• Profile
  • Investment Analyst
  • Cornell University - S.C. Johnson Graduate School of Management
  • Greater New York City
This profile has been automatically generated based on publicly available information all around the web. If this is you, you can Take control of this profile. More about Yatedo Profiles
  • Professional Experience

    2009 - Present
    Analyst for a large deep value based event driven fund that invests in the debt and equity of companies across the world undergoing catalysts such as: mergers and acquisitions, exchange offers, spin-offs, recapitalizations, bankruptcies, stock buybacks, liquidations and other special situations.
    2008 - 2009
    Hedge Fund Start Up Analyst- Generalist Researched distressed, high yield debt, deep value equity and special situation investments. Conducted extensive security analysis through financial statement scrutiny, capital structure and SEC filings review, channel checks and meetings with management/industry experts. Constructed financial models in excel to evaluate a company's liquidity, probability of default, ability to meet required covenants, projected results and liquidation value. Built a portfolio of SPAC investments (equity and warrants) as a cash alternative. Generated investment ideas via: a Bloomberg/Access idea generation database, industry and sell side contacts, insider/guru purchases and industry developments.
    N/A - 2008
    Sole recipient (out of 280 MBA students) of the 2008 Office of University Investments Fellowship $5.5 Billion Actively Managed Ivy League Endowment Fund (Worked concurrently during year 2 MBA studies) Evaluated investment funds to receive capital from the Cornell Endowment Fund. Fund strategies focused on deep value, distressed/high yield debt and turnaround investing. Researched, evaluated and analyzed significant current transactions with fund managers.
    2007 - 2007
    W.R. Huff Asset Management Summer Associate $12.0 Billion Value Focused Hedge Fund Conducted due diligence analysis regarding value focused debt and equity investments in the media sector. Researched and presented public and private equity investments in the food sector.
    N/A
    Fixed Income Division Developed the business systems processes to support an internal fixed income-trading system.
    N/A
    U.S. Corporate Finance – Credit Portfolio Management Group Managed $2.2 billion in investment grade and leveraged senior bank debt across a variety of industries. Implemented hedging strategies to maximize income and minimize credit costs. Researched and presented proposals to an investment committee evaluating bank debt investment opportunities in investment grade, structured, acquisition, distressed and leveraged finance deals. Created financial models to evaluate companies’ creditworthiness and monitor covenant performance. Models incorporated downside scenarios and various valuation analyses. Managed up to four junior analysts on various non-traditional corporate banking transactions. Led analysis on several “deal teams.” Participated in due diligence trips and management visits. Directed the 2004, 2005 and 2006 summer analyst program. Initiated the bank’s first formal analyst training program and oversaw analysts’ daily activities.
    Show All Professional Experiences (3)
  • Educational Background

    2006 - 2008

    Christopher Ciafardini Scholarship: Merit based scholarship for students in financial services. Leadership Fellow: One of eighteen students selected by faculty to teach leadership to students. Cayuga Fund: One of twenty students selected to be portfolio managers for Cornell’s $15.5 million long/short equity hedge fund, covered the transportation sector from August 2007 - May 2008. Honors: Teaching Assistant: Corporate Finance; Capital Mkts & Asset Mgt.; Private Equity. Middle East Club president. Co-authored the 2008 integrative case study (focused on the airline industry) with finance faculty, sponsored by Citigroup.

    2001 - 2003

    NYU’s 1-½ year part time credit analysis program, focus on non-investment grade credit.

    1996 - 2000

  • Related People

    • Bryan Mark...
    • See Related People list
  • Web Search Results

    Web pages that may be related to James Profestas

    Show all Web search results (35)
Looking for another James Profestas ?