Invests in
Locations:
Min Investment:
$10,000,000.00Max Investment:
$50,000,000.00Target Investment:
$25,000,000.00
Education
- NS
- HU
Lists including Sumner
Work Experience
2012
Partner
2012
Pharmaceutical Analyst
2011 - 2012
Critical Mass Partners, Analyst
2011 - 2012
Part of a team responsible for managing a healthcare equity long / short fund with $800mm in capital.
2010 - 2011
PioneerPath, Analyst
2010 - 2011
PioneerPath Capital is an affiliate of Citadel Investment Group. Part of a team responsible for managing a healthcare equity long / short fund with >$800mm in capital.
2009 - 2010
Managing Director, Investment Banking, Healthcare Group
2009 - 2010
Responsible for pharmaceutical, specialty pharmaceutical, generics and biotechnology investment banking across the combined Wachovia / Wells Fargo platform - the third largest U.S. bank by market capitalization.
2009 - 2009
General Partner, Portfolio Manager
2009 - 2009
Founded a healthcare equity long / short fund focused on all healthcare sectors. Incorporated in the State of Delaware on May 4, 2009. Maintained close ties to coverage names and sectors. Closed fund to accept position at Wells Fargo Securities.
2005 - 2008
Global Equities Healthcare Group, Pharmaceutical Analyst
2005 - 2008
Managed a $600 million healthcare portfolio focused on U.S. and European pharmaceutical, specialty pharmaceutical and generics sectors within a beta-neutral, Global Equities Group. Responsible for idea generation, portfolio construction, trading execution and portfolio risk management within the pharmaceutical, specialty pharmaceutical and generic sectors. Increased responsibility while at Citadel by expanding role from specialty pharmaceutical analyst in 2006 to managing the Global Equities Healthcare Pharmaceutical portfolio in 2008. Built extensive network of management, industry, buy-side and sell-side relationships within healthcare.
2000 - 2005
Principal, Investment Banking, Healthcare Group
2000 - 2005
Broad based coverage across entire healthcare sector including pharmaceuticals, biotechnology, medical device and healthcare IT / services sectors. Extensive client relationships built from meeting or working with over 400 public and private companies. Responsibilities included the following: Client calling and execution of M&A, IPO, FO, PIPE, Private Placement and Convertible equity transactions. Leader of the joint TWP / Nomura U.S. / Japanese pharmaceutical calling effort. Significant healthcare private equity experience including evaluating, structuring and negotiating deals.
1998 - 2000
Associate, Investment Banking
1998 - 2000