Adam Schwab, Cfa, Caia Email & Phone Number

Rock Island, IL, US

Rock Lsland, IL

Manage over $1 billion (NAV + Commitments) in alternative assets across private equity, private credit, venture capital, infrastructure, & real estateManage $700m DB pension plan and $170m health care retiree trustOversee 75+ alternative funds across general account and pension planServe on several LPAC'sPresent to Investment Committee and DB Pension.

Des Moines, Iowa Area

• Manage the $2.5 billion investment portfolio
• Oversee all external manager due diligence, sourcing, and monitoring
• Manage and source private credit/equity investment strategies
• Created the initial asset allocation model to expand into equity and alternative asset classes
• Initiated a new asset segmentation model to better manage excess surplus from insurance assets
• Experienced using Bloomberg, Factset, S&P Capital IQ, eVestment, CEPRES, and PERACS

Sioux Falls, South Dakota Area

• Instrumental in growing AUM/AUA from $135 million to over $370 million in 2½ years
• Managed Internal Global/U.S. Core Equity and Fixed Income Strategies
• Performed due diligence on external equity, fixed income, and alternative managers
• Implemented and designed asset allocation models for institutional clients
• Co-managed a private partnership/hedge fund

Sioux Falls, South Dakota Area

• Grew the Internal SMID Equity Portfolio Allocation from $60 million to $300 million
• Managed an individual and team-based portfolio
• In-depth portfolio management experience across consumer, industrial, healthcare, energy, materials, and utilities sectors
• Responsible for all research and portfolio management duties

Sioux Falls, South Dakota Area

• Managed an internal $200 million global equity portfolio
• Performed all equity research responsibilities
• Responsible for consumer, health care, and energy sector coverage
• Interviewed and researched external equity and alternative managers
• Extensive experience managing asset allocation process

Master Of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Activities and Societies: Member of Student Advisory Council, Member of Admissions Committee, Member of Investment Management Group

Bachelor’S Degree, Finance, 3.8

Activities and Societies: University of South Dakota Football Team, Coyote Investment Club, Coyote Capital ManagementMember and senior.