Lead fundraising for a premier first time Asia Private Debt fund. Focus on US and Canadian investors and investment consultants.

Client facing product manager and specialist representing Franklin Real Asset Advisors’ (FRAA) global equity strategies including listed real estate and listed infrastructure in addition to global private equity real estate strategies. Product ‘owner’ and key strategy advocate for global external (intermediaries and clients) and internal (sales and service) constituencies charged with positioning, growing and defending key strategies. Product structures and analysis included: ’40 Act, LP, CEF, ETF, MLP, UCITS, QIF and SIF.• Client facing product expert called upon to articulate key strategy aspects and points of differentiation to global clients and prospects to drive sales and retention efforts.• Led training and product update sessions for global distribution teams on the latest investment strategies, products, and solutions; ensured clear messaging and points of differentiation to drive sales.• Executed market surveillance and provided competitive analyses, as well as point-of-product differentiation on an ongoing basis for use by various global sales constituencies driving $100M+ new fund flows over the trailing 3 years.• Partnered cross-functionally with marketing leadership and portfolio management to create compelling value-added thought pieces for use by global distribution teams, promoting and defending allocations to infrastructure and real estate.• Championed product development and innovation, recommending new products and strategies leveraging investment team capabilities and expertise to meet current and expected market demand.• Created new pitch book content, updated PPMs and related offering materials and managed associated projects and processes requiring legal, marketing and senior management input. • Built language and ensured consistency across a full suite of responses for use in DDQ/RFPs and all related marketing materials.

Managed investor and consultant relations for Citi Property Investors (CPI) private equity real estate opportunity funds, private equity real estate fund of funds, a suite of global real estate securities separate accounts and commingled vehicles representing more than $4B in assets under management. Product Specialist and Subject Matter Expert (SME) for all CPI and Apollo Global Real Estate (AGRE) offerings.• Managed an investor and prospect base of 50+ leading global institutional LPs and investment consultants. • Frequent national travel for LP and investment consultant update meetings. Active in fundraising and new business development meetings.• Managed and arranged Advisory Committee meetings. • Created new pitch book content, updated PPMs and related offering materials and project managed associated fund launch related processes requiring legal, marketing and senior management input. • Crafted and updated responses to investor DDQs/RFPs and key consultant databases in support of new fund launches to ensure accuracy and consistency of key messaging.• Proactively identified new fund prospects, introduced the funds and platform to investment consultants, organized and led targeted roadshows, actively maintained prospect listings for all products, and managed the follow-up process for all requests resulting in increased platform and fund visibility.

Citi Property Investors was acquired by Apollo Global Management (Ticker: APO) in November 2010. Same job description as above.

Key member of a 4-person consultant relations team that generated $11B in new business opportunities, as well as $2B in finals presentations and $1.2B in new business.• Partnered directly with a consultant base that included 30+ consulting firms across 130 shared clients with $12B in total assets under management.• Represented broad traditional and alternative product offerings, with key strategies including qualitative and quantitative domestic and global equities (Systematic), multi-sector fixed income, long/short equities, and a broad-based global macro hedge fund.• Introduced key investment strategies to key research and field consultant personnel.• Served as the primary point of contact for all sales and service requirements related to investment consultants and shared institutional clients.

Provided solutions-based asset allocation recommendations to multi-strategy clients by leveraging the firm’s robust strategic and tactical allocation framework. Serviced large institutional separate accounts across key equity and fixed income strategies.• Managed more than 30 institutional relationships representing $500M in assets spanning equity, fixed income, alternative, and multi-strategy mandates.• Deepened client relationships by leading frequent on-site and off-site investment reviews and providing consultative and responsive service.• Partnered with clients to understand and articulate their key investment objectives and risk tolerances to craft cohesive Investment Policy Statements (IPS); collaborated with Portfolio Management to create diversified portfolios reflecting client preferences and incorporating the firm’s strategic and tactical investment views.• Expanded the overall scope and value of existing relationships through the cross-sale of additional proprietary investment strategies and select external strategies.

Oversaw day-to-day client service for the firm’s institutional clients, partnering with assigned senior relationship managers, portfolio management teams, investment operations, legal, and trading groups.• Partnered with senior relationship managers to service Public, Corporate and Taft-Hartley investors representing $5B+ in asset under management. • Coordinated and provided regular and ad hoc reporting to clients, consultants, and custodians, including portfolio review materials and client performance reports.• Led or co-led on-site and off-site client meetings as well as portfolio reviews and consultant meetings.