I'm very happy to announce that David Benz has joined Hedgeye and will work with me on the Gaming, Lodging, and Leisure (GLL) team. David will assist with the core Gaming, Lodging, & Leisure research coverage as well as work to establish new coverage in the near future. For several years, David was a client of Hedge Risk Management and the GLL team, so he is well versed in our style and deep fundamental research process. Hopefully, you will be meeting David soon if you don't already know him.
Here is his Bio:
David has more than 15 years buy-side experience as both a senior equity research analyst and portfolio manager covering a broad cross section of gaming, lodging, REITs, infrastructure and financials. Most recently, David was a research consultant performing gaming market and feasibility studies for government agencies and corporate clients covering such jurisdictions as South Korea, Japan, Russia, New York, Iowa, and Massachusetts. Previously, David was a senior analyst at Waterfront Capital Partners, a Millennium Partners platform company, where he covered global gaming, global lodging, infrastructure, REITs and financials. Prior to Waterfront Capital, he was a Portfolio Manager with Grubb & Ellis AGA - a real estate focused money manager. David began his career with American Express Financial Corporation. During his American Express tenure he was concurrently the Portfolio Manager leading the AXP Real Estate Fund and a Senior Equity Analyst covering REITs, lodging, towers, mortgage related, all insurance, finance companies, trust banks and asset managers. He was a guest speaker at the NYU REIT Symposium. David received a B.A. in Political Science from Marquette University and an M.B.A. from Pepperdine University.