Garry Duncan, Caia Email & Phone Number

Philadelphia, Pa, Us

Philadelphia & Los Angeles

Greater New York City Area

Responsible for creating and executing a long-term strategy to scale and expand Laconia’s access to institutional capital through initiating and building relationships with on Not-For-Profit Endowments & Foundations, Higher Education, Venture Fund of Funds, Outsourced Chief Investment Officers (OCIO), and Investment Consultants in order to position Laconia Capital Group funds and Laconia Venture Asset Management (LVAM) LLC products and services. As entrepreneurs ourselves, we support founders with the only things that matter in the early days: sales acceleration, operational execution, and capital strategy.We lead investments in seed-stage rounds for founders and companies solving high pain point problems in the B2B space through digitization of legacy/analog processes. We are a full-service venture firm, with a family of funds & a venture asset management company, Laconia Venture Asset Management (LVAM).Transparency. Collaboration. Community.

Responsible for working with the Verger Capital Chief Executive Officer, Board of Managers, senior officers and independent consultants to develop, recommend and implement policies, strategies, and initiatives for the firm’s three functional areas; Investor Relations, Investments, and Operations. Oversee key aspects of client development and client management, marketing and communication, investments, risk management and compliance. Serve as an organizational ambassador to external constituencies on investment and operational items further enabling Verger Capital to provide OCIO and investment advisory services to 501(c)(3) endowments and foundations and grow assets to roughly $1.8 billion.

Philadelphia, Pennsylvania

Responsible for leading a team of over 20 professionals in delivering institutional investment management products and services to corporations, unions, municipalities, non-profits, foundations and endowments in Philadelphia, South Jersey, Delaware, and central Pennsylvania market in addition to national responsibility for PNC Institutional Asset Management’s national healthcare vertical.

Philadelphia, Pennsylvania

In this new and higly visible role, I have been responsible for successfully integrating PNC's legacy Credit Risk Mananagement development program and legacy RM/Sales program into a structured and consistent 20-month program that was scalable across PNC's expanding geographic footprint. Tasked with "building the talent bench for the future", this role has required strategic vision, exceptional communication skills, and the ability to lead and work with teams to execute. Since it's inception, the Corporate Banking Development Program (CBDP) has trained and developed over 200 associates.

Greater Philadelphia Area

From mid-2010 until April 2011 I had direct P&L responsibility for PNC’s national foreign exchange (FX) business segments; Large Corporate, Financial Services, Advisory& Banking (FSAB) which included asset managers and broker dealers, and down stream Financial Institution (FIG) clients. Additionally, I managed PNC Bank Capital Markets E-Products team, which tested, delivered, and supported our suite of client facing technology solutions including Pinacle Global Banking, our flagship execution platform for FIG clients. From 2003 until 2010, I was responsible for managing institutional asset manager FX flows. While in this position, I developed and executed a strategy to position PNC Bank as a provider of foreign exchange (FX), capital market, and depository services to institutional asset managers serviced by PNC Global Investment Servicing (PNC GIS) through authoring a credit, legal, and risk management policy specifically targeting the alternative investment segment. PNC GIS was sold to BNY Mellon in July of 2010.

Greater New York City Area

Principally guided the launch of the institutional financial sales desk to specifically target hedge funds and real money clients. Introduced, developed, and maintained strategic institutional client relationships to generate increased revenue and transaction volumes within the treasury product set. Managed internal bank resources to optimize cross-sell opportunities of treasury, options, fixed income, and cash management products. Managed new clients through internal credit, legal, and documentation processes.

Greater New York City Area

Spearheaded development of emerging market foreign exchange as a stand-alone treasury product. Differentiated emerging markets foreign exchange, with the primary objective being to respond to the current market dynamics, and position the bank as a premiere provider with global expertise and a branch network to support the product offering. Additionally, cultivated strategic corporate and institutional client relationships by introducing new organizations, companies, and fund managers to the capital markets organization. Focused on new and existing relationships, particularly those that were underperforming; identified opportunities to expand those relationships and increase revenue.

New York, Ny & London, Uk

Based in New York and relocated to London for 2-years, I managed Emerging Market spot, forward and deposit portfolios up to and through the Asian currency crisis. Capitalizing on SCB's standing as the premire emerging market bank, I was a principal architect of a global business strategy to establish Standard Chartered’s presence in the Latin American non-deliverable forward market. The key components were development and implementation of a business plan to offer Latin American pricing to clients, and the ability to maintain proprietary positions and manage risk in the major Latin American currencies. To maximize regional knowledge and information flow, cultivated new relationships with international institutions. We lveraged the bank’s onshore presence in the Andean region to develop a local Latin American physical currency product, opened currency nostro accounts to augment the product, and functioned as the global contact on Latin American non-deliverable forwards within Standard Chartered.

Mba, Finance & Strategy

Ba, General Arts And Sciences