Robert Kaufman
Political Science graduate from Berkeley, currently working as Analyst at Hall Capital Partners, LLC.
| Headline: | Investor |
| Skills: | English, Languages, Spanish |
| Groups: | 2011 UC Berkeley Business Plan Competition, 2012 UC Berkeley Startup Competition, UC Berkeley Business Plan Competition 2009-2010, [INACTIVE] UC Berkeley Business Plan Competition 2008-2009 |
| Interested in: | Advising startups, Investing in projects, Meeting new people, Mentoring, Offering Expertise, Professional opportunities, Supporting my investments |
| Schools: | University of California System - Berkeley |
WORK EXPERIENCE
| Employer: | Berkeley Hillel |
| Position: | Board of Directors |
| Time period: | December 2007 - Present |
| Description: | Started Young Alumni Program to reconnect alumni to the organization to institutionalize a culture of donating to Hillel |
| Employer: | Hall Capital Partners, LLC |
| Position: | Analyst |
| Time period: | December 2006 - Present |
| Description: | - Organized the production of quarterly client reports, including performance analysis, balance sheets and cash flow reconciliation for >$2.5 billion of assets; senior analyst on 2 client relationships
- Researched investment strategies to optimize clients’ portfolios using industry, company, and fund due diligence - Studied comparable funds and investment opportunities focusing on risk factors, time horizon, return expectations, and projected liquidity needs; analyzed IRR and multiple of capital data to compare historical fund performance relative to vintage year and strategy - Advised clients on investment opportunities in domestic and international equities, fixed income, and alternative assets - including real estate, other hard assets, private equity (venture capital, LBO, distressed), and hedge funds - Built models with historical and pro forma financial activity with quarterly, annual, YTD, and AACR performance data - Trained and supervised analysts on internal due diligence, research methods, and spreadsheet management - Facilitated client transactions including investment funding, unrealized gains/loss analysis for tax purposes, fund distribution facilitation, and >$100 million in charitable gifting - Presented investment proposals to Managing Directors to optimize clients’ long term target portfolio allocation - Introduced several fund managers to the firm after conducting preliminary diligence which included a thorough review of their PPM, manager profiles, investment strategy, historical performance and track record, and fund management |
| Employer: | Jewish Community Federation of the Greater East Bay |
| Position: | Board of Directors, Young Leadership Division (YLD) |
| Time period: | December 2006 - Present |
| Description: | - Spearheaded social, cultural, and networking program for several dozen young community members with a goal of increasing YLD recruitment by >20% each year
- Implemented plan to improve fundraising to over $140k/year by individualizing pitches and targeting strategic donors - Facilitated the development of a new mentorship program that connects experienced board members with young community members to develop leadership skills - Engaged in leadership program that explored skill building, leadership styles, gender in leadership, global responses to challenges, funding priorities, and ethical leadership; negotiated consensus on community goals |
| Employer: | Berkeley City Council |
| Position: | Campaign Manager for George Beier and Gordon Wozniak |
| Time period: | December 2005 - November 2006 |
| Description: | - Managed campaign for two candidates including supervising and motivating 20 member staff and volunteers, and allocating $100k+ budget; created strategic fundraising plan and implemented the approach to raise over $40k
- Devised and implemented strategies for voter registration and mobilization, developed policy platforms, organized marketing operation, crafted press releases, and represented candidates to the media |
| Employer: | American Israel Public Affairs Committee (AIPAC) |
| Position: | Executive Committee Member |
| Time period: | December 2003 - November 2006 |
| Description: | Appointed as one of four students in the country to lobby Members of Congress and Executive Branch officials on Middle East foreign policy resulting in the passage of key legislation supporting the U.S.-Israel relationship |
| Employer: | Delta Chi Fraternity |
| Position: | President and Finance Committee Chair |
| Time period: | December 2002 - November 2006 |
| Description: | Managed operations and finances; oversaw and allocated $250,000 budget, chaired meetings/retreats, and coordinated leadership development; received National Award of Excellence and Chancellor’s Award for Fraternal Excellence |
EDUCATION
| University: | University of California System - Berkeley |
| Time period: | 2006 |
| Degree: | Political Science, BA |
INFORMATION
| Hobbies: | Interests: college/profession sports, international travel, community service, politics, teaching/tutoring, volunteering on campaigns |
