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Corey Moore, CFA

Corey Moore, CFA

Summer Analyst

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  • Timeline

  • About me

    Assistant Portfolio Manager | Credit Analyst | @ Xponance

  • Education

    • Harvard Business School Online

      -
      Other; CORe Credential of Readiness Pass with Honors

      CORe (Credential of Readiness) is a 150-hour certificate program on the fundamentals of business from Harvard Business School. CORe is comprised of three courses—Business Analytics, Economics for Managers, and Financial Accounting—developed by leading Harvard Business School faculty and delivered in an active learning environment based on the HBS signature case-based learning model.

    • Emory University - Goizueta Business School

      2010 - 2012
      BBA Finance & Real Estate

      Activities and Societies: Goizueta Investment Management Group (Co-Founder & Chief Investment Officer), Goizueta Investors (President), BBA Real Estate Club (President) and CMC BBA Coach Honors in Finance

    • Emory University

      2008 - 2010
      Bachelor of Business Administration (BBA) Finance & Real Estate

  • Experience

    • Morgan Creek Capital Management

      Jun 2008 - Aug 2008
      Summer Analyst

      Worked with the public investments group to perform two hedge fund analysis projects Worked with the client services team to analyze portfolio histories of over 1500 potential clients

    • Verity Investments

      Jun 2009 - Aug 2009
      Summer Analyst

    • J.P. Morgan

      Jun 2010 - Aug 2010
      CPG Research Summer Analyst

      Credit Portfolio Group: covered the TMT (Technology, Media & Telecom) sector

    • J.P. Morgan

      Jun 2011 - Aug 2011
      High Yield Credit Research Summer Analyst

      - Developed an investment thesis, company overview and financial analysis for protein producer Pilgrim's Pride and shipbuilder Huntington Ingalls so that the senior analyst could initiate coverage on each company- Built two detailed financial models to forecast EBITDA, free cash flow, leverage ratios, and liquidity positions for WCA Waste and Kratos Defense and Security Solutions- Created a pitchbook summarizing the capital structure, relative bond performance, and asset coverage for Leucadia National Corporation to guide a senior trader in trading the company's bonds- Covered the Defense and Food/Retail sectors Show less

    • Goizueta Investment Management Group

      Aug 2011 - May 2012
      Co-Founder and Chief Investment Officer/Portfolio Manager

      - Co-founded Emory University's first undergraduate investment fund - Initial fund value was approximately $100,000 - Equity long-only - All returns generated are used to fund financial literacy seminars for underserved high school students in the Atlanta area.- Managed fund from October 2011 to May 2012 - Fund returned 18.69% versus the S&P 500 at 16.80% - Personal selections returned 33.77% (PPC), 26.85% (SIG), 11.39% (NSR), and 0.78% (CME) - Documentation and reports can be provided upon requestInterview on Bloomberg TV discussing the organization (cue at 16:10): http://www.bloomberg.com/video/92194885-bloomberg-rewind-5-7-equities-look-for-direction.html Show less

    • J.P. Morgan

      Jan 2012 - Jan 2018
      Associate (Credit Trading)

      Fall 2012 - Spring 2013: Desk Analyst- Focus on HY Metals/Mining w/ sub focus on Tech/RetailSpring 2013 - Summer 2015: Junior Trader- High Grade/Xover Cash- High Grade/Xover/Distressed CDSFall 2015 - Spring 2018: Trader- Manage all USD High Grade/Xover Cash & CDS risk during London trading hours

    • Morgan Stanley

      Jan 2018 - Jan 2019
      Associate (EM Credit Trading)

      - Primary market maker for IG/HY/Distressed LatAm financials/MEXCAT and secondary market maker for High Yield Industrials- Developed into a highly regarded market maker within LatAm corporates amongst institutional accounts- Utilized internal/external research and fundamental analysis in tandem with a budding comprehension of market technicals to build core positions and marketable trade ideas to clients- Utilized CDS, Spot FX and Equity ETFs to manage book risk

    • Xponance, Inc.

      Jan 2021 - now
      Assistant Portfolio Manager

      - APM/Credit Analyst with a core focus on Performing Corporate Credit (US IG and HY) - Research, trading and idea generation responsibilities - Core sector responsibilities: Industrials, Transports (A&D), TMT, Consumer/Retail & Non-Bank Financials - Tactical/situational coverage across all other sectors and EM Corporates

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2017

  • Volunteer Experience

    • Team Lead - International Finance

      Issued by International Humanity Foundation on Nov 2019
      International Humanity FoundationAssociated with Corey Moore, CFA

    • Alumni Board Member

      Issued by Goizueta Investment Management Group on Nov 2021
      Goizueta Investment Management GroupAssociated with Corey Moore, CFA

    • Lighted Pathways Mentor

      Issued by UNCF on Oct 2023
      UNCFAssociated with Corey Moore, CFA

    • Mentor

      Issued by iMentor on Mar 2019
      iMentorAssociated with Corey Moore, CFA