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David Graham is listed as CHIEF INVESTMENT OFFICER at American Family Mutual Insurance, based in New Canaan, Connecticut, United States. AeroLeads shows a work email signal at american-national.com and a matched LinkedIn profile for David Graham.
David Graham previously worked as EXECUTIVE DIRECTOR | HEAD - ASSET ALLOCATION at Partnerre Asset Management and HEAD - FIXED INCOME at Partnerre Asset Management. David Graham holds Doctor Of Law (Jd), Mba / Jd Joint Degree Programm from Indiana University Bloomington.
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BUILDING AN INVESTMENT CULTURE THROUGH TALENT, TOOLS, PROCESSESI am an agile and astute Senior Global Financial Executive/Strategist who leverages deep and broad quantitative, operational, product and investment management expertise to drive growth, performance, protect assets and minimize risk within highly volatile global markets and economic climates. My strengths…✔ Impeccable reputation as an intellectually rigorous professional with the skill to see emerging global trends and recognize potential growth opportunities. ✔ Solid record in building investment organizations by attracting and engaging top-tier talent, mentoring for excellence and establishing efficient and scalable infrastructures and processes. ✔ Natural ability to gain trust and build long-lasting relationships with clients and peers in public and private sectors worldwide. CHANGE AGENT: Led complete transformation at insurance investments division, instilling a formal investment infrastructure, culture and philosophy, asset liability framework, governance, controls, processes, and a winning, collegial team that delivered a P&C portfolio. BUILDER: Major architect of a newly formed Asset Management subsidiary, building the organization from the ground up, attracting and retaining talented global fixed income team that moved 99% of assets from external to internal management.INNOVATOR: Converted Asset Management’s European fixed income capabilities by reorganizing investment team from top-down macro approach to bottom-up fundamental core approach, redesigned portfolio management structure and processes, and collaborated with marketing to develop product menu and one of the first European high-yield portfolios. EARLY ADOPTER: Among first MBS investors to utilize vector prepay analysis and ARMS in index mandates for management of Equitable Capital’s $8B fixed income portfolio with MBS portfolios outperforming index by 310 bps per annum. Among first developers of portable alpha strategies.
Listed skills include Portfolio Management, Investments, Risk Management, Capital Markets, and 10 others.
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Built and oversee team of 32 in the management of US and international equities, private markets (private equity, real assets, private debt, commercial mortgages) and public fixed income asset classes, totaling $22B. Member of company’s officer group. Instituted efficient, automated and operationally scalable processes and technology infrastructure.
Promoted from Head of Fixed Income role to undertake additional oversight of formal benchmarking, asset allocation modeling, quantitative asset class valuations, development of broad economic and investment tactical views, and evaluation of new strategies. Avoided Financial Crisis and Euro Crisis, improving performance 2.1% combined.
Selected to serve as member of Asset Allocation Committee and PartnerRe Senior Operating Management team.
Brought in to build operations and capabilities for newly formed asset management subsidiary to bring $3B in externally managed, non-dollar, fixed income investments in-house. Implemented risk management system for multicurrency portfolios, built Euro and UK corporate bond valuation models, and established asset allocation processes. Funds ranked first in risk-adjusted returns among 40-fund peer group; garnering, since inception 50 bps per annum over benchmark (Sharpe Ratio 0.90).
Spearheaded a team through a time of uncertainty and change due to leadership turnover. As de facto Chief Investment Officer of Fixed Income, directed $13B global fixed income department, with a team of 20 investment professionals. Maintained accountability for asset allocation and portfolio strategies for domestic and global funds. Attained 130 bps over European benchmarks, six years running as a result of US style, bottom-up investment process. Developed global high-yield and aggregate products, valuation models and investment white papers.
Selected to transform the European fixed income capabilities, with oversight of $3B in global and non-dollar funds and team of six investment professionals.
Recruited as member of management team accountable for all aspects of domestic and global investments, new business development, client servicing and risk systems. Managed $2B+ in MBS and global fixed income.
Newark, Nj, Us
Mutual fund manager of MBS, government and annuity funds totaling $1.2 billion* GNMA and Adjustable Rate Securities Funds ranked in first quartile for 1994, gross of fees* Gave fund presentations supporting broker and agent sales force and appeared on CNBC on a number of occasions
Member of three person MBS team managing $5 billion in mutual funds and institutional accounts. Responsible for fixed income investing for $8 billion of The Equitable Company's general account.* Mortgage Strategy Trust and Mortgage Income mutual funds ranked in first quartile for 1993 and rated 5 stars by Morningstar.* Managed institutional mortgage index and short duration mortgage accounts for domestic, European, Asian and Middle Eastern clients* Among first MBS investors to use vector prepay analysis and ARMs in index mandates* Developed corporate fund using short duration MBS and swaps that eventually totaled $1 billion* Presentations to domestic and international clients and gave talks on mortgage market* Developed separate account MBS track record at Equitable Capital - two year track record outperformed index by 310 bps per annum
Member portfolio manager group responsible for constructing asset strategies for insurance and pension business. * Managed asset / liability strategies for Group Insurance and Personal Insurance products * Constructed model portfolios (strategic asset allocation) for company and product lines
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David Graham works for American Family Mutual Insurance.
David Graham is listed as CHIEF INVESTMENT OFFICER at American Family Mutual Insurance.
AeroLeads has found 1 work email signal at @american-national.com for David Graham at American Family Mutual Insurance.
David Graham is based in New Canaan, Connecticut, United States while working with American Family Mutual Insurance.
David Graham has worked for American Family Mutual Insurance, Partnerre Asset Management, Lazard Asset Management, Prudential Investments, and Alliance Capital Management (Formerly Equitable Capital).
You can use AeroLeads to view verified contact signals for David Graham at American Family Mutual Insurance, including work email, phone, and LinkedIn data when available.
David Graham holds Doctor Of Law (Jd), Mba / Jd Joint Degree Programm from Indiana University Bloomington.
David Graham is listed with skills including Portfolio Management, Investments, Risk Management, Capital Markets, Fixed Income, Valuation, Asset Allocation, and Asset Management.
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