David Schofield work email
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Over twenty-five years of institutional investing, I’ve developed deep and complementary skills across a wide range of activities (hence the “pentathlete” reference). Direct investing in public equity markets has informed my career spent assessing investment managers and building global, multi-asset class portfolios. As a complement to this more technical skill set, I have a high EQ and good communications skills. Having invested from “both side of the table” as a buy-side investor and an allocator, I have a balanced understanding of investment decision-making. As part of the inaugural team at the UCSF investment office, I helped build an investment team and process from scratch and re-built a ~$2 billion portfolio as it grew.Outside of work, I am a life-long competitive rower with multiple national masters championships, which has developed both my leadership skills and a team orientation. I currently serve on two non-profit Investment Committees and as a member of the Penn Rowing Board.
Arrowwood Advisors, Llc
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FounderArrowwood Advisors, Llc Mar 2023 - PresentAn Allocator's Perspective: advisory services for investment management firms and out-sourced capacity for endowment & foundation investment offices. Advisory work can focus on investment approach, team dynamics, competitive analysis, and/or communication materials.
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Managing DirectorUcsf Foundation Investment Company Jul 2016 - Mar 2023San Francisco, California, Us• First Managing Director hired for start-up investment office • Built team and processes from scratch with CIO • Drove wholesale rebuild of the portfolio as it doubled in size• Serve as one of three senior investors of the University of California San Francisco’s $2.6 billion endowment • Invest across all asset classes & responsible for a large portion of the portfolio, including some of its largest positions • Functioned as portfolio manager for the endowment for three years (position-sizing, liquidity, exposures and portfolio hedges) • Authored complete re-write of Investment Policy Statement • Obtained $100 million credit line, managing the legal & governance process across the University -
Managing DirectorHall Capital Partners Llc 2013 - 2016San Francisco, California, Us• Led Institutional Portfolio Management group, which managed $4.6 billion in assets for institutions • Functioned as external CIO for four global multi-asset class E&F portfolios -
Managing Director / Interim Co-CioBrown University 2006 - 2013Providence, Rhode Island, Us• Responsible for all marketable investments (public equity, hedge funds & credit) representing ~60% of Brown’s ~$3 billion endowment portfolio • Involved in private equity, particularly venture capital • Traveled globally to support manager research and develop investment perspective • Departed as acting co-CIO -
Managing Director / Portfolio ManagerCommonfund 2002 - 2006Wilton, Connecticut, Us• Responsible for manager selection, portfolio construction and performance of two multi-manager equity funds with ~$2.5 billion in assets: international and emerging market equities • One of three responsible for asset allocation and manager selection in a $2.8 billion multi-strategy fund (U.S. & non-U.S. equities and hedge funds) -
Director, Portfolio Research Group / Investment ManagerMontgomery Asset Management 2000 - 2001• Manager of Portfolio Research Group, four-person team charged with researching internal portfolios, indexes & markets to discern sources of return & risk • One of three members of Investment Oversight Committee, responsible for all equity products (U.S., international & emerging markets), attending to process and style integrity, return analysis and risk management as active feedback to investment process -
Senior Equity Analyst, Global TeamFrank Russell Company 1996 - 1999• Researched & evaluated international and global investment managers based on frequent in-person meetings (~150/year), portfolio analytics, and judgment
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Analyst / Portfolio ManagerDodge & Cox 1991 - 1994• Fundamental analyst responsible for stocks representing $900 million in $6 billion U.S. equity portfolio • Researched and analyzed companies in technology and paper & forest products industries • Made buy/sell recommendations on stocks • Presented recommendations via reports and presentations to Investment Policy Committee for inclusion on Buy/Sell list -
Securities AnalystDuff & Phelps Investment Management Co. 1990 - 1991Chicago, Illinois, Us• Conducted fundamental investment research on U.S. companies • Assigned Buy/Sell/Hold recommendations for equity & debt securities
David Schofield Skills
David Schofield Education Details
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Northwestern UniversityFinance & Marketing -
University Of PennsylvaniaEnglish
Frequently Asked Questions about David Schofield
What company does David Schofield work for?
David Schofield works for Arrowwood Advisors, Llc
What is David Schofield's role at the current company?
David Schofield's current role is Investment "pentathlete" with proven record of success in building and managing global multi-asset class portfolios.
What is David Schofield's email address?
David Schofield's email address is ds****@****tal.com
What is David Schofield's direct phone number?
David Schofield's direct phone number is (415) 288*****
What schools did David Schofield attend?
David Schofield attended Northwestern University, University Of Pennsylvania.
What skills is David Schofield known for?
David Schofield has skills like Portfolio Management, Hedge Funds, Equities, Asset Allocation, Investments, Investment Management, Asset Management, Alternative Investments, Fixed Income, Endowments, Asset Managment, Emerging Markets.
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