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William Kavaler
  • Credit / Fundamental Analysis
  • Distressed securities
  • Hedge funds
  • Merger arbitrage
  • Securites Valuation
  • Trading

William Kavaler

Mr. Kavaler is a leading distressed and event-driven investor, portfolio manager and analyst.
At the Litespeed Master Fund, Mr. Kavaler was responsible for sourcing, developing, researching and modelling a broad range of equity and credit investments for the Fund. He was instrumental in managing the fund investments from conception to realization. He has actively participated in distressed restructurings, refinancings and activist campaigns. He combines a deep fundamental value with catalyst-driven investing.
Prior to Litespeed, Mr. Kavaler held prominent positions at Seaport Global, Inc., where he was a Managing Director; Olivetree Financial (Managing Director); and Oscar Gruss and Son, a leading risk arbitrage and event-drive boutique brokerage. His career also included managing significant proprietary investment portfolios for Societe Générale and Commerzbank, leading European banks. In his roles at Soc Gen and Commerz, he demonstrated his proficiency as a portfolio manager, team leader and risk-manager.
Mr. Kavaler holds a BA in Comparative Literature from Columbia College, Columbia University.

Industry Experience
Education
Areas of Expertise
Registrations and Memberships
Keywords

Industry Experience

Litespeed Fund

Senior Analyst

Seaport Global, Inc.

Managing Director, Event Driven Group

Olivetree Financial Group

Managing Director, Event Driven Group

Oscar Gruss and Son

Senior Analyst, Event-Driven, Distressed and Special Situations

Paige Capital

Senior Analyst, Consultant

Societe Générale

Proprietary Investments

Tykhe

Consultant

Commerzbank AG

Global Head Proprietary Trading

B Laterman and Co.

Event-driven hedge fund

BDS Securities

Distressed trading firm/brokerage

Herzog Heine Geduld

NASDAQ market maker/broker dealer

Education

Columbia College, Columbia University

B.A. Comparative Literature

Areas of Expertise

Fundamental Investment

Deep fundamental research

Financial modeling

Catalysts, industry dynamics

Event & Special Situations

Merger & acquisitions (M&A), hostile bids, shareholder activism

Break-ups/spin-offs

Distressed assets, bankruptcy

Corporate and capital structure

Complex event-driven scenarios

Portfolio Management

Idea sourcing, risk/reward assessment

Client presentations

Portfolio construction, asset allocation, risk management

Trading

Order execution, trade structuring, liquidity management

Equities, options, volatility trading, corporate debt, convertible bonds

Hedging

Registrations and Memberships

Registered Series 7, 55, 63, 24, 86 & 87 (lapsed).

Expert Keywords

  • asset allocation
  • bankruptcy
  • catalysts
  • client presentations
  • convertible bonds
  • corporate and capital structures
  • corporate debt
  • corporate documents
  • corporate meetings
  • credit-related trades
  • deep value
  • distressed assets
  • distressed/reorganizations
  • equities
  • event-driven arbitrage
  • Financial modeling
  • FINRA Series 24 Principal
  • fundamental investing
  • global investment
  • hedging
  • hostile transactions
  • idea sourcing
  • industry consultations
  • industry dynamics
  • liquidity management
  • merger arbitrage
  • options
  • order execution
  • portfolio construction
  • pre-deal situations
  • risk management
  • risk/reward assessment
  • spinoffs
  • strategic reviews
  • trade structuring
  • turnarounds
  • valuations
  • volatility trading

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