James Andrew Warner

James Andrew Warner

Dallas, United States
Hire James
Scroll To View More
James Andrew Warner

James Andrew Warner

Dallas, United States
Member since January 29, 2017
James has over 20 years of investment and financial advisory experience at the world's leading hedge funds, private equity funds, and investment banks. His expertise includes investment due diligence, valuation analyses, restructuring advisory, interim management, corporate development strategy, and portfolio risk management. As a freelancer, he enjoys helping a wide array of clients around the world solve complex financial issues.
James is now available for hire
Career Highlights
Academic Highlights
Case studies
Industry Expertise
  • Financial Services
  • Private Equity
Other Expertise
  • Capitalization Optimization
  • Financial Due Diligence
  • Hedge Funds
  • Mergers & Acquisitions (M&A)
  • Strategy
  • Valuation Modeling
Employment
  • Portfolio Manager | Managing Director
    Deimos Asset Management, LLC
    2015 - 2016
    • Managed a long/short equities portfolio focused on financial services companies.
    • Demonstrated effective risk management capabilities during periods of severe market stress.
    Focus areas: Investment Management, Hedge Fund, Portfolio Analysis
  • Chief Investment Officer
    Black Ox Capital Management, LLC
    2014 - 2015
    • Founded successfully a financial services long/short equity hedge fund.
    • Engaged in extensive marketing with eight prime brokers and over 70 potential institutional investors.
    • Developed business infrastructure and negotiated partnerships with over 20 different service providers.
    Focus areas: Equity Research, Investment Management, Financial Risk Assessment, Portfolio Analysis
  • Portfolio Manager
    Citadel Group LLC
    2011 - 2014
    • Managed a $700 million long/short equity portfolio focused on the financial services and financial technology sectors.
    • Developed a repeatable, robust investment process driven by bottoms-up, fundamental stock analysis, and top-down themes.
    • Developed a proprietary sentiment model and additional tools for enhancing investment tracking, screening, and idea development.
    • Produced consistent alpha with low volatility and minimal draw-downs.
    • Built and trained an investment team of highly skilled stock-pickers.
    Focus areas: Investment Management, Portfolio Analysis, Equities, Financial Modeling
  • Managing Director
    Carlson Capital, LP
    2005 - 2011
    • Produced over $60 million of profits during my tenure—driven by bottoms-up, fundamental security analysis, and relative value arbitrage.
    • Managed a $300 million relative value equity portfolio focused on global diversified and consumer financial services.
    • Managed a highly profitable distressed credit portfolio and assisted in developing an out-of-court restructuring plan for a large asset manager.
    • Served as a managing partner of an activist strategy that partnered with management teams to enhance their investor relations strategies and optimize their capital allocation strategies.
    • Acted as the founding member of firm's valuation committee and led the valuation monitoring for all level 2 assets and level 3 assets in the energy, insurance, and aircraft sectors.
    Focus areas: Equities, Investment Management, Portfolio Analysis, Financial Risk Assessment
  • Associate
    The Blackstone Group, LP
    2003 - 2005
    • Advised corporate clients on Chapter 11 and out-of-court reorganization plan development. Clients included Exide Technologies, WorldCom, Bally Total Fitness, New World Pasta, and Solutia.
    • Developed business plans, valuation models, creditor recovery analyses, and implemented the critical cash management processes including 13-week cash flow analyses.
    • Analyzed and developed critical vendor lists and other financial models relevant to first-day motions.
    • Advised DIP lenders and pre-petition lenders on DIP amendments, business performance, and priming lien issues.
    • Evaluated and created effective sales processes of non-core assets.
    • Assisted the preparation and development of expert witness testimony on valuation and reorganization plan development issues.
    Focus areas: Restructuring, Financial Reporting, Mergers & Acquisitions
  • Chief Financial Officer
    Ikibi, Inc.
    2000 - 2001
    • Managed the company's finances, including accounting and treasury functions.
    • Developed and delivered the business plan and all relevant investor presentations that lead to raising a Series A round.
    • Structured the core technology transfer agreement with Harvard University.
    Focus areas: Capital Raising, Negotiations, Financial Planning & Analysis (FP&A)
  • Director of Business Development
    WeddingChannel.com
    1999 - 2000
    • Created the financial services business line.
    • Negotiated and managed 11 strategic partnerships, including American Express, Merrill Lynch, MBNA, AIG, Microsoft, and Federated.
    Focus areas: Business Plan Development
  • Associate
    TPG Capital
    1997 - 1999
    • Acquired the largest bank in Korea in a classic good bank/bad bank strategy.
    • Acquired J.Crew and assisted with operational turnaround; created significant EBITDA improvement through accounting analysis and operational due diligence.
    • Engaged in the financial valuation and acquisition due diligence of numerous companies across different continents.
    Focus areas: Mergers & Acquisitions, Financial Modeling, Cost Reduction & Optimization, Capital Raising
  • Analyst
    Credit Suisse First Boston
    1995 - 1997
    • Supported 15 high-yield bond and equity offerings.
    • Provided financial market guidance for a variety of clients in the U.S., Europe, and Latin America.
    Focus areas: Investment Banking
Education
  • Master of Business Administration (MBA) in Finance
    The Wharton School, University of Pennsylvania - Philadelphia, PA, USA
    2001 - 2003
  • Bachelor's degree in International Relations
    University of Virginia - Charlottesville, VA, USA
    1992 - 1995
  • Completed courses in General Undergraduate Studies
    The College of William and Mary - Williamsburg, Virginia
    1991 - 1992
I really like this profile
Share it with others