Provided fundamental equity and credit research and portfolio management for a $1B AUM family office. Maintained personal ownership and management of a $200M public-equity portfolio. Analyzed investment opportunities across a wide range of asset classes (public equities, PE and VC funds, co-investments, LP secondaries, real estate assets, fixed income, preferred equities).• Oversaw investment idea generation, research, screening, valuation, and execution.• Conducted presentations to managing partner and trustees, outlining high-conviction investment theses, economic developments, market events, and industry or company-specific news.• Liaised with sell-side analysts, management teams, and other industry participants to gather sector intelligence.