Experience

iConnections
• United States
• Financial Services
• 1 - 100 Employee
• Consultant - Investor Relations

  • Jan 2023 - Present


SkyBridge Capital

• United States
• Investment Management
• 1 - 100 Employee

• Director, Investor Relations

  • Nov 2014 - Jun 2022

  SkyBridge Capital is an SEC-registered investment adviser and global alternative investment manager that invests in hedge funds, digital assets, private equity, and real estate. SkyBridge also produces a large annual conference in the U.S. and Asia known as the SkyBridge Alternatives Conference (SALT). SkyBridge Capital is an SEC-registered investment adviser and global alternative investment manager that invests in hedge funds, digital assets, private equity, and real estate. SkyBridge also produces a large annual conference in the U.S. and Asia known as the SkyBridge Alternatives Conference (SALT).



Bloomberg LP

• United States
• Financial Services
• 700 & Above Employee

• Consultant

  • Jul 2014 - Oct 2014

  Consulted on Bloomberg's Mandate function, which is a new platform for its Hedge Fund and Private Equity Fund Clients. links Hedge Funds and Private Equity Funds that are looking to raise capital with investors and allocators who have either generalized or specific strategy mandates. I developed relationships with Family Offices, Fund of Funds, Foundations, Endowments, Pension Funds, Investment Advisors, Insurance Companies, and Sovereign Wealth Funds to understand their alternative investment mandates.



Independent Consultant

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Independent Consultant

  • 2012 - 2014

  Consulting assignments pertaining to Investor Relations and Marketing efforts at various firms, including JANA Partners, Atlantic Investment Management, East Wind Advisors Consulting assignments pertaining to Investor Relations and Marketing efforts at various firms, including JANA Partners, Atlantic Investment Management, East Wind Advisors



Sandell Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Investor Relations/Marketing Manager

  • 2004 - 2011

  -Investor Relations & Marketing Manager for global, multi-strategy, event driven (merger arb, equity event, credit) Castlerigg Funds -Grew peak AUM to $7.2B through business development across all investor asset classes and geographies -Conducted prospective and current investor meetings, monthly portfolio update calls, operational due diligence meetings -Developed, produced and distributed all investor correspondence (pitch books, investor letters, performance reports, DDQs/RFPs) -Oversaw relationships with Investment Consultant Community -Managed relationship with Fund Administrator regarding investor subscriptions/redemptions/transfers, statement distribution, ad hoc inquiries -Interacted with senior members of Firm's Portfolio Management, Legal, Operations and Accounting teams regarding Fund flows, K1/PFIC tax info, ERISA status, Blue Sky Filings, SEC registration requirements -Instituted, customized & maintained CRM -Attended industry conferences & events throughout US & Europe



Alpha Investment Management

• United Kingdom
• Investment Banking

• Investor Relations & Marketing Associate

  • 2001 - 2004

  -Member of marketing team for investment firm specializing in Fund of Hedge Funds product with $2.2B peak AUM -Member of marketing team for investment firm specializing in Fund of Hedge Funds product with $2.2B peak AUM



Dreyfus Corp/The Bank of New York Mellon

• Portfolio Assistant

  • 1995 - 2001

  -Assisted two Senior Portfolio Managers with daily management of 14 equity mutual funds and 12 separate accounts, representing $6B AUM -Assisted two Senior Portfolio Managers with daily management of 14 equity mutual funds and 12 separate accounts, representing $6B AUM