Craig Gregory Email & Phone Number

London, United Kingdom

Cardano, founded in 2000, employ 160 staff with backgrounds in risk management, investment management, research, actuarial and investment advisory. The London office opened in July 2007 and offers UK pension funds two forms of service – Investment Advisory and Fiduciary Management. These services are supported jointly by Cardano’s Dutch and UK offices.Our core interest is in studying the causes and impact of risk in order to significantly improve financial performance and resilience. Our approach to risk management also extends to overall pension scheme design, improving risk-sharing between stakeholders and across current and future generations.We currently work on behalf of over 1,300,000 pension fund beneficiaries with assets totalling over £140bn.My role at Cardano focuses on operational change management and ownership of HedgeSphere for new product setup, client on-boarding and enrolling of system upgrades.Supporting enrolment of HSMO and use of HSPAD within other teams than the Operations team.

London, United Kingdom

Following a two year outsourcing project of middle and back office services, a new Middle Office Oversight team was set up to support Man's hedge fund of funds business, FRM. - NAV sign off- Cash management, FX hedging, Money Markets and Credit- Fund restructures, opening, closures and liquidations- Service Provider Management, agreeing KPI's and scorecard review- Change management and finding operational solutions to new mandates- Query management and supporting internal stakeholders, portfolio managers, client services, legal, compliance and technology

London, United Kingdom

Associate Vice President During 2007 I was involved in the transition and consolidation of FRM’s admin and custody from multiple counterparties into one.Throughout 2008/9 I managed the Cash team of 2 people, reporting into the head if Investment Admin and the COO. During this time one of my main projects was to work with IT to spec out and implement cash forecasts reports that focused on cash settlement, which at the time only worked by value date. I assisted IT in automating cash forecast reporting by settlement dates which at the time were being produced manually and reported daily as the company focused on liquidity.In 2011, I assisted with operation wide testing and the roll out of weekly dealing, where previously only monthly existed. • Cash reconciliation of custody and client bank accounts• Query management with external counterparties and internal business units• Settlement of client money, feeder trades, fees, FX and hedge fund trades• Co-ordination and control of client conversions and switches• Provide cash projections, FX MTM and P/L reporting to portfolio managers• Feeder trade sign off and instruction• FX hedging and trade execution• Loan drawdowns and repayments with counterparties• Placing term deposits with money markets• Monitoring collateral statements and placing margin calls• Product restructures and fund closures• MIS reporting to senior management• Client report distribution, checking report data and fund commentary• UAT and writing test scripts for new system releases• Review existing and writing new procedures and review of SLA• Support to Investment Dealing, NAV Valuations and Portfolio Manager’s• Systems used: HedgeSphere, PIMS, CCATS Share Register, Business Objects, Sharepoint, Sitecore, Bloomberg, Citipulse

London, United Kingdom

Associate Vice President As part of a secondment from my role supervising Trades & Pricing, I was involved in the HedgeSphere Project (Portfolio Valuation System). I represented Trades & Pricing as a business expert and worked along side the Business Analysts in the implementation of a Front End automatic trades and pricing feed in the Hedge Fund Accounting System.• Worked alongside the Business Analysts to provide details of existing procedures and timelines• Highlighting problem areas, i.e. bottlenecks and resources• Working as SME to find solutions and reporting back to Infonic Geneva• Writing test scripts and extensive UAT of new releases• Documenting new processes and integrating the system into a live environment• Training business users

London, United Kingdom

Associate Vice President During my brief period within the New Monies role I worked closely with the Business Analysts to introduce Advisory Portfolio’s to the Share Register that previously only included Discretionary information as part of our AUM reporting process. Client Services and New Monies were relocated to our Guernsey office, where I trained the new starters as part of the hand over.• Managing client subscription monies• Client query management• Reporting AUM and monthly subscription and redemption figures to the company• Assisting marketers, chasing late monies and KYC documentation• Managing Share Register, updating new clients and portfolio details• Entering client contract notes into the share register• Reconcile shares in issue to the Transfer Agent

London, United Kingdom

Associate Vice President In December 2004 I was promoted to Associate Vice President and given the responsibility of supervising a team of 5 people.• Collate and enter invested hedge fund performance and NAV per reporting cycle• Enter statements, chasing outstanding from administrators• Reconcile final prices with administrator for monthly final valuation process• Enter contract notes for underlying hedge fund trades, chasing outstanding from administrators• Reconcile portfolio holding information with administrators• Provide fundamental pricing analysis for each valuation cycle• Escalate and verify large returns to Manager Research

London, United Kingdom

Associate • Collate and enter all non-invested hedge fund performance and NAV• Continue to meet targets by updating 90% of 5000 funds on the FRM database by each calendar month• Assist Manager Research in adding and updating new funds to the database using Offering Documentation• Update available fund performance from Bloomberg• Contact HF managers for outstanding performance figures

Education record

Education record