Derek Casteel, Cfa Email & Phone Number

Austin, Texas Area

Create presentation materials (pitch book and quarterly performance update deck)Communicate with current and prospective investors Populate SalesForce

Wilmette, Illinois, United States

Work with client organizations to identify strengths, weaknesses, opportunities, and threats (i.e., perform SWOT analysis)Identify key components of value propositionDesign communication materials -- and develop talking points -- that support discussions with current & prospective clients

Glenview, Il

~ Launched business unit responsible for new client acquisition and retention within the endowment and foundation segment - Grew assets under management by over $2 billion while maintaining a 100% retention rate across an increasing base of 120 institutional clients~ Served in player-coach capacity overseeing four direct reports responsible for sales, client service, marketing/communications, event planning, operations, and administration. - Delivered multiple winning finals presentations and maintained primary responsibility for servicing the needs of several key institutional clients~ Drafted, executed, and maintained comprehensive strategic marketing plan - Raised awareness of the Wespath brand and value proposition through periodic email blasts, co-hosting (alongside the CIO) of quarterly update webinars, drafting of announcements, and promotion of social media presence (through both posts and ads).~ Developed narrative/talking points – and supervised the creation of presentation materials -- designed to support quarterly update conversations with clients. This included: - Detailed explanations of benchmark-relative fund performance, - Highlighting of the ongoing successful incorporation of environmental, social and governance (ESG) factors into the investment process (most notably, shareholder engagements and investments in community development “impact” loans) - Proactive development of answers to anticipated questions

~ Launched marketing campaign targeting distribution of impact/ESG debt investment strategy to non-profits (faith-based organizations & foundations), family offices, and retail advisors. ~ Overhauled the content and design of all firm/product collateral materials. ~ Raised firm's profile through ongoing public speaking engagements at industry conferences & workshops. ~ Promoted the concepts of "Impact," "Mission-based," and "Values-based" investing, and built relationships with key industry practitioners seeking to broaden their acceptance. ~ Successfully identified roster of institutions with appetite for impact/ESG product offerings, and established relationships with key staff and their investment consultants through phone/email dialog and extensive travel.~ Earned proactive recommendation of the firm's strategy by investment consultants at multiple firms. ~ Participated in winning "finalist" presentations to faith-based institutions, foundations, and advisory firms. ~ Drafted template narratives to support RFP completion, database population, and quarterly email blasts. ~ Responded to demand from prospective clients for "green" product by successfully convincing PM team to implement an optional "green" separate account portfolio screening tool. ~ Provided initial and ongoing consultation to CIO/portfolio management team on the protocol of communication with non-profit institutions and their consultants.

Chicago, Il

~ Launched marketing department (targeting institutional & intermediary distribution), which included the recruitment, training and management of staff (graphic/web designer, marketing associate, internal wholesaler, external wholesaler, and interns).~ Achieved asset growth in excess of $5 billion (from $1 billion to over $6 billion) during tenure~ Developed all marketing collateral, including content on firm website, product fact sheets, pitch books, and third-party write-ups (included collaboration with Compliance Department staff).~ Participated in development of new mutual fund product by providing input for prospectus construction and compilation of Q&A designed to support direct and intermediary sales efforts.~ Initiated media relations campaign that resulted in frequent print and television interviews featuring the firm's portfolio managers.~ Provided comprehensive marketing support to (internal) institutional sales force and (external) intermediary distribution partners.~ Supervised and monitored population of third-party databases and collaborated with portfolio management teams to arrive at mutually agreeable narratives.

Chicago, Il

~ Drafted and updated fixed income manager profiles and maintained approved list for investment managers within a variety of styles for consulting clients (corporate pension plans, health care systems, endowments, et al.).~ Hosted meetings with representatives from investment managers seeking approval for mandates with existing and prospective client base.~ Compiled and presented fixed income manager search reports detailing the quantitative and qualitative aspects of candidate firms for consideration by clients.

St. Petersburg, Fl

Provided institutional sales coverage for a broad range of fixed income issues, including Mortgage Backed Securities (MBS), Municipal, Agency, and Treasury debtEstablished a client list through cold call campaign and personal visits

B.S., Political Science

High School