Equity Analyst, Investment Analyst, CFA

Mark S. Madsen, CFA *********@*****.***

*** ******** *****, ***** **** Lake, UT 84054 801-***-****

Experience

****-**** ****** ******** *******, Wasatch Advisors

Worked as the senior analyst on the Wasatch Small Cap Value Fund (WMCVX). With a 13.75% return for the 10 year period ended 6/30/08, the fund is ranked in the top 1% of its Morningstar Peer Category.

• Originated, researched, and analyzed investment ideas across multiple sectors. Prepared detailed financial models, articulated the investment thesis, and took direct responsibility for an avg. of 15 positions and 25% of the fund’s assets

• Critically examined the long-term investment thesis and competitive positioning behind the fund’s holdings—recommending changes to the portfolio based on the evolving risk/reward profiles of those positions

• Developed screens and tools, tracked and analyzed earnings statistics for the fund, and assisted the senior portfolio manager in industry allocation decisions

• Researched the fund’s past performance, detailed the team’s strengths and weaknesses, and recommended investment disciplines for improvement

• Developed, researched, and negotiated private public equity (PIPE) transactions including deals in the energy, healthcare, real estate, and finance sectors

• Collaborated with colleagues (Cross Creek Capital) on private equity and late-stage venture capital investments

2006-2008 Energy Sector Lead Analyst, Wasatch Advisors

Led all of the firm’s research efforts in the energy industry.

• Identified, researched, recommended, and followed energy stocks for all 12 of the firm’s portfolios

• Utilized a fundamental, bottoms-up investment approach to covering the sector

• Managed a concentrated energy sector paper portfolio that consistently outperformed the firm’s proprietary energy benchmark over a 2 year period.

• Focused on identifying, meeting with, and analyzing the top quartile of companies within the energy industry

• Published an intra-firm quarterly research piece communicating industry trends and themes, subsector developments, implications for other sectors, and specific investment strategies

2004-2005 Equities Analyst, Wasatch Advisors

Worked in a generalist role with the Core Growth, Heritage Growth, Micro Value and Small Cap Value portfolios.

• Prepared due diligence and financial modeling on companies in the Financial, Consumer, Industrial, Transportation, and Health Care industries

• Managed an independent paper portfolio of ideas that outperformed the Russell 2000 by 17% over a 2 year period

2003-2004 Controller, Hobbytron.com

Compiled and analyzed monthly financial statements for this fast growing internet retailer of remote-controlled vehicles.

• Implemented forecasting models to streamline inventory, optimize working capital, and secure debt financing for the company

Education Master of Accounting, 2004

Bachelor of Science in Accounting, 2004

Marriott School of Business, Brigham Young University

• National Merit Scholarship recipient

• Elective class emphasis on equity and real estate investing

• Member, Finance and Investment Banking Clubs

Chartered Financial Analyst (CFA), September 2006

Personal Enjoy golf, running marathons, reading history, and the outdoors.

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