Experience

Lighthouse Investment Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director, Head of Investor Relations

  • Sep 2008 - Present

  Lead relationship management, client reporting and administration, marketing and branding, and related operational processes for alternative asset manager with $11B total assets under management, 400+ institutional investors, and 1,000 high-net-worth investors (approx. 100 key investor/advisor relationships). Partner with President/founder and other senior leaders to shape and advance business strategies, investor/advisor engagement, new products, structures, and business lines and deliver firm’s overall capabilities. Coordinate media/public relations and a point-of-contact for Australian public holding company. ■ Serve as primary account officer for several high-profile institutional investors, consultants, & wealth managers. ■ Manage diverse team of 14 professionals working from multiple offices & remotely across 6 distinct strategies/product lines. ■ Oversee relationships with capital introduction teams at leading prime brokerage firms. ■ Collaborate frequently with COO/Operations responsible for accounting, finance, and tax matters to meet client needs. ■ Co-lead Mesirow acquisition—onboarding 100 clients ($5.5B) & integrating 50 people into 80-person Lighthouse organization. ■ Oversee creative firm-wide initiatives including marketing materials, website, and logo redesigns. ■ Launch automated reporting, RFP, and data systems to increase productivity, efficiency, and timeliness. ■ Position team to handle increased volume/business growth without need for additional headcount. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Vice President | Associate | Analyst—Structured Hedge Fund Products

  • 2002 - 2008

  Developed and maintained relationships with leading alternative asset managers to originate and market hedge fund and fund of hedge fund products ranging from $25M to $1B. Worked with clients to improve efficiency and stability of capital structures by implementing customized financing arrangements. Raise longer-term investor capital through non-traditional channels using structured products: ■ Marketed both structured and direct payouts to global institutions, individuals, private banks, and 3rd-party distributors. ■ Specialized in principal-protection, investor-oriented leverage, turn-key portable alpha programs, and repackaging solutions. Show less