RICHARD HALL, CFA-| - | 1700 N Emerson St #208, Denver, CO 80218 | U.S. Citizen
SUMMARY
After spending the last few years working internationally, I have recently returned home to Colorado and am in search of a fast paced and
challenging role with a dynamic and forward-thinking team. My diverse background in investment banking, teaching, and consulting (all
over the world) all combine to provide me a unique understanding of capital markets, problem solving, and communication. I can wear
many hats but have particular expertise in financial modeling/forecasting, treasury risk management, and relationship management.
WORK EXPERIENCE
Chatham Financial – Financial Risk Management Advisory – London, United Kingdom
May 2015 to September 2018
Capital Markets & Hedging Consultant – Interest Rates and Foreign Exchange
▪ Assisted real estate private equity funds, their investment bankers, debt advisors and legal counsel on structuring and executing
finance strategies to help manage their exposure to interest rate (IR) and foreign exchange (FX) risks
▪ Acted as an extension of our clients’ treasury teams, playing an integral part in coordinating global FX payments with counterparties
▪ Negotiated draft financing/loan agreements, ISDA and CSA’s, as well as reviewed various EMIR and Dodd Frank regulatory
documentation, to secure the most advantageous terms and conditions for our clients
▪ Constructed detailed financial models (Excel/Bloomberg/Reuters/SuperD) to help identify, measure, and address risk exposure
▪ Negotiated product pricing directly with hedge providing bank to agree on a fair/best price for the contract being executed
▪ Personally executed hundreds of OTC derivative trades: IR caps/swaps, FX spots/forwards/swaps/rolling programs/options, along
with various adjustment strategies including historical rate rolls and early/partial/full equity and profit repatriations
▪ On-boarded and helped clients utilize ChathamDirect, a SaaS platform focused on debt management and derivative valuations
▪ Geographic work experience: London (1.5 years), Philadelphia/Denver, USA (1.5 years), and Singapore (6 months)
Xplore Asia/Media Kids Academy – Teach Abroad – Det Udom, Ubon Ratchathani, Thailand
English Teacher
▪ Taught English as a second/foreign language to ~1,- year-old students in rural Thailand
August 2014 to April 2015
Stifel Nicolaus – Investment Banking - Equity Research Industrials – Denver, Colorado, USA
June 2010 to August 2014
Senior Associate Analyst
▪ Produced fundamental research coverage of the diversified industrials and infrastructure sectors, focus range small to large cap
manufacturers in the oil and gas (up, down, and mid-stream exposure), chemical, solar, power, and general industrial end markets
▪ Major contributor to the coverage of 15 publicly traded equities, providing support for the head analyst on our team of two
▪ Created and implemented multiple investment theses supported by key industry themes and individual company analysis
▪ Developed proprietary financial models, forecasts, and valuations for both public and private companies; most from scratch
▪ Published in-depth research reports to communicate our team’s findings, investment ideas, differentiated value-add calls and
forecasts to clientele and the investment community
▪ Generated and upheld marketing materials with up-to-date company/industry details for efficient conveyance of recommendations
Crestone Capital Advisors - Private Wealth Management - Boulder, Colorado, USA
October 2008 to May 2010
Investment Consulting Intern
▪ Conducted initial analysis and due diligence for potential investment opportunities including firm, manager, and investment strategy
evaluation. Research focused on hedge funds, private equity firms, and various equity options strategies
EDUCATION
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science in Business Administration - Major: Finance Minor: Economics and Real Estate
Date of Graduation – May 2010
LEADERSHIP
Burridge Center for Securities Analysis and Valuation Advisory Board – Boulder, Colorado
November 2012 to Present
Board Member
▪ Elected to the Board with the intent to create and share knowledge about the world’s financial markets. The Board exists to provide
an intersection of dialogue and activity between academic and practitioner audiences for students at the Leeds School of Business
▪ Serve as a liaison between the CU Foundation, the Leeds School of Business, alumni, and undergraduates in an effort to help create
and build a stronger Leeds School of Business brand, reputation, and alumni network
▪ Serve as a connection to Leeds students preparing to enter the financial industry, with a focus on future CFA candidates
PERSONAL INTERESTS
▪ Outdoor enthusiast, avid traveler (33 countries and counting), triathlete (training for Boulder Ironman 70.3 in 2019), and have recently
taken up sailing (finishing up my Royal Yachting Association Day Skipper license)
▪ Enjoy overseeing and managing my portfolio of residential property investments in Colorado
