Experience
Industrial Microbes
Corporate Strategy & Development
Co-founder
5/2013 - Present
• Co-founded firm alongside three scientists to focus on finding biotechnology solutions for industrial applications, had primary responsibility for the firm’s corporate strategy and financial projections.
• Successfully raised approximately $500k in financing from the Climate Change and Emissions Management Corporation to research the fermentation of natural gas and carbon dioxide into malic acid.
• The firm was admitted to the most recent winter term of Y Combinator.
• Successfully raised approximately $500k in financing from the Climate Change and Emissions Management Corporation to research the fermentation of natural gas and carbon dioxide into malic acid.
• The firm was admitted to the most recent winter term of Y Combinator.
Independent Private Investments
Finance
Director
6/2016 - Present
• Cambridge Semantics – Convertible Note – Late stage financing to enable key milestone achievements.
• Starbutter AI – SAFE – Seed financing to develop personal finance voice applications.
• Gate City Capital Management – Fund Investment – Micro-cap value investment fund.
• Drift Plains Capital Partners, LLC – Fund Investment – Search fund investments.
• Tanglewood Farms – Farmland – Southern Indiana farmland acquisition and rental.
• Starbutter AI – SAFE – Seed financing to develop personal finance voice applications.
• Gate City Capital Management – Fund Investment – Micro-cap value investment fund.
• Drift Plains Capital Partners, LLC – Fund Investment – Search fund investments.
• Tanglewood Farms – Farmland – Southern Indiana farmland acquisition and rental.
Broken Dice Trading, LLC
Finance
Quantitative Analyst
6/2018 - 1/2020
• Research focused on utilizing classification algorithms and network analysis to create low beta/high sharpe strategies.
• Initial strategies began trading early 2019 and include a macro spread trade and gap open trade.
• Mid-2019 deployed “Bet Against Beta” strategy which goes long/short S&P 100 constituents based on beta and momentum characteristics.
• Unaudited cumulative 2019 strategy returns of 10% with a sharpe ratio of 1.75 and beta of 0.
• Initial strategies began trading early 2019 and include a macro spread trade and gap open trade.
• Mid-2019 deployed “Bet Against Beta” strategy which goes long/short S&P 100 constituents based on beta and momentum characteristics.
• Unaudited cumulative 2019 strategy returns of 10% with a sharpe ratio of 1.75 and beta of 0.
ETF Momentum Investing, LLC
Finance
Head of Research
11/2016 - 1/2018
• Launched AX Momentum LP beginning of December 2016, across calendar 2017 the fund’s returns were 47.4% while the S&P 500 tracking index returned 21.7%.
• Established Blockchain Momentum, LP, a fund focused on algorithmically trading cryptocurrencies in October 2017. Returns from inception to end of January 2018 were 137% while a passive Bitcoin investment returned 106%.
• Established Blockchain Momentum, LP, a fund focused on algorithmically trading cryptocurrencies in October 2017. Returns from inception to end of January 2018 were 137% while a passive Bitcoin investment returned 106%.
LS9, Inc.
Corporate Strategy & Development
Manager, Corp Planning and Development
2/2012 - 1/2014
• Developed detailed financial projections, aided in negotiation strategy, and maintained due diligence materials for potential investors as part of the deal team responsible for M&A efforts. LS9 was acquired by REG for $61.5 mm, which is one of the largest industrial biotech deals of 2013/2014.
• Identified and developed relationships strategic to LS9’s success, these included Brazilian feedstock and offtake partners and potential joint development partners.
• Identified and developed relationships strategic to LS9’s success, these included Brazilian feedstock and offtake partners and potential joint development partners.
Gencia, Corp
Corporate Strategy & Development
Head of Strategy
8/2009 - 3/2011
• Constructed a firm valuation model, accounting for projected sales, expected development costs, likely therapeutic initiatives, and the impact of various licensing deal structures. This aided in fundraising and partnering negotiations.
• Prior to fundraising, aided in the creation of a comprehensive business plan. A $3.75 mm fundraising was successfully completed in June 2010.
• Compiled financial, therapeutic pipeline, and past licensing deal comparables for potential partners.
• Prior to fundraising, aided in the creation of a comprehensive business plan. A $3.75 mm fundraising was successfully completed in June 2010.
• Compiled financial, therapeutic pipeline, and past licensing deal comparables for potential partners.
Ocean Tomo
Management Consulting
Associate
3/2005 - 7/2008
• Specialized in intellectual property (IP) valuation and licensing.
• Managed and assisted with approximately a dozen engagements, during which a client’s financial and strategic documents were analyzed to determine damages in patent litigation cases. Post-engagement analysis indicates client savings ranged from $5 to $50 million.
• Led quantitative research regarding intellectual property’s impact on the venture capital financial marketplace.
• Managed and assisted with approximately a dozen engagements, during which a client’s financial and strategic documents were analyzed to determine damages in patent litigation cases. Post-engagement analysis indicates client savings ranged from $5 to $50 million.
• Led quantitative research regarding intellectual property’s impact on the venture capital financial marketplace.