Experience

Kelly Park Capital

• United States
• Investment Management
• 1 - 100 Employee

• Consultant

  • Jan 2017 - Present

  New York, NY * Calculated monthly hedge fund performance indices based on strategy. * Wrote and published monthly in-depth Hedge Fund Review which included market summary, long short equity, global macro and arbitrage event driven sections. * Worked with clients to process subscription and redemption requests. * Prepared quantitative analyses as part of client portfolio presentations



Richcourt USA Inc.

• Financial Services

• Consultant - Fund of Hedge Funds Analyst

  • Oct 2008 - Dec 2012

  New York, NY A Fletcher Asset Management, Inc. portfolio company. Richcourt USA Inc. is a hedge fund advisory firm specializing in research driven hedge fund investing since 1992. * Researched, performed due diligence and recommended potential hedge fund investments for funds of funds business. * Reviewed and negotiated terms in ISDA agreements. * Worked with marketers, fund administrator and legal counsel to ensure that funds were operating properly. * Prepared and… Show more A Fletcher Asset Management, Inc. portfolio company. Richcourt USA Inc. is a hedge fund advisory firm specializing in research driven hedge fund investing since 1992. * Researched, performed due diligence and recommended potential hedge fund investments for funds of funds business. * Reviewed and negotiated terms in ISDA agreements. * Worked with marketers, fund administrator and legal counsel to ensure that funds were operating properly. * Prepared and analyzed investor redemption analysis spreadsheets and cash flow projections. * Integrated a $1bn fund of funds business consisting of 7 funds of funds and 5 managed accounts. * Liaised with new fund administrator and custodian to facilitate a complex, multi-fund, multi-currency class transition under a tight deadline. Show less



Bear Stearns & Co.

• Managing Director/Principal - Hedge Fund Counterparty Credit Risk

  • Apr 1998 - Jun 2008

  New York, NY Global Credit Department -- hedge fund counterparty credit risk * Approved credit limits within delegated authority of up to $150mm of potential exposure. * Approved derivative transactions and established collateral levels for counterparties who did not yet have credit lines or required initial margin. * Voting member of Global Credit Committee. * Supervised and trained a team of five hedge fund analysts who were responsible for portfolios totaling 260 hedge fund managers with… Show more Global Credit Department -- hedge fund counterparty credit risk * Approved credit limits within delegated authority of up to $150mm of potential exposure. * Approved derivative transactions and established collateral levels for counterparties who did not yet have credit lines or required initial margin. * Voting member of Global Credit Committee. * Supervised and trained a team of five hedge fund analysts who were responsible for portfolios totaling 260 hedge fund managers with over 700 funds. * Oversaw two administrators who were responsible for coordinating new requests and entering monthly NAV data. * Triaged new requests - approximately ten per week. * Took charge of numerous policy issues to improve the efficiency of the hedge fund team including the creation of various ISDA templates and the refinement of an internal scorecard. * Prepared detailed analyses of hedge funds including internal credit ratings and presented findings to Global Credit Committee and/or Global Policy Committee. * Conducted due diligence calls & visits and negotiated credit and collateral terms with counterparties. * Worked with legal, trading risk and operations departments to ensure proper documentation and collateralization of transactions and counterparties. Show less



NatWest Group

• United Kingdom
• Banking
• 700 & Above Employee

• Vice President - Hedge Fund Counterparty Credit Risk

  • Oct 1995 - Mar 1998

  Greater New York City Area * Analyzed hedge funds and other select collateralized counterparties. * Established trading limits for various capital market products. * Approved one-off transactions for counterparties that did not have credit lines. * Conducted due diligence visits and negotiated credit and collateral terms with counterparties.