Dan Von Kohorn

Current

VP at Beacon Angels
VP, Portfolio Manager at VK Research & Advisory
Director, Technology Investments at Mediatech Capital Partners

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Past

VP at Mediatech Capital Partners
Chief Strategic Officer at AnIdea Corporation
Director of Research at Winged Keel Asset Management

Analyst, Investment Management at JP Morgan

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1 more...

Education

Princeton University
Wolfram Education Group

Recommended

7 people have recommended Dan

Connections

213 connections

Industry

Investment Management

Websites

Detailed CV

Dan Von Kohorn’s Summary

Portfolio manager for Commodities fund; investment committee for two equity funds. Financial technician with experience in bonds, equities, commodities, asset allocation, and building analytics for each. Focus on quantitative analysis: relative value, timeseries, yield/premium curves, fundamental valuation, statistical arbitrage, and efficient frontier modeling. Also enjoy assisting creative technology companies through financing and strategic partnerships.

Dan Von Kohorn’s Specialties:

Equity and commodity trading, web-based application development, timeseries forecasting, yield curve analytics, fundamental valuation, efficient frontier modeling.

Dan Von Kohorn’s Experience

VP

Beacon Angels

(Investment Management industry)

January 2006 — Present (3 years 11 months)

> Co-founded to build a community for fast-growing companies and active private investors.
> Chairman, Screening Committee; responsible for identifying candidates for monthly meetings.
> Active due diligence participation, focus on technology.
VP, Portfolio Manager

VK Research & Advisory

(Investment Management industry)

August 2002 — Present (7 years 4 months)

> Portfolio Manager for commodity investment limited partnership.
> R&D and member of investment committee for three investment limited partnerships.
> Lead software developer, data acquisition and quantitative signaling.
> Quantitative analysis: relative value, time series, yield & premium curves, fundamental valuation, statistical arbitrage, and efficient frontier modeling.
> Client relationship management.
> Publish investment commentary.
> Assisted in registration with the SEC.
Director, Technology Investments

Mediatech Capital Partners

(Privately Held; Venture Capital & Private Equity industry)

July 2002 — Present (7 years 5 months)

> Strategic and financial advisory, M&A for software, information services, media, AI applications, and network device companies.
VP

Mediatech Capital Partners

(Privately Held; Venture Capital & Private Equity industry)

July 2001 — June 2002 (1 year )

> Financing and business model advisory to management of corporate clients.
> Industry/sector coverage: software, information services / communications, media, AI applications, and network devices.
> Negotiated advisory engagement with the firm's first public client.
> Advised on USA Technologies (OTC Bulletin Board: USTT) acquisition of Stitch Networks Corp.
> Advised on restructuring of Tocovite Pty Ltd into Vital Biosciences Inc. and Vital Health Science Inc.
> Assisted with 60+ other projects in various stages of due diligence, investment consideration, or deals.
> Identified and recruited new CEO of Vital Biosciences Inc.
Chief Strategic Officer

AnIdea Corporation

(Information Technology and Services industry)

May 1999 — August 2001 (2 years 4 months)

> Founded ThoughtStore, Inc. to provide intellectual property licensing and portfolio management software.
> Co-developed PageKit: an open source web applications framework based on mod_perl.
> Served more than 480 individual and institutional IP portfolio managers.
> Managed the merger of ThoughtStore, Inc. and Cool License Corp., including business and technical integration and a successor as CEO. Name changed to AnIdea Corporation.
> AnIdea.com was reviewed in Argus Insights' "IP Sites 2001" as one of seven first tier IP sites, and as a leading provider of IP management tools.
> Served more than 600 individual and institutional IP portfolio managers.
> Licensed system to Lucent Technologies for license management of IP from Bell Laboratories.
Director of Research

Winged Keel Asset Management

(Privately Held; Investment Management industry)

October 1998 — January 2000 (1 year 4 months)

> Responsible for the asset allocation, investment research, and performance measurement models for the firm.
> Developed automated systems for asset allocation, documentation, and client-ready presentations.
> Negotiated advantaged vendor relationships.
> Built automated marketing reports to identify cross-selling targets and improve sales pipeline visibility.
> Technology Committee chairman, Executive Committee member.
Analyst, Investment Management

JP Morgan

(Public Company; Investment Management industry)

July 1997 — October 1998 (1 year 4 months)

> Primary responsibility for development of Broad Market and Tax Aware Frameworks (fixed income asset allocation models). Frameworks optimized risk and return with optimal bet sizes and turnover rates for strategic and tactical management of duration and sector allocations, before- or after-taxes.
> Produced 19 asset allocation pitches, resulting in new or enhanced mandates for $4.2 Billion from institutions, government organizations, and high net worth individuals.
> Assisted development of cointegration program for dollar-neutral fund overlay strategy for the Multi-Markets Group.
> Produced analytics for pricing and strategy of Muni BMA swaps, duration management of taxable portfolios using derivatives, and crossover trading.
> Taught employee classes for fixed income analytics, derivatives pricing, and asset allocation.
> Mentored team of 4 Analysts.
> Received the only perfect score on the division-wide annual performance review for 1998.

Dan Von Kohorn’s Education

Princeton University

A.B. , Economics , September 1993 — June 1997

> Certificate in Applied and Computational Mathematics
> Graduate courses: Principles of Corporate Finance, Legal and Regulatory Policy Toward Markets, International Macroeconomics, Topics in Applied Economics: Financial Markets.
> Original Research: Finance: Deviations from MPT, CAPM, and APT, as Applied to Global Equities Indices; Number theory: Order Relations of Infractions.

Activities and Societies:

DEC, Chicano Caucus, Third World Center
Wolfram Education Group

M330: Neural Networks November 2003

Feedforward Neural Networks and Radial Basis Function, Nonlinear Dynamic Black-Box Modeling, Classification and Clustering with Neural Networks.