Summary
Overview
Work History
Education
Skills
Timeline
Generic

John A. Schneider III

Cincinnati,OH

Summary

Corporate Strategist, Investment Manager and Banker with over 30 years of experience performing company due diligence and investment analysis. Corporate Partnership sourcing and structuring with a comprehensive knowledge of companies, industries and business models. Interested in technology, media and innovation with supportive data sets.

Overview

32
32
years of professional experience

Work History

Director of Corporate Partnerships

Kroger/84.51
Cincinnati, OH
02.2019 - Current

Sourced and structured corporate partnerships across the entire Kroger enterprise.

  • Completed partnership agreements with Fin-tech, Electric Vehicle Charging, Retail and In-store technology companies.
  • Structured, negotiated and closed two multi-year Media deals with annual revenue of over $150 million.
  • Worked with Legal, Mergers & Acquisitions, Finance and Corporate Leadership to execute deals.
  • Offered data-driven recommendations aligned with overall company strategies and prioritized process improvement initiatives.
  • Landscaped and modeled companies in various industries including retail software analytics, supply chain optimization and software personalization.
  • Partnered with cross-functional teams to conduct thorough discovery and due diligence on multiple partnership opportunities.
  • Taught training classes on understanding Kroger's financials to associates.

Founder

Indian Hill Advisors
Cincinnati, OH
01.2006 - 12.2018

Owner and operator of an investment firm that managed an investment partnership, consulted for venture capital and private equity firms, and performed investment banking services and corporate due diligence.

  • Handled due diligence and investment analysis on a variety of different companies across several major industries.
  • Established derivative strategies for money management firms.
  • Managed all aspects of investment partnership with investors including: Philip Knight, Allen & Company, Gabelli & Associates, and H. Wayne Huizenga.
  • Performed analysis on all MK Family office Special Situation investments.

Chief Investment Officer

Michael King Family Office
Los Angeles, CA
11.1999 - 12.2006
  • Managed entire investment strategy for more than $800 million in assets.
  • Performed all due diligence on both individual investments as well as third party managers and funds.
  • Developed annual forecasts used to make key portfolio management decisions.
  • Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios in conformance with plans.
  • Participated in Board meetings for the New Jersey Devils of the NHL and worked on the team's financings.
  • Managed office and all contract employees and projects.
  • Oversaw tax planning and managed the Family Foundation.

Portfolio Manager & Research Analyst

The Whittier Trust Company
South Pasadena, CA
11.1996 - 11.1999

Served as a member of the Investment Committee

  • Managed the Whittier Opportunity Fund and grew the fund from $20 million in January 1997 to $41 million in October 1999 without additional capital contributions.
  • Facilitated portfolio performance reviews and implemented new strategies.
  • Managed accounts for high net worth clients.
  • Developed and presented proposals for new investments in both public and private companies.
  • Researched outside third-party money management companies to include in internal strategies.
  • Researched companies for inclusion in internally managed funds.


Research Analyst

Raymond James Financial Inc.
New York, NY
01.1994 - 10.1996
  • Performed in-depth company specific research on small capitalization Value companies.
  • Created financial models and built cash flow and earnings projections.
  • Visited companies and met with executive management teams.
  • Invested in private placements and venture-backed companies.

Research Analyst

Trainer Wortham Inc.
New York, NY
07.1991 - 12.1993
  • Analyzed companies and provided stock recommendations for 5 portfolio managers.
  • Wrote research reports and built earnings models.
  • Attended corporate presentations and made company visitations to meet with C-suite.

Education

Bachelor of Arts - English Literature

Denison University
Granville, OH
05.1991

Accounting

New York Institute of Finance
New York, NY
09.1993

Skills

  • Corporate Partnerships
  • Investments
  • Corporate Finance
  • Company Due-Diligence
  • Business Strategy
  • Financial Modeling
  • Investment Banking
  • Distilling Complex Data Sets

Timeline

Director of Corporate Partnerships

Kroger/84.51
02.2019 - Current

Founder

Indian Hill Advisors
01.2006 - 12.2018

Chief Investment Officer

Michael King Family Office
11.1999 - 12.2006

Portfolio Manager & Research Analyst

The Whittier Trust Company
11.1996 - 11.1999

Research Analyst

Raymond James Financial Inc.
01.1994 - 10.1996

Research Analyst

Trainer Wortham Inc.
07.1991 - 12.1993

Bachelor of Arts - English Literature

Denison University

Accounting

New York Institute of Finance
John A. Schneider III