Benjamin Frede, Cfa, Caia

Benjamin Frede, Cfa, Caia Email and Phone Number

Senior Portfolio Manager - Private Equity and Private Credit @ Public School and Education Employee Retirement System of Missouri
Benjamin Frede, Cfa, Caia's Location
Columbia, Missouri, United States, United States
Benjamin Frede, Cfa, Caia's Contact Details

Benjamin Frede, Cfa, Caia personal email

Benjamin Frede, Cfa, Caia phone numbers

About Benjamin Frede, Cfa, Caia

I am a senior investment professional building best in class investment portfolios for institutions, primarily focused on private equity, private credit and alternative strategies.I have worked or volunteered for organizations who provide retirement benefits and pensions for school teachers, education employees, state government employees, police officers and firefighters.I am a lifelong learner, intellectually curious and a teacher at heart. Always seeking to solve interesting and novel problems.

Benjamin Frede, Cfa, Caia's Current Company Details
Public School and Education Employee Retirement System of Missouri

Public School And Education Employee Retirement System Of Missouri

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Senior Portfolio Manager - Private Equity and Private Credit
Benjamin Frede, Cfa, Caia Work Experience Details
  • Public School And Education Employee Retirement System Of Missouri
    Senior Portfolio Manager - Private Equity And Private Credit
    Public School And Education Employee Retirement System Of Missouri Nov 2019 - Present
    Jefferson City, Mo, Us
    • Involved in all aspects in the development, portfolio construction and implementation of the Systems' $11 billion private equity and private credit portfolio.• Evaluate and recommend new fund commitments across private markets. Conduct initial and ongoing manager and partnership due diligence.• Evaluate and recommend private equity and direct credit co-investment opportunities.
  • Public School And Education Employee Retirement System Of Missouri
    Portfolio Manager - Private Equity And Private Credit
    Public School And Education Employee Retirement System Of Missouri Jul 2016 - Oct 2019
    Jefferson City, Mo, Us
  • Missouri State Employees' Retirement System
    Senior Investment Officer - Illiquid Alpha Strategies
    Missouri State Employees' Retirement System Jul 2015 - Jun 2016
    Jefferson City, Mo, Us
    • Assisted with the development and structure of the plan's $2 billion illiquid and alternatives portfolio including private equity, private debt, real estate, energy, infrastructure and timberland investments.• Represented system as member of several limited partnership advisory boards.
  • Missouri State Employees' Retirement System
    Investment Officer - Illiquid Alpha Strategies
    Missouri State Employees' Retirement System Apr 2012 - Jun 2015
    Jefferson City, Mo, Us
    • Assisted with the development and structure of the plan's $2 billion illiquid and alternatives portfolio including private equity, private debt, real estate, energy, infrastructure and timberland investments.
  • Missouri State Employees' Retirement System
    Investment Performance & Risk Analyst
    Missouri State Employees' Retirement System Apr 2008 - Apr 2012
    Jefferson City, Mo, Us
    • Evaluated portfolio performance and monitored risk of $7.5 billion defined benefit pension plan.• Assisted with plan's internal hedge fund operational due diligence program, including conducting on-site operational due diligence meetings.• Provided ongoing operational support for Chief Investment Officer and asset class managers for over 100 investment manager relationships.
  • Commerce Bancshares, Inc.
    Branch Support Specialist Iii
    Commerce Bancshares, Inc. May 2005 - Apr 2008
    Kansas City, Mo, Us
    • Analyst for multiple projects concerning the retail operations of a 200 branch bank-holding company. Projects included: bank acquisitions, new product initiatives, systems upgrades, procedural changes, regulatory directives, and promotional campaigns.• Project lead on development and implementation of statistical forecasting model and integrated scheduling solution.• Coordinated with all levels of management across multiple business lines during project development or implementation.• Provided guidance, support, and advice on policies and procedures for front-line staff.• Monitored and enforced company’s employee Personal Financial Responsibility policy.• Co-created and co-wrote retail banking training courses.
  • Umb Bank
    Financial Sales Manager, Financial Services Representative, Personal Banker, Teller
    Umb Bank 1998 - 2005
    Kansas City, Mo, Us
    • Managed retail bank branch with 5000 account-holders and served as facility’s consumer loan officer. (2003-2005) • Supervised, scheduled, and trained staff in bank operations, products and services, and sales promotions. (2003-2005)• Established new and maintained existing customer relationships. (1998-2005)

Benjamin Frede, Cfa, Caia Skills

Investments Portfolio Management Alternative Investments Hedge Funds Fixed Income Private Equity Equities Investment Strategies Asset Allocation Financial Markets Securities Banking Derivatives Risk Assessment Asset Management Financial Modeling Distressed Debt Performance Attribution Real Estate Investment Performance Measurement Performance Appraisal Due Diligence Institutional Investors Risk Analysis Institutional Investments International Investments Valuation Financial Analysis Capital Markets Investment Management Emerging Markets Operational Due Diligence Commodities Retail Banking Banking Operations Financial Sales Consumer Lending Personal Finance Advisory Boards Financial Services Finance Alternative Investment Strategies

Benjamin Frede, Cfa, Caia Education Details

  • University Of Missouri Trulaske College Of Business
    University Of Missouri Trulaske College Of Business
    Master Of Business Administration (Mba)
  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Real Estate

Frequently Asked Questions about Benjamin Frede, Cfa, Caia

What company does Benjamin Frede, Cfa, Caia work for?

Benjamin Frede, Cfa, Caia works for Public School And Education Employee Retirement System Of Missouri

What is Benjamin Frede, Cfa, Caia's role at the current company?

Benjamin Frede, Cfa, Caia's current role is Senior Portfolio Manager - Private Equity and Private Credit.

What is Benjamin Frede, Cfa, Caia's email address?

Benjamin Frede, Cfa, Caia's email address is be****@****umb.com

What is Benjamin Frede, Cfa, Caia's direct phone number?

Benjamin Frede, Cfa, Caia's direct phone number is +157326*****

What schools did Benjamin Frede, Cfa, Caia attend?

Benjamin Frede, Cfa, Caia attended University Of Missouri Trulaske College Of Business, University Of Missouri-Columbia.

What are some of Benjamin Frede, Cfa, Caia's interests?

Benjamin Frede, Cfa, Caia has interest in Economic Empowerment, Politics, Education, Science And Technology, Arts And Culture.

What skills is Benjamin Frede, Cfa, Caia known for?

Benjamin Frede, Cfa, Caia has skills like Investments, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Private Equity, Equities, Investment Strategies, Asset Allocation, Financial Markets, Securities, Banking.

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