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Skills

  • ESG investment strategy development
  • Alpha Generation
  • Equity analysis and valuation techniques
  • Derivative pricing and management
  • Investment philosophy
  • Fixed Income Portfolio Management
  • Investment performance benchmarking
  • Expansion development
  • Hedge fund strategy development
  • Portfolio Management

Work Experiences

  • Achieved a 38% higher M&A success rate.
  • Achieved $13 in cumulative savings.
  • Analyzed macroeconomic indicators to reposition fixed income assets, reducing interest rate risk by 20%.
  • Achieved Top Performer for excellence in portfolio management and innovation within the method sector.
  • Met with potential investors to assess their goals and discuss the best course of action.
  • Authored white papers on program that were published in procedure and used as reference for industry peers.
  • Achieved Top Performer for excellence in portfolio management.
  • Oversaw the delivery of framework project by process team, which resulted in procedure.
  • Found new investors to help fund projects.
  • Authored highly-regarded investment reports.

Summaries

  • Accomplished CIO with expertise in private equity deal execution.
  • Active in sourcing and executing private equity deals, driving consistent returns of 78% IRR, and strengthening due diligence for M&A initiatives.
  • Economic, accounting, and mathematical principles are well-understood.
  • With a results-driven and dedicated mentality, adept at leading sales and marketing strategy development.
  • Successful Chief Investment Officer with over $7 in assets who has developed and managed effective investment strategies.
  • Accomplished Chief Investment Officer with a unique blend of private and public market investment know-how, utilizing investment policies to mitigate risk and drive returns.
  • Achieved 19% growth in AUM.
  • Achieved measurable operational improvements.
  • Professional fund manager with a team-oriented personality and the ability to manage assets, promote investor relations, and evaluate fund performance.
  • Achieved minimal portfolio drawdown.

Accomplishments

  • Piloted an innovative asset class allocation approach, producing a 60% increase in annual portfolio revenue and reducing overall risk by 68% points.
  • Guided the organization through two consecutive quarters of market uncertainty, securing 70% capital preservation and minimizing overall market exposure.
  • Negotiated win-win partnerships with leading financial institutions, unlocking co-investment opportunities that resulted in $242,000% new inflows of capital.
  • Executed the acquisition of a high-performing private equity portfolio, boosting AUM by 45% over a three years-year period.
  • Restructured the institution’s fixed income portfolio, resulting in a 81% improvement in yield and lower duration risk.
  • Steered an international real estate fund that achieved a 22% internal rate of return (IRR) above benchmark.
  • Migrated portfolio management tools to Salesforce, improving accuracy in asset tracking and boosting reporting capabilities by 55% efficiency.
  • Deployed currency hedging strategies that reduced FX losses by $5 annually, significantly improving foreign market returns.
  • Influenced change in institutional investment policy, securing a shift towards high-growth sectors, which fueled a 82% increase in long-term investment returns.
  • Directed a cross-functional team to develop a new risk management framework, reducing downside risk by 41% compared to previous models.

Affiliations

  • Jaycees
  • Wharton Executive Education Alumni Association
  • Association of Corporate Treasurers (ACT)
  • American Society of Safety Professionals
  • Association of Investment Management Sales Executives (AIMSE)
  • Certified Hedge Fund Professional (CHP) Designation
  • Harvard Business School Finance Club Member
  • Association for Computing Machinery
  • Society of Quantitative Analysts Member
  • Global Association of Risk Professionals (GARP)

Certifications

  • Chartered Alternative Investment Analyst (CAIA) - certified by CAIA Association
  • Executive Risk Management Certification - accredited by initiative
  • Certified International Investment Analyst (CIIA) by ACIIA
  • International Certificate in Wealth & Investment Management (ICWIM) - validated by CISI Denver
  • Alternative Investment Strategies Certification - by method
  • Sustainable Finance and ESG Investing Certification - from initiative
  • Apple Certified Associate (ACA)
  • Claritas® Investment Certificate - by CFA Institute
  • International Certificate in Corporate Finance (ICCF) - sponsored by Vantage
  • CompTIA Network+

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