Emma Muhleman

CFA, CPA
Investing, Taxes, Small Business
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“Emma Muhleman, Junior Portfolio Manager, combines her expertise in forensic accounting with her background in traditional long/short equity analysis to identify earnings shenanigans and deteriorating businesses ahead of the market.”
Firm:

Ascend Investment Partners

Job Title:

Senior Investment Strategist and Junior PM

Biography:

Emma Muhleman, CFA, CPA is a Junior Portfolio Manager and Macroeconomic Strategist at Ascend Investment Partners. Emma and her team specialize in understanding the dynamics that underlie and drive investment performance in today’s global financial markets. Following the global financial crisis, expansionary monetary policies of unprecedented scale implemented by major central banks across the globe (primarily those of the so-called “core economies”) have completely redefined the ways in which the global markets operate. At Ascend, it is precisely Emma and her colleagues' unique expertise in the “macroeconomics of today” that enables them to evaluate the domestic and global landscape through a lens misunderstood by the masses, leading to abundant investment opportunity.

Emma's professional experience to date includes working for several years picking stocks (long and short) according to a global macro, event-driven long/short equity strategy. She began her career performing business valuations for Deloitte's valuation consulting group, and thereafter worked as a stock picker for Allianz SE, one of the largest global investment managers with total AUM exceeding $1.7 trillion. She has also developed several client relationships of her own within the private equity (PE) and venture capital (VC) investment realm ranging from Roth Capital's Venture Group to KKR and several others, and has extensive experience performing investment analysis and due diligence, negotiation and deal structuring as part of the evaluation process associated with Leveraged Buyouts (LBOs), Early- and Growth-Equity Stage Venture investments, and potential buyouts of distressed loan portfolios and/or turnarounds of businesses under duress.

Education:

MS, Accounting and Finance, University of Notre Dame
MS, Taxation, University of Notre Dame
Harvard, School of Engineering & Applied Sciences (SEAS)

Disclaimer:

The opinion expressed represents the views of the author and should not be seen as the opinion or views of Ascend Investment Partners. This material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Past performance is not necessarily a guide to future performance.

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February 2017
    Banking, International / Global, Investing

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    Debt, Personal Finance
Should I postpone attending college to pay off my current debt, or go further into debt to pay for school?
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#1: You are paying $250 toward a lien on your car in the amount of $5,000: visit https://kbb.com and enter all the details about your vehicle, and be honest otherwise you're just misinforming yourself. Hopefully, KBB will return a value that is around the $5k you owe, preferably more, but if it's less, you should still follow the following recommendation to reduce your debt -- WHEN YOU'RE IN DEBT, YOU CAN'T AFFORD TO DRIVE A CAR WORTH $5,000. SELL IT, GET A JUNKER FOR $2,000 THAT'LL GET YOU AROUND (and carefully shop the used car market for a vehicle without excessive mileage, etc, no Mercedes/BMW or luxury brands where repair costs could be more than the $5,000 you sold you first vehicle for). Think old, reliable Buick.

#2: If your grades are high enough, assuming you are applying to UNDERGRAD and not grad school, and you have a strong enough SAT score, you should be able to get a student loan at a decent rate, especially if you look at all the government-sponsored lenders. This is only my recommendation if you intend to study something in the math/sciences realm, broadly speaking (if business, Accounting is the only major that makes sense given the cost unless you're going to Harvard or Stanford or another top 5 school; Marketing degrees don't help you get a job, whereas an Accounting degree with a GPA of at least 3.5 will often get you a decent paying job directly out of school at one of the Big Four firms). Other sensible things to major in that do not require further education post-bachelor's (which it doesn't sound like you would want to do given your aversion to incremental debt) are in the Computer Sciences arena and in engineering.

If you can do one of the majors mentioned above (i.e. one that is in high demand for people who're coming out of college, take the loan and go to school, it will pay off in spades). But remember, that last part ("it will pay off in spades") ONLY APPLIES IF YOU WILL SELECT A MAJOR THAT'S PRACTICAL GIVEN THE CURRENT AND PROSPECTIVE JOB MARKET. I've laid out the more promising areas above. And if you're not good at math/science, you can get a teaching credential after your Bachelor's and ultimately earn more than you current do, although you may not start much higher.

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