David Gallagher Email & Phone Number

All firms face moments when the talents, products or strategic direction that made them successful in the past are no longer adequate. Often times, this calls for both innovative concepts and new ways of thinking. Intrinsic Counsel is an executive coaching and marketing partnership focused on the investment management industry. David works with individuals and teams to develop skills and deploy strategies to enhance the value they bring to the marketplace. These services can apply to investment product, portfolio management teams, marketing, sales or senior level executives.Every engagement is uniquely designed with an organization context in mind. Whether you are an emerging or established manager, a strategic market presence is essential to achieving your potential in winning mandates and gathering assets from highly sought institutional clients. Areas of focus include: -- Uniquely specializing in Investor Relations for Emerging Markets, Global and Int’l strategies -- Channel Marketing for Wealth, OCIO, Subadvisory and UCITS-- Identifying and developing the value proposition for existing strategies-- Strategy Creation, Product Development and Carve out’s-- Product Scorecard, Positioning and Salability-- Talent Recruitment, development and communication between marketing and PM’s-- “Day of” Final’s Presentation Coaching-- Mergers, Acquisitions, Lift outs and Operational Capital Fund RaisingAdditionally, David can reflect over 30 years of experience working at leading asset managers: act in a COO capacity, practical knowledge of UCITS, closed end and 40 act funds, production and review of legal agreements, management and organisation of data and documentation, market entry and cross border distribution partnerships, implementing governance frameworks, identifying opportunities for operational efficiency and business transformation.

London, Gb

Responsible for the overall management, execution and oversight of client relations, consulting partnerships and distribution in the U.S. This includes the institutional, non-profit, OCIO, sub advisory and wealth management channels. Strategies include EM, EAFE and Global equity

Waltham, Ma, Us

Responsible for both onshore and offshore distribution of Global, EAFE and U.S. small cap strategies within the institutional, sub-advisory, family office and wealth management channels.Played an integral role in launching a U.S. small cap strategy with a sub-advisory partner, lifting out/seeding a non U.S. equity strategy, seeding/launching a micro cap UCITS and sourcing partners to help Granahan grow several business channels.

Edinburgh, Scotland, Gb

Distributing SLI's Absolute Return/Multi-Asset Strategies to the Institutional plan sponsor community across the U.S.

Charlotte, North Carolina, Us

Overall Sales & Business Development executive in North America. Responsible for the management and execution of the Business Development objectives of Baring Asset Management in North America. Player/Coach role, including oversight of consultant relations and sales in NA. Asset growth from 6B to 14B over tenure. Revenues grew by 4x. Both metrics were in decline for a five year period prior to 2006. Member of Executive Management Committee in NA.

Berwyn, Pennsylvania, Us

Built relationships for Chartwell's small cap equity strategies within the Consultants, Corporate, Sub-advisory and Non-Profits communities.

Directed Sales effort and support team for All cap, large-cap and mid cap value strategies to institutional, consultants and third party channels. Main areas of focus included corporate, non-profit, public and sub-advisory across the U.S. and Canada. Asset growth from 4B to 15B over tenure through direct sales efforts and several significant "buy ratings" from the consultant community. Prior to joining firm, two key clients were the client base.

Marketed International and emerging market equities to corporations, foundations, endowments, family offices, public plan sponsors and consultants in the Northeastern US

Oaks, Pa, Us

Responsible for servicing and selling investment advisory group services to banks, plan sponsors and investment advisors in New York City, the Middle Atlantic, and Southeastern US. Youngest salesperson to ever attend President's club

Master Of Science, Organizational Dynamics

Bachelor Of Science, Finance

Diploma

Education record