Josh Chapman, Finance Expert in Denver, CO, United States
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Josh Chapman

Verified Expert  in Finance

Financial Modeling Expert

Location
Denver, CO, United States
Toptal Member Since
August 31, 2016

Josh is an investment banker turned VC who lives in Denver, CO. At Morgan Stanley, he covered the world's top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, GrubHub, and more. He also has experience in M&A, startup fundraising, and as a founder. Currently, Josh is one of the managing partners of Konvoy Ventures, a VC firm focused on esports and video gaming.

Career Highlights

Managing Partner
Konvoy Ventures (VC Firm)

Education Highlights

Level 1 - Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst
Bachelor's Degree
Wheaton College

Case Studies

Work Experience

Managing Partner

2017 - PRESENT
Konvoy Ventures (VC Firm)
  • Raised a sub-$100 million VC fund. The LP base includes large family offices and high-net-worth individuals, and the portfolio includes nine investments (to date).
  • Spoke regularly at conferences across the United States.
  • Actively invested in media and entertainment, specifically in esports and video gaming companies.
Focus areas: Entertainment & Leisure, Investing, Venture Capital, Seed Fundraising, Media, Video Gaming, Angel/Seed Funding, Early-stage Venture Capital, Esports Investing

Institutional Equity Sales

2014 - 2016
Morgan Stanley
  • Leveraged Morgan Stanley equity research, technical indicators, trading activity, investor trends, and reputable colleagues to generate transaction-oriented trade ideas that created alpha for our 200+ institutional clients.
  • Sold IPOs, follow-on offerings, and block trades to institutional asset managers, such as Alibaba, Rocket Internet, Emaar Malls Group, and Naspers.
  • Pitched, discussed, and monetized Morgan Stanley's content and platform for equity research.
  • Developed and wrote content for client distribution, including market commentary, investor positioning, global events analyses, and political risk assessments.
  • Built my own technical and fundamental models that were linked with Bloomberg formulas in order to live-update whenever refreshed. This automated my investment and market analysis process which I leveraged across my client base (top hedge funds and asset managers in the world). I can build fully functioning financial models that have formula plugins to outside data sources.
  • Contributed to other ad-hoc projects, such as Global Best Ideas and the weekly “Global Reflections” note that is distributed to over 50,000 institutional clients each week.
  • Utilized the experience in the energy sector that I gained after getting a geology degree in college, interning at an upstream oil and gas company in Houston (NYSE: CXPO), and spending a considerable amount of time following the sector while at Morgan Stanley.
Focus areas: Model Development, Business Planning, Valuation, Financial Modeling, Relationship Management, Investments, Geopolitical Risk, Emerging Markets, Executive Presentations, Equity Research, Capital Markets

Investment Banking Analyst

2013 - 2013
INTL FC Stone
  • Executed mergers and acquisitions (M&A) advisory for middle-market companies in the mining, agriculture, and energy sectors.
  • Prepared deal committee memoranda and pitch books to describe industry trends and companies’ fundamentals.
  • Completed Capital IQ screens for comparable companies and precedent transactions analyses.
  • Built financial models for middle-market deals.
Focus areas: Valuation, Financial Modeling, Mergers & Acquisitions (M&A), Pitch Decks, Emerging Markets, Investment Banking

Investment Platform

2012 - 2013
BlackRock
  • Supported Aladdin, BlackRock’s proprietary investment platform, by offering operational support for internal portfolio managers and traders.
  • Created and automated custom reports for firm clients focused on position analysis, evaluating risk exposure and identifying derivative contract discrepancies and unsettled trades from the previous day.
  • Joined a special working group focused on developing a new internal trading platform.
Focus areas: Trading Applications, Investments, Operational Efficiency Improvement, Product Development, Technology
2014 - 2016

Series 7 & 63 Licenses in Finance (General Securities Representative & Uniform Securities Agent)

FINRA - New York, NYC, USA

2013 - 2013

Level 1 - Chartered Alternative Investment Analyst in Alternative Investments

Chartered Alternative Investment Analyst - New York City, NY, USA

2008 - 2012

Bachelor's Degree in Business/Economics and Geology (Minor)

Wheaton College - Chicago, IL, USA

Finance

Esports Investing, Valuation, Financial Modeling, Entrepreneurial Finance, Fundraising, Finance Strategy, Market Research, Startup Funding, Budgeting, Cost Reduction & Optimization, Mergers & Acquisitions (M&A), Three-statement Modeling, Price Analysis, Financial Planning & Analysis (FP&A), Data Analysis, Equity Research, Angel/Seed Funding, Seed Fundraising, Investment Portfolio Management, Capital Raising, Due Diligence

Output Software

Microsoft Excel, Microsoft PowerPoint

Data & Analysis Software

Bloomberg, Capital IQ, Morningstar

Industry Expertise

Video Gaming, Entertainment & Leisure, Banking & Finance, Financial Services, Venture Capital, Real Estate, Automotive, Capital Markets, Technology, Healthcare

Geographic Expertise

South Africa, Brazil, United States, Mozambique, Turkey, Saudi Arabia, Russia, Ecuador, United Arab Emirates, Bolivia, Nigeria, Mexico

Other

Gaming, Esports, Startup Growth Strategy Development, International Commerce, Networks, Entrepreneurship, Startups, Communication, Enterprise Startups, Business Planning, Business Consulting, Interim CFO, Business Plan Consulting, Consulting, Part-time CFO, Machine Learning, Search Engine Optimization (SEO), Legal, Public Speaking, Legal Contract Drafting, Operations, Writing & Editing, Executive Presentations, Emerging Markets, Geopolitical Risk, Investments, Relationship Management, Model Development, Investment Banking, Pitch Decks, Product Development, Operational Efficiency Improvement, Trading Applications, Early-stage Venture Capital, Media, Investing, Analysis, Market Estimates, Biotechnology, Healthcare IT, Healthcare Services, Market Research & Analysis, Market Research Operations, Investor Relations, Investor Presentations, Industrial IT, Marketplaces, Platforms, Investment Capital Raising, Family Office

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