Experience

Felicitas Global Partners

• United States
• Financial Services
• 1 - 100 Employee

• Private Equity Investment Strategist

  • Nov 2019 - Present

  Providing evaluation of new investments in private equity, real estate, and private credit. Active monitoring of existing investments as well as portfolio and operational risk management. Providing evaluation of new investments in private equity, real estate, and private credit. Active monitoring of existing investments as well as portfolio and operational risk management.



Independent Consultant

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

• Private Equity Specialist & Consultant

  • Oct 2018 - Nov 2019

  Providing analysis (quantitative and fundamental), modeling, valuation, and risk management consulting services to multiple private equity funds and funds-of-funds across the United States, Canada, and Europe. Major focus on small- and mid-size funds. Cases done include: • Evaluation and improvement of risk management procedures and systems for a number of US-based PE funds-of-funds • Analysis and evaluation, including risk management, of existing and potential investments in US asset-backed credit lending funds (ex-real estate) in industries such as automobiles, art, aircraft, and credit card receivables • Analysis of private Business Development Corporation (BDC) funds analysis and valuation for a PE fund-of-funds share purchase • Analysis and evaluation for purchase by American PE funds of various US real estate credit funds including investments in healthcare, commercial, multi-family, and single-family residential properties • Valuation of German commercial and residential real estate funds held by a US-based PE fund-of-funds



John Hancock Investments

• United States

• Portfolio Consultant : expertise in Portfolio Analysis & Construction, Risk Management

  • Apr 2014 - Aug 2018

  Portfolio consultant for institutional investment managers (pension funds, endowments, and UHNW clients) and retail investment financial advisors (MS, UBS, ML, LPL, etc.). Focus on providing customized analysis and advice aimed at improving portfolios for clients and enhancing their investment processes. • Contributed to significant goodwill and the additional sales of JHI mutual funds by the John Hancock sales team as a direct result of delivering hundreds of successful consulting engagements to investment professionals. • A member of and significant contributor to the strong analytical and consulting success of a team of four portfolio consultants ranked fourth in the U.S. by financial advisors in a highly competitive field of larger firms and teams. • Continuously developed and maintained broad-based and custom analytical tools and presentations for institutional and retail investment advisors and managers.



Armilla Partners

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Senior Global Investment Portfolio & Risk Manager : expertise in Asset Allocation

  • Aug 2012 - Mar 2014

  Senior asset allocation and risk management consultant assisting institutional investment management firms with the critical tasks of identifying, measuring, monitoring and managing the risks and allocations to which they are exposed across their investments and operations. Senior asset allocation and risk management consultant assisting institutional investment management firms with the critical tasks of identifying, measuring, monitoring and managing the risks and allocations to which they are exposed across their investments and operations.



Arizona Public Safety Personnel Retirement System

• Deputy Chief Investment Officer : expertise in Asset Allocation, Risk Management, Manager Selection

  • Apr 2011 - Jul 2012

  Tasked with providing quantitative and fundamental portfolio risk and asset allocation analysis, manager selection, and risk and asset allocation management systems, processes and reporting across a full range of alternative and traditional asset classes and managers including hedge funds, private equity, real assets, fixed income and equities. Senior member of investment committee. • Created from ground up quantitative analysis and reporting systems and processes for risk management and asset allocation for use on the large investment data bases of the pension fund through internal software development and integrating third party systems. • Effectively supported and enhanced investment team’s manager selection & control process and investment management capabilities in total portfolio, asset class, and public & alternative investments. • Significantly increased the understanding and supervision of the board of trustees by creating and presenting critical risk exposure and analysis reports during regular monthly public meetings.



Genworth Financial Asset Management

• Director of Portfolio Risk Management : expertise in Portfolio Management, Asset Allocation

  • Nov 2007 - Nov 2010

  Provided quantitative analysis & modeling, policy formulation, marketing support & counseling, and implementation & control of single to portfolio investment risk management and asset allocation across all asset classes, multi-asset portfolios and risk mitigation tools including hedging programs. Senior member of investment committee. FINRA Series 65. • Outperformed financial markets by over 20% in 2008-2010 (over 35% in 2008) through implementation of numerous incisive quantitative and fundamental analyses and operations in asset allocation and risk management, including the management of a market options-based, SEC-registered mutual fund (Genworth Contra Fund). • Significantly improved efficiency and effectiveness of complex global portfolio risk management programs through development of extensive quantitative tools, systems and processes, along with operational execution. • Attracted over $2 billion in new client investments in existing and new portfolio solutions through successful performance due and effective implementation of complex analytics, processes and operational decisions.



Capteo S.a.r.l.

• Senior Hedge Fund Management Consultant : expertise in Portfolio Management Systems, Alternatives

  • 2007 - 2007

  Defined-Period Contract for guiding the development of a hedge fund portfolio management system for Groupama Asset Management, one of France's largest insurance and fund management firms. • Successfully directed project team of 5 specialists and completed the development and installation of a hedge fund portfolio management system for the hedge fund management unit. Defined-Period Contract for guiding the development of a hedge fund portfolio management system for Groupama Asset Management, one of France's largest insurance and fund management firms. • Successfully directed project team of 5 specialists and completed the development and installation of a hedge fund portfolio management system for the hedge fund management unit.



Contango Capital Advisors

• Head of Manager Selection and Client Advisor : expertise Portfolio Analysis, Alternative Investments

  • 2005 - 2007

  Analyzed, reported on and controlled third-party investment managers in multiple traditional and alternative asset classes (mutual funds, hedge funds and private equity) for the new private and trust wealth management arm of Zions Bancorporation. Senior member of investment committee. Provided asset management advice for US domestic high net-worth & ultra high net-worth private and institutional clients in Southern California. • Enhanced scope and depth of manager due diligence of private and public investments through implementing broader quantitative and fundamental analyses along with reorganizing information distribution and archiving. • Retained and increased assets under management during a major reorganization and transition of Zions’ private and trust wealth management units through effective HNW & UHNW and institutional client contacts, communications, portfolio analysis and presentations. FINRA Series 65



HSBC Private Bank

• Financial Services
• 1 - 100 Employee

• Director of Equity Asset Management :expertise in Team Leadership, Equities, Alternatives, Marketing

  • 1999 - 2004

  Developed and led 15-member equity/alternatives analyst/portfolio manager team, including portfolio & risk management, marketing, budgetary and personnel management. Provided practical and thought leadership on fundamental and quantitative investment and risk analysis, selection and asset allocation from single investments to the use of external managers, derivatives and alternative assets. Numerous institutional and UHNW client consultations and presentations. Senior member of investment committee. • Outperformed the MSCI World Equity Index benchmark by over 14% during 2000-2003 period by developing and leading innovative thinking and comprehensive research of the analyst and portfolio management team supervising over $2 billion in equity and alternative investments. • Significantly improved control and efficiency of portfolio investment and risk analysis and management through creation and implementation of a multi-asset class portfolio and risk management system, including equities, fixed-income, alternative investments and hedging tools, where no centralized tools existed previously. • Led successful creation and management of the HSBC World Equity Funds (UCITS rules), including regulatory collaboration with the Central Bank of Ireland, attracting over $200 million of new assets the first year.



National Bank of Kuwait (Switzerland)

• Senior Portfolio Manager : expertise in Equities, Fixed-Income, Alternatives, Client Advisory

  • 1996 - 1999

  Senior member of public and private alternative investments analyst/portfolio manager team responsible for asset management and advisory of ultra-high net-worth private and institutional clients. Duties included securities and manager analysis along with development of asset allocation, risk and portfolio management systems. Senior member of investment committee. • Improved performance and risk management of investments through continuous, significant quantitative and fundamental analyses in equity and fixed-income securities, hedge funds, private equity and portfolio strategy and asset allocation analysis. • Enhanced and extended development and scope of security analysis and the portfolio & risk management system, including hedging tools, by redesigning process flow and adding functional modules, analysis and real-time capacity. • Attracted over $150 million in new assets under management through effective, UHNW private and institutional client-centric meetings during regular, extended-stay trips to Kuwait.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Senior Portfolio Manager : expertise in Fixed-Income, Asset Allocation, Team Leadership, Marketing

  • 1985 - 1994

  Senior Portfolio Manager, Geneva, Switzerland Responsibility and leadership for discretionary global fixed-income analyst/PM team (6 members) and US equity asset management analyst/PM team (5 members). Member of the CS Geneva Investment Committee. Head of Fixed-Income Strategies and Sales, Geneva, Switzerland Created and managed the fixed-income investment strategies and sales group (4 members) which managed and advised institutional and high net-worth client relationship officers and asset managers on $16 billion of fixed-income investments. Provided thought leadership and both standard and customized global fixed-income investment strategies for CS Geneva clients using both fundamental and quantitative methods. Corporate Finance Associate, Zurich, Switzerland Responsible for the development of quantitative models and support software for the activities of the Investment Banking divisions (Corporate Finance, Multinational Services and Securities Issuance departments) of Credit Suisse’s main headquarters.