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 since its inception.• 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. • Generated detailed market and economic analysis on a quarterly basis for teammates and internal staff to increase awareness of recent market and economic conditions.

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.