New York, New York, United States
Finance executive with deep expertise across Corporate FP&A, Strategic Planning, Advertising and Affiliate Revenue Forecasting and Modeling, Budgeting, Cost Management, M&A Analysis, Valuation, and Management. Known for sharp analytical skills and strong command of PayTV and streaming economics and a keen eye on evolving trends in advertising performance and measurement. Ex- UBS, Oppenheimer and HBO, MBA from Stern.
Drive financial planning process for Affiliate and Advertising divisions. Lead monthly close discussions with department executives.
Led TMT coverage at Telsey which included Advertising, Digital Media, Cable Broadband Systems and TV Networks. Research included: sector white papers, M&A valuation and FP&A forecasts. Identified Media-related investment opportunities based on: proprietary financial models, market positioning, Street sentiment and trading patterns. Created and hosted annual conference on Advertising and Measurement Trends, widely attended by institutional investors. Consistently top-ranked in Research among firm Salespeople and Traders.
Developed company research effort in the evaluation of a wide range of Media companies, both digital and traditional. • Formulated investment ideas using proprietary research and analysis of company and industry trends • Structured CS TMT conference which not only doubled in size but increased in profitability in 2nd year • Organized annual “Up-front” Buy-side group lunch meetings with advertising executives • Rankings: Top 2% in Magnetar Survey; Top 3 in Bloomberg BARR, and often To
Provided equity research coverage on companies within a variety of Media sub-sectors including: US and UK Cable and Satellite TV, Entertainment and Digital Media. • Coordinated department’s Digital Media group which included Cable Equipment, Wireless and Internet sectors in creation and publishing of quarterly reports • Created department’s thematic media conferences which included: HDTV: Today and Tomorrow; Future of Home Entertainment; Mobile: It’s Not Just Phone; and Digital Media, Who Benefits? • Consistently ranked in Top 5% of OPCO analysts in Multex-driven client “hits” of OPCO
Senior Analyst covering the U.S. Cable and Satellite TV stocks In 2000 and 2001, ranked in Top 10 in Institutional Investor (II) Cable and Satellite Sector poll • Provided investment recommendations based on detailed company and industry models • Published quarterly “book” summarizing Media teams perspective on Media trends and valuations • Marketed globally advising company’s institutional clients in Asia, Europe and U.S.