cycling, fly fishing, archery
William Gaberlavage
Garden City,USA
Summary
Senior analyst with robust background in company and industry analysis, financial modeling, and macro strategy. Known for strong collaboration skills and adaptability in fast-paced environments. Adept at leveraging analytical tools and methodologies to drive impactful investment decisions. Consistently delivers results through teamwork and solutions-focused approach.
Overview
23
23
years of professional experience
Work History
Senior Analyst
Point72 Asset Management
04.2024 - 05.2025
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Conducted detailed financial analysis to identify and evaluate investment ideas
- Mentored junior analysts, enhancing their skill sets and contributing to overall team success.
- Evaluated performance of existing investments and made appropriate recommendations.
Senior Analyst
Verition Fund
04.2023 - 03.2024
- Developed and implemented investment ideas for the portfolio with a focus on the Energy, Basic Materials, Industrial and Financial sectors
- Analyzed industry fundamentals and drivers while developing a deep understanding of companies and their capital structures.
Portfolio Manager/Analyst
Exoduspoint
05.2018 - 03.2023
- Moved to ExodusPoint along with PM I worked with at Caxton and Lucidus
- Managed fixed income and equity portfolio with allocated capital of 150mm.
- Developed top down fundamental ideas and traded portfolio positions.
- Focused heavily on Energy, Basic Materials, Industrial and Financial sectors.
Analyst
Caxton Associates
03.2016 - 03.2018
- Worked with Portfolio Manager, former Founder of Lucidus, to develop trade ideas across sectors and asset classes.
- Primary responsibilities were in research but also helped in trading the portfolio and managing the new issue process.
Analyst, Executive Director
UBS O’Connor
01.2015 - 02.2016
- Senior Analyst covering Investment Grade, High Yield, and Distressed Credits. Covered Energy, Basic Materials, Pharmaceutical, and Financial industries.
Portfolio Manager/Analyst
Lucidus Capital Partners LLC
03.2013 - 11.2014
- Managed portfolios in both high yield and investment grade fixed income.
- Developed, managed and executed event driven trades in fixed income and equities
- Managed risk exposures for portfolio
- Fund was getting wound down at end of 2014
Trader, Managing Director
Gleacher & Co.
08.2012 - 03.2013
- Traded the Insurance, Healthcare, Pharmaceutical, Energy, Utilities and Pipeline sectors. Generated meaningful P&L while utilizing minimal balance sheet
- Covered major fixed income accounts in addition to trading responsibilities.
- Firm dissolved in March 2013 due to a failed asset sale.
Managing Director
UBS
01.2010 - 08.2012
- Took over flow trading responsibilities for Metals/Mining and HMO sectors in both cash and CDS at the request of the head of fixed income
- Managed risk of existing cash and CDS books while developing client relationships
- Co-Head of Corporate Desk Analysts, Managing Director
- Rebuilt the desk analyst team by making key hires, training junior staff and retaining top analysts.
- Developed product offerings for UBS desk analysts and fully integrated desk risk taking with desk analysts. Developed analytical tools and investment/risk screens.
- Managed all sector desk analysts while also covering IG and HY sectors in Insurance, Food and Beverage, Consumer and Tobacco.
- Monitored risk and executed macro desk hedges. Developed high risk/reward payout trades for special situations.
Partner, Head of Research
Lewis Bay Capital
08.2009 - 01.2010
- One of three founding partners of start-up global macro hedge fund. We were unable to raise sufficient capital to stay viable
Analyst/Trader, Director
Citigroup, Capital Structure Arb Group
04.2005 - 08.2009
- Member of start-up group for North American Capital Structure Arb group
- Constructed event driven trades utilizing credit, equities and convertibles
- Performed detailed fundamental and capital structure analysis in HY and Distressed names
- Managed risk exposures for a portfolio with large exposures in credit, equities and derivative products
Managing Director
AIG Global Investment Group
04.2002 - 04.2005
- Globally marketed and managed a single tranche synthetic CDO portfolio. Was the lead marketer of the first 7 year synthetic CDO in the market. Successfully raised Assets in Europe, Asia and the United States to meet target asset sizes across all tranches.
- Managed a long/short portfolio.
- Managed a $3 billion crossover portfolio (high quality high yield).
- Senior Fixed Income Analyst, Research Team Leader
- Managed a team of four analysts and reviewed credit decisions for the utility, energy, pipeline, retail and consumer product industries.
- Covered the Insurance, Healthcare and Auto Industry. Responsible for over $12 billion in assets.
Education
MBA - Finance
New York University, Leonard N. Stern School of Business
New York, NY05.1996
BA - Economics and Business
Lafayette College
Easton, Pennsylvania06.1990
Skills
Credit research, Equity research, Macro Research, Capital Structure Arb, Financial Modelling, Risk Management, Equity Options, Energy, Financials, Basic Materials, Industrials, Team Leadership, Excel, Powerpoint, Word
Interests
Timeline
Senior Analyst
Point72 Asset Management
04.2024 - 05.2025
Senior Analyst
Verition Fund
04.2023 - 03.2024
Portfolio Manager/Analyst
Exoduspoint
05.2018 - 03.2023
Analyst
Caxton Associates
03.2016 - 03.2018
Analyst, Executive Director
UBS O’Connor
01.2015 - 02.2016
Portfolio Manager/Analyst
Lucidus Capital Partners LLC
03.2013 - 11.2014
Trader, Managing Director
Gleacher & Co.
08.2012 - 03.2013
Managing Director
UBS
01.2010 - 08.2012
Partner, Head of Research
Lewis Bay Capital
08.2009 - 01.2010
Analyst/Trader, Director
Citigroup, Capital Structure Arb Group
04.2005 - 08.2009
Managing Director
AIG Global Investment Group
04.2002 - 04.2005
BA - Economics and Business
Lafayette College
MBA - Finance
New York University, Leonard N. Stern School of Business
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