Douglas Lenart
Managing Partner & COO at Princeton Global Partners- Claim this Profile
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Bio
Credentials
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Series 79
FINRA Investor Education FoundationApr, 2019- Nov, 2024
Experience
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Princeton Global Partners
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Investment Management
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1 - 100 Employee
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Managing Partner & COO
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May 2021 - Present
Princeton Global Partners (PGP) is a minority-controlled (DEI), growing equity manager in the "quantamental" alternative (alt) space. PGP's flagship equity strategy, known as Dynamic Alpha, is an innovative, long-biased, next-generation "quantamental" strategy used to design, implement and manage equity portfolios of publicly traded companies. Our Dynamic Alpha strategy combines proprietary fundamental stock research with quantitative data and risk management elements, with no leverage, to seek superior market performance in both up and down market conditions. PGP's real-money 5-year track record began in Sept 2016, and since that time PGP's strategy has out-performed market indices across different market conditions and risk-on / risk-off environments, providing both absolute and risk-adjusted returns. Please contact me at Douglas.Lenart@PrincetonGlobalPartners.com to discuss how an investment in our Dynamic Alpha strategy could make sense in an investment portfolio. Show less
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Natixis Bank
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New York, NY
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Managing Director
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Dec 2018 - May 2021
Head of a dynamic credit evaluation and portfolio management team for Natixis Bank Americas, operating in the Basel-based capital and risk management environment. Head of a dynamic credit evaluation and portfolio management team for Natixis Bank Americas, operating in the Basel-based capital and risk management environment.
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Societe Generale Corporate and Investment Banking - SGCIB
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France
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Financial Services
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700 & Above Employee
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Managing Director
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Jul 2006 - Dec 2017
I led a dynamic, diverse group at Soc Gen that re-made itself multiple times ahead of and in response to changing financial market and bank operating conditions, through two market dislocations and into new forms of portfolio analysis and risk-based capital, liquidity and funding stress testing. Soc Gen operates in the Basel-based capital and risk management environment. I initiated and managed portfolio strategies that optimized capital returns, funding and liquidity, and controlled risk and concentrations. My work leading cross-functional (eg, risk, compliance, financial planning, legal, treasury, COO office) and international teams in collaborative projects yielded new and first policy successes; these projects included managing outside consultants. I was chosen by SG to attend a training program for high impact leadership training and change management. Notable achievements: Managed stable group of diverse individuals for over a 10 years; created quarterly data-driven analysis of leveraged finance and commercial real estate market conditions; created data-driven KPIs, KRIs for functional risk committees; actively opined on and managed position concentration, balance sheet limits; created policy for concentration & loan sales processes; extensive knowledge of and expertise in Basel 2/3 capital optimization and Raroc analysis; created and maintained ongoing loan sales and position hedging analysis; Fortune 100 client presentations re: bank capital consumption & return expectations; conceptualized and performed portfolio capital stress testing analysis and liquidity/ funding optimization modeling; model risk inventory project management; researched and prepared analysis on numerous industries and companies; experience with regulatory authorities, both drafting and presentations; championed and initiated asset pricing and client profitability modeling; managed MtM CDS book of $6bn notional; initiated client profitability optimization, resource usage analysis Show less
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Societe Generale
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France
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Banking
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700 & Above Employee
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Director
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Jul 2006 - Jun 2008
Global Credit Portfolio Management Global Credit Portfolio Management
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Eidesis Capital
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Investment Management
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1 - 100 Employee
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Director
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Mar 2002 - Jul 2006
Eidesis Capital was a fast growing, start-up atmosphere where innovation and change were constant. A market-neutral credit strategies hedge fund was originated as a new strategy during my time. Other strategies included: HY CDO optimization management, distressed debt investment and high yield market trading. My board of directors experience drove corporate strategy. Eidesis Capital was a fast growing, start-up atmosphere where innovation and change were constant. A market-neutral credit strategies hedge fund was originated as a new strategy during my time. Other strategies included: HY CDO optimization management, distressed debt investment and high yield market trading. My board of directors experience drove corporate strategy.
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GE Capital
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United States
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Financial Services
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700 & Above Employee
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Vice President
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Jul 1996 - Mar 2002
The Capital Markets Strategies group was a dynamic "start-up" within the larger GE Capital umbrella. My role expanded and changed as I led teams that both initiated and successfully implemented investment and hedging strategies well beyond their initial scopes; these expansions were driven through cross-functional collaboration and added lasting value to the larger organization, with controlled risk. I both expanded the geographic presence of and successfully increased the scope of the funds management operations of the insurance investment portfolio. Show less
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Education
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1994 - 1996
The Tuck School of Business at Dartmouth
Master of Business Administration - MBA -
1985 - 1989
Dartmouth College
AB Economics, cum laude, Economics -
Columbia University - Columbia Business School
High Impact Leadership and Change Management Training
Community
