Jeff Kauffman

Experience

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  Merrill Lynch

  Jan 1993 - Jan 2001

  First Vice President - Global Sector Head, Transportation & Logistics Equity Analyst

  Global head of industrial transportation and logistics equity research, managing 17 analysts worldwide, and senior equity research analyst for North America in freight and logistics equity research. Lead-covered companies in the railroad, trucking, bus, leasing, airfreight, shipping, logistics and transport machinery industries. Consistently ranked as a top analyst - poll/rankings history (peak rank listed): Institutional Investor (#3), Greenwich (#1), Wall Street Journal (#1), and Reuters (#1) Show less

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  Omega Advisors

  Jan 2001 - Jan 2003

  Analyst

  $4.5 billion hedge fund, employing equity long/short, convertible & fixed income arbitrage and macro strategies. Primary areas of concentration – Transports, Industrial, Machinery, Leisure and Multi-Industry companies. Secondary industries included Aerospace/Defense, Chemicals, Packaging and Auto Parts.

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  Weiss Multi-Strategy Advisers LLC

  Jan 2004 - Jan 2007

  Portfolio Manager

  One of three Portfolio Managers running a carve out on the then $400 million “Blue Collar” global industrial fund. Primary areas of concentration – Industrial and Consumer Cyclical companies on a global basis. Separately, sole-managed a Seasonality-based account.

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  Tahoe Ventures, LLC

  Jan 2007 - now

  President

  Tahoe Ventures is a strategic and transportation advisory firm specializing in airlines, freight modes such as trucking, shipping and rail, logistics, supply chain management, transportation equipment, seasonality and emerging transportation-related technologies, including alternative energy. Expertise includes thought leadership, fundraising, capital market advisory on strategies & transactions, M&A integration, macro and micro economic outlook/forecasting, investor relations, transportation regulatory insights, and alternative and emerging energy technologies on a global basis. Show less

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  Siren Capital Management, LLC

  Jan 2007 - Jan 2009

  Managing Member, Portfolio Manager

  Founded and launched Siren Capital Management, based on a proprietary seasonal investment strategy that was developed over a period of eight years.

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  Sterne Agee Leach

  Jan 2009 - Jan 2013

  Managing Director – Transport, Services & Equipment Equity Research

  Consistent top tier producing analyst, and frequent contributor on CNBC, Fox Business, Bloomberg and BNN. Sector head hired to build a startup presence for Sterne Agee in three areas: (1) industrial freight transportation and logistics; (2) passenger transportation and (3) equipment/machinery.

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  The Buckingham Research Group

  Jan 2013 - Jan 2016

  Director – Transport, Logistics & Machinery/Equipment Equity Research

  Consistent top third producing analyst at independent sell-side research company. Area of coverage included all industrial transport modes and related transportation equipment & machinery.

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  Loop Capital Markets

  Sept 2018 - Jan 2021

  Managing Director, Equity Research

  Equity research analyst covering a broad variety of companies in the rideshare, freight transportation, machinery and logistics industries. This also includes emerging energy transportation platforms.

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  Vertical Research Partners

  Jan 2021 - now

  Partner, Transportation & Logistics Equity Research

  Equity research analyst covering a broad variety of companies in the rideshare, freight transportation and logistics industries. This also includes digital and emerging energy transportation platforms.