Larry Oxley

About Larry Oxley

CAREER SUMMARY• Multi asset class coverage of corporates in the United States and emerging markets with deal size into the $10 billion range• Passion for consistently outperforming the market by combining self-developed, modeling valuation tools, and independent, bottoms-up, fundamental research techniques (92% success rate)• Ability to integrate macroeconomics and sector valuation into the portfolio management process to optimize sector allocation• Extensive experience analyzing an array of transactions including mergers and acquisitions, dividend recaps, joint venture formation, subsidiary box structural changes, and capital structure analysis• Valuation expert for any security and any company utilizing numerous techniques including sum of the parts, discounted cash flow, weighted average cost of capital, spread to treasuries, spread to sovereign, enterprise value to EBITDA ratios, price to earnings ratios, Federal Reserve analysis methods, among others• Expert in commodity pricing, forecasting, and analysis including models designed to detect inflection points in peak vs trough, current spot pricing, implications associated with contango and backwardation, net positions in the futures market, currency and inflation impacts, supply and demand analysis, inventory analysis, and political implications to commodity pricing• Highly skilled in distressed analysis including cycle timing, identification of fulcrum security, calculation of equity upside via debt to equity conversion, board member on distressed credit, and unlocking hidden value• Highly effective coach and teacher with a balanced approach to both people and task. Ability to draw teams together and to reach and achieve team peak performance

Experience

1. Vice President Research

   Advent Capital Management, Llc

   Jul 2021 — Present · 888 Seventh Avenue, NY, US

   Multi asset class including equity, convertibles, high yield, investment grade, and CLO’s. Specialist in Energy, Basic Materials, Commodities, Utilities, Crypto, and Clean Alternatives.

Education

• Rutgers University–New Brunswick

  Engineering, B.S. Materials Engineering

• Penn State University

  MBA, Portfolio Management

• CQE

  Certified Quality Engineer, Statistics

• CFA Institute

  CFA Charterholder