I am an accomplished investment professional with a proven track record of designing, bringing-to-market, and managing investment fund franchises that span product lines, including global fixed income, global asset allocation, systematic absolute return, and insurance linked securities. In nearly ...more

I am an accomplished investment professional with a proven track record of designing, bringing-to-market, and managing investment fund franchises that span product lines, including global fixed income, global asset allocation, systematic absolute return, and insurance linked securities. In nearly 25 years at Oppenheimerfunds and Invesco, my contributions have helped garner $15+ billion of aggregate AUM flows and advance innovations in institutional money management. Specific highlights of my accomplishments include: • Designed, built and implemented suite ($2.5 billion) of uncorrelated systematic and alternative strategies within multi-sector fixed income funds. Many of the strategies incorporated artificial intelligence and were the initial generation of machine learning investing algorithms. • Designed, built and managed Oppenheimerfund’s largest fund of funds ($2.5 billion) with systematic-focused tactical allocation strategies that I developed. • Designed, built, and managed a multi-strategy absolute return fund ($250 million) that deployed an expansive set of systematic strategies, including stock selection, global macro, credit selection, and event-driven. The majority of these strategies were authored by me. • Designed, built, and managed insurance-linked securities funds (catastrophe bonds, private reinsurance securities) ($450 million) that incorporated in-house developed risk and valuation tools for security valuation and risk measurement. Many of these tools were developed by me. • Introduced to Oppenheimerfunds the first generation of risk measurement and risk management tools and practices for the firm’s investment department. • Served as team leader to many of the above mentioned fund products as well as in risk management. I am currently a private investor residing in the U.S. west coast (Seattle and San Francisco).less