Kevin Lionel Colas

Kevin Lionel Colas  new_releases

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Venture / Corporate Development Executive
CA, USA

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Jobs verified_user 0% verified
  • OceanIQ Capital
    Partner & Chief Investment Officer
    OceanIQ Capital
    Jul 2019 - Current (5 years 6 months)
    Business development: pitch, develop and onboard high net worth individuals and cultivate relationships with family offices, GPs, local, national and vertical centers of influence, clubs, professional associations, vendors and professional service firms. • Product research: monitor existing, evaluate and select new managers in equities, fixed income and alternative managers (private equity and hedge funds), source, evaluate and pick venture capital direct investments for Special Purpose Vehicles. • Product development: research stock picking ideas, stay abreast of market and economic developments, develop financial models for investment evaluation purpose, and incubate internal equity and allocation funds as appropriate. • Management
  • Explorations Ventures
    Founding General Partner / Managing Director
    Explorations Ventures
    Jan 2018 - Apr 2019 (1 year 4 months)
    • EV is a $50M fund built to invest hands on / board on in disruptive and rapidly growing high margin consumer wellness & lifestyle brands in apparel & accessories, food & beverage and beauty & personal care and applied technologies & materials. • Partners selection and contracts negotiations, marketing collaterals and fundraising campaign design and implementation. • Deal flow sourcing, screening and due diligence, founders and investors meetings and negotiations. • Pipeline: Able, Alps&Meters, 37.5 Cocona, Ember, Epic Advanced Materials, Fit3D/BodyBlocAI, FlexPower, JuneShine, Mango Materials, Mission, Mons Royale, Mr. Chaussure, Oros Apparel, Skea Limited, Tame The Beast, Waiting For The Sun.
  • V
    Strategy Consulting Sr. Engagement Manager
    Vaxa Inc.
    Jan 2015 - Nov 2017 (2 years 11 months)
    • Managed teams in the delivery of client engagements and contributed to client sourcing and development on the West Coast. • Contributed to the practice development thought leadership, body of knowledge, service offering, recruiting and coaching. • Represented the firm in industry forums including project ecosystem workshops, articles, fairs and conferences. - Project example: For the healthcare division of a Fortune 450 packaging group and 2 startups makers of mHealth wearable sensor patch devices: Clinical trial go-to-market strategy and implementation through surveys and workshops.
  • GoHealth
    Operations & Sales Analytics Managing Consultant
    GoHealth
    Apr 2013 - Dec 2014 (1 year 9 months)
    • Business analysis, decision support and reporting to enhance health insurance exchange sales conversion. • Recruited, trained, led and managed a team of 6 operations and sales audit analysts. • Created documented processes to produce multichannel contact center call and agent periodic performance and productivity trackers, BPO SLA and P&L reports that greatly helped management to drive sales and customer satisfaction. • Created real time sales reconciliation process to track lead lifecycle from opportunity to policy issuance for 14 BPO teams and 1500 FTEs improving accuracy from 80% to 97% and reconciliation lead time by 88%. • Prepared board meeting presentations and supporting data for 2 VPs and the CFO, built company-wide and CEO
  • V
    Strategy Consultant to Engagement Manager
    Vaxa Inc.
    Jan 2007 - Mar 2013 (6 years 3 months)
    , Sr. Consultant (2010-2011), Engagement Manager (2012-2013) • Managed teams in the delivery of client engagements and contributed to client sourcing and development in the Midwest. • Developed industry, market, company and competition analytics & benchmarking, macro trends, KPIs & spend analytics & benchmarking, opportunity & market sizing models, market segmentation clustering & modeling, concentration & gap analysis, go to market, partnering & distribution strategy plans, partner selection and strategic alliance ecosystem building, industry experts, ISVs, partners & clients surveys, business cases & plans designs for Fortune 500 clients in IT, Healthcare, Consumers, Industrials & Financials to identify, develop and initiate growth o
  • A
    General Manager & Mutual Fund Portfolio Manager
    A2 Gestion Asset Management
    Jan 2004 - Dec 2005 (2 years)
    • Co-managed a team of 10 people and 5 retail active funds of mutual funds growing total Assets Under Management (AUM) 50% from EUR 30M at 12/31/03 to EUR 45M at 12/31/05, funds awarded 3 to 4 Morningstar stars. • Co-managed strategic and tactical asset allocations in daily tactical and quarterly strategic allocation meetings; and led statistical fund screenings, due diligence RFIs, RFPs/DDQ questionnaires, interviews, selection and risk management. • Initiated 10 new sub-managers agreements to enhance funds' performances and formalized the top down investment process with the implementation of a new quantitative fund screening platform and a formal due diligence process. • Initiated and deployed marketing tools, collaterals and natio
  • C
    Mergers & Acquisitions Analyst
    Clinvest Credit Lyonnais
    Jan 2001 - Dec 2003 (3 years)
    Built detailed financial models to assess the impact of M&A transactions for the logistics & transportation, utilities, consumer, energy and media industries across all phases of deal execution from sourcing (1 deal) to closing (11 deals). • Prepared GAAP & IFRS fairness opinion materials, board presentations, pitch and valuation books including deal rationale, target or company descriptions, industry backgrounds overviews, accretion/dilution, financial statement and synergies forecasts, public and transaction comps, DCF, SOP, LBO and pro-forma analysis. • Representative deals: Isis merger with Technip ($1.1B, energy), IPO of EdF ($8.5B, utilities), attempted bid up to LOI of Exel Logistics to FM Logistic ($270M, logistics), privatiza
  • Merrill Lynch
    Institutional European Equity Sales Trading Analyst
    Merrill Lynch
    Feb 2000 - Dec 2000 (11 months)
    • Transmitted clients' orders to the trading desk, screened daily research and performed pre-calls research. • Translated simultaneously UK analysts' morning meeting calls, and published traders daily market commentaries.
  • State Street
    Institutional Marketing Associate / RFP Writer
    State Street
    Jan 1999 - Dec 1999 (1 year)
  • F
    Portfolio Manager with Full Power of Attorney
    Family
    Jan 1997 - Current (28 years)
    Portfolio construction focusing on long term asset and sector diversification of a global multi-asset/multi-currency portfolio of EUR 1M (started at EUR 132K) in direct cash equities, fixed income funds, commodities ETFs, and non-listed venture. • Proprietary stock screening of rotational global selection of 250 stocks with rating on a combination of fundamental, market and graphic indicators with quick target pricing and stock valuation with proprietary model (DCF, multiples and DDM). • Private banking calendar track record: 2019: +26.1% 2018: +1.7% 2017: +10.3% 2016 +12.5%, 2015 +18.0%, 2014 +6.4%, 2013 +7.1%, 2012 +16.5%, 2011 -17.5%, 2010 +14.8%, 2009 +8.6%, 2008 -19.9%, 2007 +3.9%, 2006 +24.5%, 2005 +7.8%. • Private investments:
Education verified_user 0% verified
  • Massachusetts Institute of Technology
    Graduate Certificate in Big Data & Social Analytics
    Massachusetts Institute of Technology
    Apr 2016 - Jul 2016 (4 months)
  • Hult International Businesss School
    Hult
    Hult International Businesss School
    Dec 2005 - Dec 2006 (1 year 1 month)
  • Université Aix Marseille
    MPhil (French DEA) in Banking & Finance
    Université Aix Marseille
    Oct 1997 - Oct 1998 (1 year 1 month)
  • Skema Business School
    MS in Management
    Skema Business School
    Oct 1995 - Oct 1997 (2 years 1 month)
Awards verified_user 0% verified
  • M
    Mutual funds managed at A2 Gestion (range Centaure) awarded 3 to 4 Morningstar stars
    Jan 2004 - Dec 2005 (2 years)
  • F
    French national merit scholarships
    Sep 1991 - Sep 1997 (6 years 1 month)