Research Group Leaders
Edward P. Mally, CFA
Managing Director
Head of Institutional Research Group
(212) 351-9768
emally@imperialcapital.com
Ed Mally is Managing Director and Head of Imperial Capital’s Institutional
Research Group. Mr. Mally is responsible for the development and management
of the firm’s fixed income and equity research efforts, focusing on full capital
structure analysis. Based in Imperial Capital’s New York office, Mr. Mally has
over 24 years experience in high yield and distressed research and investing
across a wide range of industries, including autos and auto suppliers, chemicals,
healthcare, restaurants, general industrials, natural resources, metals and
mining, electric power, and consumer products. Prior to joining Imperial Capital
in April 2008, Mr. Mally was Director of Research at LM Isis Capital Partners.
From 2002 to 2008, he served as Head of Research for Murray Capital Management,
a distressed debt hedge fund, where he managed the research department and was
responsible for proprietary analysis, portfolio investment selection, and was
actively engaged in the restructuring of distressed investments. Prior to his
tenure at Murray Capital, Mr. Mally was a Managing Director with the Leveraged
Finance Group of CIBC World Markets, serving from 1995 to 2002 as Director of
Distressed and High Yield Research and as a member of CIBC’s High Yield Operating
Committee. Mr. Mally previously worked as Director of High Yield Research at
Citicorp Securities from 1994 to 1995 and he began his career in fixed income
research at Salomon Brothers Inc in 1986. Mr. Mally received his B.S. degree
in Economics, with a concentration in Finance, from the University of Pennsylvania’s
Wharton School, and his M.B.A. in Finance from Columbia University. He was named
to the Institutional Investor All-America Research Team – second and third teams,
and runner-up. Mr. Mally holds the Chartered Financial Analyst (CFA) designation
from the CFA Institute, and currently serves on the Board of Overseers of the
University of Pennsylvania Libraries.
Mary Ross Gilbert, CFA
Managing Director
Institutional Research Group
(310) 246-3757
mgilbert@imperialcapital.com
Mary Ross Gilbert is Managing Director in Imperial Capital's Capital Structure Analysis Group covering the consumer, retail, food and building materials sectors. She has over 24 years experience conducting fundamental research indentifying attractive investing opportunities throughout the capital structure of consumer-related companies. Prior to joining Imperial Capital in 2001, Mary was with Tucker Anthony Sutro and US Bancorp Libra for a combined period of over ten years acting in the capacities of Senior Investment Analyst and Director of Research. Prior to this period she had over six years of investment analysis experience working for several major institutional investors including The Airlie Group, Columbia Savings and Caywood-Christian Capital Management. Responsibilities included overseeing approximately $350 million of consumer-related corporate debt and equity securities that were part of a larger $4 billion portfolio at Columbia Savings. Mary received her B.A. in Journalism from California State University, Northridge and holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.
Kurt M. Hoffman
Managing Director
Institutional Research Group
(310) 246-3793
khoffman@imperialcapital.com
Kurt Hoffman is Managing Director, Institutional Research Group and a member
of Imperial Capital’s Desk Analysis Group. Mr. Hoffman has significant expertise
in bankruptcy and legal-process situations. Prior to joining Imperial Capital,
Mr. Hoffman was an Associate with Davis Polk & Wardwell LLC, a law firm specializing
in capital markets, credit, insolvency and restructuring. Prior to this, Mr.
Hoffman was a Senior Accountant with KPMG. Mr. Hoffman earned a J.D. from Washington
University and a B.S. in Accounting from St. Louis University.