Robert Johnson, Finance Expert in Los Angeles, CA, United States
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Robert Johnson

Verified Expert  in Finance

Finance Expert

Location
Los Angeles, CA, United States
Toptal Member Since
November 15, 2016

Rob is an entrepreneur and investor with expertise in technology and financial services. He helped grow a private equity fund from $0 to $900 million in assets in under two years, and now spends most of his waking hours raising capital for early stage companies. As a freelancer, Rob focuses on corporate development, private equity, and investment advisory engagements.

Investment StrategyBusiness DevelopmentFundraisingComparable Company AnalysisValuationFinancial ModelingPrivate EquityVenture CapitalEquity ResearchMergers & Acquisitions (M&A)Financial Planning & Analysis (FP&A)Credit Analysis

Career Highlights

Investment Director | Partner
Enable Impact LLC
Investment Professional
Goldman, Sachs & Co
Senior Investment Analyst, Special Situations
Origami Capital Partners

Education Highlights

Chartered Financial Analyst (CFA)
CFA Institute
Master of Science
Kellstadt Graduate School of Business | DePaul University
Bachelor of Arts
University of Iowa

Case Studies

Work Experience

Investment Director | Partner

2016 - PRESENT
Enable Impact LLC
  • Have raised seed capital for approximately a dozen ventures with socially positive business models. Average round sizes are $500,000 to $7 million.
  • Sourced early-stage equity and debt investment opportunities.
  • Developed and managed private syndications for capital raising activities.
  • Underwrote new deals for the marketplace. Member of the investment committee.
  • Headed the investor network development function.
Focus areas: Corporate Development, Investor Relations, Financial Modeling, Due Diligence, Angel/Seed Funding, Growth Capital Raising, Venture Funding

Director of Business Development

2015 - 2016
Hipmunk
  • Developed a partnership strategy for global media outlets.
  • Managed the portfolio of existing partnerships, accounting for ~15% of the company revenue.
  • Pitched and closed new partnerships.
  • Developed a go-to-market strategy for AI-driven travel booking.
  • Made stunning pitch books to solicit new partnerships.
Focus areas: Go-to-market Plans, Forecasting, Corporate Development, Financial Planning & Analysis (FP&A), Business Planning, Strategy, Partnerships

Investment Professional

2013 - 2015
Goldman, Sachs & Co
  • Performed outsourced CIO services for foundations, family offices, and ultra-high-net-worth individuals. Acted as the chairman of the practice's investment committee.
  • Invested on behalf of some of Silicon Valley's most prominent founders.
  • Developed a strategic and tactical asset allocation for family offices, foundations, and endowments (~$16 billion of assets).
  • Managed a bespoke $50 million global long/short equity strategy which outperformed its benchmark by ~1200 bps.
  • Managed a $60 million global SRI equities portfolio.
Focus areas: Investment Strategy, Portfolio Management, Analysis, Securities, Equity Research, Trading, Risk Management

Senior Investment Analyst, Special Situations

2009 - 2013
Origami Capital Partners
  • Sourced, evaluated, and executed complex secondary market transactions in private markets.
  • Developed a due diligence and research framework for the strategy.
  • Conducted an annual valuation of level III assets (private company equity, debt as well as real estate and "other" alternative assets).
  • Acted as the lead analyst on the restructuring of a $1.5 billion UBP SelectInvest side pockets.
  • Worked on a fund that earned top decile returns from inception through 2016.
Focus areas: Due Diligence, Mergers & Acquisitions (M&A), Complex Transaction Agreements, Three-statement Modeling, Distressed/Special Situations, Equity Research, Credit Analysis, Forecasting, Financial Modeling, Valuation

Associate Director of Research

2006 - 2009
University of Chicago
  • Developed a partnership plan for Becker-Friedman Institute.
  • Conducted original research on hedge fund and private equity industries.
  • Designed a solicitation strategy and relationship management plan for principal level/naming gifts for new university initiatives.
  • Supported the physical sciences visiting committee and counseled fundraisers on solicitation strategy.
  • Established novel methodologies for strategic planning in the context of higher education fundraising.
Focus areas: Quantitative Analysis, Strategic Planning, Partnerships, Financial Planning & Analysis (FP&A), Fundraising
2016 - 2017

Chartered Financial Analyst (CFA) in Finance

CFA Institute - Charlottesville, VA, USA

2009 - 2010

Chartered Alternative Investment Analyst in Alternative Investments

CAIA Association - Amherst, MA, USA

2008 - 2009

Master of Science in Finance

Kellstadt Graduate School of Business | DePaul University - Chicago, IL, USA

1998 - 2003

Bachelor of Arts in Political Science

University of Iowa - Iowa City, IA, USA

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