Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- Upper Canada College
Lists including Henry
Work Experience
2023
Strategy
2023
Investment Manager
2021
2019 - 2020
Investment Professional
2019 - 2020
• Coordinated $70+M USD acquisition of a leading Singapore-based restaurant group. Managed financial, legal, and commercial due diligence processes. Worked with buyers, founders, and management to develop value creation plan and exit strategy • Evaluated deal opportunities alongside family-owned Private Equity firm. Responsibilities included financial modelling, preparation of investment memos, presentations for investment committee, and transaction document review • Supported sale process of 400-outlet meat retailer in the Philippines
2018 - 2019
Strategy and Partnerships
2018 - 2019
• Developed relationships with Fortune 500 brands, including strategic discussions with global executives from Coca-Cola, AB InBev, 7-11, PepsiCo, T-Mobile, and others • Analyzed projected impact of autonomous delivery vehicles on California’s economy, environment, and road networks in Nuro’s effort to lobby the California DOT to amend rules restricting the certification of small autonomous delivery vehicles
2017 - 2017
Summer Intern at Caavo, Assistant to VP Operations
2017 - 2017
Caavo is a venture-backed hardware startup that is re-thinking the way we interact with our home-entertainment systems • Worked across a variety of functions, including Operations, Logistics, and Customer Experience • Lead development of product knowledgebase and training materials for team of over 20 customer support representatives • Negotiated service contracts with Customer Support as well as Logistics providers. Analysis against competition and projected service levels resulted in 30% reduction from proposed expenses
2013 - 2016
Founding Team, focus on Product and Operations
2013 - 2016
• As part of the seed-stage start-up team for a payment processor in the rent vertical, grew business from 0 to 1000 clients in six months and sold business at the end of 2014 • Developed sales strategy and actively managed all aspects of the business from product development to identification of channels for growth, leading to over $1mm in monthly volume within the first year • Built property verification and client onboarding automation system, allowing RentShare to scale volume by several multiples with no added employees
2011 - 2013
MBS Trading
2011 - 2013
• Traded and taken positions in over $100mm notional of Specified Pools; structured over $500mm notional of new issuance CMO products • Responsible for risk position of over $1 billion of balance sheet with a variety of products including MBS passthroughs, fixed rate and derivative CMOs
2008 - 2008
Software Development Intern
2008 - 2008
• Joined a small team developing a research platform used to collect and analyze research to be used by Highbridge traders