Skilled investment and team leader with over 25 years of experience. Trustee / Investment SME for $100B Public Pension Fund. Expertise in asset allocation, illiquid alternatives, due diligence, manager selection, and investment processes through multiple market cycles. Integrating experience and ...
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Skilled investment and team leader with over 25 years of experience. Trustee / Investment SME for $100B Public Pension Fund. Expertise in asset allocation, illiquid alternatives, due diligence, manager selection, and investment processes through multiple market cycles. Integrating experience and skill from many roles such as public pension trustee, alternatives program manager, equity portfolio manager, mutual fund manager, securities analyst, consultant, and financial entrepreneur. Proven capability to lead and drive investment and organizational performance.
Investing
• Portfolio Strategy
• Strategic Asset Allocation
• Economic Research / Analysis
• Manager Selection / Diligence
• Portfolio Management
• Risk Management
Leadership
• Team Development
• Critical Discussion
• Governance / Compliance
• Forecasting and Budgeting
• Foster Stakeholder Relationships
• GP / Consultant Management
Technical
• Bloomberg / Factset
• Efront
• ChatGPT
• Teams / Slack
• MS Project
• Decision Frameworks
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