弗兰克 is 可用 租用
雇佣 弗兰克弗兰克·科伦坡，CFA
验证专家 in 金融
金融专家
位置
纽约，纽约，美国
至今成员总数
2019年11月13日
作为瑞银高收益研究的全球主管, 弗兰克领导了一个由21名分析师组成的团队，并在40多个新问题上担任首席分析师, 筹集了超过60亿美元. 目前，他是一个新的大麻债务基金的创始合伙人. 作为一个自由职业者, 弗兰克喜欢帮助各种各样的客户进行具有挑战性的融资, 估值, 融资策略, leveraging his Stanford MBA and his extensive experience as an analyst and entrepreneur.
职业生涯突出
合伙人|首席风险官
阿斯彭金融有限责任公司
总经理，研究部主管
海港集团有限责任公司
高收益研究的全球主管
UBS Warburg 狄龙读
教育强调
工商管理硕士学位
斯坦福大学
文学士学位(以优异成绩获得)
科罗拉多大学博尔德分校
认证了
特许金融分析师(CFA)
CFA协会
案例研究
工作经验
合伙人|首席风险官
2018年至今
阿斯彭金融有限责任公司
- 创立封闭式债务基金, 预计最终规模为2亿美元, 借钱给大麻公司.
- 募集有限合伙人承诺创建基金.
- 授权贷款政策, 贷款操作程序, 尽职调查清单, 贷款文件范本.
- 作为承诺委员会负责人批准所有信贷承诺.
- Monitored and designed mitigation strategies for all major fund risks including credit, 衍生品, 法律, 操作风险.
- Supervised the construction and maintenance of financial projection models for all credits and monitor the performance of all portfolio investments.
- 为大麻产业量身打造了一种独特的贷款产品, incorporating short-term secured notes and detachable cashless-exercise warrants.
- Built a dynamic fund model to analyze fund performance over a wide variety of debt and equity scenarios.
重点领域:大麻, 贷款, 风险模型, 融资策略, 基金分析, 企业融资, 信用分析, 信用风险, 创造力, 风险管理, 尽职调查, 信贷政策
金融学兼职教授 & 会计
2014年至今
康科迪亚大学
- Designed the curriculum and taught advanced 估值 and credit class for senior accounting and finance majors.
- Instilled student competence in business strategy analysis techniques including SWOT, 价值链, 波特的五种力量通过挑战哈佛的案例.
- 使用相关的例子，比如Netflix, 特斯拉, and Facebook to explain financial statement analysis techniques including financial ratios and vertical and horizontal analysis as well as more advanced concepts like bankruptcy prediction and financial manipulation detection.
- Developed students' skills in the construction of integrated 3-statement financial models for use in the analysis of credit ratings and debt repayment capacity.
- Taught sophisticated DCF 估值 建模 including adjustments to historical financial statements.
- Cultivated skills in comparable company analysis for credit quality and 估值.
- 创建并教授包括回归在内的高级数据分析课程, 时间序列分析, 逻辑回归, 因子分析, and cluster analysis: class projects emphasized the role of "big data" in modern marketing and operations analysis.
重点领域:信用评级, 商业策略, 可比公司分析, 逻辑回归, 因子分析, 聚类算法, 估值倍数, 财务报表, 回归建模, 统计数据, 估值, 预估财务报表, 信用分析, DCF估值, 股票估值
创始人
2004年至今
FVC咨询
- Led all phases of due diligence for a private equity purchase of minerals mining company, 包括目标管理层的现场访谈, 构建综合杠杆收购模型, 估值分析, 资本结构设计, 以及与银行贷款人的谈判.
- 研究、建模和评估风力涡轮机叶片制造IP.
- Built a complex corporate projection model for major Canadian trade finance company that was used to procure financing for a management buyout of the business.
- Conducted a comprehensive review of the office REIT industry with long and short trade ideas that were successfully implemented by a distressed debt hedge fund.
- Supported professors of psychology and criminology with innovative statistical analysis leading to academic journal articles.
- 为博士生的博士论文提供统计支持.
重点领域:可比公司分析, 五年的预测, 财务预测, 财务规划 & 分析(FP&A), 商业策略, 信用分析, 尽职调查, Intellectual Property 估值, 估值
总经理，研究部主管
2001 - 2004
海港集团有限责任公司
- Served as a founding member in charge of research during the startup and growth of a highly successful distressed debt trading firm.
- 雇佣、培训和监督资深的不良债务分析师.
- Conducted credit research and 估值分析 on companies in a wide variety of industries.
- Evaluated bankruptcy and restructuring plans and complex loan agreements for trade ideas.
- 创造性地设计了资本结构间套利交易思路.
- Authored widely read "Best Picks" publication with investment suggestions that outperformed the distressed debt market for two years running.
关注领域:交易, 可比公司分析, 信用分析, 监督, 研究报告, 估值, 研究, 不良资产
合作伙伴
2000 - 2001
Pandion资本
- Collaborated with a former fellow partner from 狄龙读 to advise on challenging M&一个交易.
- 进行尽职调查, 估值分析, 建模, and negotiation of bank financing for a $900 million acquisition of a public petroleum marketing company.
- 就估值和条款进行谈判，并获得了1美元的融资.50亿美元的地区性食品公司收购.
重点领域:结构, 投资意向书谈判, 估值, 债务融资, 债务结构, 合并 & 收购(M&A)
高收益研究的全球主管
1997 - 1999
UBS Warburg 狄龙读
- 管理全球所有高收益信贷研究和研究出版物.
- 雇佣d, trained, and supervised a staff of 21 high yield analysts in New York and London.
- 作为高收益承诺委员会的积极成员参与.
- Performed as the lead analyst on over 40 new high yield issues across a wide variety of industries.
- 发起建筑产品问题，产生超过1000万美元的费用.
- 升级研究人员，在纽约和伦敦新增7名分析师.
- Built and maintained strong relationships with key buy-side portfolio managers and analysts.
- Led in the design of rating agency and roadshow presentations for over 40 new debt issues.
- Executed key role in restructuring negotiations as a member of two bankruptcy creditor committees.
关注领域:破产 & 破产, 不良资产, 房屋建筑, 工业, 建模, 政策, 管理, 估值, 信贷政策, 资本市场, 研究, 交易, 监督, 信用风险
固定收益和信贷研究董事总经理
1995 - 1997
狄龙读 & Co.公司.
- 管理所有固定收益和信贷研究和研究出版物.
- Approved all high yield credit underwriting engagements as chief credit officer on the high yield commitment committee.
- Performed a key role in building 狄龙读 into a top-ten underwriter of high yield bonds.
- 在100多笔交易中取得了出色的承销记录.
- Executed capital markets role in the structuring and marketing of high yield bond transactions.
- Established strong relationships with high yield issuers and portfolio managers leading to increased underwriting and trading revenue.
重点领域:投资组合优化, 固定收益分析, 资本市场, 研究报告, 报表设计, 债券发行, 估值, 财务规划 & 分析(FP&A)，监管，研究，信用分析
高收益研究高级副总裁
1992 - 1995
狄龙读 & Co.公司.
- 研究ed and authored reports on a wide variety of industries including healthcare, 零售, 工业, 能源, 建筑产品.
- 担任40多只新股的高级分析师.
- Built a respected analyst research group of five which concentrated on home building, 能源, 零售, 航空公司, 不良债务部门.
- Contributed to making 狄龙读 the #1 underwriter in homebuilding industry through widely followed research coverage.
Focus areas: 监督, 交易, 建模, 研究报告, 估值, 信用分析
教育
1983 - 1985
工商管理硕士(MBA)学位，一般管理专业
斯坦福大学-帕洛阿尔托，加州，美国
1975 - 1979
经济学文学学士学位(以优异成绩获得)
科罗拉多大学博尔德-博尔德，科罗拉多州，美国
认证
1991年9月至今
特许金融分析师(CFA)
CFA协会
有效的合作
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