Jeff Kuhl

About Jeff Kuhl

Investment professional with 11 years experience in private equity, 4 years in an…

Experience

1. Director, Equity Research

   Segal Marco Advisors

   Dec 2018 — Present

   Identify investment solutions for corporate, multi-employer and public pension plansDeliver data-driven presentations to Investment Committees, which are comprised of the firm’s senior executives, to position and offer persuasive evidence supporting all recommendationsArticulate portfolio’s position, explain manager philosophy, strategy, investment team, operational capabilities, performance attribution and positioning, fees, etc. for presentations to consultants and clientsConduct ongoing analyses on portfolio construction with emphasis on active versus passive mandates, investment manager and asset class correlations, and investment style analysesLead due diligence calls, in-person meetings, and onsite meetings for current and prospective equity investmentsDevelop client specific analyses modeled on findings from academic papers, resulting in actionable items to enhanced clients’ portfolios, which has included identifying and correcting unintended client bias within portfoliosMentor junior analysts to develop their research capabilities, due diligence procedures, and institutional knowledgeAs member of ESG Committee, developed manager ESG rating methodology and ESG data enhancement, give ESG educational presentations to clientsCreate macro and investment related blogs

Education

• University of Illinois Urbana-Champaign

  BS, Finance

  1995 — 1999

• The University of Chicago Booth School of Business

  MBA, Finance, Strategic Management, Economics, Managerial & Organizational Behavior

  2010 — 2012

Skills

• Mergers & Acquisitions
• Venture Capital
• Securities
• Strategy
• Investment Advisory
• Financial Reporting
• Management Due Diligence
• Business Valuation
• Microsoft Word
• Corporate Finance
• Portfolio Management
• Competitive Analysis
• Client Presentation
• Financial Advisory
• Valuation
• Industry Analysis
• Alternative Investments
• Private Equity
• Board of Directors Reporting
• Finance
• Due Diligence
• Management
• Bloomberg
• Dcf
• Board Presentations
• Capital Markets
• Lbo
• Financial Analysis
• Microsoft Powerpoint
• Financial Risk
• Asset Management
• Asset Allocation
• Mutual Funds
• Risk Management
• Equity Valuation
• Financial Modeling
• Fund of Funds
• Equities
• Investment Management
• Fixed Income