Egidio (Ed) Robertiello, Cfa Email & Phone Number

United States

• Lead the private market efforts at MOSERS and have oversight of private market team members and external manager relationships. Conduct/lead research into private markets and the potential subsequent strategic.
• Developed a plan to allocate substantial dollars over the next few years as the private market portfolios grow in line with MOSERS asset allocation goals.
• Leading the private market asset classes which includes manager hiring, monitoring, and termination process for the private market external managers.
• Overseeing staff and external manager relationships. Including daily monitoring of invested managers, conducting due diligence meetings, and writing due diligence reports and contributing to portfolio construction.
• Lead private market meetings to inform the Board and staff about current market conditions, current positioning manager performance, and research projects.
• Produced research on markets and sub-class allocation for use in asset allocation decisions.

As President, I oversee day-to-day operations and implement the company's strategic vision. This involves: capital raising and capital solutions, Operational Management, team leadership, financial oversite and budget management, strategy execution, stakeholder relations, board interaction, management of external relationships and growth planning.

• Created a business model enabling customized portfolios of alternative strategies, attracting world-class institutional and private wealth investors, resulting in asset under management growth to over $1 billion.
• Built an investment platform and established due diligence standards for managers, effectively mitigating risk and amplifying returns, leading to successful underwriting programs.
• Sourced and researched high-performing strategies and managers in the private market sector (private equity & credit, specialty lending, distressed, hedge funds, venture capital), facilitating the creation of.
• Constructed tailored portfolios of Alternative Strategies for institutional and private wealth investors, consistently surpassing performance targets.
• Managed a co-investments portfolio of private transactions across multiple industries, enhancing investor returns, liquidity, and reducing fees.
• Provided guidance to family office and high net worth clients on investing in private credit and specialty lending strategies, resulting in improved returns, distributions, and portfolio diversification.

• Recruited to lead the pension fund’s approximately $9.0 billion portfolio of absolute return strategies, private credit, distressed and Multi Asset Class strategies. Member of CalPERS internal Investment Committee.
• Exceeded performance benchmarks by over 300bp per year through the establishment and implementation of an actionable investment infrastructure, framework, and process.
• Restructuring 3rd party service providers, enhancing services and reducing costs by $10 million annually.
• Reduced cost by 27% by hiring 10 investment professionals to insource critical functions and amplify value.
• Created the Multi Asset Class strategy providing insight into alternative asset allocation strategies.

Seattle, WA, US

• Member of the Investment Strategy Committee which supervised all aspects of $200+ billion AUM across all asset classes. Hired to build and lead Russell’s global alternative investment and research business
• Recruited a global team of alternative investment professionals, including research analysts, portfolio management, risk management, and operational due diligence, to establish the firm's global alternative investment.
• Developed and implemented an investment and governance process to ensure proper oversight and controls for constructing and managing portfolios.
• Implemented an integrated risk management system that effectively measures and manages portfolio exposures, resulting in improved diversification and reduced volatility of performance.
• Created multi and single strategy commingled and custom multi-manager portfolios for institutional and private wealth clients, expanding revenue opportunities and capturing changing market conditions through.
• Successfully launched the firm's first 40 Act alternative product suite, driving growth in mass affluent offerings.

Zurich, CH

• Recruited to Led the development, implementation, and ongoing activity of the Alternative Solutions business globally.
• Created global synergies by managing an international team of 65 investment professionals who controlled over 80 portfolios with $25 billion allocated to over 200 managers across various strategies.
• Successfully navigated the alternative investment complex through the global financial crisis, maintaining redemption liquidity and achieving an asset-weighted net return of 8% for 2008.
• Established a comprehensive risk management system encompassing all portfolios and managers, significantly enhancing investment performance.
• Provided investment products, services, and advice to the firm’s Private Wealth platform, to enhance portfolio diversification and increase AUM.
• Conducted thorough due diligence on potential investment opportunities for the firm's seeding and stakes platforms, enabling well-informed deal negotiations and maximizing investment outcomes.

Hired to expand the Hedge Fund affiliated managers platform. Successfully completed 4 transactions which diversified and expanded the firm’s portfolio of managers.

New York, NY, US

Built the Investment team and due diligence process for BAAM (Blackstone Alternative Asset Management)

Led the management and administration of over $9 billion in diverse pension and 401K investments.

Mba, Finance

Ba, Accounting