David Graham

David Graham Email and Phone Number

GLOBAL FINANCIAL EXECUTIVE – INVESTMENT MANAGEMENT @
David Graham's Location
New Canaan, Connecticut, United States, United States
David Graham's Contact Details
About David Graham

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.

David Graham's Current Company Details
American Family Mutual Insurance

American Family Mutual Insurance

GLOBAL FINANCIAL EXECUTIVE – INVESTMENT MANAGEMENT
David Graham Work Experience Details
  • American Family Mutual Insurance
    Chief Investment Officer
    American Family Mutual Insurance 2013 - Present
    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.
  • Partnerre Asset Management
    Executive Director | Head - Asset Allocation
    Partnerre Asset Management 2010 - 2013
    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.
  • Partnerre Asset Management
    Head - Fixed Income
    Partnerre Asset Management 2006 - 2010
    Selected to serve as member of Asset Allocation Committee and PartnerRe Senior Operating Management team.
  • Partnerre Asset Management
    Managing Director - Fixed Income
    Partnerre Asset Management 2002 - 2006
    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).
  • Lazard Asset Management
    Director - Fixed Income
    Lazard Asset Management 2000 - 2001
    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.
  • Lazard Asset Management
    Senior Vice President - Fixed Income
    Lazard Asset Management 1999 - 2000
    Selected to transform the European fixed income capabilities, with oversight of $3B in global and non-dollar funds and team of six investment professionals.
  • Lazard Asset Management
    Vice President - Fixed Income
    Lazard Asset Management 1995 - 1999
    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.
  • Prudential Investments
    Portfolio Manager - Mutual Funds
    Prudential Investments 1993 - 1995
    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
  • Alliance Capital Management (Formerly Equitable Capital)
    Portfolio Manager - Mutual Funds
    Alliance Capital Management (Formerly Equitable Capital) 1989 - 1993
    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
  • Metlife
    Portfolio Manager
    Metlife 1986 - 1989
    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

David Graham Skills

Portfolio Management Investments Risk Management Capital Markets Fixed Income Valuation Asset Allocation Asset Management Financial Risk Securities Private Equity Investment Management Mutual Funds Investment Strategies

David Graham Education Details

  • Indiana University Bloomington
    Indiana University Bloomington
    Mba / Jd Joint Degree Programm
  • Indiana University Bloomington
    Indiana University Bloomington
    Finance
  • Indiana University Bloomington
    Indiana University Bloomington
    Finance

Frequently Asked Questions about David Graham

What company does David Graham work for?

David Graham works for American Family Mutual Insurance

What is David Graham's role at the current company?

David Graham's current role is GLOBAL FINANCIAL EXECUTIVE – INVESTMENT MANAGEMENT.

What is David Graham's email address?

David Graham's email address is da****@****rre.com

What schools did David Graham attend?

David Graham attended Indiana University Bloomington, Indiana University Bloomington, Indiana University Bloomington.

What skills is David Graham known for?

David Graham has skills like Portfolio Management, Investments, Risk Management, Capital Markets, Fixed Income, Valuation, Asset Allocation, Asset Management, Financial Risk, Securities, Private Equity, Investment Management.

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