Lonny Bernath, Sales Manager since 2015 for International Business Machines Corporation in Charlotte, North Carolina in the United States, developed offering documents, investment term sheets, fund structures and sound compensation packages for investors in his firm Headline Capital Management, which he founded while completing his MBA at Massachusetts Institute of Technology. Bernath realized 17% of compounded annual returns with low volatility for his investment offerings. Bernath managed a $20M public stock portfolio, developed through financial analysis utilizing a top down approach. Canny statistical modeling helped Bernath select industries with the best short term outlooks, and utilized stock selection analytics to choose the best stocks from top industries, as the Chief Executive Officer of Headline Capital Management.

Lonny Bernath founded Headline Capital Management while still studying for his Master’s in Business Administration from Massachusetts Institute of Technology in Boston, Massachusetts in the United States. Bernath continued to grow Headline Capital Management from Charlotte, North Carolina, where he managed $10M of assets in a private portfolio of small growth companies and real estate. The portfolio was developed and negotiated with a structure which focused on risk mitigation, and Bernath managed the financial operations of the portfolio while serving as the actual and effective Chief Financial Officer of the portfolio. Bernath also oversaw the trading operations of Headline Capital Management alongside two full time traders, duties which included position sizing, hedging and execution, and negotiated the successful sale of Headline Capital Management to investors.

The extraordinary founding, growth and successful divestiture of Headline Capital Management, the brainchild of Lonny Bernath founded during his years studying for his MBA at MIT in Boston, Massachusetts in the United States, led to his AtoZ Companies, Inc., a startup financial firm in Matthews, North Carolina where he acted as Chief Executive Officer from 2010 to 2012. Bernath structured 3 share class investment terms, raising $1.2M in capital. Bernath negotiated contractual terms with his primary investor and led multi-class follow on rounds with increasing valuation. Negotiating licensing deals with over 300 vendors across 20 plus ecommerce categories, Bernath negotiated extensively, utilizing exclusive products, while preferring search placement and tiered compensation.

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