Chris Kaufmann Email & Phone Number

Irvine, Ca, Us

Irvine, California

Irvine California

• Implement an enhanced indexation strategy and a top-down approach with the objective to optimizerisk-adjusted return• Perform valuation analysis via discounted cash flow analysis, public company comparables,precedent transactions, and industry research• Serve as the head of the fixed income team with $11K of assets under management within thestudent investment fund.• Placed 2nd at the annual CFAOC portfolio management Request for Proposal competition.

Newport Beach

• Work with a ten member analytics team on the development of client deliverables such as reports,asset allocation studies, investment manager searches, investment implementation, and portfolioanalyses for over $13.2 billion in total assets.• Assisted senior analysts as the primary contact for clients by answering ad-hoc requests, reviewingportfolios, and coordinating trading/money movement process.• Conducted asset allocation studies including portfolio stress testing and hypothetical portfolio build-outs.• Assisted in sourcing and conducting due diligence on money managers of various investmentvehicles including commingled funds, hedge funds, and private equity.

Irvine California

• Responsible for leading a team of 15 employees, including the training and onboarding process

Irvine California

• Worked directly for the Director of Marketing and Sales of a proprietary software company focused on providing solutions for K-5 educators.• Involved in strategy meetings and meetings with potential clients of the firm to explain the Company’s web-based application• Contributed to idea generation of the Company’s potential growth via ideas such as unique advertising campaigns and strategic sourcing of clients• Responsible for preparing updated market analysis, investment analysis and industry research that was distributed to clients• Increased the potential client list by over 190%, resulting in 3x the user generation in just 10 months

Bachelor Of Arts (B.A.), Business/Managerial Economics, 3.6 Gpa

Activities and Societies: Student Managed Investment Fund Undergraduate Business Association Undergraduate Finance ASsociation

Associate'S Degrees, Business Administration And Business Economics

Activities and Societies: Accounting Association, Finance Association