Black Mountain Investment Group

With 1.78 trillion dollars being wiped from the US stock market in the 1st week of September, I want to share a summary of the research paper Black Mountain Investment Group wrote about the impacts of the Stock Market Rotation on the biotech sector. Highlights: 1. The?ongoing market rotation is likely to persist, especially if a?soft landing?is achieved. 2. Main beneficiaries will be?higher-quality small- and mid-caps?and, to a lesser extent, safe debt. 3. This will likely see a move to?smaller biotech acquisitions, particularly of clinical-stage, private, product-fit firms worth $1-3 billion or $7-12 billion?due to macro, strategic, and policy factors. 4. On the other hand, increased valuations could complicate acquisition strategies, forcing buyers to seek earlier-stage investments. Special thanks to Jazz Ch'ng, Elijah Levine, and Kyle Niedzwiecki.

As we enter Q3, I want to do a mid-program check in to celebrate our exceptional 2024 summer intern team here at Black Mountain Investment Group. At Black Mountain, we believe in nurturing the next generation of leaders in finance and technology through a two-part internship program comprised of training followed by working live deals. After spending their last 4 weeks training, today I’m excited to showcase some achievements of our talented interns who are already making waves in their respective fields. Edward Sun just attended San Francisco Deep Tech Week, where he immersed himself in cutting-edge innovations reshaping our industry. His participation at events like the Brain-Computer Interface Conference highlight his commitment to exploring groundbreaking technologies that will drive the future. Ben Saxon was at the 2024 North American Tunneling conference in Nashville last week. Ben’s University of Pennsylvania-based team recently clinched victory in this year’s “Not-a-Boring-Competition” mini event hosted by Elon Musk, where they built a half-meter diameter tunnel boring machine. Jazz Ch'ng authored a thought-provoking article on the rapidly evolving landscape of unrealized losses in regional banking and commercial real estate, shedding light on critical industry datapoints that are not getting as much publicity as they should. Viren Mehta has been building a proprietary political forecasting model based on over 40 years of historical data. This model is giving us the ability to understand the complicated, difficult, and emotionally-charged political landscape of today in a quantitative, sensical, data-driven manner. Maxwell Love has been conducting thorough analyses on various companies in the BioTech space alongside Kyle Niedzwiecki, CIO of The Jupiter Fund. Maxwell and Edward were also both recently accepted to a very prestigious BioTech fellowship called No Patient Left Behind. Zachary No has gone above and beyond with detailed reporting on SaaS businesses and up-and-coming energy assets, all while underwriting dozens of public market and private equity deals and sharing new models and reports with leadership on a weekly basis. José Miguel álvarez Stefanoni has been conducting critical research across various technology and natural resource industries in order to help us shape our 2025 investment thesis. Kush Anandpara has been diving deep into energy assets, specifically hydropower in Sub-Saharan Africa, which he discovered is responsible for nearly 40% of that region’s power. He has also been gathering safety, feasibility, and scalability insights on different batteries such as lithium-ion, flow, and solid-state batteries. I am privileged to have this opportunity to support and learn from such exceptional talents. These experiences enrich our team and inspire us to innovate and lead with purpose. #internship #finance #technology #innovation #leadership https://lnkd.in/gsfU3jwF

Our Black Mountain Investment Group summer internship program kicked off last week and it has been absolutely incredible so far. We carefully selected 9 amazing applicants such as Zachary No, José Miguel álvarez Stefanoni, Viren Mehta, and Michael Ren out of a nearly 3 figure pool and let me say, the energy of these new interns is electric- I could not be more excited to be running this program alongside my partners, Kyle Niedzwiecki, Thawon Preyawan, and Sam Levine. Our intensive 8-week summer program has two paths, The Jupiter Fund path that focuses on liquid markets and the Black Mountain path that focuses on private markets. These “paths” overlap in unique and interesting ways across our innovative portfolio ecosystem that intersects tech and finance.? In the first week, Maxwell Love and Kush Anandpara led a call representing Black Mountain on the phone with the CEO of a publicly traded company. Jazz Ch'ng completed a 13-page research paper on over-levered regional banks and commercial real estate companies (which will be published on our website later this week) and conducted an in-depth cloud service cost analysis. Edward Sun and Ben Saxon worked until 3am both Friday and Saturday night with me for Easefolio and the PSmilin CEO, Jacob West, on some exciting new features for these two rapidly growing portfolio companies.? Our past interns have gone on to work places like Apple and General Atlantic- so I could not be more thrilled to see what this class does within our ecosystem and beyond!

I accepted a full-time Biotechnology Analyst role with Black Mountain Investment Group (BMIG) in Park City, Utah. Thank you to Elijah Levine, Kyle Niedzwiecki, Sam Levine, Thawon Preyawan, and the rest of the BMIG team for their invaluable support. The Black Mountain Investment Group's spring internship program opened my eyes to the world of investing. I'm incredibly grateful for the opportunity to return full-time this summer.

With the rapid growth that Black Mountain Investment Group is experiencing, we are bringing on a carefully curated team of visionary leaders like Kush Anandpara for our summer internship program. Grateful and excited to be onboarding this team!

Current freehand techniques to alleviate intracranial pressure show a 40% #misplacement rate of ventricular drains. Ventru is working to solve this problem. I was honored to be invited to attend Venturium 2024, representing Black Mountain Investment Group, where academia converged with industry in a curated showcase highlighting spinouts and technologies from Kentucky Commercialization Ventures, Northeastern University, Rutgers University, University of North Carolina at Chapel Hill, and the University of Pennsylvania. I was immensely impressed by Ventru, an early-stage medical device company that is developing neurosurgical innovations that promise to enhance patient safety. Their Device for Intraventricular Entry (DIVE) offers a significant advancement in the treatment of hydrocephalus, assisting surgeons in the precise and safe placement of drains. By improving the accuracy and ease of these critical procedures, Ventru is setting a new standard in neurosurgical care. Bryan Humbarger, CEO & Co-founder of Ventru, if you are in Philadelphia this summer I would love to find a time to chat further in depth. Link to the website: https://www.ventrumed.com/ #MedTech #Neurosurgery #HealthcareInnovation #Startups

This was incredible, thank you for everything The Wharton School! University of Pennsylvania

I got 46.5% and 69.5% on my first two biology exams at the University of Pennsylvania this semester. Coming into the new year, I was not prepared for the academic rigor of the University of Pennsylvania and The Wharton School. Oftentimes, I failed and was too ashamed to share with others. Failing feels isolating and I thought I was the only person struggling. This problem of being afraid to share your emotions inspired me to co-found PSmilin, a platform dedicated to fostering connections through transparency about wellness, including the often overlooked struggles and failures. By sharing our vulnerabilities, we foster a community that encourages mutual support and strength in the face of challenges. Grades do not define intelligence. In fact, my goal for college is to build, create, and start a company that can change the world, not to gain a 'perfect' GPA. The time I could have spent studying for this exam was spent attending VC networking events in NYC, advocating for children's rights at the United Nations, and trying to land a $15,000 consulting client for Black Mountain Investment Group. I invite you to explore PSmilin and join our community in embracing and learning from our experiences. Link to download: https://lnkd.in/gpHA9hk8 (PS: I got 94% and 89% on the next 2 tests and dropped my lowest test score, finishing with a great grade in the class!) #EmbracingFailure #UPenn #Wharton #Resilience #GrowthMindset #ProfessionalGrowth #StartupLife #MentalWellness #CommunityBuilding #Leadership #PSmilin

??Leverage PSmilin for Optimal Wellbeing ?? To maximize the benefits of PeacefulAI, incorporate these strategies: ?? Engage Regularly: Allow the AI to adapt to your evolving needs. ??? Utilize All Features: Every tool is a step towards a balanced you. ?? Embrace the Community: Share experiences and gain support. ?? Reflect on Your Progress: Celebrate small victories to stay motivated. ?? Stay Open and Curious: Explore new features and techniques as we evolve. Download in the app store: "PeacefulAi: Wellbeing Coach" https://lnkd.in/gtztGzM9 Black Mountain Investment Group #mentalhealth #wellbeing #PeacefulAI #MentalWellness #AIForGood #HealthTech #Mindfulness #TechForHealth #Innovation #DigitalHealth

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