Ken Moelis (born 1958) is an investment banker and founder of Moelis & Company, an independent investment banking firm.
Ken Moelis holds a Bachelor of Science in Economics and a Masters of Business Administration from the Wharton School of the University of Pennsylvania.
Moelis began his career at Drexel Burnham Lambert in 1981 where he would ultimately serve as a managing director working for Michael Milken in the firm's Los Angeles office. Following the collapse of Drexel, Moelis left with a portion of his team to join Donaldson Lufkin & Jenrette where he served as head of its corporate finance investment banking division. Under Moelis, DLJ emerged as a prominent investment banking firm in Los Angeles in the 1990s.
Following the acquisition of DLJ by Credit Suisse First Boston in 2000, Moelis was named head of US investment banking of the combined firm in September 2000. However, his tenure at CSFB would be short, announcing his departure for UBS (then known as UBS Warburg) just months later taking the core of his team with him, including a number that would later join Moelis & Company. Moelis recruited more than 70 senior investment bankers to UBS within three months of his arrival.
In his six years at UBS, Moelis ultimately assumed the role of president of UBS Investment Bank and was credited with the build-out of UBS's investment banking operation in the United States. By the end of 2006, UBS was ranked Top 4 in the global fee pool for the first time.
Moelis founded Moelis & Company along with several fellow senior UBS investment bankers that included Navid Mahmoodzadegan, Jeff Raich, John Momtazee, Todd Wadler, Elizabeth Crain and Warren Woo. Moelis's departure was caused primarily by repeated conflict over the company's inflexible bureaucracy.
Moelis received both his undergraduate degree and MBA from The Wharton School at the University of Pennsylvania in 1981. Today he serves as a member of the Wharton Board of Overseers.
Moelis is Chairman of the Tourette Syndrome Association and serves on the Board of Governors of Cedars Sinai Hospital.
Moelis is a member of the Hillcrest Country Club.
In 2011 he was included in the 50 Most Influential ranking of Bloomberg Markets Magazine.
- ^ $5 Million from Alumni Julie and Ken Moelis to Support Wharton Sports Business Initiative. University of Pennsylvania Almanac, March 4, 2008
- ^ Moelis to Leave CSFB for Smaller UBS Warburg. LA Times, November 22, 2000
- ^ Drexel Alumni Move Onward. New York Times, August 13, 2000
- ^ Los Angeles, Back on the Money Map. New York Times, August 13, 2000
- ^ Credit Suisse Assigns Executives. New York Times, September 11, 2000
- ^ Credit Suisse Is Losing Another of Its Top Bankers. New York Times, November 22, 2000
- ^ Two Dozen More Bankers Leave Credit Suisse for UBS. New York Times, December 6, 2000
- ^ Future of UBS Executive Part of Wall Street Chatter March 16, 2007
- ^ Moelis Is Leaving UBS. New York Times, March 19, 2007
- ^ Ex-UBS executive Moelis opens firm. LA Times, July 20, 2007
- ^ Ken Moelis parts ways with UBS: Some wonder if the high-profile investment banker will launch his own firm in L.A. LA Times, March 20, 2007
- ^ His firm has skin in the game. LA Times, August 5, 2008
Wed, 16 Jul 2014 15:18:45 -0700
Following is the unofficial transcript of a CNBC EXCLUSIVE interview with Nelson Peltz, Trian Fund Management, L.P. Founding Partner and Chief Executive Officer, and Moelis & Company Chairman and Chief Executive Officer Ken Moelis live from the ...
Fri, 11 Jul 2014 00:22:47 -0700
The awards dinner took place at the Natural History Museum in London and was hosted by TV presenter Richard Hammond, world-famous for his role in Top Gear. The dinner was attended by 500 leading bankers from across the globe. Ken Moelis picked up ...
The Wall Street Transcript
Tue, 15 Jul 2014 09:41:15 -0700
Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 4:30pm ET on the same day (July 30, 2014) to review the financial results. Following the review, there will be a ...
Wed, 16 Jul 2014 14:11:26 -0700
Ken Moelis, an independent investment banker on stage with Peltz, said it is not fair to categorize Ackman's short bet on Herbalife Ltd. (NYSE:HLF), where Ackman seems possessed to drive the value of the stock to zero, to Peltz's efforts. Moelis said ...
Wall Street Journal (blog)
Fri, 27 Jun 2014 06:39:00 -0700
Boutiques are a rising power on Wall Street in M&A work. Here are five of the firms making waves advising companies on mega deals. 1. Moelis & Co., founded by former UBS superstar Ken Moelis in 2007, went public in April. Its IPO came below the ...
Tue, 01 Jul 2014 13:34:08 -0700
Ken Moelis, Chairman and CEO of Moelis & Company, said, “We are delighted to welcome Ken to the Moelis & Company board so soon after our initial public offering in April. Ken brings new perspectives and a wealth of unique experience to this role which ...
Institutional Investor (subscription)
Fri, 18 Jul 2014 10:37:30 -0700
Herbalife struck back, and the battle has raged for more than 18 months, with the company gaining the support of powerful investors such Icahn, Third Point CEO Daniel Loeb and Moelis & Co.'s founder and CEO Ken Moelis, who spoke out in favor of his ...
Jewish Business News
Tue, 15 Jul 2014 03:52:13 -0700
... Management, Deepak Gulati of Argentiere Capital, Jeffrey Smith of Starboard Value, Ken Moelis of Moelis & Company, Mary Callahan Erdoes of J.P. Morgan Asset Management, Nelson Peltz of Trian Fund Management, and Carl Icahn of Icahn Enterprises.
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