Читать книгу The Little Book of Investing Like the Pros - Joshua Rosenbaum - Страница 13

We are deeply indebted to the numerous colleagues, peers, and friends who provided guidance, input, and hard work to help make this book possible.

Special thanks to Mitch Kuflik and Rob Sobel, co-founders of Brahman Capital. Following my [JP] many years in investment banking, they gave me a shot to be a professional investor. After providing a gateway into the investing world, they helped me expand my skill set and offered sage advice over many years. Their decades of experience and wisdom have been invaluable in my career development. My family and I are forever indebted to them.

Two of my [JP] mentors Jeff Schachter and Mitch Julis, who also happen to be close friends with each other, were incredible influences on this book. It simply could not have been completed without their support and encouragement along the way. Personally, I've tried to emulate these two individuals and mirror the way they think, act, and live their lives. They are both “mensches” in every sense of the word.

Our vision for this book could not have been realized without the help of Raymond Azizi from Weiss Multi-Strategy Advisers, whose investing insights, experience, and primary research were priceless. Ray is among the most talented portfolio managers we know and is a third co-author in every sense of the title. Most importantly, he's one of our closest friends. Joseph Gasparro of Credit Suisse was critical in the editorial and production process, including streamlining and refining the ultimate work product. Joe has a vast network, unyielding can-do approach, and an innate ability to get things done. He has been a true partner to us for many years.

We would like to highlight the important contributions made by Brian Johnson of Barclays and Dan Levy of Credit Suisse, both highly regarded equity research analysts. Their contributions were multi-dimensional and their unwavering enthusiasm, insights, and support were nothing short of exemplary.

Special thanks to Delphi Automotive's retired CEO Rodney O'Neal and retired Chairman Jack Krol for serving as the inspiration for our case study and helping to guide the narrative along the way. Aptiv CEO Kevin Clark, Chairman Rajiv Gupta, Board member Sean Mahoney, and Elena Rosman of investor relations shepherded our book internally, provided sage feedback, and helped ensure the details were accurate.

Didric Cederholm provided deep insight on the Delphi bankruptcy process and facilitated access to many of the key players involved. The Silver Point Capital team, consisting of co-founder Ed Mulé and Jeff Forlizzi, provided perspective on the full Delphi backstory, including the labor-intensive process towards creating massive shareholder value.

Jeremy Weisstub provided sound technical insights and helped us distill complex concepts into layman's terms. Milwood Hobbs, Jr., a mentor and colleague dating back to early investment banking days, provided constructive feedback and was critical in getting the right people on board with the book. He still serves as a valuable friend and partner over fifteen years later.

We'd like to thank the outstanding team at Wiley, who have been our partners for over a decade on all of our books and courses. Bill Falloon, our acquisition editor, brought us into the Wiley family and never wavered in his vision and support. He has provided strong leadership over the years and has become a true friend.

Our publisher Matt Holt championed our book both internally and externally. Michael Henton, Steven Kyritz, Michael Freeland, Susan Cerra, and Purvi Patel on the editorial and production side worked diligently to ensure all the details were addressed and facilitated a smooth production process. Jean-Karl Martin, our marketing manager, helped us realize our vision through his creativity and foresight.

We also want to express immeasurable gratitude to our families and friends. Masha, Jonathan, and Olivia, and Margo and Alex, thank you so much for your support, patience, and sacrifice. You were always in our hearts and minds as we worked diligently to produce a book that would make us all proud.

This book could not have been completed without the efforts of the following individuals:

Raymond Azizi, Weiss Multi-Strategy Advisers

Nadav Besner, Sound Point Capital

Didric Cederholm, Lion Point Capital

Maimi Chow, Time Warner, Inc.

Christopher Clark, Soros Capital Management

Kevin Clark, Aptiv PLC

Juan Pablo Del Valle Perochena, Orbia Advance

Michael Evelson, Kingdon Capital Management

Bryan Fingeroot, Raymond James

Jeff Forlizzi, Silver Point Capital

Joseph Gasparro, Credit Suisse

Joshua Glassman, Goldman Sachs

Greg Gliner, Ironwall Capital Management

Michael Goody, Scharf Investments

Steven Gordon, J. Goldman & Co.

Michael Groner, Millennium Partners

Rajiv Gupta, Aptiv PLC

Tim Hani, Bloomberg

Han He, Oaktree Capital Management

Milwood Hobbs, Jr., Oaktree Capital Management

Benjamin Hochberg, Lee Equity Partners

Cal Hunter, Barnes & Noble

Robert Jermain, SearchOne Advisors

Brian Johnson, Barclays

Mitchell Julis, Canyon Partners

Jennifer Klein, Sequence Capital

Jack Krol, Delphi Automotive

Shaya Lesches, Young Jewish Professionals

Marshall Levine, GMT Capital

Dan Levy, Credit Suisse

Jonathon Luft, Eagle Capital Partners

Peter Lupoff, Tiburon Family Office

Sean Mahoney, Private Investor, Aptiv PLC

David Marino, BGC | MINT Equities

Dave Miller, Elliott Management

Edward Mulé, Silver Point Capital

Rajeev Narang, Hudson Bay Capital

Justin Nelson, J.P. Morgan

Rodney O'Neal, Delphi Automotive

Daniel Reichgott, Federal Reserve Bank of New York

Eric Ritter, Needham & Company

Elena Rosman, Aptiv PLC

Jeff Schachter, Crawford Lake Capital

Howard A. Scott, Park Hill Group

Hooper Stevens, Sirius XM

Anne Tarbell, Trian Fund Management

Jeremy Weisstub, Aryeh Capital Management