David Brenner

David Brenner Email and Phone Number

Chief Strategy Officer, COO, CAO, CoS | Asset Management | Global Strategy | Organizational & Digital Transformation | Client Experience | M&A | Alternatives | Beleaguered Cleveland sports fan @ TIFF Investment Management
David Brenner's Location
Greater Philadelphia, United States, United States
About David Brenner

My career has taken me around the world and allowed me the privilege of sitting next to a diverse spectrum of leaders and having a meaningful role in shaping strategic discussions and outcomes.I am a Senior Asset Management leader with extensive global experience as a Chief Strategy Officer (CSO), Chief Operating Officer (COO), Chief of Staff and Head of Digital Transformation. A comprehensive background across distribution, investments, and operations enables a distinctive talent for anticipating trends, connecting dots, and transforming concepts into actionable strategies. Known for driving organizational and digital transformations in complex environments, with expertise spanning strategy design, innovation, global expansion, M&A, data science, AI and alternative investments/private markets. Value proposition is merging visionary concepts with practical, hands-on leadership to ensure outcome-driven results.Key Strengths Include:GLOBAL VISION & STRATEGY◉ Crafted a comprehensive five-year strategic plan that influenced investment decisions, distribution efforts, and operational enhancements, and was instrumental in creating shareholder value by enabling successful M&A, unlocking synergies and scalability, and driving Macquarie Public Investments' metamorphosis into the globally impactful entity it stands as today.ORGANIZATIONAL/DIGITAL TRANSFORMATION & OPTIMIZATION◉ Enhanced businesses and functions through process reengineering, automated workflows and digitalization, leading to efficiency increases and time savings.◉ Conceptualized and led the creation of a unified, global distribution team, integrating one P&L, bonus structure, and leadership committee, leading to increased sales and an enhanced client experience.ACQUISTION, DIVESTITURE & INTEGRATION (M&A)◉ Integral member of a four-person team responsible for largest equity transaction in Macquarie’s history with the acquisition of Waddell & Reed, leading it from start to finish while working through the challenges presented by having to do it all remotely during the pandemic. DATA SCIENCE, DATA ANALYTICS & ARTIFICIAL INTELLIGENCE (AI)◉ Orchestrated the creation of an Analytics team that included the recruitment of a Chief Analytics Officer and a cadre of PhD-level data scientists, which led to transformative growth initiatives and use cases by harnessing the power of data, analytics and AI.When I'm not working and partnering with stakeholders, you can find me cheering on my kids at the baseball and soccer fields or golfing, skiing, and traveling the world.

David Brenner's Current Company Details
TIFF Investment Management

Tiff Investment Management

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Chief Strategy Officer, COO, CAO, CoS | Asset Management | Global Strategy | Organizational & Digital Transformation | Client Experience | M&A | Alternatives | Beleaguered Cleveland sports fan
David Brenner Work Experience Details
  • Tiff Investment Management
    Chief Operating Officer
    Tiff Investment Management Jan 2024 - Present
    Radnor, Pa, Us
    Lead strategy and operations at TIFF, with oversight of the Finance, Operations, Information Technology, Legal, Compliance, and Human Resources functions.
  • Executive Forum
    Member
    Executive Forum Dec 2023 - Present
    New York, Ny, Us
    Executive Forum is a highly engaged community of executives from leading corporations who share a passion for "what's next" to drive the business growth of tomorrow.Since its formation in 1995, the Executive Forum has grown to over 400 members who are the top-most leaders at market moving companies, run portfolios for the most innovative PE firms and serve as directors on boards — public, private and non-profit.
  • Macquarie Group
    Global Head Of Digital, Data & Platforms And Chief Strategy Officer, Public Investments
    Macquarie Group Jan 2021 - Oct 2023
    Sydney, Nsw, Au
    ◉ Built a new Analytics team and hired a Chief Analytics Officer and a cadre of PhD-level data scientists, responsible for driving growth initiatives by harnessing the power of data, analytics and AI.◉ Launched divisional Group Data Office and drove the implementation of a comprehensive data governance and data product program, advancing data ownership and stewardship models.◉ Integral member of a four-person core team responsible for largest equity transaction in Macquarie’s history, leading from start to finish during the pandemic.
  • Macquarie Group
    Chief Strategy Officer, Coo Global Distribution & Chief Of Staff
    Macquarie Group Sep 2015 - Dec 2020
    Sydney, Nsw, Au
    ◉ Crafted comprehensive five-year strategic plan that was instrumental in creating shareholder value by enabling successful M&A, unlocking synergies and scalability, and driving MPI's metamorphosis into a globally impactful entity.◉ Conceptualized and led the creation of a unified, global distribution team, integrating one P&L, bonus structure, and leadership committee, leading to increased sales and an enhanced client experience.
  • Ubs Global Asset Management
    Chief Operating Officer, Americas
    Ubs Global Asset Management Jun 2012 - Sep 2015
    Zurich, Ch
    ◉ Orchestrated seamless end-to-end operational processes, set direction for go-to-market strategies and led multi-year, critical priorities, all requiring excellent communication skills, and resulted in increased profitability.◉ Spearheaded the ideation/accomplishment of strategic initiatives pivotal to achieving business growth, such as conceiving and executing the strategic reentry for UBS AM's presence in Brazil.◉ Identified potential M&A and strategic partnership prospects, spanning target assessment, due diligence support, and negotiation and included driving the divestiture of the Canadian business.
  • Ubs Global Asset Management
    Business Manager & Head Of Sales Execution And Strategy Team
    Ubs Global Asset Management Mar 2007 - Jun 2012
    Zurich, Ch
    ◉ Forged strong relationships with the Investment Bank and Wealth Management and created a new revenue stream growing from zero to $20M+ and AUM to $25B+ over four years.◉ Americas representative on Corporate Strategy / Strategic Planning team.
  • Ubs Global Asset Management
    Business Analyst
    Ubs Global Asset Management Dec 2004 - Feb 2007
    Zurich, Ch
    ◉ Led the successful, worldwide implementation of a home-grown institutional client billing system that included supervising a diverse, global team of thirty professionals.
  • Kpmg
    Senior Associate
    Kpmg 2002 - 2005
    New York, Ny, Us
  • Arthur Andersen Llp
    Experienced Consultant
    Arthur Andersen Llp 2000 - 2002

David Brenner Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Economics & Strategic Management
  • Miami University
    Miami University
    Management Information Systems And Marketing

Frequently Asked Questions about David Brenner

What company does David Brenner work for?

David Brenner works for Tiff Investment Management

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

David Brenner's current role is Chief Strategy Officer, COO, CAO, CoS | Asset Management | Global Strategy | Organizational & Digital Transformation | Client Experience | M&A | Alternatives | Beleaguered Cleveland sports fan.

What schools did David Brenner attend?

David Brenner attended The University Of Chicago Booth School Of Business, Miami University.

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