Guy Haselmann, Caia Email & Phone Number

New York, NY, US

Whippany, NJ, US

• Oversaw development and management of MIM’s thought leadership content and charged with increasing engagement by providing relevant and differentiated investment insights for clients, prospects, and consultants.
• Led Engagement Committee to identify and seize strategic sales opportunities across public and private markets, real estate, and alternative investments, driving expanded market reach and elevating brand awareness.
• Developed and presented high-impact investment insights and customized portfolio strategies to clients, consultants, and prospects, driving improvements in client satisfaction and prospect engagement.
• Designed and implemented client service strategies for optimizing client experience.

Washington, District Of Columbia, US

Serve as a certified FINRA arbitrator to help resolve security-related disputes. Panel of three is expected to act as neutral, fair and impartial judges to provide an efficient system of dispute resolution.

Summit, New Jersey, US

• Directed all aspects of hedge fund business development consultancy, specializing in accelerating capital raising across verticals, improving decision-making through FETIscores©, and providing trade ideas to portfolio.
• Negotiated and secured 3 high-impact strategic partnerships, delivering tailored business development and consulting services to alternative investment managers, including effective communications strategies.
• Invented FETIscore© platform and proprietary scoring methodologies, enhancing investment decision making for institutional clients by quantifying previously subjective variables, leading to improvements in portfolio.
• Honored with the prestigious University of Delaware 17&43 Award for Most Promising Venture in 2019 and 2020.NOTE:
• FETIscores© quantify previously unquantifiable intangibles such as ESG, Impact, Cyber Readiness, Human Rights / Equality, and Geopolitical Risk.
• FETI Group was founded based an idea to benefit humanity one person and one firm at a time. (Visit FETIgroup.com/library for market commentary notes)

• Oversaw institutional sales and cross-functional teams, pioneering efficient trading protocols, streamlining onboarding processes, and designing precise sales strategies to drive revenue growth and client success.
• Handpicked by co-founders to lead institutional sales and craft strategic sales techniques and onboarding processes, accelerating revenue growth for new innovative bond trading platform.
• Leveraged industry expertise to onboard 72% of firm’s 58 institutional clients pre-launch, driving 88% of firm-wide revenue in platform’s first year.
• Led cross-functional teams in designing and deploying advanced trading protocols and infrastructure upgrades, driving superior user experience and strengthening client retention.
• Elevated brand visibility and industry standing as company’s spokesperson, featuring prominently at market conferences, on Bloomberg Radio, and in leading trade publications.

Toronto, Ontario, CA

• Built and led capital markets strategy division, driving thought leadership to increase client engagement through in-person meetings and written strategic market insights to enhance business growth and industry.
• Established and led global capital markets strategy division for new primary dealership business, designing strategic processes and cultivating high-performance, client-centric, mentorship-driven team culture.
• Produced incisive market analysis on political, regulatory, and monetary policy developments, positioning the firm as trusted industry thought leader and financial markets expert.
• Provided tailored strategic insights and solutions to global institutional clients, senior executives, and policymakers, driving primary dealership’s market share ranking from 20th to 7th.
• Elevated firm’s visibility and influence as keynote spokesperson at market conferences and in media outlets; including giving the keynote address at the CFA Annual Conference attended by 800 guests.

US

Taught two bi-annual classes: “Introduction to Hedge Funds”, and “Hedge Fund Operational Due Diligence”.

• Served as Principal and Investment Committee Member for a Fund of Hedge Funds, conducting comprehensive due diligence on managers, allocating capital, and designing tailored portfolios to achieve specific risk-return.
• Co-managed $1B in bespoke hedge fund portfolios, optimizing targeted returns for 5 separate funds while maximizing Sortino ratios supported by comprehensive analysis and rigorous due diligence to identify.
• Achieved positive performance in 82% of all months from 2007 to 2010, outperforming S&P 500 in 53 out of 55 down months by average of 405 bps.

New York, NY, US

• Recruited to collaborate on formulation of global risk allocations and to provide strategic market views and trading ideas for clients and portfolio managers.
• Generated $38M in profits trading a propriety book of G-10 fixed income, credits and currency exposures.
• Managed and administered a $6B securities arbitrage conduit after the PM left the company.

• Managed assets and a team of seven investment professionals for global macro hedge fund.
• Developed and managed the firm’s trading strategies and systems with a focus on risk optimization, position sizing, and trend identification.
• Led investor meetings and ultimately grew assets to over $400 million.

• Co-developed the processes, risk metrics, and operations of the firm’s new fixed income division.
• Managed multi-billion-dollar European fixed income risk after being transferred to Paris office.
• Traded G-20 sovereigns, credit-based fixed income, swaps, FX, commodities and options.

Mba, (Specialization In Finance, Concentration In Statistics)

Bachelor Of Science, Business Administration (Concentration In Finance)