Jim has been trading, researching, managing, and marketing securities for more than three decades. He has worked extensively with high yield bonds, leveraged loans, credit derivatives, stressed, distressed and bankrupt securities, equities, and private placements. His fundamental research reports have been published on Bloomberg news. Jim began his career as a bond trader with Lehman Brothers and then worked as a banker with Merrill Lynch. He then founded, managed and sold Lions Gate Securities, a boutique brokerage firm which traded high yield and distressed bonds. Jim has also held senior positions in the high yield groups of KeyBanc, RBC, and BNP Paribas. Jim graduated with an AB degree from Stanford University in 1982 and an MBA degree from Columbia University Graduate School of Business in 1986.
Michael has decades of experience negotiating transactions in the public securities and private equity markets. Michael served in both senior principal investment and advisory roles working on a wide range of large public industrial companies. Michael was a principal at Keilin LLC/KPS Special Situations Fund and an attorney with Davis Polk & Wardwell. He began his career as an equity trader with Lehman Brothers. Michael graduated with a BA degree from Columbia College in 1978 and with a JD degree from New York University School of Law in 1984.
Jason teaches advanced mathematics, codes in Java and researches corporate financial statements. In addition, Jason has worked extensively on the partnership's private placement advisory assignments. During the past 5 years he has also applied his skills to operating businesses as a director of logistics for multiple middle-market companies. He is fluent in English and Mandarin Chinese. Jason is completing a BS degree in Finance at Wake Forest University.
Adam Leight has been advising institutional investors and energy company managements for the past 35 years. He built and managed research departments at major financial institutions as the managing director and Head of US Credit Research at RBC Capital Markets (2008 to 2016, managing director at Credit Suisse (2000 to 2007), and managing director and Co-Head of Global Leveraged Finance Research at Donaldson, Lufkin & Jenrette (1994 to 2000). Adam was named to the Institutional Investor "All-America Fixed Income Research Team" more than 20 times and advised corporate managements on over 300 capital markets transactions. Adam is presently a director of two listed oil and gas companies - Goodrich Petroleum, where he chairs the audit committee and sits on the compensation and hedging committees, and Warren Resources - and previously served on the advisory boards of Falcon Capital Management and the University of Wisconsin ASAP program. He is the managing member of Ansonia Advisors, a research and advisory firm, and a senior advisor with Al Petrie Advisors, an investor relations and advisory firm. Both firms focus on energy sector clients. A Chartered Financial Analyst, Adam holds an A.B. in economics from Washington University and an M.S. in investment finance from the University of Wisconsin.
Jeffrey Vanefsky has three decades of private and public capital markets experience. He was previously managing director in charge of institutional high yield and leveraged loan sales at RBC Capital Markets and, for the prior sixteen years, a director of institutional high yield and leveraged loan sales at Credit Suisse. Jeffrey's private equity experience began during the five year period from 1982 to 1987 when he was an associate of Triangle Industries analyzing leveraged buyouts and investing in special situations. Recent transactions have included sales of privately held real estate and industrial companies. Jeffrey graduated with a BA degree from Johns Hopkins University in 1983 and an MBA degree from New York University Graduate School of Business in 1987.
Vienna has held multiple academic positions as a statistician and programmer of mathematical models for the past 5 years. Vienna has been a programmer with Baruch College's graduate program in management and with its Stan Ross graduate program in accountancy. Vienna has also taught computer programming at Bramson ORT College. She was accepted for a Department of Energy Fellowship in 2014 and was also awarded a C.V. Starr scholarship. Vienna graduated with an MS degree in statistics from Baruch College in 2015 and a BS degree from Tulane University in 2011.