Mark W. Robison
MARK W. ROBISON
15255 Vintage Preserve Pkwy, #1330 • Houston, Texas 77070 • Telephone: ------------ • Email: ------------
ATTRIBUTES
• Very personable with excellent communication, multitasking and management skills
• Extensive experience working in high volume, fast paced environments
• Quickly processes information and provides timely solutions when presented with obstacles or objections
• Conduct intensive daily weight training and personal fitness workout to maintain top physical and energy levels
• Hold an MBA degree and a BBA degree in Finance
EXPERIENCE
MARK W. ROBISON 06/17- PRESENT
Principal – Institutional Investment Analysis
Currently write a monthly investment newsletter that is provided to a number of institutional investment firms and investors. In addition, have conducted various investment analysis consultations upon request for such entities as hedge funds, institutional family offices and high net worth investors.
LOCIN CAPITAL, LLC 06/10-06/17
Chief Investment Officer – Institutional Money Management
Firm was the capital sub of a private family owned energy entity that divested a portion of its holdings for several hundred million back in 2010 and 2011 after holdings in Marcellus and Utica were found to consist of significant deep drill potential. Oversaw and managed an Absolute Return hedge fund. Investments consisted of Long/Short domestic & foreign equity positions, as well as various high yield, emerging market and foreign dominated debt issues. In addition, oversaw outside fund investments, as well as alternative investments. Family’s parent company sold its remaining energy holdings at the first of 2017 and head of family decided thereafter that investment and financial activities, as well as the various fund assets, would be distributed to family members who had been seeking increased involvement, therefore, Locin Capital was shut down.
SAVOY CAPITAL, INC. 09/02-06/10
Managing Director/Portfolio Manager – Institutional Money Management
Research, initiate and manage investment positions for an Absolute Return hedge fund. Investments consist of Long/Short domestic & foreign equity positions, as well as various high yield, emerging market and foreign dominated debt issues. Firm’s CEO and principal investor in the fund is Frank Lorenzo, founder and former CEO of Continental Airlines, outside investors consist of endowments and pension plans. The Fund produced cumulative returns of approximately 100%, net of all fees during the period, versus a flat S&P 500 performance during the same period, while maintaining a low risk profile.
CORNERSTONE VENTURES, L.P. 08/98-09/02
Director - Corporate Finance – Energy Investment Banking
Manage a team that develops key relationships with Senior Management of companies that are seeking new and creative business strategies to increase their enterprise valuations. This involves the ability to manage multi-task teams as these strategies may include mergers, acquisitions, monetization of assets, divestitures, raising capital for development and exploration projects, restructuring and/or recapitalization.
PIEDRA CAPITAL, LTD. 01/98-08/98
Portfolio Manager/Vice-President - Institutional Money Management
Managed $100 million portfolio holdings of the firm’s mid-cap, growth stock portfolio using fundamental financial projections as well as technical analysis. Supervised portfolio as to weighting of all holdings within the portfolio and monitored all positions as to performance relative to short-term and long-term objectives.
FLAGSHIP GROUP INC. 01/96-01/98
Portfolio Manager/Managing Director - Institutional Money Management
Conducted technical and fundamental analysis on the various markets to determine current price trends, supply/demand criteria, and price support and resistance levels, as well as improved business development.
SKILLS
• Marketing: Conducted numerous marketing campaigns to increase company sales and revenue in a cost efficient manner
• Sales: Started business career in sales and was top 10% producer nationwide through being relentless and focused
• Management: Empowerment with ethical responsibility, encourage intelligent risk-taking & creativity
• Finance: Risk Analysis, Comparative Analysis, IRR, NPV, VAR, Valuations, Pro Forma Modeling, Forecasting, Stress Testing
EDUCATION
M.B.A. – COLORADO STATE UNIVERSITY (GPA: 3.95/4.00)
B.B.A., FINANCE – UNIVERSITY OF HOUSTON
MARK W. ROBISON
15255 Vintage Preserve Pkwy, #1330 • Houston, Texas 77070 • Telephone: ------------ • Email: ------------
ATTRIBUTES
• Very personable with excellent communication, multitasking and management skills
• Extensive experience working in high volume, fast paced environments
• Quickly processes information and provides timely solutions when presented with obstacles or objections
• Conduct intensive daily weight training and personal fitness workout to maintain top physical and energy levels
• Hold an MBA degree and a BBA degree in Finance
EXPERIENCE
MARK W. ROBISON 06/17- PRESENT
Principal – Institutional Investment Analysis
Currently write a monthly investment newsletter that is provided to a number of institutional investment firms and investors. In addition, have conducted various investment analysis consultations upon request for such entities as hedge funds, institutional family offices and high net worth investors.
LOCIN CAPITAL, LLC 06/10-06/17
Chief Investment Officer – Institutional Money Management
Firm was the capital sub of a private family owned energy entity that divested a portion of its holdings for several hundred million back in 2010 and 2011 after holdings in Marcellus and Utica were found to consist of significant deep drill potential. Oversaw and managed an Absolute Return hedge fund. Investments consisted of Long/Short domestic & foreign equity positions, as well as various high yield, emerging market and foreign dominated debt issues. In addition, oversaw outside fund investments, as well as alternative investments. Family’s parent company sold its remaining energy holdings at the first of 2017 and head of family decided thereafter that investment and financial activities, as well as the various fund assets, would be distributed to family members who had been seeking increased involvement, therefore, Locin Capital was shut down.
SAVOY CAPITAL, INC. 09/02-06/10
Managing Director/Portfolio Manager – Institutional Money Management
Research, initiate and manage investment positions for an Absolute Return hedge fund. Investments consist of Long/Short domestic & foreign equity positions, as well as various high yield, emerging market and foreign dominated debt issues. Firm’s CEO and principal investor in the fund is Frank Lorenzo, founder and former CEO of Continental Airlines, outside investors consist of endowments and pension plans. The Fund produced cumulative returns of approximately 100%, net of all fees during the period, versus a flat S&P 500 performance during the same period, while maintaining a low risk profile.
CORNERSTONE VENTURES, L.P. 08/98-09/02
Director - Corporate Finance – Energy Investment Banking
Manage a team that develops key relationships with Senior Management of companies that are seeking new and creative business strategies to increase their enterprise valuations. This involves the ability to manage multi-task teams as these strategies may include mergers, acquisitions, monetization of assets, divestitures, raising capital for development and exploration projects, restructuring and/or recapitalization.
PIEDRA CAPITAL, LTD. 01/98-08/98
Portfolio Manager/Vice-President - Institutional Money Management
Managed $100 million portfolio holdings of the firm’s mid-cap, growth stock portfolio using fundamental financial projections as well as technical analysis. Supervised portfolio as to weighting of all holdings within the portfolio and monitored all positions as to performance relative to short-term and long-term objectives.
FLAGSHIP GROUP INC. 01/96-01/98
Portfolio Manager/Managing Director - Institutional Money Management
Conducted technical and fundamental analysis on the various markets to determine current price trends, supply/demand criteria, and price support and resistance levels, as well as improved business development.
SKILLS
• Marketing: Conducted numerous marketing campaigns to increase company sales and revenue in a cost efficient manner
• Sales: Started business career in sales and was top 10% producer nationwide through being relentless and focused
• Management: Empowerment with ethical responsibility, encourage intelligent risk-taking & creativity
• Finance: Risk Analysis, Comparative Analysis, IRR, NPV, VAR, Valuations, Pro Forma Modeling, Forecasting, Stress Testing
EDUCATION
M.B.A. – COLORADO STATE UNIVERSITY (GPA: 3.95/4.00)
B.B.A., FINANCE – UNIVERSITY OF HOUSTON