Brian Carr Email & Phone Number

Greater Philadelphia Area

• Senior Investment Analyst
• Led investment manager due diligence and search process of domestic equity strategies within the investment consulting practice and for the Outsourced Chief Investment Officer (OCIO) business.
• Advised Investment Committee on portfolio and strategy allocation inclusive of views on managers and current market conditions.
• Managed and upgraded the approved list of domestic equity managers availble for prospective and existing consulting clients as well as for the OCIO model.
• Collaborated with Managing Directors and Senior Managing Consultants on new investment manager searches within the domestic equity space.

Greater Philadelphia Area

• Key part of a team of 5 which analyzed and evaluated quantitative and qualitative information for prospective and recommended investment managers and product solutions.
• Maintained and upgraded the recommended list of mutual funds and SMA’s for the large cap, International, and Alternatives categories.
• Provided written analysis and recommendations on mutual funds, separate account managers, and alternative investment strategies.
• Assisted financial advisors and marketing team members ensuring effective delivery of product solutions with manager and fund selection.

Newtown Square, PA

• Promoted to Portfolio Manager for a domestic fund of funds product investing in traditional and hedged investment managers, which grew to nearly $275 million. Designed, launched, marketed and implemented the strategy.
• Lead analyst responsible for approximately $500 million of client capital invested with external investment managers.
• Negotiated investment management terms including fees, lock-ups, and transparency which were most favorable to clients, with respect to new investments.
• Produced and delivered performance and attribution commentary for distribution to clients to keep them abreast of portfolio activity throughout each quarter.
• Experience in managing portfolio risks through hedging with exchnage traded funds, futures, and options.
• Active participant with prospective and existing clients, trustees and executive committes.

Newtown Square, PA

• Sourced and identified start-up and existing hedge funds, and acted as the primary liaison with Prime Brokers and third party marketing firms.
• Conducted qualitative manager due diligence, evaluated potential investments, prepared writen recommendations, as well as ongoing portfolio monitoring.
• Conducted nearly 200 initial and follow-up interviews with prospective money managers employing a variety of strategies each year.
• Led or participated in in-depth due diligence projects on more than twenty potential investments that ultimately resulted in more than fifteen core investments.
• Successfully identified talent in an analyst as a portfolio manager, developed guidelines for a new equity long/short strategy and seeded the fund with client capital.

Newtown Square, PA

• Traveled extensively throughout Europe and Asia sourcing potential new hedge fund investments, and performed ongoing due diligence on existing investments.
• Initiated new procedures, such as risk monitoring tools, attribution analysis, and assisted in creating an internal hedge fund research database which enhanced productivity.
• Provided analytical support on the firm’s additional $2.0 billion of fund of funds products, including international, small cap, and private equity investments.
• Developed and maintained close relationships with existing hedge fund managers, their analysts, and administrative professionals ensuring productive partnerships.
• Assumed responsibility for reporting performance and other communications to clients.