Brian Williamson, Cfa Email & Phone Number

Orange Ct

Orange, Ct

Orange, Ct

Norwalk, Ct

• Assist in all phases of evaluating prospective investments across our spectrum of FoHF portfolios• Responsibilities include evaluating performance of external managers, documenting meetings with managers, sourcing and performing investment due diligence on new hedge fund managers• Create tools to solve complex issues and/or interpret data heavy projectsManager Sourcing:• Part of three person research team covering the global hedge fund landscape, with focus on the… Show more • Assist in all phases of evaluating prospective investments across our spectrum of FoHF portfolios• Responsibilities include evaluating performance of external managers, documenting meetings with managers, sourcing and performing investment due diligence on new hedge fund managers• Create tools to solve complex issues and/or interpret data heavy projectsManager Sourcing:• Part of three person research team covering the global hedge fund landscape, with focus on the Americas• Responsible for research, evaluation, and on-going monitoring of external hedge fund managers across all strategy buckets (including relative value, event driven, private equity, equity long/short, macro and portfolio hedge)• Played key role in increasing proprietary hedge fund database by 600% from 1,350 to 9,500+ since 2007• Tasked with sourcing & evaluating new fund launches and existing funds not in our database• Prepare write-ups for all meetings/calls with managers to document findings / viewsInvestment Due Diligence:• Analysis of a variety of hedge fund related investment processes and business models• Review fund documents (OM, DDQ, etc.) and quantitatively analyze hedge fund performance and underlying portfolio holdings • Qualitative and quantitative analysis of equity, fixed income, FX and commodity markets utilized to support investment decision making on behalf of our CIO• Recommend hedge fund investments to CIO and CEO Show less

Malvern, Pa

• Management training consisting of formal development sessions and practical hands-on application• Aided in management of 50+ employees and making critical day to day business decisions• Duties included motivating employees to promote sales growth & reconciling financial records