I have been raising institutional capital and building trust-based relationships for investment managers for 18+ years. My asset class knowledge includes both fundamental and systematic strategies across global equities, fixed income, currencies, and commodities. I have turned prospects into ...more

I have been raising institutional capital and building trust-based relationships for investment managers for 18+ years. My asset class knowledge includes both fundamental and systematic strategies across global equities, fixed income, currencies, and commodities. I have turned prospects into long-term clients across multiple alternative strategies including Global Macro, Relative Value, Long/Short, and Long-Only. I have successfully raised institutional capital from the most sophisticated investors at the largest hedge fund (Bridgewater Associates), one of the fastest growing hedge funds ever (Pine River), two new launches with CIOs from top tier firms, and two mid-size established firms with both hedge fund and long only products. My experience managing investor communication spans multiple cycles including the Great Financial Crisis (2008) and COVID (2020). For the past 18+ years, I have provided institutional investors with access to alternative investment strategies that aim to produce uncorrelated alpha through superior risk-adjusted net returns. Investors view me as a consultative resource who strives to identify and understand weaknesses in their portfolio and offer actionable solutions. Over 80% of my conversations have historically focused on investors located in the US and Canada. My longest-term relationships were initially developed at Bridgewater where I focused on large North American Pension Funds and Canadian Institutional investors. These individuals are CIOs and decision makers at difficult to access organizations that take my call. As my career has progressed, I have expanded my relationship base by establishing a robust roster of Endowment, Foundation, Healthcare, and Large Family Office investors. These sophisticated allocators are often my first call as they are known to readily move interesting ideas to thoughtful additions to their portfolio.less