 2006
Alstom Power July 2000 - March 2004
Skills
Energy, Valuation, Project Finance, Investment Banking, Renewable Energy, Mergers, Due Diligence, Financial Modeling, Corporate Finance, Private Equity, Corporate Development, Financial Structuring, Venture Capital, Trading
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA
United States Merchant Marine Academy 1996 — 2000
BS, Marine Engineering & Shipyard Management
LS Power Equity Advisors, LLC December 2011 - Present
LS Power Equity Advisors, LLC June 2010 - December 2011
Macquarie Capital August 2008 - May 2010
Bear Stearns May 2007 - July 2007
Con Edison April 2004 - August 2006
Alstom Power July 2000 - March 2004
Skills
Energy, Valuation, Project Finance, Investment Banking, Renewable Energy, Mergers, Due Diligence, Financial Modeling, Corporate Finance, Private Equity, Corporate Development, Financial Structuring, Venture Capital, Trading
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA
United States Merchant Marine Academy 1996 — 2000
BS, Marine Engineering & Shipyard Management
William Gerald Demas's Macquarie Capital Experience October 2011 - Present
Job Senior Vice President, Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital October 2011 - Present
Ewing Bemiss & Co July 2009 - October 2011
Good Energies August 2007 - May 2009
Lazard Freres & Co. 2005 - 2007
Skills
Private Equity, Venture Capital, Energy, Intellectual Property, Valuation, Due Diligence, Financial Modeling, Project Finance, Mergers, Cleantech, Investment Banking, Corporate Finance
Education
Harvard University
University School
Macquarie Capital October 2011 - Present
Ewing Bemiss & Co July 2009 - October 2011
Good Energies August 2007 - May 2009
Lazard Freres & Co. 2005 - 2007
Skills
Private Equity, Venture Capital, Energy, Intellectual Property, Valuation, Due Diligence, Financial Modeling, Project Finance, Mergers, Cleantech, Investment Banking, Corporate Finance
Education
Harvard University
University School
Sean Shannon's Macquarie Capital Experience 2009 - 2010
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
Matt Weinstein's Macquarie Capital Experience July 2010 - August 2012
Job Director Structured Product at Axonic Capital LLC
Industry Financial Services
Experience
Axonic Capital LLC September 2012 - Present
Macquarie Capital July 2010 - August 2012
Spartan Real Estate Capital LLC September 2009 - July 2010
NYU Stern School of Business August 2008 - September 2009
Bear Stearns June 2003 - June 2008
Skills
CMBS, Trading, Fixed Income, Portfolio Management, Asset Management, Commercial Real Estate
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
Cornell University 1999 — 2003
BS, Industrial Labor Relations
Axonic Capital LLC September 2012 - Present
Macquarie Capital July 2010 - August 2012
Spartan Real Estate Capital LLC September 2009 - July 2010
NYU Stern School of Business August 2008 - September 2009
Bear Stearns June 2003 - June 2008
Skills
CMBS, Trading, Fixed Income, Portfolio Management, Asset Management, Commercial Real Estate
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
Cornell University 1999 — 2003
BS, Industrial Labor Relations
Jeff Abt's Macquarie Capital Experience May 2015 - Present
Job Managing Director at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital May 2015 - Present
JPMorgan Chase August 2011 - May 2015
RBC Capital Markets April 2010 - August 2011
Raymond James September 2009 - March 2010
Intermarket Corp June 2008 - August 2009
Goldman Sachs August 2006 - May 2008
Lehman Brothers August 1998 - July 2006
Scotiabank 1993 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Accounting
University College of London 1985 — 1986
Economics
Bucknell University
Bachelor of Arts, Economics
Macquarie Capital May 2015 - Present
JPMorgan Chase August 2011 - May 2015
RBC Capital Markets April 2010 - August 2011
Raymond James September 2009 - March 2010
Intermarket Corp June 2008 - August 2009
Goldman Sachs August 2006 - May 2008
Lehman Brothers August 1998 - July 2006
Scotiabank 1993 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Accounting
University College of London 1985 — 1986
Economics
Bucknell University
Bachelor of Arts, Economics
Brian Brush's Macquarie Capital Experience July 2012 - Present
Job Associate at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital July 2012 - Present
Macquarie Capital January 2011 - July 2012
Carl Marks Advisory Group July 2009 - January 2011
Miller Buckfire May 2008 - August 2008
Wealth and Tax Advisory Services June 2007 - August 2007
Skills
Mergers & Acquisitions, Investment Banking, Financial Analysis, Financial Modeling
Education
Georgetown University 2005 — 2009
BSBA, Finance, Accounting, Math
Macquarie Capital July 2012 - Present
Macquarie Capital January 2011 - July 2012
Carl Marks Advisory Group July 2009 - January 2011
Miller Buckfire May 2008 - August 2008
Wealth and Tax Advisory Services June 2007 - August 2007
Skills
Mergers & Acquisitions, Investment Banking, Financial Analysis, Financial Modeling
Education
Georgetown University 2005 — 2009
BSBA, Finance, Accounting, Math
Derek Sbrogna, CFA's Macquarie Capital Experience September 2013 - October 2014
Job Investment Manager at Teacher Retirement System of Texas
Industry Financial Services
Experience
Teacher Retirement System of Texas October 2014 - Present
Macquarie Capital September 2013 - October 2014
Macquarie Capital August 2010 - September 2013
Invesco Aim June 2009 - August 2009
Daymon Worldwide September 2007 - August 2008
Daymon Worldwide January 2006 - September 2007
Daymon Worldwide July 2004 - December 2005
Skills
Competitive Analysis, Leadership, Marketing, Market Research, Analysis, Forecasting, Equity Research
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
Boston College 2000 — 2004
Finance and Marketing
Bancroft
Teacher Retirement System of Texas October 2014 - Present
Macquarie Capital September 2013 - October 2014
Macquarie Capital August 2010 - September 2013
Invesco Aim June 2009 - August 2009
Daymon Worldwide September 2007 - August 2008
Daymon Worldwide January 2006 - September 2007
Daymon Worldwide July 2004 - December 2005
Skills
Competitive Analysis, Leadership, Marketing, Market Research, Analysis, Forecasting, Equity Research
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
Boston College 2000 — 2004
Finance and Marketing
Bancroft
Shengyan Fan's Macquarie Capital Experience Vice PresidentMacquarie Capital LtdSeptember 2006 - July 2008
Job Vice President at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital Vice PresidentMacquarie Capital LtdSeptember 2006 - July 2008
ABN AMRO Hong Kong Ltd. August 2004 - August 2006
Fox-Pitt, Kelton July 2002 - May 2004
Lehman Brothers August 2000 - July 2002
Education
Tsinghua University
University of Oxford
南外
Macquarie Capital Vice PresidentMacquarie Capital LtdSeptember 2006 - July 2008
ABN AMRO Hong Kong Ltd. August 2004 - August 2006
Fox-Pitt, Kelton July 2002 - May 2004
Lehman Brothers August 2000 - July 2002
Education
Tsinghua University
University of Oxford
南外
Sean Burbank's Macquarie Capital Experience June 2015 - August 2015
Job
Industry Financial Services
Experience
Macquarie Capital June 2015 - August 2015
Cambridge Associates October 2010 - July 2014
State Street Global Markets June 2008 - May 2009
Business Logic Consulting June 2004 - August 2006
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters of Science, Finance
Bentley University 2003 — 2007
Bachelors, Economics-Finance
Macquarie Capital June 2015 - August 2015
Cambridge Associates October 2010 - July 2014
State Street Global Markets June 2008 - May 2009
Business Logic Consulting June 2004 - August 2006
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters of Science, Finance
Bentley University 2003 — 2007
Bachelors, Economics-Finance
Casey Girardi's Macquarie Capital Experience Fixed Income SalesCommonwealth Bank of AustraliaAugust 2005 - January 2008
Job Senior Associate Structured Product Sales at Macquarie Capital
Industry Capital Markets
Experience
Macquarie Capital Fixed Income SalesCommonwealth Bank of AustraliaAugust 2005 - January 2008
Education
Boston College
Macquarie Capital Fixed Income SalesCommonwealth Bank of AustraliaAugust 2005 - January 2008
Education
Boston College
Stephen Mehos's Macquarie Capital Experience 2009 - Present
Job Senior Managing Director at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers 1993 - 2008
Marine Midland Bank 1989 - 1992
Skills
High Yield, Capital Markets, Investment Banking, Private Equity, Equities, Valuation, LBO, Leveraged Finance, Financial Structuring, Corporate Finance, Special Situations, Capital Structure
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Macquarie Capital 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers 1993 - 2008
Marine Midland Bank 1989 - 1992
Skills
High Yield, Capital Markets, Investment Banking, Private Equity, Equities, Valuation, LBO, Leveraged Finance, Financial Structuring, Corporate Finance, Special Situations, Capital Structure
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), Economics
David Blackford's Macquarie Capital Experience May 2008 - August 2013
Job First Vice President, Investments at The CIM Group
Industry Venture Capital & Private Equity
Experience
The CIM Group September 2013 - Present
Macquarie Capital May 2008 - August 2013
Citigroup Investment Banking Division 2001 - 2008
Lazard Asset Management 1995 - 1999
Skills
CFA Charterholder, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Equities, Asset Management, Corporate Finance, Investments, Fixed Income, Alternative Investments, Financial Structuring, Financial Analysis, Chartered Financial...
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Economics, Accounting
The CIM Group September 2013 - Present
Macquarie Capital May 2008 - August 2013
Citigroup Investment Banking Division 2001 - 2008
Lazard Asset Management 1995 - 1999
Skills
CFA Charterholder, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Equities, Asset Management, Corporate Finance, Investments, Fixed Income, Alternative Investments, Financial Structuring, Financial Analysis, Chartered Financial...
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Economics, Accounting
Jon Goddard's Macquarie Capital Experience August 2009 - February 2012
Job VP of M&A and Strategy at Amromco Energy
Industry Investment Banking
Experience
Amromco Energy February 2012 - Present
Macquarie Capital August 2009 - February 2012
Tristone Capital March 2007 - August 2009
Friedman Billings Ramsey 2003 - 2007
CIBC World Markets 1998 - 2002
Education
The University of Texas at Austin
Master of Business Administration (MBA)
Southern Methodist University 1994 — 1998
BBA, Finance
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Finance
Amromco Energy February 2012 - Present
Macquarie Capital August 2009 - February 2012
Tristone Capital March 2007 - August 2009
Friedman Billings Ramsey 2003 - 2007
CIBC World Markets 1998 - 2002
Education
The University of Texas at Austin
Master of Business Administration (MBA)
Southern Methodist University 1994 — 1998
BBA, Finance
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Finance
Joshua Bellet's Macquarie Capital Experience June 2009 - August 2009
Job Senior Associate at Ares Management
Industry Financial Services
Experience
Ares Management July 2015 - Present
Ares Management July 2013 - June 2015
Macquarie Capital (USA) Inc August 2010 - June 2013
Macquarie Capital June 2009 - August 2009
Provident Healthcare Partners, LLC May 2008 - July 2008
Education
Brandeis University 2006 — 2010
Bachelor of Arts (BA), Economics
Wayne Valley High School 2002 — 2006
Boston University
Ares Management July 2015 - Present
Ares Management July 2013 - June 2015
Macquarie Capital (USA) Inc August 2010 - June 2013
Macquarie Capital June 2009 - August 2009
Provident Healthcare Partners, LLC May 2008 - July 2008
Education
Brandeis University 2006 — 2010
Bachelor of Arts (BA), Economics
Wayne Valley High School 2002 — 2006
Boston University
Daniel K. Lee's Macquarie Capital Experience October 2006 - December 2008
Job Associate at Mitsubishi UFJ Financial Group (MUFG)
Industry Investment Management
Experience
Mitsubishi UFJ Financial Group (MUFG) July 2013 - Present
MetLife Investments June 2012 - September 2012
GH Venture Partners LLC, Kiboo LLC and Boylan Bottling Company December 2008 - August 2011
Macquarie Capital October 2006 - December 2008
BNY Mezzanine Partners August 2005 - October 2006
SG Cowen December 2003 - August 2005
Skills
Private Equity, Valuation, Investment Management, Investments, Financial Modeling, Securities, Portfolio Management, Equities, Investment Banking
Education
UCLA Anderson School of Management 2011 — 2013
M.B.A., Finance, Graduated with Honors
Columbia University in the City of New York 1999 — 2003
B.A., Economics
Mitsubishi UFJ Financial Group (MUFG) July 2013 - Present
MetLife Investments June 2012 - September 2012
GH Venture Partners LLC, Kiboo LLC and Boylan Bottling Company December 2008 - August 2011
Macquarie Capital October 2006 - December 2008
BNY Mezzanine Partners August 2005 - October 2006
SG Cowen December 2003 - August 2005
Skills
Private Equity, Valuation, Investment Management, Investments, Financial Modeling, Securities, Portfolio Management, Equities, Investment Banking
Education
UCLA Anderson School of Management 2011 — 2013
M.B.A., Finance, Graduated with Honors
Columbia University in the City of New York 1999 — 2003
B.A., Economics
Jeff Casale's Macquarie Capital Experience May 2009 - December 2011
Job Regional Marketing Director
Industry Financial Services
Experience
Transamerica December 2011 - Present
Macquarie Capital May 2009 - December 2011
Putnam Investments September 1999 - February 2009
Toys R Us August 1998 - August 1999
Skills
Series 6, Series 63, Separately Managed..., Series 7, Mutual Funds, Series 65, Variable Annuities, 401k, Alternative Investments, Asset Allocation, Fixed Annuities, Retirement, FINRA, Retirement Planning, ETFs, Investment Strategies
Education
Massachusetts College of Liberal Arts 1994 — 1998
BS, Business Management/Public Relations
Transamerica December 2011 - Present
Macquarie Capital May 2009 - December 2011
Putnam Investments September 1999 - February 2009
Toys R Us August 1998 - August 1999
Skills
Series 6, Series 63, Separately Managed..., Series 7, Mutual Funds, Series 65, Variable Annuities, 401k, Alternative Investments, Asset Allocation, Fixed Annuities, Retirement, FINRA, Retirement Planning, ETFs, Investment Strategies
Education
Massachusetts College of Liberal Arts 1994 — 1998
BS, Business Management/Public Relations
Michael Barrish's Macquarie Capital Experience May 2015 - Present
Job Managing Director Leveraged Finance
Industry Investment Banking
Experience
Macquarie Capital May 2015 - Present
RBC Capital Markets November 2009 - March 2015
Merrill Lynch & Co. 2005 - 2009
Citigroup August 1999 - March 2005
J.C. Bradford & Co. March 1997 - June 1999
Skills
Investment Banking, Leveraged Finance, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Fixed Income
Education
Brown University 1992 — 1996
B.A., Business Economics
Macquarie Capital May 2015 - Present
RBC Capital Markets November 2009 - March 2015
Merrill Lynch & Co. 2005 - 2009
Citigroup August 1999 - March 2005
J.C. Bradford & Co. March 1997 - June 1999
Skills
Investment Banking, Leveraged Finance, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Fixed Income
Education
Brown University 1992 — 1996
B.A., Business Economics
Ryan Badaracco's Macquarie Capital Experience 2008 - 2010
Job Corporate Development at Highmark
Industry Financial Services
Experience
Highmark Inc. 2011 - Present
Macquarie Capital 2008 - 2010
Skills
Corporate Development, Mergers & Acquisitions, Private Equity, Venture Capital, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Joint Ventures, Start-ups
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, Highest Honors
Highmark Inc. 2011 - Present
Macquarie Capital 2008 - 2010
Skills
Corporate Development, Mergers & Acquisitions, Private Equity, Venture Capital, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Joint Ventures, Start-ups
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, Highest Honors
Jeong Yoon Kim's Macquarie Capital Experience November 2010 - October 2011
Job Associate at Macquarie Infrastructure and Real Assets
Industry Financial Services
Experience
Macquarie Infrastructure and Real Assets April 2012 - Present
Macquarie Capital November 2010 - October 2011
Cogent Partners June 2009 - October 2010
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Equities, Corporate Finance, Bloomberg, Hedge Funds, Due Diligence, Financial Analysis, Investments
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BSc in Economics, Finance
Macquarie Infrastructure and Real Assets April 2012 - Present
Macquarie Capital November 2010 - October 2011
Cogent Partners June 2009 - October 2010
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Equities, Corporate Finance, Bloomberg, Hedge Funds, Due Diligence, Financial Analysis, Investments
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BSc in Economics, Finance
Bruce Donaldson's Macquarie Capital Experience 2008 - Present
Job Managing Director / Consultant at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital 2008 - Present
Franchise Services of North America, Inc. 2012 - Present
Hereditary Disease Foundation 2008 - Present
Axon Financial 2005 - 2008
WestLB 2004 - 2005
Sidley Austin LLP 2001 - 2004
Clifford Chance LLP 1998 - 2001
Herbert Smith Freehills 1997 - 1998
National Lacrosse League 1989 - 1992
Skills
Capital Markets, Due Diligence, Private Equity, Valuation, Investments, Financial Analysis, Financial Structuring, Structured Finance, Asset Management, Finance
Education
London Business School
Master of Business Administration (MBA)
The John Marshall Law School
Doctor of Law (J.D.)
Hobart and William Smith Colleges
Bachelor of Arts (B.A.)
Macquarie Capital 2008 - Present
Franchise Services of North America, Inc. 2012 - Present
Hereditary Disease Foundation 2008 - Present
Axon Financial 2005 - 2008
WestLB 2004 - 2005
Sidley Austin LLP 2001 - 2004
Clifford Chance LLP 1998 - 2001
Herbert Smith Freehills 1997 - 1998
National Lacrosse League 1989 - 1992
Skills
Capital Markets, Due Diligence, Private Equity, Valuation, Investments, Financial Analysis, Financial Structuring, Structured Finance, Asset Management, Finance
Education
London Business School
Master of Business Administration (MBA)
The John Marshall Law School
Doctor of Law (J.D.)
Hobart and William Smith Colleges
Bachelor of Arts (B.A.)
Jeffrey Mauro, CFA's Macquarie Capital Experience August 2011 - December 2012
Job Vice President at AIG
Industry Financial Services
Experience
AIG March 2014 - Present
AIG January 2013 - March 2014
Macquarie Capital August 2011 - December 2012
FBR June 2008 - August 2011
Ernst & Young June 2007 - August 2007
Skills
Mergers & Acquisitions, Finance, Business Strategy, Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Equities, Hedge Funds, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Series 7, Investments, Asset Management, Financial Services
Education
Georgetown University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
AIG March 2014 - Present
AIG January 2013 - March 2014
Macquarie Capital August 2011 - December 2012
FBR June 2008 - August 2011
Ernst & Young June 2007 - August 2007
Skills
Mergers & Acquisitions, Finance, Business Strategy, Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Equities, Hedge Funds, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Series 7, Investments, Asset Management, Financial Services
Education
Georgetown University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Arjun T's Macquarie Capital Experience July 2015 - Present
Job Investment Banking Associate at Macquarie
Industry Investment Banking
Experience
Macquarie Capital July 2015 - Present
Macquarie Capital January 2014 - June 2015
Heidmar (former subsidiary of Morgan Stanley) February 2012 - December 2013
Heidmar (former subsidiary of Morgan Stanley) June 2011 - August 2011
Emarat Maritime, LLC June 2009 - July 2009
Skills
Derivatives, Financial Modeling, Energy, Options, Maritime, Oil/Gas, Swaps, Investment Banking, Transportation, PPP
Education
Dartmouth College
M.E.M, Engineering Management
London School of Economics and Political Science
Summer School, Managerial Accounting And Financial Control
National Institute of Technology Karnataka
B Tech, Information Technology
Macquarie Capital July 2015 - Present
Macquarie Capital January 2014 - June 2015
Heidmar (former subsidiary of Morgan Stanley) February 2012 - December 2013
Heidmar (former subsidiary of Morgan Stanley) June 2011 - August 2011
Emarat Maritime, LLC June 2009 - July 2009
Skills
Derivatives, Financial Modeling, Energy, Options, Maritime, Oil/Gas, Swaps, Investment Banking, Transportation, PPP
Education
Dartmouth College
M.E.M, Engineering Management
London School of Economics and Political Science
Summer School, Managerial Accounting And Financial Control
National Institute of Technology Karnataka
B Tech, Information Technology
Peter Kind's Macquarie Capital Experience September 2009 - May 2014
Job Executive Director Energy Infrastructure Advocates, LLC
Industry Investment Banking
Experience
Energy Infrastructure Advocates, LLC January 2012 - Present
Macquarie Capital September 2009 - May 2014
Bank of America Securities April 2005 - September 2009
Citigroup January 1997 - April 2005
Skills
Capital Markets, Corporate Finance, Valuation, Project Finance
Education
NYU Stern School of Business 1980 — 1982
MBA, Finance
Iona College 1976 — 1978
BBA, Accounting
Energy Infrastructure Advocates, LLC January 2012 - Present
Macquarie Capital September 2009 - May 2014
Bank of America Securities April 2005 - September 2009
Citigroup January 1997 - April 2005
Skills
Capital Markets, Corporate Finance, Valuation, Project Finance
Education
NYU Stern School of Business 1980 — 1982
MBA, Finance
Iona College 1976 — 1978
BBA, Accounting
Andrew Gladston's Macquarie Capital Experience February 2010 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
Macquarie Capital February 2010 - Present
UBS Investment Bank August 2003 - May 2009
Skills
Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Corporate Development, LBO, Investments
Education
Columbia Business School 2001 — 2003
Master of Business Administration (MBA), Finance
USC 1992 — 1996
Bachelor of Arts (BA)
Macquarie Capital February 2010 - Present
UBS Investment Bank August 2003 - May 2009
Skills
Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Corporate Development, LBO, Investments
Education
Columbia Business School 2001 — 2003
Master of Business Administration (MBA), Finance
USC 1992 — 1996
Bachelor of Arts (BA)
Sung Chun's Macquarie Capital Experience May 2011 - Present
Job Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital May 2011 - Present
Regal Capital November 2009 - May 2011
Credit Suisse April 2006 - August 2008
CIBC World Markets September 1998 - April 2006
Schroders & Co April 1997 - August 1998
Education
University of California, Berkeley
BA, Economics
Macquarie Capital May 2011 - Present
Regal Capital November 2009 - May 2011
Credit Suisse April 2006 - August 2008
CIBC World Markets September 1998 - April 2006
Schroders & Co April 1997 - August 1998
Education
University of California, Berkeley
BA, Economics
Juana Abreu's Macquarie Capital Experience September 2014 - Present
Job Executive Assistant at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital September 2014 - Present
Columbia University Medical Center October 2013 - September 2014
Memorial Sloan-Kettering Cancer Center August 2006 - September 2013
Stonehill College 2002 - 2006
Permal June 2005 - August 2005
Highbridge Community HDFC June 2004 - August 2004
Skills
Healthcare, Digital Dictation, HIPAA, Clinical Research, EMR, Healthcare Information..., Pediatrics, Microsoft Office, Medical Billing, Research, Epic Systems, Hospitals, Healthcare Management, Software Documentation, Public Health, Revenue Cycle, Medical Records, Meditech, Patient Education, Oncology, Managed Care, Medical Terminology, EHR, Data Entry, Administrative..., Case Management, PowerPoint, Microsoft Excel
Education
Stonehill College 2002 — 2006
BA, Health Care Administration, 3.25
Macquarie Capital September 2014 - Present
Columbia University Medical Center October 2013 - September 2014
Memorial Sloan-Kettering Cancer Center August 2006 - September 2013
Stonehill College 2002 - 2006
Permal June 2005 - August 2005
Highbridge Community HDFC June 2004 - August 2004
Skills
Healthcare, Digital Dictation, HIPAA, Clinical Research, EMR, Healthcare Information..., Pediatrics, Microsoft Office, Medical Billing, Research, Epic Systems, Hospitals, Healthcare Management, Software Documentation, Public Health, Revenue Cycle, Medical Records, Meditech, Patient Education, Oncology, Managed Care, Medical Terminology, EHR, Data Entry, Administrative..., Case Management, PowerPoint, Microsoft Excel
Education
Stonehill College 2002 — 2006
BA, Health Care Administration, 3.25
Andy Mahder's Macquarie Capital Experience March 2010 - Present
Job Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital March 2010 - Present
Credit Suisse February 1997 - October 2007
Chase Securities Inc July 1987 - January 1997
Skills
High Yield, Capital Markets, Leveraged Finance, Syndications, Fixed Income, Corporate Finance, Credit Analysis, Project Finance
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1981 — 1985
BA, Economics
Macquarie Capital March 2010 - Present
Credit Suisse February 1997 - October 2007
Chase Securities Inc July 1987 - January 1997
Skills
High Yield, Capital Markets, Leveraged Finance, Syndications, Fixed Income, Corporate Finance, Credit Analysis, Project Finance
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1981 — 1985
BA, Economics
J.P. Coviello's Macquarie Capital Experience April 2010 - July 2013
Job Trader at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management September 2013 - Present
Macquarie Capital April 2010 - July 2013
Bank of America August 2008 - January 2009
Bear Stearns September 2007 - June 2008
Bear Stearns June 2006 - September 2007
Skills
Bloomberg, Fixed Income, FX Options, FX Derivatives
Education
Middlebury College 2002 — 2006
BA, International Politics and Economics
Moore Capital Management September 2013 - Present
Macquarie Capital April 2010 - July 2013
Bank of America August 2008 - January 2009
Bear Stearns September 2007 - June 2008
Bear Stearns June 2006 - September 2007
Skills
Bloomberg, Fixed Income, FX Options, FX Derivatives
Education
Middlebury College 2002 — 2006
BA, International Politics and Economics
Kyle Berkman's Macquarie Capital Experience May 2012 - August 2012
Job Associate at Intrepid Investment Bankers
Industry Entertainment
Experience
Intrepid Investment Bankers July 2013 - Present
Macquarie Capital May 2012 - August 2012
Skills
Financial Modeling, Strategy, Valuation, Due Diligence, Private Equity, Corporate Finance, Competitive Analysis, Corporate Development, Venture Capital, Investments, Mergers & Acquisitions, Financial Analysis, Equity Research, M&A experience, LBO, Entrepreneurship
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance
Harvard University 2002 — 2007
BA, Literature
Intrepid Investment Bankers July 2013 - Present
Macquarie Capital May 2012 - August 2012
Skills
Financial Modeling, Strategy, Valuation, Due Diligence, Private Equity, Corporate Finance, Competitive Analysis, Corporate Development, Venture Capital, Investments, Mergers & Acquisitions, Financial Analysis, Equity Research, M&A experience, LBO, Entrepreneurship
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance
Harvard University 2002 — 2007
BA, Literature
Brad Beaumont's Macquarie Capital Experience August 2012 - Present
Job Associate at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital August 2012 - Present
Credit Suisse June 2011 - August 2011
US Army 2005 - 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investment Banking, Due Diligence, Private Equity, Equity Research, Emerging Markets, Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance
Duke University 2001 — 2005
Bachelor's degree, Political Science / History double major
Macquarie Capital August 2012 - Present
Credit Suisse June 2011 - August 2011
US Army 2005 - 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investment Banking, Due Diligence, Private Equity, Equity Research, Emerging Markets, Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance
Duke University 2001 — 2005
Bachelor's degree, Political Science / History double major
Nick Baker's Macquarie Capital Experience July 2014 - Present
Job Vice President at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital July 2014 - Present
Macquarie Capital October 2011 - July 2014
Macquarie Capital July 2010 - October 2011
Macquarie Capital January 2008 - June 2010
Skills
Project Finance, Midstream, Power and Utilities, M&A, Infrastructure, Financial Modeling
Education
University of Adelaide 2004 — 2007
Bachelor's degree, Finance, General
University of Adelaide 2002 — 2007
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Macquarie Capital July 2014 - Present
Macquarie Capital October 2011 - July 2014
Macquarie Capital July 2010 - October 2011
Macquarie Capital January 2008 - June 2010
Skills
Project Finance, Midstream, Power and Utilities, M&A, Infrastructure, Financial Modeling
Education
University of Adelaide 2004 — 2007
Bachelor's degree, Finance, General
University of Adelaide 2002 — 2007
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Tricia Peterson's Macquarie Capital Experience November 2010 - February 2013
Job Partner and Chief Operating Officer at Accord Group Holdings
Industry Real Estate
Experience
Accord Group Holdings June 2014 - Present
Pacific Urban Residential March 2013 - May 2014
Macquarie Capital November 2010 - February 2013
Compass Equity Advisors January 2010 - February 2013
Presidio Partners LLC May 2003 - November 2010
Lehman Brothers September 2000 - April 2003
IFC - International Finance Corporation June 1999 - August 1999
Lehman Brothers 1995 - 1998
Skills
Real Estate Economics, Capital Markets, Private Equity, Investments, Valuation, Due Diligence, Alternative Investments, Portfolio Management, Real Estate, Financial Modeling, Investment Banking, Real Estate Private..., Structured Finance, Financial Structuring, Asset Managment, Investment Management, Investor Relations, Finance
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
University of California, Berkeley 1991 — 1995
B.A., Political Economy of Industrial Societies
Accord Group Holdings June 2014 - Present
Pacific Urban Residential March 2013 - May 2014
Macquarie Capital November 2010 - February 2013
Compass Equity Advisors January 2010 - February 2013
Presidio Partners LLC May 2003 - November 2010
Lehman Brothers September 2000 - April 2003
IFC - International Finance Corporation June 1999 - August 1999
Lehman Brothers 1995 - 1998
Skills
Real Estate Economics, Capital Markets, Private Equity, Investments, Valuation, Due Diligence, Alternative Investments, Portfolio Management, Real Estate, Financial Modeling, Investment Banking, Real Estate Private..., Structured Finance, Financial Structuring, Asset Managment, Investment Management, Investor Relations, Finance
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
University of California, Berkeley 1991 — 1995
B.A., Political Economy of Industrial Societies
Lucas Joynt's Macquarie Capital Experience January 2007 - Present
Job Vice President, Principal Investments at Macquarie Capital
Industry Venture Capital & Private Equity
Experience
Macquarie Capital January 2007 - Present
Skills
Principal Investing, Private Equity, Special Situations..., LBO, Junior Capital, Growth Capital, Investment Banking
Education
The University of Western Australia 2001 — 2005
Bachelor of Laws (LLB)
The University of Western Australia 2001 — 2003
Bachelor of Economics (BEcon)
Macquarie Capital January 2007 - Present
Skills
Principal Investing, Private Equity, Special Situations..., LBO, Junior Capital, Growth Capital, Investment Banking
Education
The University of Western Australia 2001 — 2005
Bachelor of Laws (LLB)
The University of Western Australia 2001 — 2003
Bachelor of Economics (BEcon)
Amanda Mandel's Macquarie Capital Experience August 2011 - June 2014
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock June 2014 - Present
Macquarie Capital August 2011 - June 2014
Goldman Sachs June 2010 - August 2010
Midtown Partners February 2009 - July 2009
Education
New York University 2007 — 2010
BA, Economics
BlackRock June 2014 - Present
Macquarie Capital August 2011 - June 2014
Goldman Sachs June 2010 - August 2010
Midtown Partners February 2009 - July 2009
Education
New York University 2007 — 2010
BA, Economics
Asem Mokaddem's Macquarie Capital Experience April 2010 - Present
Job Managing Director at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital April 2010 - Present
Shell Oil Company April 2009 - March 2010
Lehman Brothers March 2005 - February 2009
International Paper January 1997 - June 2000
Skills
Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking
Education
University of Mississippi
Bachelor of Science (BS), Electrical Engineering
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (MBA)
Macquarie Capital April 2010 - Present
Shell Oil Company April 2009 - March 2010
Lehman Brothers March 2005 - February 2009
International Paper January 1997 - June 2000
Skills
Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking
Education
University of Mississippi
Bachelor of Science (BS), Electrical Engineering
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (MBA)
Kebbin Eke's Macquarie Capital Experience June 2013 - August 2013
Job Investment Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2014 - Present
Hampton University September 2012 - April 2014
Macquarie Capital June 2013 - August 2013
Skills
Portfolio Management, Investment Strategies, Financial Modeling, Asset Allocation, Financial Analysis, Comparable Analysis, Research, Investments, Fixed Income, Teamwork, Microsoft Office
Education
Hampton University 2011 — 2014
Bachelor of Science (BS), Finance
Prudential Financial July 2014 - Present
Hampton University September 2012 - April 2014
Macquarie Capital June 2013 - August 2013
Skills
Portfolio Management, Investment Strategies, Financial Modeling, Asset Allocation, Financial Analysis, Comparable Analysis, Research, Investments, Fixed Income, Teamwork, Microsoft Office
Education
Hampton University 2011 — 2014
Bachelor of Science (BS), Finance
Ashish Thomas's Macquarie Capital Experience February 2015 - Present
Job Associate at Macquarie Capital
Industry Banking
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS