Phone212 9185242 Fax212 9185246 Category Large Advisory Firm 100mil AUM Organized Limited Partnership Employees 30 Investment AdvisoryResearch Roles 16 Pooled Investment Vehicles ID: 814457
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Valinor Management, L.P. 510 Madison Avenue, 25th Floor New York, NY 10022 Phone:(212) 918-5242Fax:(212) 918-5246
Category
: Large Advisory Firm (100mil+ AUM)Organized: Limited Partnership Employees: 30Investment Advisory/Research Roles: 16Pooled Investment Vehicles: 100%Fee Structure: 1.5-2% (AUM) and 20% (Performance)Assets Under Management: ~5.3Bil (Discretionary) Accounts/Holding Companies: 3Legal Record: Clean
Valinor Capital Partners Offshore, LTDFund Type: Private-Hedge (Master Fund/Master-Feeder Structure)ID/Location: 805-7804577555/Grand Cayman, Cayman IslandsValue: ~3.6BilMin Invest: 1MilBeneficial owners: 218Ownership: 8%-Self, 9%-FOF, 28%-International General Partners: David Gallo, Evan Burtton, Scott DakersPrime Broker(s): Barclays Capital INC., Goldman Sachs & CO., Morgan Stanley & CO. LLC, UBS Securities LLC. (These companies and their respective banks are also custodians of assets)Other Admins: Morgan Stanley Fund Services (Bermuda) LTD.
Valinor Capital Partners LP.Fund Type: Private-HedgeID/Location: 805-3251943297 / Delaware, U.S.Value: ~1.6BilMin Invest: 1MilBeneficial owners: 156Ownership: 12%-Self, 21%-FOF, 2%-InternationalGeneral Partners: Valinor Associates LLC.Prime Broker(s): Barclays Capital INC., Goldman Sachs & CO., Morgan Stanley & CO. LLC, UBS Securities LLC. (These companies &CITI Private Bank and their respective banks are custodians)Other Admins: Morgan Stanley Fund Services USA LLC.
Valinor Private Capital Partners LP.Fund Type: Private Equity FundID/Location: 805-6568820386 / Delaware, U.S.Value: 0Min Invest: 1MilBeneficial owners: 0Ownership: 0%-Self, 0%-FOF, 0%-InternationalGeneral Partners: VPCP GP, LLC.Prime Broker(s): Goldman Sachs & CO. (This company is also the custodian)Other Admins: Morgan Stanley Fund Services LLC.
Direct Owners and Executive Officers
David, Lawrence, Gallo: Managing Member Ownership: 75%+ David, Alan, Angstreich: CFO/COO Ownership: >5%Fola, Adamolekun: CCO Ownership: >5%Seth, Adam, Cohen: Co-owner VPCP GP, LLC and VPCP Management L.P. Ownership: 50%>75%
Slide2Alex Hoffer
Investment Analyst
ContactPhone: (212) 659-2348Email: alexhoffer@gmail.comBackgroundLong/Short Equity: Investment Analyst, Valinor (10months)Investment Banking: Analyst, Goldman Sachs (1year 4months)Stanford University: B.A. Economics & Chinese -Extras: Blyth Fund (President), Stanford Finance (President), Forum for American Chinese Exchange at Stanford (Senior Advisor), Delta Tau Delta
VulnerabilitiesWorking Average: 13 monthsStanford UniversitySocial MediaDelta Tau DeltaFinance Experience: 2 years+More information: Stanford Alumni Connection (requires account)Social Media (requires some relation to school or friends of friends)Direct Contact (personal email , freely contact with opportunities)
StrategyApproach via phone or email for opportunitiesTry and use Alumni, Friends, Brothers or Business partners as connectionAlex Hoffer: right
Slide3Anichya Gujral
Investment Analyst
ContactPhone: Business-(212)-918-5226 Email: agujral@valinor.comBackgroundLong/Short Equity: Investment Analyst, Valinor (1year)Research: Analyst, Anchorage Capital (3years)Restructuring: Analyst, Lazard (1year 3months)M&A: Analyst, Lazard Freres & CO (2months)Analyst:
Everstone (3months)Yale University: B.A. Electrical Engineering & Economics VulnerabilitiesWorking Average: 13.6 monthsYale UniversitySocial Media GolfEntrepreneurial Finance Experience: 5 years+
More information: Yale Alumni Connection (requires account)Social Media (requires some relation to school or friends of friends)Direct Contact (personal email , freely contact with opportunities)Entrepreneurial (colleagues or social groups)StrategyApproach via phone or email for opportunitiesTry and use Alumni, Friends, or Business partners as connectionExpress an opportunity through Linked-in talk about it over a round of golf Co-Founder of GetFreeCups.com, sell him on entrepreneurialism
Anichya Gujral: middle
Slide4Blake Gower
Investment Analyst
ContactPhone: (212) 857-3114 Email: bgower@valinor.comBackgroundPrivate Equity: Investment Analyst, Valinor (1year 2months)Director: Strategy and business development, SEAM Holdings (2years 1month)M&A: Analyst, Evercore Partners (2years 9months)University of Michigan Ross SOB:
BBA. Finance & Strategy VulnerabilitiesWorking Average: 18 monthsUniversity of MichiganSocial Media Finance Experience: 6 years+More information: University of Michigan Alumni Connection (requires account)
Social Media (requires some relation to school or friends of friends)Direct Contact (personal email, freely contact with opportunities)StrategyApproach via phone or email for opportunitiesTry and use Alumni, Friends, or Business partners as connectionSkillsFinancial ModelingPrivate EquityInvestment BankingMergers & Acquisitions
Slide5Hussein Al
Baya
Investment AnalystContactPhone: Business-(212)-918-5226 Email: haal@andrew.cmu.eduBackground
Long/Short Equity: Investment Analyst, Valinor (1year 3months)Credit & Distressed: Associate, Bain Capital (2years)Advisor: Governor Assistant, Central Bank of Iraq (>1year) Private Equity: Analyst, Goldman Sachs (2 years)Investment Banking: Analyst, Credit Suisse (2years 9months)Harvard Business School: MBA.Carnegie Mellon University: BS. Finance & International Relations VulnerabilitiesWorking Average: 21.75 monthsHarvard Business School
Carnegie Mellon UniversitySocial Media Finance Experience: 7 years+More information: Harvard Business School Alumni Account (requires account)Social Media (requires some relation to school or friends of friends)Direct Contact (personal email, freely contact with opportunities)StrategyApproach via phone or email for opportunities
Try and use Alumni, Friends, or Business partners as connectionSkillsFinancial Modeling Private EquityInvestment BankingEmerging MarketsVenture CapitalValuation Business StrategyFinancial AnalysisMergers and AcquisitionsEquity Research
Slide6Gregory
Rudin
Investment AnalystContactPhone: (212) 508-8321 Email: gregory.rudin@gmail.comBackgroundLong/Short Equity: Investment Analyst, Valinor (11months)
Utilities: Analyst, UBS (10months)Consultant: Analytics Specialist, Kurt Salmon (1year 5months) Overhead/Finance: Analyst, The Lantern Group (3months)ABS Portfolios : Analyst, Fortress Investment Group(3months)Emory University: BA. History & Economics -Extras: Phi Beta Kappa, Writing Center, Phi Alpha Theta, Model United Nations, Volunteer Income Tax Assistance (VITA) VulnerabilitiesWorking Average: 8.8 monthsEmory UniversityPhi Beta Kappa
Social Media Finance Experience: 4 years+More information: Emory University Alumni Database (requires account)Social Media (requires some relation to school or friends of friends)Direct Contact (personal email, freely contact with opportunities)StrategyApproach via phone or email for opportunitiesTry and use Alumni, Friends, or Business partners as connection
SkillsSeries 79 Corporate FinanceData AnalysisMicrosoft ExcelMarket ResearchManagement Consulting Business StrategyForecastingMergers and AcquisitionsAsset Backed Securitization
Slide7James Rogers
Principal
ContactPhone: (212) 659-2304 Email: jrogers@valinor.comBackgroundLong/Short Equity & Private Equity: Principal, Valinor (3years 7months)
Tech M&A: Analyst, The Blackstone Group (7months)Business: Analyst, McKinsey & Company (3months) University of Virginia: BA. Finance & History -Extras: McIntire Investment Institute, Madison House, The Cavalier Daily, Jefferson Literary and Debating Society, Alternative Spring Break VulnerabilitiesWorking Average: 17.6 monthsUniversity of VirginiaSocial Media Finance Experience: 4 years+
More information: University of Virginia Alumni Database (requires account)Social Media (requires some relation to school or friends of friends)Direct Contact (personal email, freely contact with opportunities)StrategyApproach via phone or email for opportunitiesTry and use Alumni, Friends, or Business partners as connectionContactCareer Opportunities
Consulting OffersNew VenturesJob Inquiries Expertise RequestBusiness Deals Reference RequestsGetting Back in TouchJames Rogers: right
Slide8Hiring
Top SchoolsHarvard Business School Stanford University
Yale UniversityThe Wharton School of Business- University of Pennsylvania
Top WorkplacesGoldman Sachs (analysts/associates)The Blackstone GroupUBSSummer internship positions (company varies)
Strategies
Social and Linked-in approaches for analysts and belowNew York Social Club has articles on some of the higher executivesSchool and Alumni connection would make a large difference in presenting opportunitiesMore creative approaches will work given the information available
Experience
Average experience per new hire is 2 years+ in the financial worldExceptions usually come from H.B.S or The Wharton School of BusinessPartners or co-workers from other firms have higher positions and stay for longer