United States
Hello, my name is Ethan. I am currently an investment banking Associate at Ziegler. Prior to joining I was a private investments analyst identifying and investing across buyout, growth equity, and venture capital through primaries, secondaries, and co-investments.
Debt Capital and M&A Completed 8 deals totaling $850 million in value
•Completed multiple capital investments into Venture, PE, and Hedge Fund strategies •Support due diligence, cashflow modeling, and memo writing of the primary fund manager, secondaries, and co-investment opportunities across growth equity, buyout, and venture strategies •Conducted analysis on fund exposures to pinpoint geographical exposure risk of the aggregate portfolio •Completed projects compiling investment performance updates, and conducted deep dives on specific sectors, asset classes, and geographies •Formed connections with Private Equity and Venture Managers through sponsor meetings and fund investment
• Organizing dietary plans to meet the specific needs of hundreds of residents in a timely and precise manner • Coordinating with other dining staff to ensure every resident receive all parts of their service • Volunteered to work on Covid-19 isolation units to serve residents as well as disinfect covid positive units
•Scheduling tours with prospective students and reaching out to see if there were any questions • Led panels with two other ambassadors where students learned about our experiences and asked any questions they may have about campus or student life •Managing the trading lab overview session and operating a demonstration using a Bloomberg Terminal to highlight the features of the terminal and the projects a student may partake in •Working in the career closet managing inventory and keeping track of borrowers in a concise manner
•Placed within the top 8 teams internationally after making it through the written brief and presentation rounds •Researched, wrote, and presented our top 5 loss exposure segments for the company Starbucks and provided risk mitigation methods to offset some of the major risks that we outlined
•Managed a team of five people in developing a comprehensive market strategy to outperform the WLS index •Created a portfolio with one million dollars of virtual capital based on small and mid-cap equities with a focus on stocks high Beta multiples •Manage funds by buying or trimming equities as needed to maintain certain capital allocation weightings and mitigate certain risks
•Supported due diligence of the fund manager and co-investment opportunities •Conducted analysis and developed written recommendations for ai tool integration within Glenmede business processes and systems •Completed 2 capital investments into GP's funds •Completed projects compiling investment performance updates, and conducted deep dives on specific sectors, asset classes, and geographies