Rob DeLong
Commerce graduate from University of Virginia, with MBA from Northwestern University. Currently working as a Consultant for Alternative Energy and Energy Technology investing.
| Headline: | Investor |
| Skills: | Business, Management |
| Groups: | Berkeley-Stanford CleanTech Conference |
| Interested in: | Advising startups, Investing in projects, Meeting new people, Mentoring, Offering Expertise, Professional opportunities, Supporting my investments |
| Schools: | Northwestern University, University of Virginia |
WORK EXPERIENCE
| Employer: | Self-Employed |
| Position: | Consultant - Alternative Energy and Energy Technology |
| Time period: | December 2007 - November 2008 |
| Description: | Consulting for major Seattle-area investment firm on alternative energy and energy technology investment thesis. |
| Employer: | Grand-Jean Capital Management, Inc. |
| Position: | Portfolio Manager/Analyst |
| Time period: | December 2001 - October 2006 |
| Description: | Long-only separate account equity manager for wealthy individuals and families. Investment style is concentrated portfolios of intrinsically undervalued companies identified through bottom-up fundamental research and analysis.
Portfolio Manager/Analyst - Developed and researched investment ideas for equity portfolios • Senior-most investment professional next to the founder/president and was first professional hired. • Performed fundamental research, in-depth company due diligence, thorough quantitative analysis and initiated buy/sell decisions. Developed complex cash flow models and other valuation tools. Developed and utilized proprietary stock screening models to identify operational turning points in overlooked companies. • Sector specializations include energy (primary responsibility), technology, general industrial. - Built business and systems • AUM grew from $75 million to $200 million. • Performance results exceeded the S&P 500 benchmark with significantly less volatility. • Created, implemented and managed AIMR compliance procedures and annual AIMR audits. • Built and implemented performance reporting system, proprietary trading system and billing system. • Wrote firm’s marketing materials. • Trained junior analyst. |
| Employer: | Montgomery Securities/Banc of America Securities |
| Position: | Principal, Technology and Energy Technology Investment Banking |
| Time period: | December 1998 - November 2002 |
| Description: | - Co-head of Energy Technology/Clean Technology investment banking group
• Headed West Coast effort providing investment banking services to solar, fuel cell, wind, distributed generation, power storage and power electronics companies. • Led banking teams providing public and private equity financing and M&A advice. • Clients included public and mid- to late-stage private companies. - Head of Internet investment banking group • Advised on mergers and acquisitions and raised public and private capital for Internet companies. • Performed extensive due diligence on mid- to late-stage private IPO candidates. • Headed e-Oil initiative targeting internet-related energy companies. • Initiated and managed a unique cross-organizational collaborative coverage model with industry groups and research analysts throughout the organization to better support our diverse Internet company clients. |
| Employer: | Morgan Stanley & Co. Incorporated |
| Position: | Vice President, Investment Banking |
| Time period: | December 1986 - November 1997 |
| Description: | Morgan Stanley & Co. Incorporated, Corporate Finance San Francisco, CA
Morgan Stanley & Co. Incorporated, Investment Banking/M&A New York, NY Morgan Stanley & Co. Incorporated, Mergers & Acquisitions New York, NY Vice President, Investment Banking - Highly experienced in complicated M&A transactions, restructurings, financings • Completed 25 deals worth an aggregate of more than $20 billion. • Deal experience includes public and private debt and equity financing, buyside, sellside, leveraged buyout, recapitalization and restructuring assignments across a variety of industries including Energy, Aerospace/Defense, Telecommunications. • Expert in M&A valuation theories and methodologies. Led valuation deal teams. • Developed merger accounting and discounted cash flow models used firm-wide. Morgan Stanley & Co. Incorporated, Investment Banking/M&A New York, NY (continued) - Managed deal staffing of 60 investment banking Associates for nine months • Reported to senior management, analyzed and resolved resource conflicts across investment banking departments and mentored young Associates. • Also headed Analyst training for the M&A department. - Created and implemented new regional corporate finance coverage effort • Identified and developed relationships with more than 20 new companies in new markets. |
EDUCATION
| University: | Northwestern University |
| Time period: | 1990 - 1992 |
| Degree: | Finance and Management Strategy, MBA |
| University: | University of Virginia |
| Time period: | 1982 - 1987 |
| Degree: | Commerce with concentrations in Finance and Management Information Systems, BSc |
