๐บ๐ธ Frank T. Troise ๐ธ๐ฌ
Managing Director & CEO - SoHo Advisors Pte Ltd at SoHo Advisors Pte Ltd (SAPL)- Claim this Profile
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Bio
Credentials
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Series 65
FINRAJan, 1996- Sep, 2024
Experience
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SoHo Advisors Pte Ltd (SAPL)
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Singapore
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Financial Services
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1 - 100 Employee
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Managing Director & CEO - SoHo Advisors Pte Ltd
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Feb 2020 - Present
MD & CEO for SoHo Advisors Pte Ltd (SAPL) the region's leading corporate advisor and merchant bank for sustainability, enterprise infrastructure and FinTech. SAPL is the liaison for US firms entering APAC and for APAC firms looking for market entry to the USA. Manage all public and private sector relationships including the US State Department, US Commerce Department, US Department of Defense, US Treasury, EXIM Bank, IFC and DFC. MD & CEO for SoHo Advisors Pte Ltd (SAPL) the region's leading corporate advisor and merchant bank for sustainability, enterprise infrastructure and FinTech. SAPL is the liaison for US firms entering APAC and for APAC firms looking for market entry to the USA. Manage all public and private sector relationships including the US State Department, US Commerce Department, US Department of Defense, US Treasury, EXIM Bank, IFC and DFC.
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Export-Import Bank of the United States
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United States
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Banking
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400 - 500 Employee
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EXIM Council on China
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Sep 2022 - Present
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SoHo Capital LLC
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Georgia
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Financial Services
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1 - 100 Employee
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Managing Partner
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1997 - Present
Private US holding company and merchant bank founded in 1997 with offices in the USA, Singapore and Zurich. Private US holding company and merchant bank founded in 1997 with offices in the USA, Singapore and Zurich.
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Strategy Data Exchange (SDX)
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United States
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Financial Services
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Co-Founder & Chairman
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Jan 2014 - Present
SDX is the worldโs largest manager model library dedicated to APAC distribution. It includes the worldโs largest investment banks, private banks, Sovereign Wealth Funds, insurance companies, brokerages, and family offices as its clientele. Use cases for the data include Separately Managed Accounts (SMAs), Actively Managed Certificates (AMCs), and Unit Trusts. The company is wholly owned by SoHo Capital LLC. SDX is the worldโs largest manager model library dedicated to APAC distribution. It includes the worldโs largest investment banks, private banks, Sovereign Wealth Funds, insurance companies, brokerages, and family offices as its clientele. Use cases for the data include Separately Managed Accounts (SMAs), Actively Managed Certificates (AMCs), and Unit Trusts. The company is wholly owned by SoHo Capital LLC.
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MOVE 78 PTE LTD (Singapore)
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Singapore
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Information Services
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Co-Founder
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Apr 2018 - Present
The Singaporean affiliate of SoHo Capital LLC. The firm is the world's leading platform ecosystem for digital inclusion where all are equal. The Singaporean affiliate of SoHo Capital LLC. The firm is the world's leading platform ecosystem for digital inclusion where all are equal.
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SoHo Growth Equity Fund
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Singapore
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Financial Services
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Co-General Partner
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Jan 2022 - Present
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Singapore FinTech Festival
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Financial Services
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1 - 100 Employee
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SFF Ambassador
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Sep 2020 - Present
Join me at SFF 2020 on 7-11 December, the worldโs first week-long 24-hour hybrid digital & physical event! Learn more at fintechfestival.sg Join me at SFF 2020 on 7-11 December, the worldโs first week-long 24-hour hybrid digital & physical event! Learn more at fintechfestival.sg
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CapitalKeys
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United States
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Government Relations Services
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Senior Advisor | APAC Liaison
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Jan 2019 - Present
Local CapitalKeys APAC liaison working directly with President/CEO Adam Falkoff. CapitalKeys is Washington DC's leading public policy affairs firm. Local CapitalKeys APAC liaison working directly with President/CEO Adam Falkoff. CapitalKeys is Washington DC's leading public policy affairs firm.
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Global Fund Search
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Denmark
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Financial Services
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1 - 100 Employee
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Senior Advisor
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Jan 2019 - Present
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RFi Group
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United States
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Business Consulting and Services
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Senior Advisor
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Jul 2018 - Present
Senior Advisor to the CEO. Senior Advisor to the CEO.
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UnHedged
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Australia
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Financial Services
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1 - 100 Employee
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Host
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Feb 2018 - Present
UnHedged is a weekly podcast focused on markets and mechanisms. Hosted by Frank Troise, the podcast's guests consist of an eclectic group from politics, finance, religion, science, technology, film, literature, and more! Listen today by clicking here: https://itunes.apple.com/us/podcast/the-unhedged-podcast/id1448231984?mt=2 UnHedged is a weekly podcast focused on markets and mechanisms. Hosted by Frank Troise, the podcast's guests consist of an eclectic group from politics, finance, religion, science, technology, film, literature, and more! Listen today by clicking here: https://itunes.apple.com/us/podcast/the-unhedged-podcast/id1448231984?mt=2
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Resurgence
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Australia
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Management Consulting
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1 - 100 Employee
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Senior Advisor
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Jan 2019 - Present
Senior Advisor to the CEO of Singapore's leading e-Sports company. Senior Advisor to the CEO of Singapore's leading e-Sports company.
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Hedge Fund Association
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United States
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Financial Services
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1 - 100 Employee
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Regional Director - Singapore
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Oct 2014 - Present
The Hedge Fund Association, HFA, is an International not for profit industry trade and nonpartisan lobbying organization devoted to advancing transparency, development and trust in alternative investments. Membership in HFA includes hedge fund firms, global financial institutions with hedge fund offerings including private banks, asset management firms and broker dealers, investors including funds of hedge funds, family offices, public and private pension funds, endowments and foundations, high net worth individuals, allocators, and service providers including prime brokers, administrators, custodians, auditors, lawyers, risk managers, technologists and third party marketers. Show less
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Aviva
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Insurance
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1 - 100 Employee
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Chief Investment Officer for Navigator Investment Services Ltd.
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Jul 2017 - Oct 2018
Interim non-executive role as Chief Investment Officer for Navigator Investment Services Ltd. reporting to, and working with, the senior management at Aviva Digital, Aviva Limited, and Aviva Investors in both London and Singapore. Project work included: - Strategic evaluation of B2B and D2C digital wealth objectives for Aviva platforms (Navigator, Wealthify, and dollarDEX) in Asia and UK - Review of product offering and pricing relative to regional peer group - M&A sourcing for accretive acquisitions, strategic partnerships and JVs - Technology and vendor review of legacy stack = Investment product development with Chinese platform JV in Hong Kong - Market commentary for digital distribution through D2C and B2B channels - Keynote speaker at market conferences and industry events Show less
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Senior Advisor | Head Of Innovation
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Mar 2017 - May 2018
Lead the innovation practice for Synpulseโs banking, wealth management, digital advice, and asset management clients. Spearhead this effort for Synpulse in the APAC markets leading innovation and new product development, crafting and operating product platforms and implementing advisory frameworks across multiple jurisdictions. Lead the innovation practice for Synpulseโs banking, wealth management, digital advice, and asset management clients. Spearhead this effort for Synpulse in the APAC markets leading innovation and new product development, crafting and operating product platforms and implementing advisory frameworks across multiple jurisdictions.
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Dymon Asia Capital
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Singapore
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Investment Management
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100 - 200 Employee
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Venture Partner
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Nov 2015 - Feb 2017
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Endurance Ventures
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Spain
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Textile Manufacturing
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Venture Advisor
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2000 - 2010
Venture capital financing for early-stage companies. Identified, led, and sourced capital for promising early stage fin tech companies. Venture capital financing for early-stage companies. Identified, led, and sourced capital for promising early stage fin tech companies.
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Donaldson, Lufkin & Jenrette
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United States
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Investment Banking
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Wealth Manager/Private Banker
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1998 - 2000
Developed a ultra-high net worth practice in the West Region. Focused only on accounts with a minimum of $10+ million in assets. Clientele were global entrepreneurs, successful executives, and large multi-generational families of significant wealth. Extensive experience in investment banking and extremely complex hedging strategies across liquid and illiquid assets. Unique tax planning and trust & estate work were crucial to the success of the P&L. Developed a ultra-high net worth practice in the West Region. Focused only on accounts with a minimum of $10+ million in assets. Clientele were global entrepreneurs, successful executives, and large multi-generational families of significant wealth. Extensive experience in investment banking and extremely complex hedging strategies across liquid and illiquid assets. Unique tax planning and trust & estate work were crucial to the success of the P&L.
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Wilshire Associates
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Netherlands
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Business Consulting and Services
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Institutional Investment Consultant
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1996 - 1998
Joined an institutional investment consulting firm that endeavored to incorporate a VaR practice nationwide. Managed several consulting relationships for approximately $45 billion in assets. Conducted numerous asset allocation, manager research, performance reporting, and efficiency analyses. Extensive exprience across all asset classes and risk management. Clients included: public pension plans, corporate, Taft-hartley, foundation, and endowments. Worked with the firm's lead partner in the acquisition of ultra-high net worth accounts. Show less
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Risk Management Consultant
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1996 - 1997
Joined a global institutional consulting firm to assist in their development of a Value at Risk Practice in the US. Key engagements were working on behalf of the SEC and regulators in the analysis of several nationally prominent derivatives audits. Joined a global institutional consulting firm to assist in their development of a Value at Risk Practice in the US. Key engagements were working on behalf of the SEC and regulators in the analysis of several nationally prominent derivatives audits.
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Proprietary Trader
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1990 - 1996
Proprietary trader for interest rate and currency arbitrage in global multi-billion dollar portfolios. Developed all of the firm's risk management tools and all quantitative trading models. Led the effort for a pioneering global implementation of Value at Risk (VaR) that won The Economists "International Risk Manager of the Year" award (this was won against other Wall Street prop desks). In addition to managing a $15+ billion portfolio was responsible for all portfolio and risk management systems development for fixed income, equities, currencies, and commodities. Show less
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Andersen Business Consulting
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Business Consulting and Services
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1 - 100 Employee
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Management Consultant
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1988 - 1990
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Education
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NYU MBA - CMU BS
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New York University - Leonard N. Stern School of Business
MBA, Finance -
Carnegie Mellon University
B.S., Managerial Economics -
St. John's University
Computer Science