A Wharton MBA with graduate and undergraduate degrees in aeronautical and civil engineering, Jim ran J.P. Morgan's North American equity proprietary trading desk and managed $1 billion long-short energy stock portfolios at J.P. Morgan and Amaranth while generating double-digit returns. Jim is an award-winning analyst and antitrust expert who freelances to help companies and investors successfully deploy their investments.
Provided buy-and-sell recommendations on electric utility stocks to the firm's clients.
Wrote numerous company-specific and utility industry research reports.
Advised the UK government on the privatization and valuation of the country's electricity generation, transmission and distribution systems. The $300 billion privatization had an initial average P/E valuation of 12x to 13x, in line with the recommended valuation.
Hired and supervised two junior analysts.
Made numerous investment presentations to the firm's traders and salespeople.