Dec 2021 – Aug 2025 · 3 yrs 8 mos

• Stellar Wealth Partners specializes in identifying emerging and fundamentally strong businesses based on variant perception and long-term structural trends. Our endeavor is to add maximum value to clients in their wealth creation journey through quality research, focus, and a disciplined approach to investing.

Aug 2021 – Mar 2022 · 7 mos · Salt Lake City, Utah, United States

• Chapter (https://getchapter.app/@gautam) is a curation-based learning platform, where you can step inside the minds of authors and thought leaders, to gain deep knowledge on a subject in just 4 weeks. The platform has been built around a highly inspiring, big picture vision of the creator economy, human curation, and the future of content discovery.
• Each “chapter” is a supercharged learning experience – you’ll get highly curated content + exclusive analysis + direct access to ask me questions. And since it’s cohort-based, you won’t be doing it alone. You’ll be discussing each module with enthusiastic peers, just like a college seminar.
• The best part, in my opinion, is that the founders of Chapter are on a mission to make learning more accessible. As a result, chapters are 99% cheaper than other premium online courses. In an era of rising inflation in our daily lives, learning to invest well is now a necessary life skill. And there is no reason why everyone in the world should not have affordable access to high-quality specialized education.
• My chapters in "The Discipline of Investing" series will cover multiple important areas of equity investing. For each chapter, I’ve handpicked the very best 20 articles, white papers, podcasts, and videos from more than 1,000+ pieces I’ve studied over the last decade, and I have added my key insights and learnings from them.
• My goal is to make you a confident and skilled investor by the end of the series, and to deliver high-impact value. Here’s a preview of some of the content we’ll be covering:
• An introduction to investing by Peter Lynch, Giverny Capital, and Yen Liow
• A masterclass on value creation by Terry Smith and Ensemble Capital
• Learning the art of valuation from Howard Marks and Michael Mauboussin
• Teachings from Warren Buffett and Seth Klarman on building the required mindset and temperament to succeed in investing
• Again, here is the invite link to register.
• https://getchapter.app/@gautam

Jan 2017 – Jul 2021 · 4 yrs 6 mos · Greater Salt Lake City Area

• We specialize in multi factor managed risk strategies including a U.S. large cap, U.S small cap, and global mutual fund. In addition we offer multi asset class turnkey asset allocation solutions, also in our managed risk approach. All of our solutions combine fundamental analysis with cutting edge quantitative research.

Jun 2011 – Nov 2014 · 3 yrs 5 mos · Mumbai Area, India

• Key Responsibilities at Deutsche Bank:
• Origination of client acquisition ideas and providing active assistance to the Managing Directors & Directors of Deutsche Bank in sourcing deals from potential clients by taking the lead in compilation of new marketing materials tailored to the client's needs by including relevant supporting information & assumptions, industry analysis, valuation pages and deal rationale
• Driving end-to-end M&A and IPO execution by preparing the required deal materials, actively liasioning with all stakeholders involved & ensuring seamless information flow, assisting in due diligence processes and ensuring final deal closure
• Leading the valuation analysis & modelling sections of the books using accretion-dilution, DCF valuation (including SOTP) and trading/transaction comparables techniques among others
• Ensuring thorough quality checks in all the outgoing books, files & various ad-hoc materials sent out to the client during deal executions and pitches
• Carrying out detailed industry research and analysis utilizing the leading corporate finance information databases (FactSet, Bloomberg, Thomson, Capital IQ, Factiva, Mergermarket, Frost & Sullivan, VentureSource, Nexis, Evaluate Pharma, IMS Health, etc)
• Updating knowledge on industry developments across both domestic & global geographies to identify emerging trends and inflection points
• Providing mentorship and training to the junior analysts on an ongoing basis

May 2008 – Jun 2011 · 3 yrs 1 mo · Mumbai Area, India

• Citicorp Services India Ltd, Mumbai (May 2008 - Jun 2011)
• Designation: Senior Analyst, Healthcare and Consumer Investment Banking Team
• Key Professional Highlights & Responsibilities at Citi:
• Promoted to the position of Senior Analyst in January 2011
• Worked on pitchbooks, valuation materials, memos, detailed company profiles, benchmarking materials, transaction & trading comps and company-specific research
• Responsible for mentoring interns and training the incoming junior team members on a regular basis