Robert W. Hahn, CFA
Madeira Beach, FL 33708
abhipo@r.postjobfree.com Cell: 727-***-****
SUMMARY
Experienced senior technology analyst who worked as part of highly-
successful team managing $8B in funds including multiple Morningstar rated
four-star funds. Strong performance contributed to 8X growth in assets.
Sector coverage included technology, telecom services and alternative
energy. Balanced multiple tasks and supported multiple investment managers
and investment styles including growth, core and a long/short hedge fund.
I am currently providing research ideas to Cavanal Hill Investment
Management on a consulting basis.
EXPERIENCE
2011 - Present Cavanal Hill Investment Management
Madeira Beach, FL
Equity Research Consultant
. Performed in-depth equity research on stocks to uncover
investable ideas for inclusion in client portfolios.
. Spoke with management of target companies as well as
industry contacts to identify drivers that were not yet
recognized by the street.
. Wrote research reports, created detailed financial
models and presented ideas to fund manager
2010 - 2011 Hedge Fund Madeira
Beach, FL
Partner
. Worked with partner to develop investment approach and
created marketing materials for tech-heavy long/short
equity hedge fund.
. Traveled throughout country to meet with potential
clients to raise assets.
. Researched stock ideas to discuss in client
presentations.
. Interviewed various service providers and created model
to estimate start-up and operating expenses.
2009 - Present Private Invest Fund
Madeira Beach, FL
Analyst/Portfolio Manager
. Managed long/short generalist portfolio of family money.
Researched investment ideas and traded stocks. Top
performers included Atwood Oceanics, Disney, Amphenol,
CommScope, Broadcom, Apple, ON Semiconductor and NIHD
Holdings.
2000-2008 Eagle Asset Management
St Petersburg, FL
Senior Technology Analyst
. Responsible for all investments in assigned sectors for small and mid-cap
portfolios including investments in semiconductors, telecom hardware, PCs
and storage, alternative energy, defense electronics, telecom services, IT
services, Internet and software.
. Developed in-depth knowledge of coverage areas, particularly the
technology sector. Knowledge base enabled me to uncover new investment
ideas more rapidly as new idea generation was critical to support asset
growth of the firm. Gained important insights though investing in prior
business cycles. Insights were used to help generate solid investment
performance.
. Established relationships with senior management teams and built network
of contacts. Utilized information to both uncover new investment ideas
and avoid significant losses.
Robert W. Hahn Page Two
. Outperformed investment benchmarks. Contributed positive attribution
with names such as Intermec, Intersil, Microsemi, FFIV Networks, Nuance
Communications.
2000. Union Atlantic Miami,
FL
Associate
. Worked as associate at merchant bank that provided
Florida-based technology companies with strategic
consulting and investment banking services. Met with
senior management to discuss overall business operations
and provided key input regarding future business
strategy.
. Reviewed business plans and helped arrange financing for early-stage
private companies.
. Developed detailed financial models including scenario
analyses that displayed impact of business decisions on
the company's business model. Created in-depth business
plans to help clients make strategic and financing
decisions.
1998 Avalon Research Group Boca Raton,
FL
Senior Technology Analyst
. Senior Technology Analyst at sell-side boutique serving
both long-only and hedge fund clients. Responsible for
generating new long and short recommendations as well as
maintained coverage of existing names.
. Performed thorough analysis of technology industries and
individual companies. Wrote research reports, developed
financial models, interviewed management teams, and
maintained contacts within technology sector
. Presented investment ideas and research updates to
clients and institutional sales force
1990-1996 Lockheed Martin Valley Forge,
PA
Senior Communication Systems Engineer
. Developed complex satellite communication systems models
used to simulate classified communications systems.
. Responsible for running simulations, maintaining
simulation tools and documenting all changes to
specifications.
. Published semi-annual updates of simulation results and
presented results to engineering review boards.
Education
1996-1998 Kelly School of Business
Bloomington, IN
Indiana University
Master of Business Administration (Finance)
1991-1993 Villanova University,
Villanova, PA
Master of Science in Electrical Engineering
1986-1990 Villanova University,
Villanova, PA
Bachelors of Electrical Engineering