Experience

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  Cliffwater, LLC

  • Greater New York City Area

  • Managing Director

    • 2020 - Present
    • Greater New York City Area

    Serve as a portfolio advisor and allocator for pension funds, insurance companies, endowments, foundations, family offices, and other institutional investors, with a focus on alternative investments (including private equity, private credit, hedge funds, infrastructure, and real assets)

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  XL Catlin

  • Greater New York City Area

  • Senior Vice President, Alternative Investments (Private Equity and Hedge Funds)

    • 2002 - 2017
    • Greater New York City Area

    Member of the team that managed a $2+ billion alternative investments portfolio for a Bermuda-based insurance, reinsurance, and financial services company. Led XL Group's efforts as an allocator in private equity fund investments, played a major role in the management of an internal hedge 'fund of funds', and made direct private investments, including minority stake investments in asset management firms. Direct investment activities included sourcing deals, performing due diligence, negotiating terms, finalizing definitive documents, and monitoring investments, often through board seats. Fund investments included middle market sector specialist private equity funds and one of the leading impact/ESG funds.

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  ShockMarket

  • Director, Marketing and Business Development

    • 2000 - 2001

    Performed a range of roles for a financial services startup developing a new type of equity markets information service targeting traders, hedge fund managers, family offices, and institutional investors. The firm was backed by a private equity/venture capital group within Deutsche Bank, Odeon Capital, and senior executives from DE Shaw & Co. and Knight Trading. Advisory board members included prominent academics, two of whom were later awarded the Nobel Prize.

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  Booz Allen & Hamilton

  • Senior Associate

    • 1996 - 2000

    Team leader in the management consulting practice. Performed, and led consultant and client teams (ranging from 2-20 people) in performing strategic and economic analysis and project implementation for major financial services firms. Areas of focus included financial technology and ecommerce.

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  JP Morgan Investment Management

  • Asistant Vice President

    • 1991 - 1994

    Member of the Capital Markets Research team. Performed research and modeling on various asset classes and advised clients (typically large pension funds) on asset allocation and asset/liability management. Asset classes studied included fixed income (through stochastic modeling of interest rates and term structure) and venture capital/private equity.