portfolio appraisals

portfolio appraisals

Umbrex is pleased to welcome Warwick Simons.  Warwick Simons has 20 years of experience advising clients on corporate strategy, growth opportunities and investment & portfolio appraisals. He started his career with six years at Bain & Company, including an MBA at INSEAD, before joining a London-based hedge fund to apply his Bain skill set to public market equity investments. Warwick moved to Hong Kong in 2010 to pursue a career in equity research, which included three years leading Goldman Sachs’ Asia-Pacific team focused on evaluating businesses sustainable competitive advantages, and three years running his own independent investment research business. Warwick transitioned this business into an advisory & consulting model during 2020.

Warwick is based in Hong Kong with his wife and their young family, and together they split their time between Hong Kong, New Zealand and the US West Coast.

Umbrex is pleased to welcome Gennadiy Goldenshteyn with First Principles. Gennadiy Goldenshteyn is leveraging almost 20 years consulting and progressive line leadership experience to launch his own consulting firm, First Principles, in September 2019. First Principles breaks down seemingly complex strategy and operations problems down to their foundational basics (i.e., first principles) and creates implementation programs to systemically drive improvement. Areas of Gennadiy’s expertise include:

  • Product-driven and customer-focused innovation and growth strategy, based on principles of Design-to-Value and Design Thinking
  • End-to-end product development
  • Lean operations
  • Business process optimization
  • Transformational program design and implementation
  • Fractional/Interim C-suite services (Product, Operations, Innovation/Technology)

Gennadiy brings world class consulting experience from his years with McKinsey Operations practice, including helping build McKinsey’s Product Development sub-practice. Furthermore, he has held positions of increasing leadership responsibility with Ford Motor Company, United Technologies (UTC) Aerospace Systems, Yum! Brands, and Welbilt Corporation.

Gennadiy serves companies of all sizes and all life stages – from start-ups (both seed and growth stage) to small-and-medium-sized businesses in need of expert support, and established industry leaders looking to reinvigorate their operations. While Gennadiy has successfully served clients across multiple sectors, he has particularly deep expertise in Industrial Machinery, Consumer Durable Goods, Foodservice, CPG, and Automotive.