Dan Mccollum

Dan Mccollum Email and Phone Number

Fellow, The Aspen Institute Finance Leaders Fellowship @ The Aspen Institute
New York, NY, US
About Dan Mccollum

With over 20 years of experience in the investment industry, I am a seasoned portfolio manager, strategist, and leader with a passion for delivering superior outcomes for clients and stakeholders. I have a proven track record of achieving top quartile results in both large and small portfolios, with broad global portfolios and also with direct investments and co-investments. I am deeply experienced across all asset classes, including public equity, private equity, venture capital, private credit, hedge funds and real estate, across both active management and passive management, domestically and globally.In my recent role, I was responsible for developing and implementing the firm's investment philosophy, process, and policies, as well as managing the research, due diligence, and allocation of various asset classes, including public and private equity, fixed income, and hedge funds. I also worked closely with the client service and business development teams to provide customized solutions and advice to a wide range of institutional and high-net-worth clients. Some of my key achievements included creating a new business line (Fund of Funds), launching new investment strategies, enhancing the firm's risk management framework, and expanding the firm's presence and network in the industry. Leveraging my skills in investments, finance, and portfolio management I delivered value-added results and insights to the firm and its clients.I am also a Finance Fellow of the Aspen Institute, a global nonprofit organization committed to realizing a free, just, and equitable society. Founded in 1949, the Institute drives change through dialogue, leadership, and action to help solve the most important challenges facing the United States and the world.

Dan Mccollum's Current Company Details
The Aspen Institute

The Aspen Institute

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Fellow, The Aspen Institute Finance Leaders Fellowship
New York, NY, US
Employees:
1730
Dan Mccollum Work Experience Details
  • The Aspen Institute
    Fellow, The Aspen Institute Finance Leaders Fellowship
    The Aspen Institute
    New York, Ny, Us
  • Investcorp
    Strategic Advisor
    Investcorp Aug 2024 - Present
    Us
    Member of the Strategic Advisory Board of Investcorp Strategic Capital Group.
  • The Aspen Institute
    Fellow, The Aspen Institute Finance Leaders Fellowship
    The Aspen Institute Jul 2021 - Present
    Washington, District Of Columbia, Us
    The Aspen Institute Finance Leaders Fellowship develops a community of enlightened leaders to chart the course of the global finance industry. Fellows strengthen their companies’ cultures, look for ways to improve system stability, and innovate to ensure global financial inclusion.
  • Hirtle, Callaghan & Co.
    Deputy Chief Investment Officer
    Hirtle, Callaghan & Co. 2018 - 2024
    West Conshohocken, Pa, Us
    Leading OCIO with $20+ billion in discretionary assets under management. Member of the firm's Investment Policy Committee, Investment Strategy Committee, and Leadership Committee.
  • Genasys Inc.
    Member Of The Board Of Directors
    Genasys Inc. 2016 - 2021
    San Diego, Ca, Us
  • Brown University
    Managing Director
    Brown University 2013 - 2018
    Providence, Rhode Island, Us
    $3.8+ billion endowment, invested globally across all asset classes.
  • Narragansett Management, L.P.
    Managing Director
    Narragansett Management, L.P. 2008 - 2013
    Family office investment partnership consisting of proprietary capital of founder and select non-family institutions. Managed a portfolio of direct investments in equities, corporate and sovereign debt and currencies.
  • Banc Of America Securities
    Vice President
    Banc Of America Securities 2006 - 2007
    Charlotte, Nc, Us
    $650 million Proprietary Special Situations Fund
  • Banc Of America Securities
    Associate
    Banc Of America Securities 2003 - 2006
    Charlotte, Nc, Us
    High Yield Capital MarketsCompleted 19 joint book-run deals totaling $4.9 billion and 24 total deals aggregating $6.4 billion.
  • Deutsche Bank Securities
    Analyst / Associate
    Deutsche Bank Securities 1996 - 2000
    Financial Sponsor GroupCompleted 13 lead-managed deals raising $2.3 billion comprising bank debt, high yield debt and equity.

Dan Mccollum Skills

Valuation Hedge Funds Private Equity Investments Portfolio Management Fixed Income Capital Markets Equities Investment Banking Mergers And Acquisitions Finance Due Diligence Equity Research Financial Modeling Corporate Finance Alternative Investments Asset Management Bonds Leveraged Finance Financial Analysis Mergers Debt High Yield Special Situations Industry Analysis Securities Mezzanine Lbo Private Placements Structuring Credit Capital Structure Recapitalizations Credit Analysis Origination Securitization Buyouts Series 7 Trading Structured Finance Capital Dcf Buy Side Principal Investing Deal Structuring Equity Valuation Value Investing Deal Execution Debt Structuring Fundamental Research

Dan Mccollum Education Details

  • Columbia Business School
    Columbia Business School
    Master Of Business Administration - Mba
  • University Of California, Berkeley
    University Of California, Berkeley
    Economics
  • The Bush School
    The Bush School

Frequently Asked Questions about Dan Mccollum

What company does Dan Mccollum work for?

Dan Mccollum works for The Aspen Institute

What is Dan Mccollum's role at the current company?

Dan Mccollum's current role is Fellow, The Aspen Institute Finance Leaders Fellowship.

What is Dan Mccollum's email address?

Dan Mccollum's email address is la****@****ail.com

What is Dan Mccollum's direct phone number?

Dan Mccollum's direct phone number is +191740*****

What schools did Dan Mccollum attend?

Dan Mccollum attended Columbia Business School, University Of California, Berkeley, The Bush School.

What skills is Dan Mccollum known for?

Dan Mccollum has skills like Valuation, Hedge Funds, Private Equity, Investments, Portfolio Management, Fixed Income, Capital Markets, Equities, Investment Banking, Mergers And Acquisitions, Finance, Due Diligence.

Who are Dan Mccollum's colleagues?

Dan Mccollum's colleagues are Tanzia Huq, Bianca Lopez, Mpp, Gloria Morgan, Kate Jaffee, Maitreyi Sistla, Patricia Dayton, Andrew Quinn.

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