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Expert Interview
Slingshot members are talking to an expert! The topic is:
Discussing US-China EV Tariffs.
Ticker(s): XPEV, NIOWho's the expert?
Institution: Unemployed
- Highly accomplished leader with 25+ years of experience crafting investment narratives as a sell-side analyst, buyside PM, and Investor Relations Officer. Demonstrated excellence in communicating investment narratives and writing press releases and conference call scripts. Keen understanding of capital markets and valuation drivers. Track record of building credibility with senior leadership and buy/sell-side analysts.
- Professional Experience Fisker Inc, CA – Head of Investor Relations Jan ‘24 – Present Recruited by Fisker management to lead their IR team. Responsible for all the traditional aspects of IR and have been actively involved in vetting new sources of capital for the company and working on potential collaborations with other OEMs. Led the organization through a challenging fourth-quarter earnings process with a focus on transparency. Fisker’s fourth quarter results included, among other items, a disclosure that there is substantial doubt about its ability to continue as a going concern and that its 10-K filing would be delayed. Actively engage with sell-side analysts and all investor classes to ensure proper understanding of Fisker’s strategy, current liquidity situation, and certain not wellunderstood aspects of its capital structure. SES AI Corporation, MA – Vice-President of Investor Relations Feb ‘22 – Jan ‘24 Hired to create an IR program for SES following a de-SPAC transaction. Responsibilities included all aspects of IR, including sell/buy-side outreach, drafting press releases and conference call scripts, preparing management for investor meetings and conference calls, and procuring invitations to and attending investor events. Developed social media strategy to raise company profile with investors and to help with recruiting. Interacted with all aspects of the organization, including finance, legal, HR, R&D, and manufacturing. Engaged regularly with Investment Bankers regarding corporate strategy, financial position, and potential capital markets transactions. Kept management informed of industry and competitor developments. Magna Services of America, Magna International, MI – Vice-President of Investor Relations Sept ‘17 – June ‘20 Joined the IR team to help bring an outsider’s perspective to the organization. Focused on ways to help improve valuation through more transparent financial reporting, emphasizing free cash flow conversion, and improving Wall Street research coverage. Other responsibilities included drafting earnings releases, conference call scripts/presentations, Q&A preparation document for earnings calls/other special events, and the quarterly CFO Letter to the Board of Directors. Worked with sell-side analysts and investors to ensure proper messaging of corporate strategies, quarterly results, technology positioning, and modeling guidance. Participated in non-deal road shows and conferences. Worked closely with all departments of the organization.
- FNY Capital Management, NY – Partner Jan ’04 – Sept ‘17 Managed an automotive/industrial domestic equity fund that produced profits every year. Developed a successful and repeatable investment process that was both event and value-oriented by leveraging 25+ years of companyspecific/industry knowledge. Interfaced on a daily basis with companies, sell-side analysts/sales coverage, as well as
Interview GoalDiscussing US-China EV Tariffs. Focusing on: How will Biden tariffs affect Chinese EV makers such as Nio and Xpeng? How will tariffs affect US EV makers? How will tariffs affect EV battery industry (Contemporary Amperex)? How will Biden tariffs affect EU EV policy?
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