Dane Solomon Email & Phone Number

Hartford, CT, US

Hartford, CT, US

Hartford, CT, US

Responsible for coordinating, crafting, and articulating responses to request for proposals and due diligence questionnaires for investment management services and products, including domestic and global/international equity, alternatives, asset allocation, and fixed income strategies marketed to institutional and retail clients.

A consulting and advisory practice working in the areas of finance, investments, risk management and strategy. - Completed project for the United Nations Economic Commission for Latin America and the Caribbean (UN ECLAC) assessing structures and resources at the Ministry of Finance of the Government of Antigua & Barbuda. o Presented a Scoping Study which.

London, England, GB

• Provided support for institutional investor portfolios with assets in excess of $12 billion
• Conducted investment manager searches in various asset classes; including Equities, Fixed Income, Hedge Fund of Funds, Private Equity, Infrastructure
• Conducted vendor searches for custody services, emerging manager programs
• Participated in asset allocation studies of defined benefit pension portfolios and endowment fund portfolios
• Assisted in the drafting of investment policy statements for both corporate and public clients
• Provided performance commentary of financial markets and over 30 institutional investment managers

US

• Conducted over 20 investment manager searches in asset classes such as Equity, Fixed Income, Hedge Fund of Funds, Venture Capital, Private Equity, Convertibles and Currency Overlay
• Provided analysis and commentary on quarterly performance of each manager in 17 portfolios. This included analysis of sector performance, peer universe comparison, ability to meet or exceed investment policy guidelines.
• Wrote white papers on specific investment research requests by clients, including alternative investments and comparisons of various investment vehicles
• Primary contact for new and prospective investment managers. Provided initial evaluation of managers, met with new managers as part of due diligence process and ongoing evaluation
• Part of a two person team with primary responsibility for overseeing performance report production

Responsible for the development of a regulatory and supervisory framework for the international investment business sector; including mutual funds, unit trusts and hedge funds. This was a contractual assignment.

Managed and coordinated the regulatory and compliance issues and policies of a financial technology company and our clients - other financial institutions. This was a contractual assignment.

Managed the development of financial markets in Eastern Caribbean region. Specifically, the development of several institutions geared at enhancing financial markets and creating a capital market.

Masters, Business Administration

Bsc, Economics