RICHARD S. FURLIN, CFA, CAIA
*** ***** **., *** *** ( New York, NY 10028
Home 646-***-**** ( Mobile 917-***-**** ( ********@*****.***
OVERVIEW
Media-focused Investment Banker with 6+ years of Strategy Development at
Fortune 500 Media Company. Financial advisor to several traditional &
internet media companies, principal of MovieArb, and co-founder of BIR.
MBA from the #1 ranked entrepreneurial school. Exceptional skills in
strategy, financial modeling, project management, cross-organizational
collaboration and extensive track record of developing/launching innovative
products.
PROFESSIONAL EXPERIENCE
Chatsworth Group, LLC, Greenwich, CT
Sept 08 - Current
Managing Director - Technology, Media, Telecommunications
Developed financing strategies, pitch books, and marketed investments to
institutional investors.
. Raised $5 million for a data center protection company,
. Advisor to Tournament One a video game/lottery software company
. Advisor to Film Annex (www.filmannex.com) an Internet movie
distributor
. Advisor to IndieVest (www.indievest.com) an Internet-based film
financier
. Advisor to The Vine Studios producer of Work of Genius, a fine art
reality show
. Advisor/Principal of MovieArb an innovative $250 million movie fund
utilizing a neural network formula for predicting movie success and
used by one of the top Hollywood studios
Best Independent Research, LLC, New York, NY Sep.
04 - Dec 07
Sr. VP/Co-Owner, Research Publishing
Best Independent Research was a consortium of the five best equity research
firms in the country founded to capitalize on the 2003 Global Research
Settlement. Lead all equity research product development and marketing
efforts targeting retail brokerage firms throughout the US. Conceptualized
and lead company's efforts developing BIR index products culminating with
the launch of three Exchange Traded Funds on April 2, 2007 (tickers: BST,
BES, BMV)
Bowne & Co., New York, NY
Nov. 03 - Sep. 04
Senior Director, Retail Brokerage Segment
Recruited by previous manager to revitalize under-performing division of
the world's largest financial printing company with revenues in excess of
$1 billion. Developed a comprehensive market entrance strategic plan
including market sizing, industry trends, company and competitive analysis,
product strategy, and financial projections. Directed public relations and
advertising. Lead sales personnel.
The McGraw-Hill Companies, New York, NY Oct.
97 - Nov. 03
Senior Director of Analytic Products (Sep. 02 - Nov. 03)
Responsible for marketing and management of all content derived from S&P's
analytic group. With combine revenues exceeding $100 million, the analytic
products included S&P indexes, exchange traded funds, asset management,
independent equity and mutual fund research. Worked with public relations
and advertising to increase the visibility of S&P independent research
Senior Product Manager (Apr. 00 - Aug. 02)
Responsible for S&P Advisor Services premier financial information
products, Advisor Insight and US MarketScope. Despite widespread industry
cutbacks, increased revenues 14% to $23 million in '01. Wrote
technological specification documents for several web-based products.
Created and managing development of unique television pilot, "Index
Makers", which ultimately led to the 10-year run of Business Week
television.
Director of Strategic Planning (Oct. 97 - Apr. 00)
Assisted senior management with analyzing core businesses and developing
long-term strategic plans. Assisted CFO in annual budget preparation and
monitoring monthly results. Built financial valuations models for several
potential acquisition candidates, alliances, and divestitures
M. Fabrikant & Sons, Inc., New York, NY Sep
94- Sep 97
Sr. Financial Analyst/ Accounting
M. Fabrikant was the largest jewelry wholesaler in the US with combined
sales exceeding $1 billion. Assisted CFO/COO in all facets of running $1
billion international company. Built financial models projecting cash
requirements to meet borrowing covenants. Compiled budgets and financials
statements for parent and subsidiaries.
Union Bank of Switzerland
Zurich, Switzerland Investment Banking Intern
Summer 1994
Assisted structured finance team on Gencore's $1.2 billion acquisition of
Shell Oil's mineral assets. Aided in construction of financial model to
evaluate loan viability under various economic scenarios. Conducted annual
financial review of African gold mine loan.
John A. Levin & Co., Inc. New
York, NY Account Administrator
1990-1992
Assisted $10 billion portfolio manager with account maintenance,
performance reporting and customer relationship management.
EDUCATION
Babson College Graduate School of Business, Babson Park, MA
Jan 93 - Sept. 94
Babson is consistently rated by US News & World Report as the #1
entrepreneurial school in the country, and one of the leading specialty
business schools.
Master of Business Administration with a concentration in finance and
entrepreneurship
. Graduated Summa Cum Laude - 3.64 GPA
. Exceeded credit requirements while finishing a semester early
University of Delaware, Newark, DE
Sept 85 - June 89
Ranked by US News & World Report as a Tier 1 school
Bachelor of Science with a concentration in Finance
INTERESTS
. Piano (classical and pop)
. Judo (2nd degree Black Belt) and Karate (Black Belt)
. Director/Treasurer - New York Open Judo - the largest Judo tournament in
North America