Josh Chapman
Verified Expert in Finance
Financial Modeling Expert
Josh是一名投资银行家,现为风险投资家,居住在科罗拉多州丹佛市. At Morgan Stanley, 他追踪了全球顶级对冲基金,为阿里巴巴等公司的ipo销售了超过50亿美元的资金, LendingClub, GrubHub, and more. He also has experience in M&A,创业公司融资,以及作为创始人. Currently, Josh是Konvoy Ventures的管理合伙人之一, 一家专注于电子竞技和视频游戏的风投公司.
Career Highlights
Education Highlights
Case Studies
Industry Expertise
Other Expertise
Work Experience
Managing Partner
Konvoy Ventures (VC Firm)
- Raised a sub-$100 million VC fund. 有限合伙人包括大型家族理财室和高净值个人, 该投资组合包括9项投资(迄今为止).
- 定期在美国各地的会议上发表演讲.
- 积极投资媒体和娱乐,特别是电子竞技和视频游戏公司.
Institutional Equity Sales
Morgan Stanley
- 杠杆摩根斯坦利股票研究, technical indicators, trading activity, investor trends, 与信誉良好的同事一起,为我们的200多家机构客户创造了以交易为导向的交易理念.
- Sold IPOs, follow-on offerings, 大宗交易给机构资产管理公司, such as Alibaba, Rocket Internet, Emaar Malls Group, and Naspers.
- 推介、讨论摩根士丹利股票研究的内容和平台,并将其货币化.
- 为客户分发开发和编写内容, including market commentary, investor positioning, global events analyses, and political risk assessments.
- 建立了我自己的技术和基础模型,这些模型与彭博公式相关联,以便在更新时实时更新. 这使我的投资和市场分析过程自动化,我对我的客户群(世界顶级对冲基金和资产管理公司)进行了利用。. 我可以建立功能齐全的财务模型,有公式插件到外部数据源.
- 为其他特别项目做出贡献, 比如“全球最佳创意”和每周发给超过50人的“全球反思”笔记,000 institutional clients each week.
- 利用我在大学获得地质学学位后在能源领域获得的经验, 在休斯顿一家上游油气公司实习(纽约证券交易所代码:CXPO), 在摩根士丹利(Morgan Stanley)工作期间,他花了相当多的时间关注这个行业.
Investment Banking Analyst
INTL FC Stone
- 已执行的合并和收购(M&A)为采矿、农业和能源部门的中等市场公司提供咨询.
- 准备交易委员会备忘录和推介书,描述行业趋势和公司基本面.
- 完成资本智商筛选可比公司和先例交易分析.
- 为中端市场交易建立财务模型.
Investment Platform
BlackRock
- Supported Aladdin, 贝莱德的私有投资平台, 通过为内部投资组合经理和交易员提供操作支持.
- 为专注于仓位分析的公司客户创建和自动化自定义报告, 评估风险敞口,识别衍生品合约差异和前一天的未结算交易.
- 加入一个特别工作组,专注于开发一个新的内部交易平台.
Other Experience
商业计划顾问:他们是谁以及他们如何创造价值
电子竞技:竞技电子游戏指南
Education
Series 7 & 63个金融牌照(一般证券代表) & Uniform Securities Agent)
FINRA - New York, NYC, USA
一级-另类投资特许另类投资分析师
美国纽约特许另类投资分析师
商业/经济和地质学学士学位(辅修)
Wheaton College - Chicago, IL, USA
Skills
Finance
Esports Investing, Valuation, Financial Modeling, Entrepreneurial Finance, Fundraising, Finance Strategy, Market Research, Startup Funding, Budgeting, Cost Reduction & Optimization, Mergers & Acquisitions (M&A)、三陈述模型、价格分析、财务规划 & Analysis (FP&A), Data Analysis, Equity Research, Angel/Seed Funding, Seed Fundraising, Investment Portfolio Management, Capital Raising, Due Diligence
Output Software
微软Excel,微软PowerPoint
Data & Analysis Software
Bloomberg, Capital IQ, Morningstar
Industry Expertise
Video Gaming, Entertainment & Leisure, Banking & Finance, Financial Services, Venture Capital, Real Estate, Automotive, Capital Markets, Technology, Healthcare
Geographic Expertise
South Africa, Brazil, United States, Mozambique, Turkey, Saudi Arabia, Russia, Ecuador, United Arab Emirates, Bolivia, Nigeria, Mexico
Other
Gaming, Esports, 创业公司成长战略, International Commerce, Networks, Entrepreneurship, Startups, Communication, Enterprise Startups, Business Planning, Business Consulting, Interim CFO, Business Plan Consulting, Consulting, Startup Funding Consultant, Part-time CFO, Machine Learning, Search Engine Optimization (SEO), Legal, Public Speaking, Legal Contract Drafting, Operations, Writing & Editing, Executive Presentations, Emerging Markets, Geopolitical Risk, Investments, Relationship Management, Model Development, Investment Banking, Pitch Decks, Product Development, Operational Efficiency Improvement, Trading Applications, Early-stage Venture Capital, Media, Investing, Analysis, Market Estimates, Biotechnology, Healthcare IT, Healthcare Services, Market Research & Analysis, Market Research Operations, Investor Relations, Investor Presentations, Industrial IT, Marketplaces, Platforms, Investment Capital Raising, Family Office
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