David Mickelson, President and Portfolio Manager
David Mickelson is the President of Mickelson Investment Management, LLC and its parent company Mickelson Capital Consulting, LLC a Registered Investment Advisor. David has over 17 years of solid experience in financial services. Mr. Mickelson is a specialist in advanced estate planning, longevity and insurance linked assets and alternative investment management. He assists families and business owners in building capital and preserving wealth, by clearly defining and discussing a range of possibilities in order to formulate and implement the plans that will deliver the desired results. Mr. Mickelson lectures on financial strategies using alternative investments for wealth building and preservation, life insurance linked asset management, and charitable contexts. Mr. Mickelson is an Accredited Estate Planner (AEP), a registered representative of NFP Securities, and has earned the Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania. As the Portfolio Manager for Micro Pipe Fund I his responsibilities include choosing portfolio companies for the fund and managing all aspects of operations.
Kham Srilasak, Director of Investments
Kham Srilasak is the Director of Investments for Mickelson Investment Management, LLC. His responsibilities include managing client relationships, performing daily management for Micro PIPE Fund I, as well as on-going due diligence of the Fund’s operations. Most recently Mr. Srilasak was an internal sales consultant for Phoenix Investment Partners, an investment company offering institutional money management products and services. Prior to joining Phoenix, Mr. Srilasak served as a technical analyst for UBS, working with institutional money managers to create customized managed account portfolios for investment advisors and their high net worth clients. Mr. Srilasak holds a BA in Political Science with a specialization in Business Administration from UCLA and and is a registered representative of NFP Securities.
Matthew Balaker, Senior Investment Analyst
Matthew Balaker is an Analyst at Mickelson Investment Management, LLC for Micro PIPE Fund I. His responsibilities include developing and maintaining a network of deal finders for investment opportunities, conducting due diligence on prospective companies, presenting investment opportunities to the investment committee, and overseeing portfolio companies for compliance with contractual obligations. Most recently Mr. Balaker served as an Investment Officer at Bristol Capital Advisors, LLC, where he worked for eight years and participated in over 300 investments. Mr. Balaker performed fundamental and technical analysis on prospective investments in addition to deal structuring, negotiations, and correspondence with current and potential investors. Mr. Balaker speaks at many industry conferences often discussing issues related to private investments in public equity (PIPE) transactions. Prior to joining Bristol, Mr. Balaker worked as an analyst for a Los Angeles based boutique investment banking firm where he was involved in capital raising for public and private companies. Mr. Balaker holds the Chartered Alternative Investment analyst (CAIA) designee and is an honors graduate at the University of California, Los Angeles (UCLA) with a degree in business economics and a specialization in labor management relations. Mr. Balaker has passed the Series 65 Uniform Investment Advisor Examination.