Will Kugler

Experience

• 

  Titan Advisors, LLC

  Jan 2020 - Jan 2022

  Summer Intern

  Summary of last 3 summers and winter 2021:• Participated in summer internship program at a $4.5 billion fund of funds that combined hands-on experience with training sessions led by firm professionals and industry leadersInvestment Due Diligence Team Member• Conducted investment due diligence during the manager selection process in order to achieve attractive, risk-adjusted returns• Analyzed monthly hedge fund performance letters to conduct peer group comparison and identify best performers• Utilized internal research portal to verify performance data, monthly tear sheets, quarterly letters, marketing materials and audits• Attended both in-person and virtual meetings with hedge fund managers to assess various investment and trading strategies, risk management processes, and individual views on the opportunity set• Participated in UBS virtual intern day, gaining insight on the investment banking industry Operational Due Diligence Team Member• Reviewed partnership agreements, background checks, fund structures, service providers, terms and fees as part of pre- and post- investment reviews• Assessed hedge fund counterparty exposures in order to manage risk profile• Reviewed audited financial statements of several hedge fund managers, highlighting any changes in liquidity, sector exposure, ormisalignments with the original investment strategy in order to manage risk• Attended virtual operational due diligence meetings with hedge funds to address any potential concerns and protect investors แสดงน้อยลง

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  Mizuho

  Jan 2023 - Jan 2023

  Investment Banking Summer Analyst

  Financial Sponsors & Leveraged Finance

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  Mizuho

  Jan 2024 - now

  Investment Banking Analyst

  Leveraged Finance