Peter Birk, CFA, CAIA

Vice President at Catalyst Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US
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Credentials

  • Chartered Alternative Investment Analyst
    CAIA Association
    Nov, 2020
    - Sep, 2024
  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Sep, 2018
    - Sep, 2024

Experience

  • Catalyst Partners
    • India
    • Investment Banking
    • Vice President
      • Feb 2023 - Present

      Catalyst provides strategic, first-close capital at scale for experienced teams launching new PE firms. Catalyst provides strategic, first-close capital at scale for experienced teams launching new PE firms.

  • Moelis Asset Management LP
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President
      • Feb 2023 - Present
  • Ascension Investment Management LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Analyst of Investments
      • Nov 2019 - Jan 2023

      Manager due diligence and portfolio management for PE, VC, Impact, Private Credit and Private Real Assets. Manager due diligence and portfolio management for PE, VC, Impact, Private Credit and Private Real Assets.

  • Highland Associates; Birmingham, AL
    • Vice President
      • Jan 2019 - Nov 2019

      Highland Associates is a leading institutional investment firm that provides objective, research-driven investment counsel to not-for-profit healthcare entities and mission-based organizations. Highland Associates is a leading institutional investment firm that provides objective, research-driven investment counsel to not-for-profit healthcare entities and mission-based organizations.

  • Summit Strategies Group
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Associate, Consulting
      • Dec 2017 - Jan 2019

      - Creating and maintaining investment policy statements - Aiding in manager selection across traditional and alternative asset classes- Monitoring client portfolio performance at the total portfolio, asset class and manager levels- Creating and reviewing monthly and quarterly performance reports- Assisting with investment program operational logistics/rebalancing- Completing projects on an as-needed basis on market trends and/or specific client inquiries

    • Associate, Private Markets Research
      • Apr 2017 - Nov 2017

      Manager due diligence and portfolio consulting for Private Equity, Venture Capital, and Private Real Assets funds.

  • Matter Family Office
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Consultant
      • Jul 2016 - Apr 2017

    • Analyst
      • Jun 2014 - Jul 2016

Education

  • The University of Chicago Booth School of Business
    Master of Business Administration - MBA
    2022 - 2024
  • University of Missouri-Columbia
    BSBA, Finance and Banking

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