David Geffen Email & Phone Number

Park City, UT, US

Geffen Advisors LLC is a consultancy that provides strategic advice and solutions to investment managers including hedge funds, private equity funds, fund of funds, and family offices in areas including treasury, financing, prime brokerage, counterparty and liquidity risk management, and trading documentation negotiation. Geffen Advisors also provides.

Salt Lake City, Utah, US

• Proposed, created and teach two classes for Masters of Science in Finance and MBA candidates:
• “Hedge Funds”: Have been teaching this class annually since the Spring 2020 semester. This course provides a broad overview of the hedge fund industry, covering the history of the industry, the current state and the.
• “Alternative Investments”: Co-developed and co-instructed this half-semester introductory class for the first time in the Spring 2023 semester. This class provides an overview of the Alternative asset classes most.

Snyderville, Utah, US

High Valley Transit (HVT) is Summit County, Utah's public transportation system which was formed in 2021. HVT runs no-fee service within Summit County including fixed route bus service, shuttle bus service to/from some of Park City’s busiest business and retail areas, and on-request van service (micro transit) between residences and bus stops and other.

New York, NY, US

• Created, led, and staffed a 10 person securities finance group that managed BlackRock’s prime brokerage, futures clearing, financing, and counterparty credit relationships with banks and brokerage firms. Developed and.
• Saved BlackRock managed funds millions of dollars by leveraging the firm’s status as one of the largest and influential global clients, and through use of proprietary technologies and tools.
• Cultivated relationships and conducted quarterly meetings at banks and brokerage firms to maintain access to more than $25B of hedge fund financing throughout the 2007/2008 financial crisis.
• Instituted prime broker scorecard process designed to establish expectations, provide feedback, and promote transparency for prime broker performance, including comparative analysis versus competition.
• Created and delivered presentations to investors and prospects on prime broker and counterparty selection, hedge fund liquidity risk management, and counterparty credit risk mitigation.
• Initiated and supported the development of technologies and analytical tools to track prime broker capabilities, pricing, and spending, resulting in substantial cost savings.

US

• Established and led a team that managed bank and brokerage firm credit relationships. Presented the firm to counterparties and negotiated trading agreements. As a senior member of the global treasury group, identified.
• Built the company’s credit department and served as Chief Credit Officer. Implemented strategies to gain access to credit with favorable documentation and margin terms. Assessed counterparty creditworthiness.

New York, New York, US

• Led a global team managing credit exposures to more than 1,000 hedge funds. Collaborated with internal prime brokerage and OTC derivatives groups to enable growth while managing credit risk. Represented the firm in.
• Expanded coverage of hedge funds from 600 to 1,000+ during tenure.
• Established margin lending rules and OTC margin policies for complex hedge fund trading strategies.
• Contributed as part of a cross functional team on the architecture, design, and build of technologies.

New York, New York, US

Oversaw marketing and credit for the firm’s global relationships with investment banks, hedge funds, pension funds, and endowments. Marketed capital markets, transaction banking, corporate finance and loan/liquidity products. Structured and negotiated loans. Developed and delivered pitches, resulting in client mandates and increased firm revenue..

New York, New York, US

Directed marketing efforts and managed credit relationships with Fortune 500 clients. Led a six-month special project in Japan.

Executive Mba

Ab, Business Economics