I am a seasoned and successful Investment Professional, with first hand asset management experience in traditional and alternative strategies, including hedge funds (both running and allocating to), private equity, direct energy, equities, fixed income and direct real estate. With expert knowledge ...more

I am a seasoned and successful Investment Professional, with first hand asset management experience in traditional and alternative strategies, including hedge funds (both running and allocating to), private equity, direct energy, equities, fixed income and direct real estate. With expert knowledge and extensive experience in fund structure, due diligence, risk management and asset allocation, I have pioneered a number of fund innovations that are now relatively common, including tail risk overlays, risk aggregation and transparency platforms, and seeding programs. My track record of investing in a broad range of assets for not for profit, institutional and tax sensitive entities, including endowments, foundations, HNW groups and corporate constructs is well established. Recent initiatives include pioneering structures involving manager IPO's, liquid alternatives, fee reduction, tax efficiency and '40 Act funds.less