Michael Berlin

Michael Berlin

Senior Auditor

location of Michael BerlinMelville, New York, United States

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  • Timeline

  • About me

    Founder, Owner and Portfolio Manager at MHB Equity Management LLC

  • Education

    • University of Michigan

      1991 - 1995
      BBA, High Distinction Accounting and Finance

      Activities and Societies: Beta Gamma Sigma Honor Society for Collegiate Schools of Business, Golden Key National Honor Society, Alpha Epsilon Pi Fraternity Dean's List every year

    • Columbia University - Columbia Business School

      1998 - 2000
      Master of Business Administration (MBA) Finance, General

      Activities and Societies: Sales and Trading Club Dean's List

  • Experience

    • Ernst & Young

      Aug 1995 - Jun 1998
      Senior Auditor

      Clients included bulge bracket investment banks as well as hedge funds.Promoted from Staff to Senior and managed first and second year staff members.Consistently awarded top rating at my level by office partners.Wrote a procedure manual for the combined SEC reporting of BT Alex.Brown after merger.Authored extensive narratives on both securities lending and corporate bond trading systems.Was active in mentoring and recruiting, particularly with the University of Michigan.

    • Lehman Brothers

      Aug 2000 - Jun 2002
      Capital Markets Associate

      Facilitated arbitrage and derivatives trading via the securities lending market.Developed the PCS financing product infrastructure and marketed it to the sales force.Structured financing trades with clients and managed the risk of the restricted loan portfolio. Researched companies issuing high yield fixed income securities.Completed a publication detailing the exotic option products supplied to investors.Consistently received excellent reviews and feedback from superiors.Official member of both the Columbia and Michigan MBA recruiting/interviewing teams. Show less

    • MHB Equity Management LLC

      Jun 2002 - now
      Founder, Owner and Portfolio Manager

      Founded and launched MHB Equity Partners L.P., a value-oriented hedge fund.Invest in a diversified portfolio of independently researched and actively monitored holdings.Identify undervalued companies whose stocks possess attractive long-term return prospects. Adhere to a disciplined and conservative approach consistent with the principle of capital preservation, raising cash positions when not enough suitable investments are discovered. Write a well-received monthly letter detailing my market outlook and investment positioning.Featured on the Bloomberg, MarketWatch and Seeking Alpha financial websites, as well as TOS50.Responsible for all aspects of the business, including investment strategy and execution, research and analysis, capital raising and marketing, investor communications, regulatory and compliance, bookkeeping, accounting, monthly statements and tax preparation. Show less

  • Licenses & Certifications

    • Certified Public Accountant

      The University of the State of New York Education Department
      Sept 1997
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2004
    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate
  • Volunteer Experience

    • Co-Founder

      Issued by StreetWise Partners on Sept 1997
      StreetWise PartnersAssociated with Michael Berlin