Management Analyst

MARK McKEOWN, CFA

Mobile: 917-***-**** . ********@*****.***

SENIOR TMT ANALYST

Results-driven Senior TMT Analyst with proven track record and extensive

hedge fund experience generating value-added trade ideas across the capital

structure including equity, convertible bonds, high yield, and leveraged

loans. Sector generalist with concentration in select telecom, media, and

technology companies. Combine exceptional accounting skills and insightful

industry analysis to evaluate companies under coverage, mitigate risks, and

determine exit strategies. Conduct perceptive interviews with industry

senior executives. Able to grasp macro and thematic views as well as

company-specific details. Self-directed leader viewed as a trusted advisor

and business partner in a high-pressure environment.

CORE COMPETENCIES

Financial Accounting Earnings forecasting Due Diligence

Valuations Industry Research Economic Analysis

Financial Analysis Market Analysis Presentation Skills

Financial Modeling Portfolio Management Support Training & Coaching

PROFESSIONAL EXPERIENCE

LYDIAN ASSET MANAGEMENT, Westport, CT . 2004-Present

Senior TMT Analyst

Analyze equities and bonds for global hedge fund that grew to $3.0 billion

in peak assets under management. Sector generalist covering 25-30 names

with a focus on telecommunications (AMT, CCI, CLWR LEAP, MMI, NIHD, Q, S);

media (DTV, IACI, LBTYA, LCAPA, VMED); technology (CA, DELL, EMC, NFLX,

STX, VMW).

Conduct rigorous financial statement analysis and forecasts; build robust

company and industry models; analyze capital structures and indenture

language; interview industry senior executives; and determine company

valuations. Prepare detailed reports on companies and sectors under

coverage. Provide extensive coverage across TMT sub-sectors including news-

flow, earnings announcements, and industry trends.

Generate alpha from informed trade ideas through comprehensive fundamental

analysis resulting in dozens of companies added to the long-term core

investment strategy. Monitor exit strategies. Present recommendations and

convictions to investment committee and portfolio managers.

Mentor and train junior analysts who succeeded in gaining more names under

coverage.

Manage private equity investments of Lydian senior partners including

Gunnar Optiks, Tattoo Nation, and others.

Key Portfolio Contributions (reports available upon request):

. Short theses on DELL, INFN, LEAP, STX, T resulting in

significant 2011 outperformance.

. Long theses on ALU, EMC, LBTYA, PLCM, VMED resulting in further 2011

outperformance.

. Published wireless towers industry report detailing the bullish

outlook for these stocks based on fundamental valuation analysis that

resulted in several core portfolio holdings generating significant

alpha.

. EMC recommendation (9/09); stock returned 70% and converts up over 62

points since initial investment.

. Special Situations: Recommended securities of takeout candidates

months prior to publicly announced proposed M&A including Alltel,

Gateway and Playboy; based on capital structure analysis, liquidation

analysis, equity valuation, global industry trends, and company

management meetings.

. Garnered a trading advantage by developing an in-depth understanding

of more complex capital structures including: Qwest, Liberty Media,

Liberty Global, Virgin Media/NTL, and Weather/Wind.

MARK McKEOWN, CFA Page 2

Mobile: 917-***-**** . ********@*****.***

MORGAN STANLEY, New York, NY . 1998-2004

Equity Research Associate - U.S. Telecommunications Services (2000-2004)

Built and maintained robust company models, valuations, and extensive

telecom industry databases. Wrote detailed research reports and presented

conclusions to sales force, traders, and clients. Conducted periodic

meetings with senior executives of telecom companies to perform due

diligence.

. Covered U.S. Telecom Services stocks including wireline and wireless

carriers for a highly ranked analyst (number one by Institutional

Investor, Greenwich Survey, and Wall Street Journal stock picking

contest).

Asset Management - Emerging Markets Analyst (1998-2000)

Provided valuation and portfolio management support for $3.5 billion assets

under management. Analyzed and modeled emerging markets debt and equity

securities and sector trends.

THE BANK OF NEW YORK, New York, NY . 1995-1998

Fund Administrator/Officer - Pension Funds

Monitored custody functions and provided cash management for assets

managers to oversee the best interests of $4 billion in pension funds.

Supervised team responsible for conducting performance analytics, portfolio

accounting, and valuation.

AMERICAN EXPRESS, Bridgewater, NJ . 1993-1995

Financial Advisor

Constructed portfolios and advised private wealth clients on financial

planning.

OTHER EXPERIENCE

4D GLOBAL PARTNERS, Mill Valley, CA

Board of Directors

Elected as one of two outside Directors for a licensing company that sells

technology products and services under the For Dummies brand. Provide

financial and strategic advice, and conduct research on industry trends.

MONMOUTH ATHLETIC CENTER, Howell, NJ

Board of Directors

Elected as one of four Directors for a multi-sports complex located on 45

acres. Provide fundraising, financial analysis, and strategic advice.

EDUCATION

PROVIDENCE COLLEGE, Providence, RI

Bachelor of Science Finance, 1993

CERTIFICATION

Chartered Financial Analyst (CFA)

PROFESSIONAL AFFILIATIONS

CFA Institute

New York Society of Security Analysts (NYSSA)

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