ValueAct Capital

Industry: Investment company

Description

ValueAct Capital is a San Francisco-based investment company that manages more than $16 billion on behalf of several institutional and individual investors. The company is a privately owned hedge fund sponsor that provides its services to high net worth individuals and institutions. Founder: Jeffrey W. Ubben Founded: 2000, San Francisco, CA Headquarters: San Francisco, CA Key people: Jeffrey W. Ubben, Mason Morfit, Gregory P Spivy Parent organizations: Affiliated Managers Group, ValueAct Holdings GP, LLC

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ValueAct Capital Employees

Employee
Years
Job
Industry
Andrew Strong Andrew Strong Austin, Texas Details
Andrew Strong's ValueAct Capital Experience June 2009 - September 2009
Job MBA Candidate, The University of Texas at Austin Red McCombs School of Business
Industry Capital Markets
Experience
salesforce.com  February 2014 - December 2014
salesforce.com  November 2012 - January 2014
J.P. Morgan Asset Management   July 2010 - November 2012
ValueAct Capital   June 2009 - September 2009
TransTech Pharma  June 2007 - September 2007

Skills
Financial Modeling, Valuation, Equities, Capital Markets, Bloomberg, Private Equity, Hedge Funds, Investments, Dishwashing

Education
The University of Texas at Austin - Red McCombs School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Stanford University   2006 — 2010
B.S., Management Science & Engineering

Michael Idell Michael Idell San Francisco, California Details
Michael Idell's ValueAct Capital Experience June 2013 - August 2013
Job Brand Partnerships at Huckberry
Industry Retail
Experience
Huckberry  February 2015 - Present
Hamel Family Wines   September 2014 - October 2014
Rock Creek Anglers   June 2014 - August 2014
ValueAct Capital   June 2013 - August 2013
Premier Viticulture and Matthiasson Family Vineyards   July 2011 - August 2011

Skills
Microsoft Office, Customer Service, Microsoft Excel, Finance, Thought Leadership, Management, Business Strategy, Microsoft Word, Leadership, Event Planning, Facebook, Marketing

Education
Colorado College   2011 — 2014
Bachelor of Arts (B.A.), International Political Economy

Alysse Godino Alysse Godino San Francisco, California Details
Alysse Godino's ValueAct Capital Experience June 2012 - August 2012
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp.  July 2014 - Present
Stifel Financial Corp.  June 2013 - August 2013
ValueAct Capital   June 2012 - August 2012
Morgan Stanley  April 2012 - April 2012

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Public Speaking, Photoshop, Spanish

Education
Cornell University   2010 — 2014
Bachelor of Arts (B.A.), Spanish and Business

Universitat de Barcelona   2013 — 2013
Facultat de Economia

Marin Academy   2006 — 2010

Ashley Chasuk Ashley Chasuk San Francisco Bay Area Details
Ashley Chasuk's ValueAct Capital Experience 2014 - Present
Job Environmental Services Professional
Industry Environmental Services
Experience
ValueAct Capital   2014 - Present
Energy Recovery Inc  March 2012 - March 2013
TRX  June 2011 - February 2012
Humboldt State University  August 2007 - May 2011
Brisbane Backpackers Resort   March 2009 - December 2009
Clinique  September 2005 - May 2007

Skills
Office Management, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Organization, Customer Service, Research, Salesforce.com, Creative Writing, Social Networking, Event Planning, Leadership

Education
DePaul University   2012 — 2012
Professional in Human Resources Management Certificate, Business Administration and Management, General

Humboldt State University   2007 — 2011
Environmental Science, Environmental Policy

The University of Queensland   2009 — 2010
Environmental Management

Allan Hancock College   2005 — 2007

Ernest Righetti High School

Robert Tod Chubrich Robert Tod Chubrich New York, New York Details
Robert Tod Chubrich's ValueAct Capital Experience October 2011 - December 2011
Job Developer
Industry Internet
Experience
Dandelion Chocolate  June 2012 - June 2013
ValueAct Capital   October 2011 - December 2011
Slow Food Nation  June 2008 - August 2008
Stanford University Dining Committee   September 2005 - June 2008
Community Alliance with Family Farmers  June 2007 - August 2007
Stanford University Advisory Panel on Investment Responsibility   September 2006 - June 2007

Skills
Microsoft Office, Facebook, Strategy, Online Research, Research, Writing, Food, Sustainability, Ruby, Ruby on Rails, HTML, CSS, JavaScript, jQuery, Mac OS X, SQL, Analysis, Community Outreach, Nonprofits, Entrepreneurship

Education
General Assembly   2013 — 2013

Stanford University
B.A., History

Milton Academy

Tante Marie's Cooking School

The Winter Term

Milo Krastev Milo Krastev San Francisco Bay Area Details
Milo Krastev's ValueAct Capital Experience October 2007 - December 2009
Job Entrepreneur & Intrapreneur
Industry Computer Software
Experience
Palantir Technologies  April 2012 - Present
Zipongo  April 2012 - Present
Zipongo  January 2010 - April 2012
ValueAct Capital   October 2007 - December 2009
Bank of America  June 2006 - October 2007
Kelex Limited   2003 - 2005

Skills
Entrepreneurship, Strategy, Start-ups, Venture Capital, Competitive Analysis, Private Equity, Due Diligence, Finance, Financial Modeling, Investments, Corporate Development, Business Development, Mergers, Mergers & Acquisitions, Analysis, Valuation, Financial Analysis, Product Development, Marketing Strategy, Marketing, Management, Market Research, Strategic Partnerships, Emerging Markets, Analytics

Education
Georgetown University   2002 — 2006
Finance & International Business

London School of Economics and Political Science   2004 — 2005
Economics

Alex Vezendan Alex Vezendan Greater Los Angeles Area Details
Alex Vezendan's ValueAct Capital Experience August 2013 - October 2013
Job Analyst at Surveyor Capital
Industry Financial Services
Experience
Citadel Investment Group  January 2015 - Present
NWQ Investment Mgmt   December 2013 - January 2015
ValueAct Capital   August 2013 - October 2013
American Refining and Biochemical   July 2013 - September 2013
Stifel Nicolaus Weisel  July 2011 - July 2013

Skills
Financial Modeling, Equities, Fixed Income, Finance, Investment Banking, Venture Capital, Alternative Investments, Private Equity, Equity Research, Hedge Funds, Corporate Finance, Capital Markets, Financial Analysis, Valuation

Education
University of Kansas
Finance, Accounting

Jake Perkins Jake Perkins San Francisco, California Details
Jake Perkins's ValueAct Capital Experience June 2013 - August 2013
Job Loan Analyst at LendingHome Corporation
Industry Internet
Experience
LendingHome Corporation  January 2015 - Present
1bios   June 2014 - December 2014
Dartmouth Athletes United   June 2012 - June 2014
ValueAct Capital   June 2013 - August 2013
Town of Truckee  September 2012 - December 2012
Ski Portillo   August 2012 - August 2012
Windward at the Beach   June 2011 - September 2011
South End Surf & Paddle   June 2011 - September 2011
High Sierra Water Ski School   June 2009 - August 2010

Skills
Social Media, Fundraising, Strategy, Marketing, Customer Service, Analysis, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Competitive Analysis, Nonprofits

Education
Dartmouth College   2010 — 2014
Bachelor's degree, Government, Public Policy

Truckee High School   2006 — 2010
High School

Emerson Green Emerson Green San Francisco Bay Area Details
Emerson Green's ValueAct Capital Experience August 2013 - July 2015
Job MBA Candidate (2017) at The Wharton School
Industry Management Consulting
Experience
ValueAct Capital   August 2013 - July 2015
Bain & Company  August 2010 - July 2013
CSE Insurance Group  June 2009 - August 2009
UC Berkeley  August 2007 - December 2007

Skills
Strategic Consulting, Financial Modeling, Management Consulting, Due Diligence, Private Equity, Corporate Development, Valuation, Consulting, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (MBA)

University of California, Berkeley   2006 — 2010
BA (High Honors), Triple Major: Economics, Applied Statistics w/ Finance Emphasis, Mathematics

Henry M. Gunn Senior High School   2002 — 2006

Alex Hom Alex Hom New York, New York Details
Alex Hom's ValueAct Capital Experience May 2011 - July 2011
Job Planner, Global Merchandise Planning at Coach
Industry Retail
Experience
Coach  March 2015 - Present
Coach  September 2013 - February 2015
GFI Group  June 2013 - September 2013
Nexant  June 2012 - August 2012
ConvergEx RealTick  April 2012 - May 2012
ValueAct Capital   May 2011 - July 2011
DFS Galleria  June 2010 - July 2010

Education
Bucknell University   2009 — 2013

Occidental College   2010 — 2010

Mona Burlingame Mona Burlingame San Francisco Bay Area Details
Mona Burlingame's ValueAct Capital Experience January 2011 - Present
Job Executive Assistant at ValueAct Capital
Industry Financial Services
Experience
ValueAct Capital   January 2011 - Present
Silver Lake Kraftwerk   August 2011 - February 2012
Gap  June 2004 - August 2011
JPMorgan Chase  2000 - 2004
Communication Resources, Inc  1997 - 2000

Skills
Outlook, Private Equity, Travel Arrangements, Calendaring, Calendars, Expense Management

Education
Kent State University   1986 — 1990

Peter Kamin Peter Kamin Greater Boston Area Details
Peter Kamin's ValueAct Capital Experience 2000 - 2011
Job Managing Partner at 3K Limited Partnership
Industry Investment Management
Experience
3K Limited Partnership   January 2012 - Present
ValueAct Capital   2000 - 2011

Education
Harvard Business School   1987 — 1989
MBA

Tufts University   1980 — 1984
BA, Economics

RJ Halperin RJ Halperin San Francisco, California Details
RJ Halperin's ValueAct Capital Experience July 2013 - Present
Job Associate at ValueAct Capital
Industry Financial Services
Experience
ValueAct Capital   July 2013 - Present
Morgan Stanley  June 2011 - July 2013
ValueAct Capital   June 2010 - August 2010
Farallon Capital Management  June 2009 - August 2009

Education
Stanford University   2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government

Gabriel Dobbs Gabriel Dobbs San Francisco Bay Area Details
Gabriel Dobbs's ValueAct Capital Experience May 2009 - August 2009
Job Director of Business Development and Policy at Kespry Inc.
Industry Aviation & Aerospace
Experience
Kespry Inc.  February 2015 - Present
Skycatch  May 2014 - February 2015
Stanford University Board of Trustees – Committee on Finance   2013 - 2014
Stanford Law School  March 2013 - December 2013
Space Exploration Technologies  June 2013 - August 2013
23andMe  March 2013 - June 2013
Fenwick and West  June 2012 - August 2012
Google  June 2011 - August 2011
ValueAct Capital   May 2009 - August 2009
Wilson Sonsini Goodrich and Rosati  May 2008 - August 2008

Education
Stanford Graduate School of Business   2012 — 2014
Master of Business Administration (MBA)

Stanford Law School   2010 — 2014
JD

Cornell University   2007 — 2009
Bachelor's degree with Distinction in All Subjects, Mathematics

Marin Academy

Praful Krishna Praful Krishna San Francisco, California Details
Praful Krishna's ValueAct Capital Experience 2007 - 2012
Job CEO at Coseer
Industry Investment Management
Experience
Coseer   2012 - Present
Moko Social Media  2011 - 2012
ValueAct Capital   2007 - 2012
www.inkfruit.com   2009 - 2011
Apax Partners  2006 - 2006
McKinsey and Company  2002 - 2005

Skills
Private Equity, Start-ups, Valuation, Financial Modeling, Equity Research, Investment Banking, Hedge Funds, Due Diligence, Corporate Finance, Alternative Investments, Equities, Mergers, Capital Markets, Portfolio Management, Corporate Development, Investments, Asset Managment, Value Investing, Competitive Analysis, Asset Management, Emerging Markets, Entrepreneurship, Project Management, Mergers & Acquisitions

Education
Harvard Business School   2005 — 2007
MBA

Indian Institute of Technology, Bombay   1998 — 2002
B.Tech, Electrical Engineering

Birla Vidyamandir   1988 — 1997

Patrick Free Patrick Free Los Angeles, California Details
Patrick Free's ValueAct Capital Experience May 2009 - August 2009
Job Analyst at ICE Canyon
Industry Investment Management
Experience
ICE Canyon LLC  June 2013 - Present
Barclays Capital  June 2011 - May 2013
Barclays Capital  June 2010 - August 2010
ValueAct Capital   May 2009 - August 2009
ValueAct Capital   January 2007 - July 2007

Education
Brown University
Bachelor of Arts (B.A.), History

San Francisco University High School

Ardeshir Pezeshk Ardeshir Pezeshk Greater San Diego Area Details
Ardeshir Pezeshk's ValueAct Capital Experience May 2007 - October 2007
Job Sales Associate
Industry International Affairs
Experience
Leadfusion  June 2008 - Present
San Diego State University  September 2009 - December 2010
ValueAct Capital   May 2007 - October 2007
Wells Fargo Bank  October 2005 - May 2007

Education
San Diego State University-California State University   2009 — 2011
M.A., Political Science

San Francisco State University   2005 — 2007
BA, Political Science w/ Minor in International Relations

Ella Haizlip Ella Haizlip New York, New York Details
Ella Haizlip's ValueAct Capital Experience 2007 - 2007
Job Operations at Serious Change Investments
Industry Venture Capital & Private Equity
Experience
Serious Change Investments   November 2013 - Present
Craft Coffee  June 2012 - June 2013
Craft Coffee  May 2012 - May 2012
Ipreo  July 2008 - April 2012
Edelman  September 2006 - January 2007
ValueAct Capital   2007 - 2007
Keefe Bruyette & Woods  2006 - 2006

Skills
Microsoft Excel, Equities, Investor Relations, Early-stage Startups, Startup operations, Highly proficient in..., Customer Service, Fluent in written and..., Proficient in Bloomberg

Education
Middlebury College   2004 — 2008
Bachelor of Arts (B.A.), International Politics & Economics, 3.5, 4 semesters on Dean's List, 1 as College Scholar

Institut d'Etudes politiques de Paris
Programme International, 3.7

San Francisco University High School

April Ciaccio April Ciaccio San Francisco Bay Area Details
April Ciaccio's ValueAct Capital Experience April 2015 - Present
Job Investor Relations and Marketing Associate at ValueAct Capital
Industry Executive Office
Experience
ValueAct Capital   April 2015 - Present
ValueAct Capital   January 2015 - March 2015
ValueAct Capital   January 2014 - December 2014
ValueAct Capital   February 2013 - January 2014
Goodby, Silverstein & Partners   2012 - 2013
Premier Staffing Inc.  October 2012 - October 2012
Caledonian School  September 2009 - July 2011
Lieberman Productions  June 2007 - February 2009
Phoenix Editorial   June 2006 - June 2007
Runaway Films   June 2006 - May 2007

Skills
Spanish-speaking, Customer Oriented, Customer Support, Order Administration, Computer Proficiency, Highly detail oriented, Discretion, Fast Learner, Work Ethic, Fast-paced, Office Administration, Call Center, Executive..., Problem Solving, Calendaring, Enthusiasm to learn, Sense Of Responsibility, Can Do Approach, Energetic team player, Computerized Systems, FileMaker, Outlook, Microsoft Office, Scanners, Executive Correspondence, Spanish, Customer Service

Education
San Francisco State University   2003 — 2006
Bachelor of Arts, Cinema, 3.9

Ryan Birtwell Ryan Birtwell San Francisco, California Details
Ryan Birtwell's ValueAct Capital Experience June 2004 - Present
Job Partner at ValueAct Capital
Industry Investment Management
Experience
ValueAct Capital   June 2004 - Present

Education
Middlebury College   2000 — 2004
BA, Economics

Julie Hanlon Julie Hanlon San Francisco Bay Area Details
Julie Hanlon's ValueAct Capital Experience December 2012 - March 2015
Job Massage Therapy
Industry Health, Wellness and Fitness
Experience
ValueAct Capital   December 2012 - March 2015
ValueAct Capital   October 2011 - December 2012
ValueAct Capital   January 2010 - October 2011
San Francisco Unified School District  September 2009 - January 2010
Tufts University Costume Shop   2004 - 2008

Skills
Teaching, PowerPoint, Microsoft Office, Event Planning, Public Speaking, Microsoft Word

Education
National Holistic Institute   2015 — 2016
Massage Therapy/Therapeutic Massage

Tufts University   2004 — 2008
BA, Drama

Cherie Callander Cherie Callander San Francisco, California Details
Cherie Callander's ValueAct Capital Experience Office ManagerAccel-KKRAugust 2004 - June 2015
Job Human Resources and Office Manager at ValueAct Capital
Industry Investment Management
Experience
ValueAct Capital   Office ManagerAccel-KKRAugust 2004 - June 2015
Sanderling Ventures  September 2003 - May 2004
AIM Technology  June 2002 - September 2003
Summit Partners  September 1999 - June 2002

Skills
Private Equity, Calendaring, Travel Arrangements, Start-ups, Executive Support, Office Management, Construction Management, Vendor Management, Travel Planning, Interior Design, Equine Properties, Event Planning, Corporate Events, Human Resources, Facilities Management, Food Preparation, Catering

Education
University of California, Santa Barbara   1990 — 1994
BS, Law and Society

Dylan Haggart Dylan Haggart San Francisco, California Details
Dylan Haggart's ValueAct Capital Experience July 2013 - Present
Job Associate at ValueAct Capital
Industry Investment Management
Experience
ValueAct Capital   July 2013 - Present
TPG Capital  August 2011 - July 2013
Goldman Sachs  July 2009 - July 2011
Credit Suisse  June 2008 - August 2008
Export Development Canada  June 2007 - August 2007

Education
The University of Western Ontario - Richard Ivey School of Business   2007 — 2009
HBA

Jakob Celnik Jakob Celnik New York, New York Details
Jakob Celnik's ValueAct Capital Experience March 2011 - March 2013
Job Soros Fund Management
Industry Investment Management
Experience
Soros Fund Management  April 2013 - February 2014
ValueAct Capital   March 2011 - March 2013
The Blackstone Group  May 2008 - January 2011

Education
University of Pennsylvania - The Wharton School   2004 — 2007
BSc, Economics

Alexandra Garabedian Alexandra Garabedian New York, New York Details
Alexandra Garabedian's ValueAct Capital Experience May 2012 - August 2012
Job Consultant at Oliver Wyman
Industry Financial Services
Experience
Oliver Wyman  September 2013 - Present
Perelman School of Medicine at UPenn   September 2012 - January 2013
ValueAct Capital   May 2012 - August 2012
Mount Sinai Medical Center  June 2011 - August 2011
Regeneron Pharmaceuticals  June 2010 - August 2010
NYU Langone Medical Center  June 2008 - October 2008

Education
University of Pennsylvania   2009 — 2013
Bachelor of Science (BS) & Bachelor of Arts (BA), Economics, Biology

Stuyvesant High School   2005 — 2009

Jennifer Summerhays Jennifer Summerhays San Francisco, California Details
Jennifer Summerhays's ValueAct Capital Experience July 2004 - Present
Job Vice President of Investor Relations at ValueAct Capital
Industry Investment Management
Experience
ValueAct Capital   July 2004 - Present

Education
University of California, Santa Barbara   1999 — 2003

Patricia Cerda Patricia Cerda San Francisco, California Details
Patricia Cerda's ValueAct Capital Experience April 2015 - Present
Job Investor Relations and Marketing Assistant at ValueAct Capital
Industry Investment Management
Experience
ValueAct Capital   April 2015 - Present
ValueAct Capital   January 2014 - March 2015
Raymond James Financial Inc.  October 2012 - January 2014
University of California, Riverside Academic Resource Center   September 2011 - September 2012

Skills
Event Planning, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Research, Social Media, PowerPoint, Microsoft Word, Time Management, Higher Education, Salesforce.com, IntraLinks, Backstop Solutions, Zoho, Morningstar, Outlook

Education
University of California, Riverside   2008 — 2012
Bachelor's Degree, Sociology and Art History Admin. Studies, Marketing

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