Actively leads in outreach and business development opportunities and markets full range of services to prospective clients.
Establish and maintain relationships with current and potential corporate partners in order to generate deal flow opportunities.
Serves as internal and external thought leader by participating in key industry conferences, publishing thought pieces in web logs, being interviewed by journalists and trade journals, etc. to generate exposure and build brand.
Vilas Capital Management, LLC
Chief Executive Officer and Portfolio Manager
Madison, WI 2010 - Present
Manages and directs an investment partnership through the purchasing of undervalued securities and the short sale of securities which are significantly overvalued.
The primary focus of the partnership is through investments in financial services companies.
Mortgage Assurance Corporation (MAC) Founder, President and Chief Investment Officer
Madison, WI 2008 - 2009
Piloted executive team of startup mortgage guaranty insurance company focused on conforming mortgages with less than 20% down payment for sale to Fannie Mae and Freddie Mac.
Created business plan and accompanying financial model to raise between $500M and $1B of equity and presented the proposal to private equity firms as well as Wall Street.
Established relationship and engagement with Barclay’s and William Blair. Recruited a full dynamic executive management team (CEO, CRO, COO, CTO, etc.,). Gained national exposure and approval through regulators such as the Wisconsin Office of the Commissioner of Insurance (OCI) and the GSE’s as well as ratings agencies.
Collaborated with IBM and other vendors to create efficient computer system. Partnered with State Street to manage the portfolio custody and accounting. Initiated client contact with Wells Fargo, Chase, SunTrust, etc.
Created the loss assumptions in the Business Plan with an actuarial firm.
Raised over $7M of seed capital to fund the initial operations.
Thompson Investment Management, Inc.
President, Portfolio Manager and Chief Investment Officer
Madison, WI 1993 - 2009
Managed large capitalization equity fund using a value strategy that resulted in substantial outperformance of the S&P 500 (by roughly 75% in the early 2000’s).
Implemented strategy for fixed income portfolio of rotation between government securities during times of narrow credit spreads, into corporate bonds in times of wide credit spreads.
Received recognition for #1 bond fund in the Morningstar short term bond category for the trailing 3, 5, and 10 years, and ranked in the top 2% of the category for the one year period as a result of strategy implementation for fixed income portfolio.
Employed marketing strategies and directed the sales department in enforcing these strategies.
Cooperated with numerous institutional clients in the development and maintenance of relationships that led to inflows of over $2.5B of AUM.
University of Chicago
Chicago, IL 1999 M.B.A with a concentration in Economics and Finance
University of Wisconsin
Madison, WI 1986 – 1990 B.S. in Mechanical Engineering, Tau Beta Pi Honorary Society
Chartered Financial Analyst (CFA) with over twenty years of experience as a successful financial entrepreneur.
Nationally recognized financial expert:
Wall Street Week - Louis Rukeyser
CNBC with Maria Bartiromo
The Wall Street Journal
The New York Times
Forbes Honor Role
Value driven professional in raising capital for investment opportunities which minimize risk, and maximize profits. Proven track record in new business development and closing investment banking transactions.
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