Greg Poapst Email and Phone Number
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Greg is a Fund Manager at Fundviews Capital LLC, a fund management platform allowing asset managers and wealth managers to set up and operate investment funds quickly and efficiently. Prior to Fundviews Capital, Greg worked for Glide Capital. At Glide capital, Greg held several positions and titles. Among them was Head of Operations and Head of Investments. Greg first built out the Operations team at Glide, before formalizing the Investment sourcing, due diligence and decision-making processes. Under Greg’s tenure at Glide, the firm grew from ~$30 million under management to $550 million under management.Greg also hosts a podcast called Fundviews Podcast which started in 2020 with now over 20 Episodes in existence. The goal of the podcast is to bring the backgrounds of interesting fund managers and investment professionals to the masses.Greg is a Carleton University graduate with an Honours Degree in Economics specializing in Financial Economics. Originally Canadian, but he moved to the USA in 2016.
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Managing PartnerFundviews Capital Llc Sep 2021 - PresentMiami, Fl, UsFundviews Capital works with asset managers and business operators with in-depth knowledge and expertise in specific asset classes and want to take their business to the next level.Fundviews provides institutional fund structuring and back-office solutions for our partners and clients, allowing them to focus on doing what they do best; asset management. This cohesive relationship creates the perfect environment to scale business to a whole new level. If you are interested in discussing how you can benefit from an end-to-end fund management solution, contact us today. -
ManagerMollitiam Holdings, Llc Sep 2021 - Present -
Founder, HostFundviews Podcast Jul 2020 - PresentMiami, Fl, UsThe FundViews Podcast is a weekly release of interviews with successful fund managers, focused on their background and experiences that have led to where they are today, and what they expect in the future. -
Head Of Operations / Head Of InvestmentsGlide Capital Llc May 2016 - Aug 2021North Miami Beach, Fl, UsGreg joined Glide Capital in the spring of 2016, and has since helped build an alternative investments solution which is now approved on over 40 custodial bank / financial institutions and manages over $550 Million. Greg's primary role is head of the operations team, however he also organizes and leads the investment committees and Board of Directors' meetings all while developing new procedures to automate daily, weekly and monthly operational tasks.• Operational Responsibilities - Net Asset Valuations (NAVs), cash flows/budgets/forecasts, audits, tax reporting, investor relations and reporting, financing, maintaining relationships with Administrators/lawyers/auditors/banks, managing operations staff, executing and monitoring investments, etc.• Investment Responsibilities – Greg performs due diligence (investment and operational) on fund investments, authors research reports and leads the quarterly investment committees. This due diligence includes an annual review of underlying hedge fund audited financials, background checks, asset verification, review of fund documentation and other areas of concern. -
Financial EconomistScala Capital, Llc May 2016 - Feb 2018Scala Capital LLC (Formerly Smartinvest Capital LLC) is a Registered Investment Advisor located in Miami, Florida.Greg managed all client, bank, partner and 3rd party communication. He also dealt with all technology pursuits, reporting and analytics, legal documentation and alternative investment documentation, hiring processes, compliance audits, FATCA documentation, KYC AML Documentation etc.Greg also contributed to investment discussions about equity and fixed income asset allocation and individual investment strategy. -
Portfolio Analyst / Compliance / Quantitative MethodsSprott Student Investment Fund Oct 2015 - Jul 2016Ottawa, Ontario, CaDeveloping and constantly extending an automated dashboard platform to keep equity analysts and sector managers informed of relevant macro metrics and trends.Publishing and presenting Performance and Risk Management reports for the Sprott School of Business Investment Committee.Developed a Tail Risk Parity asset allocation model to determine optimal weights of our current holdings.Other current projects and research: Optimal Rebalancing methods Risk Management Report -
Ambassador At Sprott School Of BusinessUpgrade Capital Sep 2015 - Apr 2016New York, Ny, UsFulfilled the role of first ever Ambassador to Upgrade Capital for Sprott School of Business. Developed and hosted information sessions for Sprott students encouraging them to build on their financial knowledge and experience with various Upgrade Capital platforms including macro trading and quantitative methods in finance. -
Site LeadAvb Intergration Apr 2015 - Apr 2016Worked at several House of Commons locations and at Treasury Board Secretariat.Greg was promoted from Junior Technician to Site Lead early August to follow through with the final implementation and delivery of the House of Commons broadcasting upgrade at parliament.
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Vs/Ar ContractorRoss Video Jan 2015 - Mar 2015Iroquois, Ontario, CaContracted to wire and build Ross Video's first in house virtual set. -
Volunteer Outreach AgentPmi Ovoc (Ottawa Valley Outaouais Chapter) Feb 2013 - Mar 2014Ottawa, Ontario, CaDevelop & manage relationships with other Not-For-Profit organizations in the National Capital Region.Offer PMI's volunteer services in the areas of; Informational speakers, Project management services, and NPO training and coaching, while increasing our local chapter's community awareness. -
Qa Lab AssistantRoss Video Apr 2011 - Sep 2013Iroquois, Ontario, CaI enjoyed working in a fast paced environment that is always changing, part time during my studies at Carleton University
Greg Poapst Skills
Greg Poapst Education Details
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Carleton UniversityFinance -
Carleton UniversityHonours: Economics
Frequently Asked Questions about Greg Poapst
What company does Greg Poapst work for?
Greg Poapst works for Fundviews Capital Llc
What is Greg Poapst's role at the current company?
Greg Poapst's current role is Managing Partner at Fundviews Capital LLC.
What is Greg Poapst's email address?
Greg Poapst's email address is po****@****orm.com
What is Greg Poapst's direct phone number?
Greg Poapst's direct phone number is +178649*****
What schools did Greg Poapst attend?
Greg Poapst attended Carleton University, Carleton University.
What skills is Greg Poapst known for?
Greg Poapst has skills like Economics, Teamwork, Finance, Team Leadership, Leadership, Financial Analysis, Project Management, Corporate Finance, Financial Markets, Quality Assurance, Time Management, Statistics.
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