Brian Cody, Cfa Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

New York City Metropolitan Area

New York City Metropolitan Area

New York City Metropolitan Area

Institutional investor relations professional focused on building and maintaining strategic relationships with institutional consultants and plan sponsors.

Hicksville, Ny

• Advise institutional plan sponsors totaling approximately $2.5 billion of assets with all phases of fiduciary management. Plan types include defined benefit, trustee-directed and participant-directed defined contribution plans and health & welfare funds.• Provide full service investment consulting supervision, which includes asset allocation, funding and spending design, risk budgeting and investment manager research & qualifications.• Initiate discussions with clients to address strategic portfolio allocation in consideration of capital market conditions with the objective to improve program funding levels.• Search for and select investment managers based on client suitability and quantitative and qualitative analysis and research.• Make formal presentations to Board of Trustees and C level executives.• Negotiate third-party vendor fees on behalf of clients.• Design client-specific asset allocation programs and Investment Policy Statements to meet actuarial assumption targets.• Provide ongoing education to Board of Trustees to promote suitable investment decisions.•Design and maintain proprietary investment performance reporting infrastructure for more efficient workflow.• Partner with the President and CEO on new business presentations and marketing efforts to generate new client engagements.

Hicksville, Ny

• Responsible for developing and maintaining a diverse investment product research agenda. The focus was placed on investment strategies expected to exploit market dislocations to produce better than market returns.• Covered asset classes: US large cap equities, US mid cap equities, US small cap equities, US all cap equities, developed international equities, developing market equities, global equities, preferred stock, short term fixed income, intermediate core fixed income, intermediate core plus fixed income, core fixed income, core plus fixed income, inflation protected bonds, convertible securities, senior secured floating rate notes, high yield bonds, stable value, multi-sector bond, mezzanine debt, private debt, long/short credit, direct hedge funds and fund of funds, private equity fund of funds, real estate investment trust, direct core real estate, direct core plus real estate, GSA real estate, value added real estate and life settlements.• Conducted asset allocation modeling and efficient frontier analysis using Monte Carlo simulations.• Focused on alternative investments and non-correlated investment strategies.

Hicksville, Ny

• Performed ongoing quantitative and qualitative analysis of institutional investment managers for adherence and consistency of stated portfolio management process.• Engaged with senior members of investment management firms for comprehensive analysis of firm and product for due diligence review.• Designed custom investment manager and custodial Request-for-Proposal questionnaires.• Responsible for monthly detailed research reports presented to the Director of Research.