Experience

Potomac River Capital, LLC
• United States
• Investment Management
• 1 - 100 Employee
• Chief Investment Officer and Co-Founder

  • Oct 2023 - Present

MBB Capital Partners
• United States
• Investment Management
• 1 - 100 Employee
• Chief Investment Officer and Co-Founder

  • Aug 2021 - Sep 2023

District of Columbia Retirement Board
• United States
• Pension Funds
• 1 - 100 Employee
• Chief Investment Officer

  • Aug 2020 - Jul 2021
• Founder and Chief Investment Officer

  • Jan 2007 - Aug 2020

  Launched and manage own independent, SEC-registered, investment advisor focusing on global macro hedge funds. Successfully developed business and investment strategy and raised initial $50m to form business and investment funds. Negotiated terms and conditions of seed capital, offshore and onshore fund structure and the underlying investment management company. Complete responsibility for all aspects of the business, client relationships, asset gathering and investment and risk management.… Show more Launched and manage own independent, SEC-registered, investment advisor focusing on global macro hedge funds. Successfully developed business and investment strategy and raised initial $50m to form business and investment funds. Negotiated terms and conditions of seed capital, offshore and onshore fund structure and the underlying investment management company. Complete responsibility for all aspects of the business, client relationships, asset gathering and investment and risk management. Investors include public and private (ERISA) pension funds, sovereign wealth funds, endowments, foundations, corporations, US and foreign banks, funds of funds, insurance companies and high net worth individuals. 2016 Peak AUM approximately $800m. Investment process includes a range of leveraged and unleveraged strategies – with a primary focus on global macro-economic developments, monetary and fiscal policy, central bank activity and global politics. Actively manage, trade and invest in bonds, currencies, equities and commodities and their derivatives. Proprietary portfolio risk management process measures performance and overall risk attribution by strategy and decomposes risk into a variety of macro-economic and market factors. Show less Launched and manage own independent, SEC-registered, investment advisor focusing on global macro hedge funds. Successfully developed business and investment strategy and raised initial $50m to form business and investment funds. Negotiated terms and conditions of seed capital, offshore and onshore fund structure and the underlying investment management company. Complete responsibility for all aspects of the business, client relationships, asset gathering and investment and risk management.… Show more Launched and manage own independent, SEC-registered, investment advisor focusing on global macro hedge funds. Successfully developed business and investment strategy and raised initial $50m to form business and investment funds. Negotiated terms and conditions of seed capital, offshore and onshore fund structure and the underlying investment management company. Complete responsibility for all aspects of the business, client relationships, asset gathering and investment and risk management. Investors include public and private (ERISA) pension funds, sovereign wealth funds, endowments, foundations, corporations, US and foreign banks, funds of funds, insurance companies and high net worth individuals. 2016 Peak AUM approximately $800m. Investment process includes a range of leveraged and unleveraged strategies – with a primary focus on global macro-economic developments, monetary and fiscal policy, central bank activity and global politics. Actively manage, trade and invest in bonds, currencies, equities and commodities and their derivatives. Proprietary portfolio risk management process measures performance and overall risk attribution by strategy and decomposes risk into a variety of macro-economic and market factors. Show less



World Bank / International Finance Corporation

• Deputy Treasurer and Chief Investment Officer

  • 1998 - 2007

  Managed IFC’s $15 Billion fixed income reserves portfolio. Responsibilities included investing $6.5bn intermediate global bond portfolio, $6.5bn credit portfolio, $1bn Fed Funds and Repo Book as well as the appointment and oversight of external managers for over $1bn in Mortgage-Backed and Sovereign Debt portfolios. Led a nine-person investment team and directed investment process covering a variety of global opportunistic strategies including directional, relative-value, inflation-linked… Show more Managed IFC’s $15 Billion fixed income reserves portfolio. Responsibilities included investing $6.5bn intermediate global bond portfolio, $6.5bn credit portfolio, $1bn Fed Funds and Repo Book as well as the appointment and oversight of external managers for over $1bn in Mortgage-Backed and Sovereign Debt portfolios. Led a nine-person investment team and directed investment process covering a variety of global opportunistic strategies including directional, relative-value, inflation-linked, credit, liquidity and volatility strategies. Extensive use of leverage as well as futures, options and other derivatives. Credit positions include multi-billion ABS, MBS and CDO portfolio. Established key investment performance targets as well as Value-at-Risk monitoring and constraints. Diagnosed and executed ALM transactions to rebalance asset portfolio as well as relative-to-benchmark risk exposure. Reported to President and World Bank Board on investment performance, strategy and other financial issues. Show less Managed IFC’s $15 Billion fixed income reserves portfolio. Responsibilities included investing $6.5bn intermediate global bond portfolio, $6.5bn credit portfolio, $1bn Fed Funds and Repo Book as well as the appointment and oversight of external managers for over $1bn in Mortgage-Backed and Sovereign Debt portfolios. Led a nine-person investment team and directed investment process covering a variety of global opportunistic strategies including directional, relative-value, inflation-linked… Show more Managed IFC’s $15 Billion fixed income reserves portfolio. Responsibilities included investing $6.5bn intermediate global bond portfolio, $6.5bn credit portfolio, $1bn Fed Funds and Repo Book as well as the appointment and oversight of external managers for over $1bn in Mortgage-Backed and Sovereign Debt portfolios. Led a nine-person investment team and directed investment process covering a variety of global opportunistic strategies including directional, relative-value, inflation-linked, credit, liquidity and volatility strategies. Extensive use of leverage as well as futures, options and other derivatives. Credit positions include multi-billion ABS, MBS and CDO portfolio. Established key investment performance targets as well as Value-at-Risk monitoring and constraints. Diagnosed and executed ALM transactions to rebalance asset portfolio as well as relative-to-benchmark risk exposure. Reported to President and World Bank Board on investment performance, strategy and other financial issues. Show less



ABN Amro Asset Management

• Director, Senior Portfolio Manager

  • 1995 - 1997

  Co-founded ABN AMRO’s first institutional asset management business in the UK. Successfully raised over $2.5bn in initial two years of operation. Investment universe covered OECD bond markets with comprehensive derivative applications. Clients included financial institutions, corporations, central banks, insurance companies, pension funds and leveraged special purpose vehicles. Direct responsibility for all investment and risk management including formulation, implementation and… Show more Co-founded ABN AMRO’s first institutional asset management business in the UK. Successfully raised over $2.5bn in initial two years of operation. Investment universe covered OECD bond markets with comprehensive derivative applications. Clients included financial institutions, corporations, central banks, insurance companies, pension funds and leveraged special purpose vehicles. Direct responsibility for all investment and risk management including formulation, implementation and management of investment strategy, application of real-time technology for strategy identification across a range of directional and non-directional opportunities (spread, yield curve, volatility, basis, correlation and derivative trading). Developed risk management and performance attribution methodology using proprietary VAR analysis. Show less Co-founded ABN AMRO’s first institutional asset management business in the UK. Successfully raised over $2.5bn in initial two years of operation. Investment universe covered OECD bond markets with comprehensive derivative applications. Clients included financial institutions, corporations, central banks, insurance companies, pension funds and leveraged special purpose vehicles. Direct responsibility for all investment and risk management including formulation, implementation and… Show more Co-founded ABN AMRO’s first institutional asset management business in the UK. Successfully raised over $2.5bn in initial two years of operation. Investment universe covered OECD bond markets with comprehensive derivative applications. Clients included financial institutions, corporations, central banks, insurance companies, pension funds and leveraged special purpose vehicles. Direct responsibility for all investment and risk management including formulation, implementation and management of investment strategy, application of real-time technology for strategy identification across a range of directional and non-directional opportunities (spread, yield curve, volatility, basis, correlation and derivative trading). Developed risk management and performance attribution methodology using proprietary VAR analysis. Show less



Salomon Brothers

• United States
• Investment Banking
• 1 - 100 Employee

• Vice President, Senior Portfolio Manager

  • 1992 - 1995

  Senior risk taker for Salomon's $13 billion asset management subsidiary with $3 billion in OECD global fixed income and currency assets. Contributed to overall bond and currency investment strategy for leveraged portfolios including hedge funds, central bank/official institution portfolios and total return mandates around the world. Developed quantitative investment process to incorporate active management of currency, duration, yield curve, spread and volatility exposure including… Show more Senior risk taker for Salomon's $13 billion asset management subsidiary with $3 billion in OECD global fixed income and currency assets. Contributed to overall bond and currency investment strategy for leveraged portfolios including hedge funds, central bank/official institution portfolios and total return mandates around the world. Developed quantitative investment process to incorporate active management of currency, duration, yield curve, spread and volatility exposure including directional and non-directional strategies, arbitrage and convergence trades, and extensive derivative applications. Pioneered proprietary risk management methodology and developed appropriate technology for overall volatility targeting, strategic risk control of individual strategies and risk controlled portfolio optimisation. Complementary responsibilities included global client service for explanation of investment strategy and development of new relationships. Responsible for acquiring key business mandates (private individuals, financial institutions, central bank and supra-national accounts) and structuring, developing and marketing highly leveraged investment funds. Product development and transaction structuring extended account base and assets under management from $500 million to $3 billion. Show less Senior risk taker for Salomon's $13 billion asset management subsidiary with $3 billion in OECD global fixed income and currency assets. Contributed to overall bond and currency investment strategy for leveraged portfolios including hedge funds, central bank/official institution portfolios and total return mandates around the world. Developed quantitative investment process to incorporate active management of currency, duration, yield curve, spread and volatility exposure including… Show more Senior risk taker for Salomon's $13 billion asset management subsidiary with $3 billion in OECD global fixed income and currency assets. Contributed to overall bond and currency investment strategy for leveraged portfolios including hedge funds, central bank/official institution portfolios and total return mandates around the world. Developed quantitative investment process to incorporate active management of currency, duration, yield curve, spread and volatility exposure including directional and non-directional strategies, arbitrage and convergence trades, and extensive derivative applications. Pioneered proprietary risk management methodology and developed appropriate technology for overall volatility targeting, strategic risk control of individual strategies and risk controlled portfolio optimisation. Complementary responsibilities included global client service for explanation of investment strategy and development of new relationships. Responsible for acquiring key business mandates (private individuals, financial institutions, central bank and supra-national accounts) and structuring, developing and marketing highly leveraged investment funds. Product development and transaction structuring extended account base and assets under management from $500 million to $3 billion. Show less