Peter Mullen, Finance Expert in New York, NY, United States
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Peter Mullen

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
December 21, 2020

Peter is an investment executive with global experience across HFs, PE, and family offices, including Apollo Global, JGM Capital, EOS Global, Longacre, and CDV. He launched and managed two HFs, which invested across the capital structure, including an innovative US fund with a hybrid strategy and one of Brazil’s first international funds. Peter headed the financial team that grew a portfolio company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment.

Career Highlights

Co-Founder and Portfolio Manager
JGM Capital Management

Education Highlights

Bachelor's Degree
Harvard University

Case Studies

Work Experience

Co-Founder and Portfolio Manager

2018 - 2021
JGM Capital Management
  • Innovated a hybrid strategy that merged technical derivative analysis with fundamental company analysis to create asymmetric and uncorrelated returns. Unconstrained strategy returned 15% with a Sharpe ratio of 350% of the S&P 500.
  • Invested across the capital structure in the US, Europe, and LATAM.
  • Engineered proprietary analytical and database tools that radically improved the fundamental screening hit ratio, which was critical to JGM’s success (trades had a 90% ITD success rate).
  • Recruited and supervised computer programmers to develop data projects, including reconstructing widely used credit derivative valuation models after identifying a design flaw.
  • Raised 98% of the fund’s initial capital and led fundraising efforts.
Focus areas: Technology, Consumer Services, Consumer Products, Renewable Energy, Energy, Industrials, Market Structures, Fund Structure, Asset Valuation, Due Diligence, Economics, Economic Analysis, Global Strategy, Global Risk, Global Economics, Emerging Markets, International Expansion, International Affairs, International Finance, Financial Forecasting, Databases, M&A Modeling, Bankruptcy & Insolvency, Asset Allocation, Acquisition Analysis, Discounted Cash Flow (DCF), Value Investing, Valuation, Quantitative Analysis, Quantitative Modeling, Data, Entrepreneurship, Financial Modeling, Equity Investment, Fixed-income Derivatives, Equity Derivatives, Capital Raising, Financial Risk Management, Investments & Risk Management, Hedge Funds, Capital Structure Analysis, Business Strategy, Industry Analysis, Financial Analysis, Debt, Investment Analysis, Risk Management, Fundraising, Derivatives, Fundamental Analysis, Portfolio Management, Leveraged Credit, Equity Valuation, Capital Allocation, Investments, Asset Management, Credit Investing, Equity Capital, Capital Markets, Debt Capital Markets, Special Assets, Trading, Fund of Funds, Fund Management, Business Analysis, Business Advisory, Business Development, Growth Strategy, Entrepreneurial Finance, Startup Funding, Funding Strategy, Funding Process, S&P Capital IQ, Foreign Exchange (FX) Hedging, Portfolio Analysis, Capital Structuring, Deal Structuring, Finance Structures, Corporate Structure, Mergers & Acquisitions (M&A), Term Sheet Negotiations, Legal Structuring, Legal Analysis, Structuring of Funds, Business Models

Portfolio Manager and Head of Research

2013 - 2017
EOS Global Fund
  • Partnered with a multi-family office to launch a global hedge fund that was one of Brazil’s first international funds.
  • Directed a fundamental long/short and event-driven portfolio, which invested primarily across the US and European markets.
  • Saw performance exceed the market by 1,100 basis points (both long and short books were profitable).
  • Hired a senior portfolio manager and supervised five analysts across various functions.
  • Raised 90% of the fund’s initial capital and spearheaded additional fundraising efforts.
Focus areas: Technology, Consumer Services, Consumer Products, Energy, Industrials, Automotive, Deal Structuring, Market Structures, Capital Structuring, Marketing, Fund Structure, Fund of Funds, Seed Fundraising, Corporate Sales & Divestitures, Leveraged Buyout (LBO), M&A Modeling, Acquisition Analysis, International Affairs, International Expansion, International Finance, International Trade, Global Economics, Global Strategy, Global Risk, Emerging Markets, Corporate Restructuring, Value Investing, Capital Structure Analysis, Capital Markets, Revenue & Expense Projections, Discounted Cash Flow (DCF), Financial Modeling, Entrepreneurship, Strategy, Finance Strategy, Risk Management, Investments & Risk Management, Market Risk, Hedge Funds, Fundraising, Equity Valuation, Competitive Strategy, Growth Analysis, Fundamental Analysis, Financial Analysis, Industry Analysis, Investment Analysis, Equity Investment, Asset Allocation, Asset Management, Business Analysis, Investing, Asset Valuation, Modeling, Financial Model Auditing, Financial Markets

Vice President of Investments and Independent Advisor

2012 - 2017
CDV (Family Office)
  • Oversaw all financial and investment analysis and reported directly to the CEO and chairman.
  • Overhauled the investment process, risk management, and boosted the group’s financial sophistication, which eliminated the need for outsourcing detailed analysis to investment banks.
  • Engineered large financial models and innovated new screening methodologies that yielded better results and increased efficiency across the financial and engineering departments.
  • Managed the financial team, including investment banks that grew an operating company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment expansion.
  • Strategized potential options for monetizing a 15GW pipeline of renewable energy projects.
Focus areas: Special Assets, Energy, Revenue & Expense Projections, International Finance, Venture Capital, Capital Advisory, Hedge Funds, Seed Fundraising, Fund of Funds, Markets, Deal Structuring, Asset Structuring, Fund Structure, Brazil, Board Presentations, Board of Directors, Corporate Sales & Divestitures, Acquisition Analysis, Federal Government Finance, Global Economics, Economic Analysis, Emerging Markets, Capital Budgeting, Debt Financing, Environmental, Social, and Governance (ESG), DCF Valuation, Valuation, Investments & Risk Management, Financial Modeling, Financial Markets, Asset Management, Asset Allocation, Due Diligence, Investment Ideas, Return Analysis, Project Finance, Capital Allocation, Capital Raising, Capital Markets, Investment Analysis, Investment Funds, Capital Structuring, Financial Analysis, Private Equity, Renewable Energy

Senior Analyst

2010 - 2011
Longacre Fund Management
  • Spearheaded the fund’s global investment activities across the industrial and materials sectors.
  • Targeted long/short and event-driven investments across the capital structure.
  • Oversaw diligence of investment opportunities and presentations to the investment committee.
  • Managed the largest number of investments in the firm’s $2.0 billion portfolio.
  • Negotiated restructurings and credit agreement amendments with private equity funds and investment banks.
  • Headed the firm’s backstop of a $1.0 billion equity rights offering for a company exiting bankruptcy.
  • Orchestrated the firm’s investment proposal on DRYS at the 2011 Value Investing Congress.
Focus areas: Valuation, Valuation Modeling, Asset Valuation, DCF Valuation, Equity Valuation, Distressed/Special Situations, Transportation & Shipping, Investment Funds, Due Diligence, Revenue & Expense Projections, Investment Ideas, Credit Investing, Asset Structuring, Asset Allocation, Bankruptcy & Insolvency, Debt Restructuring, Restructuring, Value Investing, Discounted Cash Flow (DCF), Financial Modeling, Private Credit, Private Equity, Capital Structure Analysis, Fundamental Analysis, Equity Investment, Capital Markets, Debt Capital Markets, Financial Analysis, Financial Markets, Special Purpose Acquisition Companies (SPAC), Special Assets, Distressed Assets, Asset Management

Analyst

2007 - 2010
Apollo Global
  • Analyzed new investment opportunities through detailed financial modeling, channel checks, and calls with management teams, accountants, lawyers, and consultants.
  • Monitored 50 portfolio companies ($1.0 billion notional) and assessed whether any changes needed to be made based on idiosyncratic and market developments.
  • Restructured five portfolio companies and negotiated credit agreement amendments with investment banks and private equity funds.
  • Selected to be the sole analyst on the fund’s direct lending, solution capital, and distressed effort and executed $100 million of originated investments.
  • Constructed the firm’s financial model template and taught financial modeling to new analysts.
Focus areas: Leveraged Buyout (LBO), Exit Strategy, M&A (Buy-side), M&A Modeling, Due Diligence, Equity Financing, Financing, International Affairs, International Finance, Market Risk, Corporate Restructuring, Asset Valuation, Special Assets, Board Presentations, Asset Allocation, Asset Structuring, Acquisition Analysis, Capital Structure Analysis, Financial Restructuring, Debt Restructuring, Bankruptcy & Insolvency, Discounted Cash Flow (DCF), Financial Modeling, Equity Valuation, Equity Investment, Credit Analysis, Credit Investing, Leveraged Credit, Debt, Debt Financing, Fundamental Analysis, Financial Analysis, Financial Markets, Distressed/Special Situations, Distressed Assets, Private Credit, Private Equity, Asset Management

Intern

2006 - 2006
Russell Investment Group
  • Engineered and managed a database of investment strategies for the launch of a new fund.
  • Formulated a proposal for an emerging market fund and interviewed investment managers.
  • Won the investment contest with a detailed analysis of Raytheon.
Focus areas: Fund Structure, Fund Management, Due Diligence, Finance Strategy, Fundamental Analysis, Hedge Funds, Fund of Funds, Asset Management, Asset Allocation

Intern

2005 - 2005
UBS
  • Investigated corporate credit and equity investment opportunities in the US.
  • Analyzed investment portfolios and presented restructuring and streamlining recommendations to the senior portfolio manager.
  • Developed fundraising proposals for new investment funds.
Focus areas: Financial Modeling, Equity Valuation, Fundamental Analysis, Financial Markets, Financial Statements, Finance Strategy, Asset Management, Asset Allocation
2003 - 2007

Bachelor's Degree in Economics

Harvard University - Cambridge, Massachusetts, USA

JANUARY 2018 - PRESENT

Central Registration Depository (CRD)

FINRA Organization

Finance

International Finance, Financial Modeling, Asset Allocation, DCF Valuation, Valuation, Fundamental Analysis, Capital Raising, Private Credit, Mergers & Acquisitions (M&A), Deal Advisory, Cash Flow Forecasting, Customer Acquisition Cost (CAC), Equity Financing, Equity Valuation, Contribution Margin Analysis, Project Finance, Private Equity, Valuation Modeling, Revenue & Expense Projections, Debt Raises, Credit Investing, Equity Derivatives, Fixed-income Derivatives, Pricing Strategy, Finance Strategy, Business Advisory, Financial Advisory, Cost of Capital, Fund Management, Seed Fundraising, Fund Governance, Debt Workouts, Credit Analysis, Hedging, Growth Capital Raising, Financial Model Auditing, Five-year Projections, Return Analysis, Global Macro Strategy, Cash Management, Due Diligence, Equity Research, Value Investing, Stock Trading, Capital Budgeting, Budgeting, Fundraising, Debt, Capital Structure Analysis, Special Assets, Discounted Cash Flow (DCF), Debt Restructuring, Financial Restructuring, M&A Modeling, Asset Valuation, M&A (Buy-side), Convertible Debt, Capital Placement, Equity Capital, Capital Structuring, Equity Raises, Bank Debt Raises, Portfolio Analysis, Funding Strategy, Deal Analysis, Debt Analysis, Fund Analysis, Net Debt Analysis, Weighted Average Cost of Capital (WACC), Cost of Debt, Investment Return Scenario Analysis, Capital Structure Optimization, Startup Funding, Corporate Finance, Entrepreneurial Finance, Capital Investment Appraisals, Debt Structuring, Finance Structures, Cost-saving Structure, Venture Funding, Investment Decision-making, Valuation Analysis, Value Creation, Private Equity Valuation, Valuation Multiples, Funding Process, Foreign Exchange (FX) Hedging, Fixed Asset Lending, Investment Briefs, Investment Thesis, Investment Summaries, Minority Investments, Short-term Investments, Investment Memoranda, Leveraged Buyout Modeling, Private Company Valuation, Junior Capital, Country Risk, CFO, Fund Structure, Fund of Funds, Risk Models, Structuring of Funds, Credit Risk

Output Software

Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Data & Analysis Software

Bloomberg, Capital IQ

Industry Expertise

Global Economics, Industrials, Renewable Energy, Financial Markets, Consumer Products, Building Materials, Automotive, Financial Services, Capital Markets, Asset Management, Energy, Technology, Debt Capital Markets, International Trade, Transportation & Shipping, Institutional Investors, Industrial & Manufacturing, Intermodal Transport, Early-stage Startups, Shipping, Venture Capital, Corporate Structure, Government

Geographic Expertise

Latin America (LATAM), Brazil, Europe, European Union (EU)

Other

Economic Analysis, International Affairs, Market Risk, Distressed/Special Situations, Hedge Funds, Capital Advisory, Investments & Risk Management, Debt Financing, Financial Forecasting, Acquisition Analysis, Margin Optimization, Consumer Services, Equity Investment, Industry Analysis, International Development & Economics, Leveraged Credit, Derivatives, Growth Strategy, Growth Analysis, Market Insights, Business Strategy, Strategy, Exit Strategy, Transaction Advisory, Investment Committee Advisory, Sustainable Advisory, Investment & Trading Advisory, Strategic Planning & Execution, S&P Capital IQ, Investment Ideas, Investment Funds, Investments, Debt Issuance, Board of Directors, Board Presentations, P&L Management, Growth Strategy Consultants, Marketing, Public Policy, Politics, Shareholder Return, Family Office, Family Office Management, Family Office Consultants, Shareholder Value, Management, Entrepreneurship, Game Theory, Company Research, Research Analysis, Shareholder Liquidity & Succession, Foreign Exchange, Trading, Trading Applications, Options Trading, Electronic Trading, Bonds, Credit Default Swap (CDS), Distressed Assets, Capital Allocation, Sensitivity Analysis, Senior Executive Management, Negotiation, Portfolio Management, Investment Analysis, Financial Analysis, Competitive Strategy, Financial Statements, Data, Restructuring, Bankruptcy & Insolvency, Corporate Restructuring, International Expansion, Emerging Markets, Global Strategy, Economics, Leveraged Buyout (LBO), Environmental, Social, and Governance (ESG), Corporate Sales & Divestitures, Market Structures, Asset Structuring, Deal Structuring, Markets, Financing, Divestitures, DCF Modeling, Business Analysis, Control & Cost Analysis, Customer Analysis, Competitor Analysis & Profiling, Company Analysis, Company Strategy, Microsoft, Adobe Suite, Return on Invested Capital (ROIC), Investor Relations Consultant, Investor Relations, Investment Capital Raising, Fundraising Consultant, Capital Introduction, Capitalization Tables, Investor Presentations, Funding Presentations, Pitch Presentations, Investment Presentations, Financial Presentations, Executive Presentations, Board Decks, Expansion Strategy, Expansion, Strategy Planning, Product Strategy, Entry Strategy, Revenue Strategy, Sales Strategy, PV Analysis, Cash Flow Analysis, Project Analysis, Security Analysis, Value Analysis, Sales Analysis, Leverage Analysis, Launch Strategy, Porftfolio Strategy, Advisory, Industrial Equipment, Contract Review, Credit Agreement Analysis, Legal Analysis, Media, Media Purchasing, Digital Media, Business Models, Trusted Advisor, Capital Planning, Startup Growth Strategy Development, Corporate Development, Startups, Commercial Strategy, Contract Negotiation, Contract Management, Term Sheet Negotiations, Structured Finance, Credit Structuring, Business Structuring, Organizational Structure, Due Diligence Consultant, Executive Consulting, Decision Analysis, Investment Decision Support, Decision Support, Relative Valuation, Liquidation Valuation, Development Strategy, Investing, Modeling, Business Development, Stock Market, Market Trends, Market Entry, International Commerce, Liquidity Events, Asset Protection, Asset Acquisition, Accretion/Dilution Analysis, Impact Investing, Investment Cases, Investment Modeling, Investment Banking, Investment Manager, Investment Research, Investment Strategy, Alternative Investments, Investment Consulting, Environmental Investment, Investor Agreements, Investment Policy Statements (IPS), Divestiture Planning, Value Proposition, Loan Valuation, Leveraged Finance, Discounts to Value, Discounted Cash Flow Analysis, Private Capital Markets, Small Caps, Infrastructure, Green Energy, Clean Energy, Market Demand, Part-time CFO, Trading Systems, Direct to Consumer (D2C), Enterprise SaaS, Fintech, Risk Management, Special Purpose Acquisition Companies (SPAC), Financial Risk Management, Quantitative Modeling, Quantitative Analysis, Databases, Global Risk, Federal Government Finance, Vendors & Suppliers, Legal Structuring, Tail Risk

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