Adam Jaffe Email & Phone Number

Florida, United States

Parkland, Florida, US

- Shifted career to “front” office from “back” office through launching of investment fund focusing in hyper-growth companies across various economic sectors and geographic regions.- Grew investments from <$1M to >$5M.- Nominated by Bloomberg for Hedgeweek's Emerging Manager of the Year (2021)

New York, New York, US

- Utilized expertise to contribute as part of board of established real estate firm that focuses on: √ Diversity through the management of retail, commercial, industrial, and residential, net-leased, and thousands of underdeveloped acres.√ Low debt to focus resources on growth and clients.√ Managing and operating own properties.- Overseeing or benchmarking.

A family owned vehicle creating the framework for the orderly management, ownership, operation and control of consolidated assets with the objective to increase the wealth and the flexibility in business and estate planning.

- Retained to stabilize operation and facilitate the change needed to build capacity and mitigate risk. Initiatives included:√ Decreased employee turnover.√ Aligned marketing initiatives.√ Managed service relationships.√ Negotiated insurance policies.√ Redesigned investor letters, quarterly presentations, pitch-book, and investor meetings.√ Updated.

- Facilitated structures, navigated regulations, and built networks that allowed for international investment in developing countries for Frontier Funds allowing AUM to grow from $20M to $80M.- Spearheaded response to surprise SEC Examination that included SEC registration, auditor engagements, fund administrative engagement, corporate banking.

- Directed completion of SEC examination, launch of Luxembourg UCITS Fund, and merger with Sivik Global Healthcare.- Managed all operations, accounting and compliance for 6 global funds and multiple SMAs comprising approximately $1.5 billion in AUM firm-wide. - Renegotiated more favorable terms for a $200 million seed capital arrangement with Morgan.

- Recruited to build institutional quality infrastructure and assist with strategic planning of registered investment adviser managing emerging market-focused funds with $1.8B of assets.- Increased capacity of firm with new technologies, enhanced financial controls, evaluated risk platforms, arranged enhanced prime brokerage accounts, developed investor.

- Co-founded with M.S. Howells & Co. to provide outsourced back and middle office services for small hedge funds.- Developed proprietary web-based technology enabling funds to streamline operations, multi-prime and benefit from economies of scale.- Assisted smaller hedge funds to obtain margin leverage, ability to open accounts, and international trading.

US

- Partnered with founders to successfully launch firm by joining firm 4 months prior to launch and until firm was approaching $2B with a staff of 40..- Oversaw operations, accounting, compliance, technology, personnel, and brokerage relations.- Improved significantly trading efficiency, portfolio liquidity, soft dollar oversight, commission expenditures.

- Established operational infrastructure, technology, controls, procurement, and business continuity strategies needed to launch long/short equity fund after being recruited to join Moore Capital Management start-up.- Ensured confidence and efficient operations by also calculating, presenting, and summarizing P&L attributions and risk parameters required.

Charlotte, NC, US

- Expanded scope of research products through new research and automation of research to improve accuracy.- Optimized opportunities by creating custom portfolios to identify, track and quantify trends in US financial markets.- Contributed to determination of priorities.

- Charged with establishing innovative research models after being promoted to Derivatives and Research Group.- Developed expertise in global macro-economics such as economic indicators, econometric forecasting, capital flow analyses, equity market valuations, and trade-weighted currencies

- Charged with developing all middle and back-office functions in-house.- Implemented trade capture SOPs covering debt, equity, futures, currencies, metals, bank loans and private equity products.- Improved portfolio management and analytics by integrating new systems.

Minato-ku, Tokyo, JP

Served as accounting and technology consultant to Argonaut Capital Management, HSBC and UBS.

Washington, District Of Columbia, US

Assistant credit officer for Office of Private Enterprise Investment Program. Prepared CAMEL Analysis of participant banks in A.I.D. assisted countries, administered bank renewal program, loan portfolio guarantee analysis and implemented Eurastar system for comparative financial information analysis.

Mba, International Finance

Bba, Finance

High School Diploma