Providing advisory services to investors and managers in the alternative investment industry.* Manager Sourcing* Investment Due Diligence* Strategy Research

Volunteer. Managing $1 billion AUM endowment fund. Working with consultant, restructured portfolio to include 20% allocation to alternative investments and 71% allocation to socially responsible investments in US and Non-US Equities, IG and HY bonds, improving absolute and risk-adjusted performance and driving an increase in donations. Executive Committee, Finance Committee, Governance Committee, and restructuring task force member.

Led Nippon Life's hedge fund investments. Director, Portfolio Manager and Investment Committee member for a $800 million AUM fund of funds. Restructured and led the hedge fund investment team. Started the Direct Lending and Private Credit initiatives. Led the research into forecasting hedge fund strategy and manager performance in various market regimes. Wrote quarterly global markets and alternative investment strategy outlook. Nippon Life conducts global asset management operations from offices in New York, London and Singapore. Located in New York, Nippon Life Global Investors Americas is the largest overseas asset management subsidiary for Nippon Life and manages Equity, Fixed Income and Alternative investments spanning VC/PE to Real Estate. Nippon Life has expanded into Europe, North America and Asia, where it has established a number of subsidiary companies and representative offices. These subsidiaries and offices are engaged in insurance, asset management and research.

Head of Alternative Investment Strategies for boutique firm. Developed seed and acceleration capital strategies. V2V Associates's Alternative Investment Strategies (AIS) specializes in designing and managing portfolios of managers trading futures, options, and currencies. AIS partners with its investment clients and focuses on new/emerging manager seeding and acceleration capital, multi-manager portfolios, commodity manager/natural resource combination portfolios, and high conviction trade ideas. My Series 3 was with Commodity Solutions LLC, a V2V affiliate.

Croton Point Advisors LLC provides strategic consulting services in the alternative investment industry with a special focus on global macro/CTA managers and investors. Clients include a bespoke portfolio structuring/management firm, a boutique energy and financial services investment bank/advisor, agricultural commodity traders, energy traders, and a fund administrator. I have reviewed and made recommendations on trading style/strategy, risk management, reporting, operations, cyber security, and service providers while creating due diligence questionnaires and other material for new/emerging managers.

I was a founding member of Minerva Alternative Strategies, a wholly-owned subsidiary of Mitsubishi Corporation. While at Minerva I built multi-manager portfolios for Japanese institutional investors. AUM reached $300 million. I focused on Global Macro, CTA, FX, and Commodity managers, both discretionary and quantitative/systematic. My mandate included diversified, single sector managers, and new/emerging managers. I was a member of the Investment Committee that approved all manager allocations and redemptions. Series 3.

Hedge Fund Group, Client Executive and Relationship Manager. Product Specialist responsible for hedge funds, CTA's, fund of funds. 1997 - 2005 in New York City. Series 7.Financial Institutions Group. Responsible for financial institutions, including hedge funds, in Tokyo from 1995 - 1997My employment with JPMorgan includes positions with predecessor banks Chemical and Chase.

Responsible for loan syndications in NYC from 1990 - 1991.International Credit Department, TokyoInternational Business Development Division, Tokyo