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Bryan Carlson

Bryan Carlson

Area Manager

Followers of Bryan Carlson681 followers
location of Bryan CarlsonNew York, New York, United States

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  • Timeline

  • About me

    Portfolio Manager at Carmenna Advisors

  • Education

    • Ivey Business School at Western University

      1990 - 1994
      HBA Business Administration

    • Columbia University - Columbia Business School

      2000 - 2002
      Master of Business Administration (MBA) Finance/Management

      Activities and Societies: Dean's List; Beta Gamma Sigma Honor Society; Elected president of 60-person cluster in first year

    • Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften

      1993 - 1993
      International exchange program for Economics in St. Gallen, Switzerland

  • Experience

    • Nova Group

      Feb 1995 - Aug 2000
      Area Manager

      - Managed a group of 10 English language schools in central Tokyo with 100 teachers and 7,500 students

    • Booz Allen Hamilton

      Jan 2001 - Jan 2001
      Summer Intern

      - Developed distributor strategy, as part of a small team, for a large liquor producer that had recently acquired a competing portfolio of brands.

    • CIBC World Markets

      Jun 2002 - Nov 2002
      Equity Research Associate

      - Wrote white papers on motion picture and yellow pages industries

    • UBS Investment Bank

      Nov 2002 - Jun 2005
      Equity Research Associate

      - Helped launch coverage of Education stocks with a contrarian call- Built and maintained company models, performed valuation analysis using multiple approaches and produced written research under tight deadlines- Conducted primary research by interviewing industry contacts, analyzing SEC filings and running statistical analysis.- Wrote online education industry report and organized online education conference with 130+ investors

    • Atlantic Investment Management

      Jun 2005 - Aug 2015
      Senior Equity Analyst

      - Recommend consumer and healthcare service stocks for concentrated long/short and long only equity portfolios.- Create unique stock insights by doing channel checks, conducting statistical analysis of industry and government data to predict company sales growth or margin changes, building detailed models, reviewing company filings and interviewing management.- Work closely with PM to initiate, size and exit positions as well as managing overall portfolio exposure.- Develop activist proposals together with the PM, which are presented to company management and Board of Directors.- Perform marketing meetings with current and prospective clients. Show less

    • TUDOR INVESTMENT CORPORATION

      Sept 2015 - Dec 2017
      Sector Head - Consumer

    • Millennium Management

      Feb 2018 - Apr 2019
      Portfolio Manager

    • Carmenna Advisors

      May 2019 - now
      Portfolio Manager

      Equity Portfolio Manager for Family Office

  • Licenses & Certifications

    • CFA

      NYSSA