Douglas Schultz Email & Phone Number

New York, NY, US

Elizabethtown NY

• Leading environmental protection organization dedicated to protecting the ecological integrity of New York State’s Adirondack Park.Roles: Treasurer & Executive Committee Member, former Chair of Community Outreach.
• Increased government awareness of invasive species problem. Organized, hosted, and led 2015 meeting with 30 New York State and local government officials, scientists, and other stakeholders to lobby for funding and.
• Vision Fundraising Committee. Member of Special Vision 2050 Fundraising Committee tasked with raising $3M to fund the development and implementation of our 30 year vision of the Park. This follows our prior 30 year.
• Community Outreach Committee. Chair of committee for communicating with 40 local communities to improve our relationship. Through meetings and dialogue we identify common goals. Results: Working together has produced.

• Community organization which protects Brant Lake’s water integrity and ecosystem.Roles: Board Member, and Chair of Invasive Species Fundraising Committee
• Invasive Species Fundraising Committee. Chair of committee formed once every 10 years for fundraising. Led campaign planning and strategy for six months prior to launch as well as the subsequent launch and execution.

Greater New York City Area

• 95 year old non-profit serving underprivileged children through Summer Camps and After School Programs.Roles: Vice President, Executive Committee Member, and Board MemberAs one of three members of the Executive.
• Restructured Organization: Led strategic planning to overcome three major problems threatening our existence. The problems were; 2012 retirement of Executive Director of 35 years, aging infrastructure requiring major.
• Directly Supervise Development Department since 2012. Responsible for overseeing cultivation of new large funding streams, social media, and all communications. In addition have served as Acting Development Director.
• Organization liaison to Youth Inc. 2014 – 2016: Headed relationship with Youth Inc., which coaches and empowers other non-profits. Directed Celebration Fundraising Program in conjunction with Youth Inc. Results.
• Other Responsibilities & Roles: Supervised After School Program for 18 months, Member of 3 person Search Committee tasked with replacing departing Executive Director of 35 years, Endowment Committee Co-Chair, and.

New York, NY

• Member of six person group within broker-dealer focused on event driven opportunities.Event Driven Analyst & Broker
• Event Driven Research: Lead analyst of six member group providing research and commentary to hedge funds and institutional investors in event driven opportunities. My prior investment experience enabled the group to.
• Meetings with Managements: Hosted four meetings for the arbitrage community with CEO’s and senior management from companies involved in hostile takeovers. We were in contact with over 80% of the major event driven.
• New Business: Increased revenue over 20% by developing new relationships with hedge funds and institutional clients.Key Results: 10% increase in business from existing clients and 8 new significant clients.

New York, NY

• Asset management company focused on event driven and special situations.Co-Owner & Managing Member with Daniel HessLaunched Funds with $35M with Coast Asset Management, previous employer, as our anchor investor. We.
• Methodology: Our unique approach to event driven portfolio construction and risk management allowed us to seize opportunities while others were panicking. Unlike most of our peers, we emphasized macroeconomic factors.
• Performance: For the 2.5 years with my partner our total compound return was 14.51% vs. 7.10% for the HFR Merger Arbitrage Index and -21.54% for the S&P 500.
• Return vs. Risk: Sharpe Ratio (2% risk free rate) for the period was 0.66 vs. 0.16 for the peer index and -0.52 for the S&P 500. Our annual standard deviation was 5.12% vs. 4.36% for the peer index and 21.15% for the.
• Correlation. Correlation to the S&P 500 was -0.25 vs. 0.12 for the peer index.

New York NY

• $3B Fund of Funds – Former investor in my funds at DS Capital Management LLC.Co-Portfolio Manager with Daniel Hess
• Coast Event Opportunities Fund: Launched and managed the Coast Event Opportunities Fund, Coast’s first in house event driven fund.
• Performance Metrics: See results and metrics above in section on Logik.

New York NY

• Asset management company with funds focused on event driven, merger arbitrage, and special situations investments.Owner & Managing MemberFounded asset management company after departing Soros Fund Management..
• Assets under management: Grew from $4M to $200M by 1998.
• Performance: From January 1996 – March 2005, my fund’s average annual return was 9.80% vs. 9.20% for the HFR Merger Arbitrage Index and 9.02% for the S&P 500.
• Sharpe Ratio (3.64% risk free rate): Sharpe Ratio for the period was 1.65 vs. 1.47 for the peer index and -0.33 for the S&P 500. My annual standard deviation was 3.74% vs. 3.78% for the peer index and 16.12% for the.
• Correlation: Correlation to the S&P 500 was 0.23 vs. 0.46 for the peer index.

New York NY

• Soros Fund Management during this period was a hedge fund with over $3B in assets.Event Driven & Distressed Debt Trader Part of 4 person Special Situations Group managing $500M in event driven & distressed debt.
• Trading Responsibilities:. Trading included arbitrage spreads, derivatives, swaps, currencies, public debt, bank debt, and convertible securities in North America, Europe, and Asia.
• Execution vs. Discretion: Had discretion to both trade around a percentage of a position as well as legging into spread trades.

New York NY

• Asher Edelman’s broker-dealer. Our group was responsible for event driven investments.Event Driven Trader & Market Maker Part of 4 person event driven team managing $150M in event driven situations
• Trading Responsibilities:. Trading included arbitrage spreads, corporate restructurings, spin-offs, event driven situations, and convertible securities in North America.
• OTC Market Maker: I was responsible for making OTC markets in event driven situations for the broker-dealer.

Master Of Business Administration (M.B.A.), Economics

Bachelor Of Science (Bs), Economics