Family Office | Multi-Asset Portfolio Manager | Asset Allocation | Business Development I love investing in and educating others about capital markets. That includes an unusual obsession with equity volatility, HY bonds, and leveraged credit investing. Identifying long-term secular themes and ...more

Family Office | Multi-Asset Portfolio Manager | Asset Allocation | Business Development I love investing in and educating others about capital markets. That includes an unusual obsession with equity volatility, HY bonds, and leveraged credit investing. Identifying long-term secular themes and finding the best single-name exposures is my investing forte. But my greatest passion is helping others understand financial markets in plain English. That helped me from lecturing undergrads during my MBA studies to showcasing investable themes for national audiences. After learning the ropes in leveraged credit investing at Lord Abbett, I knew that capital markets were my true calling. Since college, I always thought I wanted to be a small-cap value portfolio manager. But after landing in credit, I learned it was all the same analysis, but so much more. At Providence Equity Capital Markets, now Benefit Street Partners, I saw what it took to build multiple investment funds and processes from the ground up. I also became a covenant and capital structure specialist while refining long/short investing skills. When an opportunity arose to join some of my favorite former colleagues at Goldman Sachs Asset Management (GSAM), I had to make the leap. After less than a year at GSAM, I was given co-portfolio manager duties on the non-investment grade credit sleeve of the Strategic Income Fund (GSZIX). That experience helped me collaborate closely with all the fantastic investment teams at GSAM: govies, munis, IG, mortgages, special situations, and equities. Then, in March 2016, a Goldman colleague approached me with an idea. He saw how different the policy agenda was under a Trump presidency versus a Clinton presidency and how vastly divergent the market outcomes could be for various sectors. As we started digging in, we kept coming across long-term investment themes where industries out- or under-performed for years due to policy shifts. After building enough conviction, we raised capital and launched the first-ever government policy ETFs under EventShares. We built substantial brand recognition, thought leadership, media presence, and, importantly, 6.6% of annualized alpha over US Mid Caps for nearly three years. I have since joined a single family office manager, Savoie Capital, and we continue to invest thematically via US-listed options markets on behalf of our clients. Savoie delivers a solution to capture volatility premiums in the largest, most liquid US equities. We also assist UHNW individuals to create family office structures to best meet their goals.less