Experience

HCG Fund Management

• United States
• Investment Management
• 1 - 100 Employee

• Chief Investment Officer, Co Founder

  • Mar 2010 - Present

  Co-founder and CIO of HCG Fund Management ("HCG"), an SEC-registered, specialty finance investment manager focused on digital private credit. HCG is one of the longest-standing investors in the digital private credit universe, having invested over $4.5 Billion in third party capital over 10 years. Co-founder and CIO of HCG Fund Management ("HCG"), an SEC-registered, specialty finance investment manager focused on digital private credit. HCG is one of the longest-standing investors in the digital private credit universe, having invested over $4.5 Billion in third party capital over 10 years.



SAB Capital

• Investment Management
• 1 - 100 Employee

• Senior Analyst

  • Jul 2006 - Feb 2010

  During the two years as the Head of Financials, SAB put up two of its best outperformance years relative to market index - Beat the S&P 500 by 20-30p.p relative (S&P down 37% in 2008, Fund down ~5%, JP portfolio responsibility up 20% for the year.) I joined SAB as a Senior Analyst with sector expertise in banks, specialty finance companies, and mortgage REITs to a team of 10+ investment professionals in 2007. The following year I was promoted to head analyst on financial and financial related stocks at SAB in 2008. By end of 2008, I was the only investment professional (non-trader) at the firm along with the founder. In 2009 the fund was up ~40-45%, while the market was up 26.5%- I was the only investment professional. After helping SAB post their best years I departed to form HCG in 2010. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Jul 2004 - Jul 2006

  Associate - Generalist on the JP Morgan Partners Global Fund Part of team that did one of the first PE takeouts of an HMO company (CareMore – Medicare Advantage) Part of team that formed Harbor Point Re, newly formed reinsurance company with partnership from Chubb Re Part of 2 man team that liquidated JPMP’s remaining real estate portfolio in 2005/2006. Associate - Generalist on the JP Morgan Partners Global Fund Part of team that did one of the first PE takeouts of an HMO company (CareMore – Medicare Advantage) Part of team that formed Harbor Point Re, newly formed reinsurance company with partnership from Chubb Re Part of 2 man team that liquidated JPMP’s remaining real estate portfolio in 2005/2006.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Jul 2002 - Jul 2004

  Analyst in the Latin America Mergers, Acquisition and Restructuring division Part of 3 person team that managed the largest corporate default in Argentina during the 2001-2002 crisis while at MS (Telecom Argentina) Analyst in the Latin America Mergers, Acquisition and Restructuring division Part of 3 person team that managed the largest corporate default in Argentina during the 2001-2002 crisis while at MS (Telecom Argentina)