VP Investor Relations and Treasurer at Vail Resorts
July 2010 - July 2012
Led investor outreach, preparation of materials for quarterly earnings calls, lender meetings and annual investor meetings. Presented at investor conferences and fielded vast majority of investor calls. Retooled the investor presentation to better communicate investment attributes leading to improved valuation and diversification of shareholder base. Helped investors understand cash flow dynamics. Excellent relationship with investment community. Managed relationships with lenders, investment banks and rating agencies.
Key member of team responsible for refinancing of credit facility and senior subordinated notes.
Analyzed competitive landscape and provided detailed weekly reports to the CFO and quarterly Board reports on industry issues and news flow, industry M&A, investor concerns, stock performance, and earnings reports in the gaming, lodging and leisure segments. Created detailed benchmarking analysis to identify strategies to improve valuation. Performed ad hoc financial analyses.
VP Investor Relations and Treasurer at Vail Resorts
July 2010 - July 2012
Led investor outreach, preparation of materials for quarterly earnings calls, lender meetings and annual investor meetings. Presented at investor conferences and fielded vast majority of investor calls. Retooled the investor presentation to better communicate investment attributes leading to improved valuation and diversification of shareholder base. Helped investors understand cash flow dynamics. Excellent relationship with investment community. Managed relationships with lenders, investment banks and rating agencies.
Key member of team responsible for refinancing of credit facility and senior subordinated notes.
Analyzed competitive landscape and provided detailed weekly reports to the CFO and quarterly Board reports on industry issues and news flow, industry M&A, investor concerns, stock performance, and earnings reports in the gaming, lodging and leisure segments. Created detailed benchmarking analysis to identify strategies to improve valuation. Performed ad hoc financial analyses.
Senior Equity Analyst at Rochdale Securities
November 2006 - July 2010
Provided investment research on consumer discretionary/leisure industry sector to institutional clients. Organized nondeal road shows for companies under coverage and generated ideas for trading desk. Strong relationships with management teams leading to marketing opportunities.
Notable stock recommendations include turning bullish on Brunswick Corp. in July 2009 at $4; stock subsequently quadrupled. Downgraded shares of MarineMax after research led to conclusion that sales would fall significantly below consensus (30% lower). Buy rating on K2 at time it was acquired by Jarden Corp. Several money-making calls on Callaway Golf, both long and short
Senior Equity Analyst at Rochdale Securities
November 2006 - July 2010
Provided investment research on consumer discretionary/leisure industry sector to institutional clients. Organized nondeal road shows for companies under coverage and generated ideas for trading desk. Strong relationships with management teams leading to marketing opportunities.
Notable stock recommendations include turning bullish on Brunswick Corp. in July 2009 at $4; stock subsequently quadrupled. Downgraded shares of MarineMax after research led to conclusion that sales would fall significantly below consensus (30% lower). Buy rating on K2 at time it was acquired by Jarden Corp. Several money-making calls on Callaway Golf, both long and short
Investor Relations Consultant (Part Time) at ICR, Inc.
January 2004 - June 2005
Advised senior management of public companies on implementation of effective investor relations programs. Enhanced messaging through earnings call preparation and improved investor presentations. Prepared Board materials, refined investor outreach and leveraged relationships with buy-side and sell-side. Successfully pitched for new business.
Investor Relations Consultant (Part Time) at ICR, Inc.
January 2004 - June 2005
Advised senior management of public companies on implementation of effective investor relations programs. Enhanced messaging through earnings call preparation and improved investor presentations. Prepared Board materials, refined investor outreach and leveraged relationships with buy-side and sell-side. Successfully pitched for new business.
Director Global Equities & Securities Research at Merrill Lynch
June 1996 - June 2002
DIrector in equity research covering toy and leisure industry and member of leading global consumer staples research and banking team. In depth company and industry analysis, marketing to institutional clients, retail and corporate clients. Named to Wall Street Journal All Start Research Poll.
Director Global Equities & Securities Research at Merrill Lynch
June 1996 - June 2002
DIrector in equity research covering toy and leisure industry and member of leading global consumer staples research and banking team. In depth company and industry analysis, marketing to institutional clients, retail and corporate clients. Named to Wall Street Journal All Start Research Poll.
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