Jakub is 可用 租用
雇佣 JakubJakub Rehor
验证专家 in 金融
欧博体育app下载专家
位置
里诺，内华达州，美国
至今成员总数
2019年6月6日
Jakub has worked as a 麦肯锡 consultant and portfolio manager at Third Avenue, a legendary multibillion-dollar value fund, 主要投资, 就收购提供法律意见, and performing valuations for companies across geographies and sectors. 耶鲁毕业生, he possesses extensive expertise in assessment, 战略发展, 投资分析. 作为一名自由职业者，Jakub喜欢在估值、运营和战略方面帮助他的客户.
工作经验
首席投资官
2018年至今
露西实验室
- 撰写投资研究报告，评估加密项目和技术(示例可在露西实验室网站上获得).
- 为自营交易部门和外部客户开发量化投资策略.
- Built portfolio administration and reporting software in Python and R.
- Wrote pitch decks for marketing the company to potential investors.
- 用Python构建了一个蒙特卡罗模拟引擎，为客户设计了一个定制的衍生工具.
Focus areas: 投资研究, 项目组合管理, 定量金融学, 区块链, 加密, 算法交易
投资组合经理
2013 - 2018
Ubival有限责任公司
- Created a quantitative derivatives trading strategy that beat the benchmark by 12.5% per annum over five years of live trading. 该方法采用了动量因子的一个版本，使用了定量筛选的组合.
- 构建定制化风险管理系统，计算VaR、条件VaR、预期方差. 在MATLAB中对系统进行原型设计，并将生产系统转换为Python和q/kdb+的组合.
- 使用Python和q/kdb+研究和部署多种定量策略，利用定价异常, 进位因子, and volatility compression after earnings announcements in equities, 股票期权, 波动性期货.
- 使用q/kdb+开发涵盖多个资产类别的自定义金融市场交易数据库.
- 将主要的量化交易策略授权给一家投资管理公司，该公司希望为其客户提供一种与美国股市表现无关的方法.
重点领域:风险模型, 风险分析, 期货管理, 固定收益衍生品, 衍生品, 股本
Financial Analyst | 投资组合经理
2004 - 2013
第三大道管理公司
- Identified an investment opportunity in an undervalued Eastern European telecom company emerging from bankruptcy building an investment stake of 20%+; replacing the board of directors; working with the board to recruit a new CEO; revising capital spending plans, restructuring corporate performance; exiting the investment via the sale of controlling stake to a competitor.
- 在全球金融危机期间，为一家日本金融公司从事有毒资产的详细资产负债表风险分析, leading an investment that returned 300% in two years.
- 领导对一家新成立的百慕大再保险公司的投资，分析保险业的错位, assessing the market opportunity, reviewing the business plan and actuarial assumptions, as well as negotiating the deal structure and the valuation.
- 在一家破产后的日本公司发现了一个投资机会，三年回报率为125%, analyzing the country's bankruptcy rehabilitation procedures, examining the post-reorganization cost structure of the company, and performing a valuation of the net operating loss carryforwards.
- 作为一家澳大利亚农业公司的最大股东，建立了投资头寸，并将该公司介绍给一家加拿大竞争对手, identifying and analyzing operating and strategic synergies, and generating shareholder support for a merger. 合并后的公司被竞争对手以33%的溢价收购，回报率达到100%以上.
- 根据对产能增加的分析，对棕榈油市场进行全球供需预测, interviews with industry executives, 在投资一家种植园公司之前，他还参观了棕榈油种植园，这家公司在7年内获得了300%的回报.
- 根据总体发展规划，对一个私人拥有的太平洋岛屿进行了估值, as well as interviews with community leaders, 当地商人, 房地产开发商, 将估价与作为永久保育地役权的替代用途价值作比较.
Focus areas: Investment 项目组合管理, 股票估值
研究分析师
2000 - 2004
普特南的投资
- Performed an in-depth analysis of the Japanese banking sector, 研究细分市场, 需求增长, 资产负债表质量, competitive dynamics as well as interviewing company executives and industry experts, 建立了一个逆周期公司的投资组合，这些公司在2002年日本经济衰退期间表现良好.
- Analyzed consolidation trends in the Hong Kong retail banking market, 评估分支网络, 市场定位, and deposit and lending franchises, 在确定三家可能的小型银行收购目标之前，它们在随后的几年中被竞争对手以高于市场价格的价格收购.
- Built a financial model that valued Japanese pharmaceutical company's drug pipeline, 核算不同的报销政策和异质的全球销售和营销实践.
- 对一家私有化的墨西哥机场运营商进行估值，该运营商的运营历史有限, interviewing executives and workers, benchmarking the operation against privately and publicly operated airports, 从而发现机会，提高每名乘客的高利润增量收入，帮助公司成为十年来全球表现最好的机场股.
Focus areas: 股票估值, 股票研究
股票研究分析师
1997 - 2000
Sanford C. 伯恩斯坦
- Built a global semiconductor manufacturing model, collecting information on 200 semiconductor plants around the world, 建模的收益率, 产能利用率, 技术节点路线图, 资本支出, using the model to analyze and value numerous semiconductor company investments.
- 对美国电子分销行业的整合趋势进行了分析, identifying the primary drivers of consolidation, 商业模式改变, and the impact on the structure of the sector. Fostered relationships with the CEOs of two companies, 两方面的领先投资, which ultimately culminated in a merger of the firms that built the dominant US player.
- Identified a short-selling opportunity in a networking hardware manufacturer, analyzing the technology roadmap, projected implementation shortfalls, and the financials for a firm that filed for bankruptcy 18 months after the investment.
- 分析了韩国某大企业复杂的企业结构，发现了企业间价值转移的证据, 并领导了一项公司投资，该公司受益于公司间的优惠定价.
- Analyzed the global switching power supply market, identifying both demand drivers and the underlying competitive dynamics. After comparing and evaluating all the major suppliers, selected a Thai subsidiary of a Taiwanese company for investment. The Thai company received free access to the manufacturing technology and R&D of the parent while enjoying lower costs of production in Thailand.
Focus areas: 股票估值, 股票研究
业务分析师
1995 - 1997
麦肯锡 & Co.
- 代表一家财富10强的消费品公司，为一笔2.5亿美元的收购交易进行战略分析，并创建了估值模型. 收购方, faced with a declining core market, sought a growth-oriented target, leading to an analysis of market size, 增长动力, 竞争, and cost and revenue synergy opportunities, the results of which were presented to the board of directors.
- Reviewed 100+ discrete capital projects at a nuclear power plant, verified cost and savings assumptions, and calculated NPVs for each project, 确定没有吸引力的项目，并向核部门负责人建议取消这些项目, resulting in savings of $20 million for a $120 million capital budget.
- 为一家欧洲金融服务集团制定了北美销售和营销策略, analyzing the performance and profitability of channel distribution partners, 采访100多名行业专业人士，以建立详细的分销动态知识，并为新战略的推出制定实施计划.
- 为一家开创性的在线服务公司制定营销策略，包括客户流失预测, customer acquisition cost modeling, and customer lifetime value analysis.
- 更新了世界上最大的半导体公司之一的资本战略, 为他们从8英寸到12英寸晶圆制造的数十亿美元和多年的过渡做好准备, analyzing the competitors' technology roadmap, predicting industry cost curves, and identifying the profitability crossover from legacy to new technology, helping the client accelerate $1 billion in rollout based on strategy recommendations.
Focus areas: 财务战略, 资本预算, 股票估值, 合并 & 收购(M&A)
教育
1991 - 1995
经济学学士学位
耶鲁大学 - New Haven, CT, USA
认证
2015年6月至今
Certificate in 定量金融学 (CQF)
CQF型研究所
2000年6月至今
Chartered Financial Analyst (CFA)
CFA协会
Skills
金融
Three-statement建模, 股票估值, DCF估值, 衍生品定价, Chartered Financial Analyst (CFA), 合并 & 收购(M&A), 资本预算, Investment 项目组合管理, 固定收益衍生品, 期货管理, 风险分析, 风险模型, 股票研究, 财务战略, 区块链
Data & 分析软件
彭博, Pandas, Capital IQ, R, SQL
行业专业知识
半导体、银行 & 金融, 保险, Technology, Transportation & 航运
地理专业
Eastern Europe, North Korea, Europe, Japan, Taiwan, South Korea
输出的软件
Excel 2013
其他
项目组合管理, 风险管理, Futures & 选项, 期权定价, Python, Excel建模, 算法交易, NumPy, 股本, 衍生品, 加密, 定量金融学, 投资研究, Mathematica, Excel 365
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