Patrick is an investor and operator who managed a $2+ billion portfolio at Highbridge, a hedge fund purchased by JP Morgan. A former investment banker at Goldman Sachs, Patrick has served as a CEO (energy / real estate development), a CIO (family foundation) and a partner in a capital raising consultancy and marketing agency. He freelances because he enjoys helping companies solve difficult problems.
Researched market potential, competition, customers, and positioning, leading to the development and implementation of a new marketing and sales strategy for a high-end creative agency and commercial film production company.
Developed relationships and pitched business capabilities to brands in the luxury travel, hospitality, beauty, and fashion industries as well as advertising agencies addressing those sectors.
Hired two marketing staff and managed a team to develop and implement an inbound marketing system to generate leads. Coached staff to strengthen selling skills and monitored progression to improve win rates.
Launched new marketing materials including creative digital content such as videos, photos and the website, by working with the creative director to highlight the distinct value of the brand and supervising the creation and distribution of the content.
Focus areas: Business Development, Marketing, Sales, Advertising, Video Production, Travel & Leisure, Entertainment & Leisure, Apparel, Beauty Products, Branding
2017 - PRESENT
Developed and co-wrote a training manual outlining a tailored approach to selling for each customer and market, working with a partner to coach leaders of asset management firms in selling techniques that lead to the successful raising of $1.7 billion of investment capital.
Hired as a selling coach to a start-up hedge fund and authored a sales manual as well as trained the hedge fund client to raise a $1 billion investment fund with a fund launched targeted for fall 2019.
Developed a curriculum based on a process-oriented, continuous improvement methodology to train investors to maximize investment performance by honing their state of mind and awareness of mental and emotional makeup.
Researched market, customer trends, suppliers and competitors and developed fully integrated, dynamic operating and financial model for a $100+ million greenfield commercial real estate development bringing a motorsports amusement park to Orlando.
Developed sales and marketing presentation to build partnerships and raise capital presenting to equity and debt investors, including banks, negotiating a $35 million first-phase debt financing offer from a REIT, obtaining better than expected terms.
Partnered with a proven track operator to build a dynamic investment and cash flow forecast to model cash generation under different revenue and investment scenarios. Negotiated operating and management agreements to align incentives amongst various members of the development and operating teams.
Hired and worked with world-class track designer Tilke, construction firms HJH Construction, and land planning engineers Kimley-Horn, to develop detailed site and engineering plans.
Worked with the chairman and outside legal, engineering and real estate vendors to find appropriate land and perform detailed due diligence on the feasibility of building a motorsports park on various properties and negotiated the purchase and sale agreement with a landowner.
Focus areas: Three Statement Operating Model, Financial Planning & Analysis (FP&A), Research, Fundraising, Capital Raising
President and Chief Investment Officer
2015 - PRESENT
Bellwether Charitable Fund
Served as a portfolio manager and headed business development for a family foundation with investments in public equities, futures and seed-stage ventures.
Served as a board member and advisor for several world-class anti-trafficking charities.
Launched a publicly-traded oil and gas company, forming and recruiting a team of experts in the United States, United Kingdom, and Brazil, focused on buying and developing proven Brazilian oil and gas properties.
Built dynamic operating and financial model and fundraising documents to raise a $10 million note from a Texas-based production backed lender to fund oil and gas volume growth.
Evaluated geotechnical data to develop an internal assessment of value, bidding and acquiring five blocks of producing Brazilian oil and gas assets.
Analyzed assets and prepared a bid of $200 million as a 50% partner in a bidding consortium for oil and gas assets as part of Petrobras’ divestiture program.
Worked with the COO, internal geological team and outside experts to analyze assets and develop capital expenditure plans to significantly boost production volumes.
Focus areas: Fundraising, Acquisition Analysis, Acquisition, Capital Raising, Capital Budgeting, Operations, Leadership, Public Company Reporting
2006 - 2014
Highbridge Capital Management
Served as the portfolio manager for a long/short equity strategy and the sector head for industrials, materials and energy investments, managing $2+ billion. Sourced and researched new ideas, analyzed risk and opportunities, and actively managed longs and shorts to produce strong results.
Used a flexible investment mandate to drive an exceptional track record with ~$600 million of returns) during a difficult sector investment landscape.
Hired, trained and managed two analysts to research industrial companies globally. Coached analysts on understanding the companies and sectors including the full value chain such as suppliers, competitors, customers; modeling and projecting earnings; using several methodologies to determine company value.
Performed bottoms-up research, modeling, and valuation work to find under and over-valued companies.
Built strong relationships with management teams and industry contacts in targeted sub-sectors across the United States, Asia, Latin America, and Europe.
Helped raise ~$18 billion of capital for acquisitions and recapitalizations, working closely with private equity funds and strategics to build financial and operating models, prepare sell-side and marketing documents, as well as communicating with investors.
Worked with top global private equity funds to conduct extensive due diligence and build detailed, dynamic operating financial models.
Scheduled and managed internal credit committee to obtain committed debt financing for acquisitions, successfully marketing deals to investment funds.