2019 -
now Managing Director - Director of Research, Portfolio Manager @
2016 -
2021 Managing Partner @ Black Ox Advisors, LLC
2014 -
2016 Chief Investment Officer and Managing Director @ Black Ox Capital Management, LLC / Deimos Asset Management (fka Guggenheim Globa
2011 -
2014 Portfolio Manager @
2005 -
2011 Managing Director, Relative Value Equities and Distressed Credit @
2003 -
2005 Associate @
2000 -
2001 Chief Financial Officer @ Ikibi
1999 -
2000 Director of Business Development @
1997 -
1999 Associate @
1995 -
1997 Analyst, Leveraged Finance @
James Warner Education
University of Pennsylvania - The Wharton School
University of Virginia
William & Mary
James Warner Skills
Private Equity
Portfolio Management
Hedge Funds
Restructuring
Corporate Development
Equities
Investment Banking
Mergers & Acquisitions
Valuation
Finance
Equity Research
LBO
Leveraged Finance
Start-ups
Venture Capital
Alternative Investments
Capital Markets
Financial Modeling
Asset Management
Financial Services
Bloomberg
Investments
Equity Valuation
Corporate Finance
Financial Analysis
Due Diligence
Fixed Income
Securities
Trading
Strategy
Risk Management
Financial Markets
Investment Management
Investment Strategies
Capital
Financial Structuring
Investment Advisory
Capital Raising
Business Strategy
High Yield
Bonds
Financial Advisory
Business Valuation
Management
Asset Allocation
Credit
Investor Relations
Banking
FactSet
Leadership
Managerial Finance
Construct
Highly Accomplished
Fitness
Communication
Cash Flow Management
Art
Pennsylvania
Attractive
Loans
Business Administration
Legal Advice
Cost Reduction
Corporate Actions
Parties
Asset Sales
Portfolio
Market Research
Hedging
Vendors
Renegotiations
Microsoft Excel
Risk
Crisis
Financial Institutions
Skill Set
Cash Flow
Constructive
Team Management
Internal Audit
Structured Finance
Issue Resolution
Organizational Restructuring
Vendor Contracts
Strategic Partnerships
Capital Allocation
Boston
Accounting
Executive Profile
Team Building
Analysis
San Francisco
Strategic Planning
Network Communications
Debt
Foreign Affairs
Valuation Modeling
Power
Balance Sheet
Stakeholder Management
Financial Transactions
Stakeholder Engagement
Negotiation
Data Recovery
Litigation
EBITDA
New York
Mergers and Acquisitions
Training and Development
Business Development
Texas
Underwriting
Policy
Level 2
Strategies
Returns
Start Ups
Probing
Investment Performance
Turn Around Management
Budgets
Korea
Interviews
Solvent
Financial Performance
Rescue
Short
Stocks
Creditors
Profiles
Picking
Capital Management
Dallas
Market
Chapter 11
Regulations
Los Angeles
Probe
Pricing
Refinance
Benchmarking
Pacific
Virginia
James Warner Summary
James Warner, based in United States, is currently a Managing Director - Director of Research, Portfolio Manager at Lear Investment Management. James Warner brings experience from previous roles at Black Ox Advisors, LLC, Black Ox Capital Management, LLC / Deimos Asset Management (fka Guggenheim Globa, Citadel LLC (Surveyor Capital) and Carlson Capital, L.P.. James Warner holds a University of Pennsylvania - The Wharton School. With a robust skill set that includes Private Equity, Portfolio Management, Hedge Funds, Restructuring, Corporate Development and more. James Warner has 3 emails and 1 mobile phone numbers on RocketReach.
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