Daniel Tenpas, Cfa Email & Phone Number

Completed a passion project by writing and self-publishing a book entitled Finished With Fear.

Greater Boston Area

• Portfolio Manager on various domestic and international index funds from 2015 to 2021.
• Managed the daily trading, monitoring and performance of 20+ funds, totaling roughly $10 billion in assets.
• Ensured funds were tracking within tight performance bands and provided periodic updates to institutional clients and their boards of directors.

Boston

• Subject matter expert for SSgA's $1.2 trillion in passive equity, REIT and commodity strategies, including traditional and non-market cap weighted "Advanced Beta" funds such as factor tilts and reduced volatility.
• Liaise between portfolio managers and the sales, relationship and operations teams to provide ongoing updates on the investment philosophy, process and performance.
• Research and respond to client inquiries relating to existing and new products by providing attribution, benchmark changes, portfolio management team updates, return correlations and other metrics.
• Additional responsibilities include writing fund commentaries, reviewing and approving RFPs and other new business documents, conducting client update calls and representing passive equity on internal operational.

• Member of a team responsible for firm-wide governance, regulatory and enhancement initiatives relating to all of SSgA’s 100+ registered ETFs and mutual funds with net assets of over $180 billion.
• Provide official responses to tax-related inquiries and other requests received by our sales and marketing teams.
• Prepare annual 15c advisory agreement renewal materials for the registered funds. Perform quantitative analyses and craft responses regarding fund profitability, compliance oversight, key personnel and performance.
• Coordinate annual prospectus and SAI updates. Solicit input from Portfolio Managers, Legal and Compliance to ensure documents accurately disclose current investment strategies, expense ratios and risks.

• Responsible for daily pricing compliance of several global fixed income mutual funds with AUM over $6 billion.
• Performed shadow calculations to confirm accuracy of internally-valued and vendor-priced positions including U.S. and foreign bonds and derivatives such as currency forwards, options, credit default swaps and index.
• Responsible for ongoing compliance with prospectus restrictions, lines of credit and 1940 Act requirements regarding diversification, leverage and distributions.
• Provided necessary reporting and analysis to internal committees concerning fair value methodologies, pricing error impacts and trading practices.

• Responsible for accurately processing in-kind fund redemptions and addressing the unique concerns of brokers and shareholders on a complex, tax-driven investment product.
• Proactively identified and implemented necessary improvements to existing procedures for client service, redemptions and tax reporting. Changes led to significantly increased quality and efficiency.
• Supervisor and primary information resource for three Client Associates and one Operations Specialist.

• Underwrote potential real estate investments using market data, Excel financial models and real estate valuation software.
• Directed the acquisition due diligence process and coordinated with the Accounting, Asset Management, Legal and Capital Markets groups on closings.
• Prepared and presented recommendations to the Investment Committee for approval of acquisitions.

Worked with clients, opposing counsel and senior attorneys on the acquisition and financing of over $1 billion of commercial real estate.

Drafted disclosure material and closing documents for various tax-exempt bond offerings.

B.A., Economics

J.D.

Education record