Alan Ware Email & Phone Number

New York, Ny, Us

Alight Capital Management is an investment fund focused on the technology, media & telecom (TMT) sector. I conducted equity research while playing a key role in portfolio management, portfolio strategy, capital raising, marketing, trading, and recruitment.Some of the key ways in which I have made a difference include:► Delivered average annual return of 14.6% (v. HFRI Equity Hedged Index return of 7.7%).► Helped growth of institutional business, expanding institutional relationships to account for 50%+ of total AUM.► Expanded investment scope from initial focus on technology, media & telecom (TMT) to include industrial, consumer, and retail sectors.► Assisted roll out of key operational infrastructure, developing process to track and monitor all equities held in portfolio.

New York City, New York, Us

Chesapeake Asset Management is an independent multi-asset class investment advisor.I actively managed a global equity portfolio while serving as an investment advisor / outsourced Chief Investment Officer for numerous endowments, foundations, family offices, nonprofits, and high-net-worth clients. In this position, I led a 14-person team.My best achievements were:► Delivered 21.5% return in 2013 (v. HFRI return of 14.3%) and 11.2% return in 2014 (v. HFRI return of 1.8%).► Expanded discretionary client base to include high-net-worth individuals / families in Brazil, Colombia, and Russia, increasing the percentage of non-U.S. clients by 15%.► Developed new RFP process and increased non-discretionary fee income 20% by optimizing pricing structure. ► Revamped investment portfolios of Spelman College, Marlboro College, and the Fresh Air Fund, identifying and recommending reallocation of resources to best managers.

I launched the Pike Place family of funds in 2002 and subsequently orchestrated a merger with the Tiedemann Investment Group in 2010. I invested in small and mid-cap equities (including spin-offs, restructurings, and corporate / management changes) across multiple industry sectors while actively hedging the portfolio with company specific shorts and ETFs.My most notable accomplishments included:► Won business with organizations such as Washington University in St. Louis and Cambridge Associates, growing institutional client base to account for 80% of total assets under management.► Generated cumulative net return of 104.5%, outperforming S&P 500 (47%) and Russell 2000 (82.5%) while maintaining average net exposure of ~40%.

Master Of Business Administration (Mba), Finance, General

Bachelor Of Business Administration (Bba)