乔什·查普曼, 金融 Expert in 丹佛，科罗拉多州，美国
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乔什·查普曼

验证专家  in 金融

金融建模专家

位置
丹佛，科罗拉多州，美国
至今成员总数
2016年8月31日

杰克 is an investment banker turned VC who lives in Denver, CO. 在摩根士丹利, he covered the world's top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, GrubHub, 和更多的. 他也有M&A, startup fundraising, and as a founder. 目前, 杰克 is one of the managing partners of Konvoy Ventures, a VC firm focused on esports and video gaming.

金融建模估值市场研究筹款意大利投资风险资本财务规划 & 分析(FP&A)房地产合并 & 收购(M&A)临时首席财务官商业计划咨询创业融资顾问兼职CFO创业融资预算商业计划书写作彭博

职业生涯突出

管理合伙人
Konvoy Ventures(风险投资公司)
机构股权销售
摩根士丹利(Morgan Stanley)
投资平台
贝莱德

教育强调

系列7 & 63年许可
美国金融业监管局
Level 1 - Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst
学士学位
惠顿学院

案例研究

工作经验

管理合伙人

2017年至今
Konvoy Ventures(风险投资公司)
  • 募集了1亿美元以下的风险投资基金. The LP base includes large family offices and high-net-worth individuals, and the portfolio includes nine investments (to date).
  • Spoke regularly at conferences across the 美国.
  • Actively invested in media and entertainment, specifically in esports and video gaming companies.
关注领域:娱乐 & 休闲, 投资, 风险资本, 种子筹款, 媒体, 视频游戏, 天使/种子资金, 早期风险投资, 意大利投资

机构股权销售

2014 - 2016
摩根士丹利(Morgan Stanley)
  • Leveraged 摩根士丹利(Morgan Stanley) equity research, 技术指标, 交易活动, 投资者的趋势, and reputable colleagues to generate transaction-oriented trade ideas that created alpha for our 200+ institutional clients.
  • 上市销售, 后续的产品, and block trades to institutional asset managers, 比如阿里巴巴, 火箭网, 伊玛尔商场集团, 和Naspers.
  • Pitched, discussed, and monetized 摩根士丹利(Morgan Stanley)'s content and platform for equity research.
  • Developed and wrote content for client distribution, 包括市场评论, 投资者定位, 全球事件分析, 政治风险评估.
  • Built my own technical and fundamental models that were linked with 彭博 formulas in order to live-update whenever refreshed. This automated my investment and market analysis process which I leveraged across my client base (top hedge funds and asset managers in the world). I can build fully functioning financial models that have formula plugins to outside data sources.
  • Contributed to other ad-hoc projects, such as Global Best Ideas and the weekly “Global Reflections” note that is distributed to over 50,000 institutional clients each week.
  • Utilized the experience in the energy sector that I gained after getting a geology degree in college, interning at an upstream oil and gas company in Houston (NYSE: CXPO), and spending a considerable amount of time following the sector while at 摩根士丹利(Morgan Stanley).
重点领域:模型开发, 业务规划, 估值, 金融建模, 关系管理, 投资, 地缘政治风险, 新兴市场, 执行报告, 股票研究, 资本市场

投资银行分析师

2013 - 2013
INTL FC Stone
  • Executed mergers and acquisitions (M&A) advisory for middle-market companies in the mining, agriculture, and energy sectors.
  • Prepared deal committee memoranda and pitch books to describe industry trends and companies’ fundamentals.
  • Completed Capital IQ screens for comparable companies and precedent transactions analyses.
  • Built financial models for middle-market deals.
Focus areas: 估值, 金融建模, 合并 & 收购(M&A), 球场上甲板, 新兴市场, 投资银行

投资平台

2012 - 2013
贝莱德
  • 支持阿拉丁, 贝莱德’s proprietary investment platform, by offering operational support for internal portfolio managers and traders.
  • Created and automated custom reports for firm clients focused on position analysis, evaluating risk exposure and identifying derivative contract discrepancies and unsettled trades from the previous day.
  • Joined a special working group focused on developing a new internal trading platform.
重点领域:交易应用, 投资, 提高运作效率, 产品开发, 技术
Image of The Importance of Customer Retention: An Empirical Study publication
出版

The Importance of Customer Retention: An Empirical Study

http://skqix.genieservices.net/finance/venture-capital-consultants/the-importance-of-customer-retention-an-empirical-study
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出版

Business Plan Consultants: Who They Are and How They Create Value

http://skqix.genieservices.net/finance/business-plan-consultants/how-great-business-plan-consultants-create-value
Image of 的电子竞技: A Guide to Competitive 视频游戏 publication
出版

的电子竞技: A Guide to Competitive 视频游戏

http://skqix.genieservices.net/finance/market-research-analysts/esports
2014 - 2016

系列7 & 63年许可 in 金融 (General Securities Representative & 统一证券代理人)

美国金融业监管局 -纽约，纽约，美国

2013 - 2013

Level 1 - Chartered Alternative Investment Analyst in Alternative 投资

Chartered Alternative Investment Analyst - New York City, NY, USA

2008 - 2012

学士学位 in Business/Economics and Geology (Minor)

惠顿学院-芝加哥，伊利诺伊州，美国

金融

意大利投资, 估值, 金融建模, 创业融资, 筹款, 财务战略, 市场研究, 创业融资, 预算, 降低成本 & 优化、合并 & 收购(M&A), Three-statement Modeling, 价格分析, 财务规划 & 分析(FP&A), 数据分析, 股票研究, 天使/种子资金, 种子筹款, 投资组合管理, 融资, 尽职调查

输出的软件

Microsoft Excel, Microsoft PowerPoint

Data & 分析软件

彭博，资本智商，晨星

行业专业知识

电子游戏、娱乐 & 休闲、银行 & 金融, 金融服务, 风险资本, 房地产, 汽车, 资本市场, 技术, 医疗保健

地理专业

南非, 巴西, 美国, 莫桑比克, 火鸡, 沙特阿拉伯, 俄罗斯, 厄瓜多尔, 阿拉伯联合酋长国, 玻利维亚, 尼日利亚, 墨西哥

其他

游戏, 的电子竞技, Startup Growth Strategy Development, 国际商务, 网络, 创业, 创业公司, 沟通, 企业创业, 业务规划, 商业咨询, 临时首席财务官, 商业计划咨询, 咨询, 创业融资顾问, 兼职CFO, 机器学习, 搜索引擎优化(SEO), 法律, 公众演讲, 法律合同起草, 操作, 写作 & 编辑, 执行报告, 新兴市场, 地缘政治风险, 投资, 关系管理, 模型开发, 投资银行, 球场上甲板, 产品开发, 提高运作效率, 交易的应用程序, 早期风险投资, 媒体, 投资, 分析, 市场预期, 生物技术, 医疗卫生信息技术, 医疗保健服务, 市场研究 & 分析, 市场研究业务, 投资者关系, 投资者的演讲, 工业,, 市场, 平台, 投资融资, 家庭办公室

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