CHRIS NICHOLSON, CFA

Investment/Business Analyst

San Francisco Bay Area

Current
  • Director, Corporate Development at Orthoplex
Past
  • Consultant at Fletcher Spaght, Inc. (Boston Consulting Group spinoff)
  • Summer Global Internship Program at Samsung Group, Seoul, Korea
  • Sell-side Equity Research at Alex. Brown and Sons
  • Investment Banking Summer Analyst at Chestnut Partners
Education
  • Central European University
  • Northeastern University
  • Harvard University
  • Harvard University
  • Concord Academy
  • brooks (lincoln)
Connections
500+ connections
Industry
Investment Management

CHRIS NICHOLSON, CFA’s Summary

CFA Charterholder. Business strategy and investment analysis focused on growth equities (technology, healthcare, financial, other).

CHRIS NICHOLSON, CFA’s Specialties:

Broad securities analysis and valuation. Industry/segment growth and margin forecasting, business model design, business unit strategy and marketing, startup operations, financial modeling for organic growth and M&A activity.


CHRIS NICHOLSON, CFA’s Experience

  • Director, Corporate Development

    Orthoplex

    (Venture Capital & Private Equity industry)

    October 2003Present (6 years 3 months)

    Co-led business planning, partnership and licensing efforts for an orthopedic surgical devices (spinal repair) company.

  • Research Assistant

    Harvard Business School

    (Educational Institution; 501-1000 employees; Higher Education industry)

    September 2002May 2003 (9 months)

    Research and analysis for academic papers and case studies

  • M&A Due-dilligence Consultant

    Independent

    (Privately Held; Myself Only; Investment Management industry)

    April 2001May 2003 (2 years 2 months)

    Acquisition due diligence
    Strategic planning and business analysis

  • Corporate Development Associate

    CMGi, Inc.

    (Public Company; 1001-5000 employees; cmgi; Venture Capital & Private Equity industry)

    July 2000February 2001 (8 months)

    Managed subsidiary consolidation and financial management, partnership/investment opportunities

  • Consultant

    Fletcher Spaght, Inc. (Boston Consulting Group spinoff)

    (Partnership; 11-50 employees; Venture Capital & Private Equity industry)

    September 1997October 1999 (2 years 2 months)

    Stratgic planning for Fortune 100 to startups. Business plan development, M&A due diligence and financial modeling, market studies. 15 client engagements in a broad array of technology, healthcare, and industrial markets.

  • Summer Global Internship Program

    Samsung Group, Seoul, Korea

    (Public Company; 10,001 or more employees; 000810; Financial Services industry)

    June 1997August 1997 (3 months)

    Highly selective global internship in Asset Management for the Property & Casualty Insurance division of Asia's 2nd-largest business group. Extensive training and business tour of South Korea.

  • Sell-side Equity Research

    Alex. Brown and Sons

    (Privately Held; 201-500 employees; DB; Investment Banking industry)

    June 1996August 1996 (3 months)

    25-page research report on new cardiac surgical devices (electrophysiology). Maintained earnings models through independent research and communication with public-company CFOs.

  • Investment Banking Summer Analyst

    Chestnut Partners

    (Partnership; 1-10 employees; Investment Banking industry)

    June 1995August 1995 (3 months)

    Comprehensive financial modeling, offering memorandum and exhibit preparation for the sale of a $200M correctional service/foodservice company.


CHRIS NICHOLSON, CFA’s Education

  • Central European University

    MBA , 20092010 (expected)

  • Northeastern University

    MA , Economics , 20022007

    Coursework in Industrial Organization, Investments, Natural Resource Economics, Urban Land/Real Estate, Public Finance, Labor Economics, and Development Economics.

    Activities and Societies:
    Invited to PhD program. Master's continuing part-time.
  • Harvard University

    Tutor/Advisor in Business, Cabot House 20002002

  • Harvard University

    AB , Applied Mathematics and Economics , 19931997

    Languages: Spanish (near-fluent), Korean (intermediate)

    Activities and Societies:
    Varsity Volleyball, Kuumba Singers/Brothers vocal groups, Citations for Community Leadership
  • Concord Academy

    19891993

    Activities and Societies:
    Voting Member of Admissions Committee, Varsity Sports Captain
  • brooks (lincoln)


Additional Information

CHRIS NICHOLSON, CFA’s Interests:

technology, investing, philosophy, travel, cultures, languages

CHRIS NICHOLSON, CFA’s Groups:

Director--Harvard Club of San Francisco, Young Professionals Organization--Boys and Girls Clubs of San Francisco and United Way of San Francisco

  •    Renewable Energy Business Network/Clean Economy Network Foundation
  •    Central European University Alumni & Friends
  •    CFA Institute Members
  •    Harvard University Alumni
  •    Samsung Alumni
  •    Alex. Brown & Sons Alumni
  •    Emerging Markets Equity Investor Network
  •    Ivy League Alumni
  •    Social Media Club
  •    Swiss CFA Society Network
  •    Ivy Referral Network (IRN)
  •    SportBusiness Group
  •    Stax Alumni

CHRIS NICHOLSON, CFA’s Contact Settings

Interested In:

  • career opportunities
  • new ventures
  • expertise requests
  • reference requests
  • getting back in touch

Public profile powered by: LinkedIn

Create a public profile: Sign In or Join Now

View CHRIS NICHOLSON, CFA’s full profile:

  • See who you and CHRIS NICHOLSON, CFA know in common
  • Get introduced to CHRIS NICHOLSON, CFA
  • Contact CHRIS NICHOLSON, CFA directly

View Full Profile