Peter Fisher, Cfa Email & Phone Number

Waltham, MA, US

• Work as portfolio manager and relationship lead for a multi-family office focused on ultra-high-net-worth families
• Primary responsibility for leading FDC’s private equity fund-of-funds business; overseeing seven fund strategies comprising approximately $200million in aggregate commitments
• Source, screen, evaluate, and diligence wide variety of GP strategies for suitability in FDC diversified funds
• Participate as voting member of FDC’s Investment Committee, implementing investment decisions across asset allocation, equity, fixed income, liquid alternatives, and private market strategies
• Manage client engagement alongside trust, estate, and client service colleagues in team coverage model. Build relationships with over thirty client families across multiple generations. Provide investment and.
• Direct business critical internal initiatives, managing broader team participation to implement strategic priorities. Recent projects include: executing an upgrade / transition of portfolio accounting systems.

West Palm Beach, Florida, US

• Worked as relationship manager to Affiliate senior management and primary AMG lead for Affiliate engagements
• Managee relationships with key executives and senior partners across multiple AMG Affiliates (boutique investment management firms), spanning varied firm investment disciplines, sizes, geographies, and target client.
• Provided strategic and tactical support to Affiliates across all facets of business management
• Directed a broad array of Affiliate projects, coordinating with Affiliate senior management and directing AMG functional team efforts (e.g. Finance, Tax, Legal, Global Distribution) to drive implementation
• Negotiated and implemented a wide variety of Affiliate transactions including equity incentives, lift-out acquisitions, investment strategy launches, new market entrances, and corporate restructurings

New York, New York, US

• Provided project management / execution for Citi’s internal Mergers & Acquisitions team
• During market upheaval in the financial services sector, covered a broad range of transactions, including transformative acquisitions, small and mid scale acquisition and divestiture deals, Citi’s corporate.
• Developed detailed valuation and M&A models for Citi’s senior management and board of directors
• Modeled hypothetical transformational transactions for Citi CEO’s discussions with competitors and regulators
• Managed relationships between both business partners and transaction counterparties
• Coordinated deal execution process between specific business managers and corporate functional experts, including capital markets, accounting policy, tax, treasury, human resources, operations and technology

New York, New York, US

• Citi’s CFO-sponsored leadership rotational program (3 leadership rotations)Corporate Strategy and M&A: Financial Structuring Group (Corporate) – New York, NY
• Worked as a fully functional member of Financial Structuring team, taking ownership of M&A valuation and merger models for acquisition and divestiture deals across multiple business sectors and geographiesRisk.
• Worked as an integrated team member on the money market desk in Sydney, covering banking clients’ commercial paper and cash management needs
• Responsible for daily desk opening, managing multiple client interactions, and closing bank's funding position with the Reserve Bank of Australia Financial Planning & Analysis (Citi Alternative Investments) – New.
• Worked with the CAI Controller, Risk, and Technology departments to implement the appropriate BASEL II methodology for reporting BASEL II compliant Risk Weighted Assets for firm-wide Equity Exposures

• Strategic Analyst supporting CAM’s four CIOs, supporting strategic and tactical initiatives within the organization
• Developed complex quantitative product scoring methodology to present upper management with detailed assessment of product quality. Methodology was adopted for annual Balanced Scorecard report for the CEO
• Facilitated communication and interaction between the investment management teams and other functional groups, including finance, marketing, sales, product development, and legal

• Worked as a member of the global distribution team, working with institutional sales force and senior management to understand institutional demand and market dynamics
• Developed quantitative positioning reports, using detailed analytics and industry databases, to illustrate to portfolio managers and the sales team the investment consultant viewpoint of product quality
• Provided customized finals preparation analysis, offering in-depth information on specific competitors

• Worked at a boutique strategy consulting firm focused exclusively on the asset management industry
• Led a team to conduct a broad survey of market constituents about the growing Fund of Hedge Funds market. Co-authored a summary thought piece entitled, “Fund of Hedge Funds: Rethinking Resource Requirements”
• Created an integrated distribution platform vision for a leading firm undergoing merger integration
• Created long-term vision and strategic business plan for a start-up asset management firm seeking venture capital funding. Plan was delivered to venture capital firm, and resulted in the launch of the business

Mba

Ba, Economics