Lindsay Leonard joined the West Coast Asset Management team as a Junior Research Analyst intern in November 2007 and worked with us through the end of May, 2008. WCAM was founded in 2000 by Lance Helfert and Kinko’s founder Paul Orfalea, and provides exclusive equity and alternate asset management to high net worth individuals, institutions and charitable foundations. As of this date, WCAM’s assets under management exceed $500 million.
Lindsay’s scientific research background proved valuable to WCAM and her strong desire to learn about business and the investment industry were impressive. She performed intensive investment research and analysis of industries and specific companies utilizing SEC Reports, company conference calls, 3rd party research and internet resources. Asa quick learner with an outstanding work ethic, Lindsay assisted in the construction of complex financial, operational and quantitative valuation models including discounted cash flow, forward earnings, and sum of the parts analysis. During her seven months at our company, Lindsay exhibited an exceptional work ethic, excellent performance, strong personal interaction skills, and the ability to function quickly and efficiently in a fast paced environment.