Bence Valics

Experience

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  Pepperdine University

  Aug 2010 - Dec 2013

  Team Captain / Goalkeeper, Men`s Water Polo Team

  • Appeared in 87 NCAA Division I matches over four years and earned several honorable mentions• All-time leader in career saves at Pepperdine University• Served as a liaison between teammates and the coaches and mentored younger players

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  Portfolio Management Projects

  Jan 2014 - Apr 2014

  Research Analyst

  • Managed a $280,000 equity fund and used fundamental analysis with a 5 – 10 year investment horizon to recommended the addition of Celgene Corp. (CELG)• Analyzed a $1.2MM equity portfolio held by a group of investors and ran stress tests on Bloomberg to discover weaknesses and suggested the addition of Delta Air Lines (DAL)• Evaluated Valspar Corp. (VAL) and concluded a hold recommendation as a result of a detailed economic, industry, competitive, management and valuation analysis

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  Pepperdine University

  Mar 2014 - Dec 2014

  Research Assistant

  • Researched how different index option strategies including Iron Condors, Short Strangles, Naked Puts and Put Bull Spreads can consistently outperform the S&P 500• Structured and analyzed 17 years of daily SPX options data (1996 – 2012) and created several formula based Excel Spreadsheets to back-test out-of-the-money option writing strategies with European style index options• Identified the negatively skewed and highly leptokurtic nature of the monthly, 3rd Friday to 3rd Friday, S&P 500 returns between 1996 and 2012 and used the VIX Index to forecast market movements based on the 30-day implied volatility, option buying activities, and the 20-day historical volatility Show less

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  Podium Partners

  Jan 2015 - now

  Vice President

  • Responsible for running and executing all aspects of sell-side M&A transactions from preparing deal materials and managing due diligence processes to negotiating and structuring final deal terms • In charge of working with C-level management to develop compelling narratives, build key deal documents (e.g., detailed financial models, operating models, valuation analyses, CIMs, investor decks, teasers, etc.), and prepare various other quantitative and qualitative analyses to communicate the merits of the transaction• Assist senior bankers in the preparation of overall M&A, growth capital, and debt financing deal strategies; actively participate in conversations with earnest investors to enhance pitches and negotiations; train and mentor junior team members Show less