![Matt Balaker](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Matthew V.
Balaker is a Portfolio Manager at Towneley Capital Management, Inc. He develops client relationships and specializes in the management of Towneley’s non-profit institutional portfolios.
He also serves on Towneley’s investment committee.
He joined the firm in 2014.
Mr. Balaker investment management career dates back to 2001 and includes experience growing and managing private funds.
He was previously employed as a Portfolio Manager by Mickelson Investment Management LLC and an Analyst by Bristol Capital Advisors LLC.
He was a founding member of CAIA’s Southern California Educational Chapter.
He holds a B.A. in business economics from the University of California, Los Angeles and earned his M.B.A. at the Marshall School of Business, University of Southern California.
He is a Chartered Alternative Investment Analyst designee.
Former positions of Matt Balaker
| Companies | Position | End |
|---|---|---|
Towneley Capital Management, Inc.
 Towneley Capital Management, Inc. Investment ManagersFinance Towneley creates a globally diversified portfolio with an allocation designed to suit each client’s unique needs, goals and risk tolerance. The firm invests in mutual funds and exchange traded funds to gain international exposure because they believe it is essential to achieving long-term investment goals. | Investment Committee Member | 28/03/2017 |
Mickelson Investment Management LLC
 Mickelson Investment Management LLC Investment ManagersFinance Mickelson Investment Management's equity investment approach focuses on growth capital investments in PIPEs | Portfolio Manager-Equities | 31/08/2012 |
Bristol Capital Advisors LLC
 Bristol Capital Advisors LLC Investment ManagersFinance BCA seeks deep value investment opportunities in both publicly traded and private companies, late-stage pre-IPO companies (through private equity and/or bridge loans), companies that may be viable targets for activist efforts as well as distressed companies (either as a Stalking Horse bidder, DIP lender or purchaser of assets). Industry sectors include healthcare, technology, traditional energy sectors and consumer products, but may include many others. The firm primarily focuses on the small-cap sector of public companies and private companies with similar valuation metrics where they believe there is the greatest potential for growth. BCA evaluates the enterprise, financial condition, strength of management, strategy, governance, shareholder constituency, and potential catalysts for growth in identifying those companies best suited for investment allocation. | Analyst-Equity | 31/03/2009 |
Training of Matt Balaker
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
98
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Towneley Capital Management, Inc.
Towneley Capital Management, Inc. Investment ManagersFinance Towneley creates a globally diversified portfolio with an allocation designed to suit each client’s unique needs, goals and risk tolerance. The firm invests in mutual funds and exchange traded funds to gain international exposure because they believe it is essential to achieving long-term investment goals. | Finance |
Bristol Capital Advisors LLC
Bristol Capital Advisors LLC Investment ManagersFinance BCA seeks deep value investment opportunities in both publicly traded and private companies, late-stage pre-IPO companies (through private equity and/or bridge loans), companies that may be viable targets for activist efforts as well as distressed companies (either as a Stalking Horse bidder, DIP lender or purchaser of assets). Industry sectors include healthcare, technology, traditional energy sectors and consumer products, but may include many others. The firm primarily focuses on the small-cap sector of public companies and private companies with similar valuation metrics where they believe there is the greatest potential for growth. BCA evaluates the enterprise, financial condition, strength of management, strategy, governance, shareholder constituency, and potential catalysts for growth in identifying those companies best suited for investment allocation. | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mickelson Investment Management LLC
Mickelson Investment Management LLC Investment ManagersFinance Mickelson Investment Management's equity investment approach focuses on growth capital investments in PIPEs | Finance |
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