Hi, you can follow Michael's CIO (Check-It-Out) updates at www.rbtrage.com. Michael has 20+ years of chief investment officer (CIO) and portfolio management experience building, managing, trading, and sourcing private credit, venture capital, real estate, private equity, fixed income, and equity ...more

Hi, you can follow Michael's CIO (Check-It-Out) updates at www.rbtrage.com. Michael has 20+ years of chief investment officer (CIO) and portfolio management experience building, managing, trading, and sourcing private credit, venture capital, real estate, private equity, fixed income, and equity portfolios for institutional and high net worth clients. • MBA from the MIT Sloan, CFA charterholder, BA in Economics from UC Berkeley • Strong strategy, modeling, public speaking, and client and team interaction skills • Implemented impact, ESG, custom index with tax loss harvesting (TLH), and robo strategies and created quantitative and fundamental models that successfully managed portfolios • Board of Directors, Board Observer, and Advisory Board experience, and past President of CFA Society of Orange County • Consulted for the World Federation of Exchanges, the Colombian Financial Exchange, Accenture, high-tech firms, and as an expert legal witness; and has presented at forums and conferences in California, New York, Malaysia, Argentina, and Spain Michael focuses on the global investment outlook, illiquid (alternative) strategies, asset allocations, impact and ESG implementations, economic and company specific research, structure and security selection, and trading relationships. He also used his own quantitative models to manage Hollencrest Bayview Partners, L.P., a fixed-income arbitrage, real return hedge fund Michael has broad experience in top-down and bottom-up analysis from both the fundamental and quantitative perspective across a wide variety of financial instruments Michael previously was a Portfolio Manager at Pacific Income Advisors, a Manager in the strategy group at Accenture, and a Vice President, CDO/Quantitative Analysis Specialist at Deutsche Bank Within the community, Michael served as President of the CFA Society of Orange County and was on the Advisory Board of the UC Irvine, Paul Merage School of Business, Center for Investment and Wealth Management. In his spare time, he enjoys art and adventure travel, most recently driving town-to-town in Portugal, island-hopping in Fiji, and mountain biking in Mongolia to raise funds for underprivileged Mongolian children.Hiless