Phoenix, Arizona, United States
Hi everyone, Thank you so much for your interest in me. I’m honored by your curiosity, and I am confident in the merit of my story. My goal is to share a detailed and honest account of my life—personal and professional—the bad, the go-d, and the “go-ogle” :-). I believe that telling the full story can contribute in some small way to improving not only our country, but our world. As part of this, I’d like to invite readers to reflect on what they’ve taken away. One idea I have is to include a single one-poll question at the end; which could help us better understand different schools of thought to give the project a much deeper and broader perspective. If there is enough interest, I may explore working with a publisher to release the story in digital, audio, and possibly paperback form. Feel free to drop me a line with your input, as many of you already do. I’ll do my best, with the goal and focus of telling another one of our meaningful stories to offer intelligent, insightful conversation for our society—a conversation to preserve and defend a rare story; a conversation that quite possibly may lead to another one of our finest moments; a conversation brought and told by me in my own words—by a person who typically doesn't come by often in every single generation. Again, thank you for your time, interest, and attention.
Founder of The Palindrome Group, LLC, a Delaware-domiciled private investment holding company. With its three wholly-owned subsidiaries, Palindrome Capital LLC, Palindrome Partners, LLC and Palindrome Ventures, LLC, with these three entities are designed to work independly of each other as operating entities within diverse industries and sectors. The Palindrome Group, as the holding company, oversees these three operating entities in exchange for an upstream of management fees, in addition to a share of the investment returns. Plans are underway for a preemptive offering, followed by an initial public offering.
Founder of a private advisory investment company, with an entrepreneurial focus on creating improvements to businesses that operate in sectors plagued by a high amount of underserved demand, from a lack of supply in the marketplace. We perform an extensive, selective process, examining the current industry state, and we use simple economic theory, designed and developed for businesses that operate where there's long operating history for showing strong recurring streams of cash flow, within industries where there's a glut of old, fully depreciated, underperforming assets. Because there's insignificant competition, many of these industries have antiquated assets, yet they charge above market rates on a recurring customer base, who are absent better substitutes. Unfortunately these industries are inefficient, and the customer is the one who suffers the biggest lost, by overpaying in an underserved market without much choice. The missing ingredient needed in order to support the value proposition, is modernization to meet the rigorous demands and needs in the 21st century. These kinds of industries present investors with opportunities simply by using free market forces. Due to the long, established operating history of assets in these industries, investors can immediately realize benefit just from shifting this recurring cash flow stream, away from the overpriced, antiquated assets, and in the direction of new, quality modernized performing assets, properly priced to the public while providing that totally different experience to the customer, who should continue returning to enjoy, what is an overall better value. The expected pricing will not change much, and instead the forces of competition will eventually prevail, leading to a drop in overall pricing, organically expanding the market, by providing a more affordable experience.
Hired originally as an Analyst in Leveraged Finance where the group oversaw approximately $7 billion of leveraged loans invested in US highly leveraged non-investment grade corporate companies, diversified into all sectors and industries, including automotive, telecom media and technology, chemical, retail, consumer products, and healthcare. In addition to the facilities, the group also invested in structured products along with credit derivatives, and there existed a small distressed book of loans once originally invested at the time of the primary syndication. Along with new deals invested in both the primary and secondary markets, the portfolio had a blended corporate credit rating near BB-/Ba2.
Teaching Associate to Goldman Sachs's 2006 Global Analyst Training Program, and Analyst Training Programs at other banks, including Credit Suisse, UBS, JP Morgan, Barclays, Wachovia, and Jeffries & Co. Also trained MBA students at Harvard Business School, Wharton, Vanderbilt, and University of Rochester. The training was structured and compartmentalized into understanding the different GAAP accounting treatments, to constructing extensive valuation and financial modeling spreadsheets, as well as honing individually their public speaking and presentation skills. Graded exams, corrected the entire class's valuation project and comp calculations for the specific deal mechanics discussed at training. Also corrected complex errors embedded in spreadsheets of financial models constructed by investment bankers.
Arranged and structured financial sponsor based deals for all of the industry's largest private equity firms, arranging the most complex transactions for these clients.