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Bill Brewster, CFA, JD
Research Analyst at Sullimar Capital Group
Bill Brewster, CFA, JD, is a Research Analyst at Sullimar Capital Group, located in the Greater Chicago Area. He has been with Sullimar since March 2016, focusing on investment management and banking. His professional background includes significant experience at BMO Harris Bank, where he held various roles including Associate in the Commercial Middle Market and the Food & Consumer sectors. His responsibilities there included credit risk analysis, financial modeling, and managing a diverse portfolio of clients.1
Education
- Auburn University: Bachelor of Arts in Finance and Accounting (2000-2004)
- Loyola University Chicago School of Law: Juris Doctor in Business and Tax Law (2006-2008)
Professional Experience
- Sullimar Capital Group: Research Analyst (March 2016 - Present)
- BMO Harris Bank: Various roles from 2011 to 2016, including:
- Associate - Commercial Middle Market
- Associate - Food & Consumer
- Commercial Analyst Development Program Analyst
- William Yates Ventures, LLC: Owner (December 2008 - May 2010)
- Law Clerk Positions: State of Illinois and Devon Bank (2007)
Brewster is also known for his insights into investment strategies and market analysis. He co-hosts the "Value After Hours" podcast and actively engages with the investment community on platforms like Twitter.23 His approach to investing emphasizes long-term buy-and-hold strategies while navigating the complexities of market behavior.34
Highlights
To all here that don't use Twitter/X. First, good for you for avoiding using X/Twitter. Second, you may not know many of my thoughts and what I am up to.
In short, I invest and have a podcast (which is largely about investing). The podcast has given me a uniquely good networking platform. I am going to expand the networking into live events. Beginning with a golf event. It will probably be in late October. Maybe November.
Looking for people that are between the ages of 30-60. Please send your application/information to [email protected]
Include: who you are, what you do, handicap/golf ability, whether you’d want to room with someone, ideal budget, and do you prefer to golf sober or a little intoxicated.
The info matters as I am trying to curate the right group. There will be more than one of these events.
Requirements: -Must be able to play without holding the group up (bad but fast play is acceptable; please disclose ability in application)
-You should be the kind of person who is kind to waiters and people with thankless jobs.
-Reasonably interesting personality
-All backgrounds of life/work welcome and encouraged.
The trip will not be cheap but I will try to manage expenses. I’m thinking Pinehurst or similar, if possible. Won’t be Number 2….
Do you listen to "Business Breakdowns?" Did you enjoy today's episode on Charter?
Check my interviews with Craig Moffett out if you want to do a deep dive:
Industry Background (1 year ago): Apple: https://lnkd.in/eswPxtfe
Spotify: https://lnkd.in/e4D9xH8s
Follow Up (last week):
Apple: https://lnkd.in/em8WRUET
Spotify: https://lnkd.in/eh4mtecF
