Halvard Kvaale Email and Phone Number
I am an experienced manager selection and research group head with experience in the intermediary channel and most currently as a portfolio manager / allocator at an institutional asset manager managing multi-asset portfolios.I have been a leader and change agent my whole career. Creativity, critical thinking, cross-functional team work and an empowerment management style have been key elements in my successful endeavors. I am team-driven, strategic and solutions-oriented, an analytical and pragmatic leader with the proven ability to manage undefined challenges. I have deep relationships in the asset management space based on 30 years of disciplined and respectful research and due diligence of asset managers. When I don’t study the markets or look for great investment managers, I enjoy travel, tennis, golf and skiing, and sharing great meals with friends.Series 7, 63, 65 and 24 FINRA license holder.For a full version of my resume, please contact me at hkvaale@icloud.com.
Mpc Capital Advisors, Llc
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DirectorMpc Capital Advisors, Llc Jan 2023 - PresentMPC Capital Advisors, LLC was founded in 2010 for the purpose of providing investment consulting services to institutional plan sponsors, endowments, foundations, and more. Our investment approach is that the proper structuring, management and monitoring of investment assets are the keys to fulfilling long term plan objectives. Each pool of assets is unique, both because of its long term goals and specific needs or constraints. -
Founder & CeoKvaale Consulting, Llc Jun 2022 - PresentKvaale Consulting, LLC is an independent consulting firm focused on strategies for working with manager research groups. I leverage 30 years of investment manager research and gatekeeping experience to help investment managers successfully work with gatekeepers of intermediaries. Key areas of focus:- How to work smarter with gatekeepers- SMA, mutual fund or ETFs placement, and sub-advisory mandates- Advice on how to position and communicate the key aspects of your strategies to manager research analysts- The use of factor strategies to build better portfolios.- Model creation and management
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Head Of Manager Research And Selection, MassVoya Investment Management Aug 2012 - May 2022New York, New York, UsPortfolio Manager for Target Date Funds, multi-manager funds, Portable Alpha and other fund of funds. Manages the manager research team that is responsible for research and selection of sub-advisors, CITs, and alternative investments. Member of the MASS Investment Committee, and investment adviser to the Voya Mutual Fund Board of Directors. -
Managing Director, Head Of Portfolio Advisory ServicesMorgan Stanley Smith Barney Sep 2006 - Aug 2012New York, Ny, UsHead of discretionary advisory services (portfolio management). Responsible for the Model Portfolios, OCIO business, and the Consulting Group Capital Market funds. Developed and institutionalized the investment process for all discretionary advisory portfolios and managed a staff of 10 experienced investment professionals. Managed $24B in client assets, invested across third party ETFs, mutual funds, separately managed accounts, hedge funds and private partnerships. -
Managing Director, Head Of Advisory SolutionsDeutsche Bank Jun 2000 - Sep 2006Frankfurt Am Main, Hessen, De2003 - 2006 Managing Director, Head of Global Manager Research and Fee-Based Advisory Solutions, Private Wealth Management, Deutsche Bank, NY.2000 - 2003 Managing Director, Head of Investment Advisory SolutionsPrivate Client Division, Deutsche Banc Alex Brown, Baltimore, MDResponsible for developing and expanding third party research and open architecture programs on a global basis, supporting all private banking and private client businesses. Responsibilities include research and selection of third party mutual funds and separate account managers, the integration of research centers originally based in Frankfurt, Baltimore and NY, and product management and sales support for mutual funds and advisory programs for DB Alex Brown and DB (US) Private Wealth Management.2000 - 2003 Head of Investment Advisory Solutions, Private Client Division, Deutsche Bank Alex Brown, Deutsche Bank, NY/Baltimore.Responsible for fee-based advisory and brokerage services, mutual funds and retirement plan services, with total assets in excess of $18 billion. Manage a staff of more than 50 professionals. Developed a team that was responsible for supporting the sales and servicing of the fee-based open architecture programs. Instituted a formalized manager selection and due diligence process and expanded the offering of 30 high quality separate account wrap managers to more than 50. Increased advisory revenues from 5% to 12% of total Private Client revenues, and grew broker penetration to 82% from 60% in less than two years. Successfully raised net new assets of more than $1.5 billion in 2001 and $500mm in 2002, while the firm reduced number of brokers by more than 40%. -
Senior Vice PresidentPrudential Investments Apr 1991 - May 2000Newark, New Jersey, UsPrudential Securities and Prudential Investment. Ran third party managed account programs, including separately managed account program, mutual fund programs and the institutional consulting program for the Prudential Securities channel. Co-headed the Manager Research Committee. -
Assistant TreasurerA/S Eksportfinans Mar 1987 - Aug 1990Assistant Treasurer for the AAA rated Financing and Export Credit Institute of The Norwegian Commercial Banks Ltd.. Responsible for the U.S. and Euro Commercial Paper Programs. Managed a one billion-dollar cash portfolio. Developed a $300 million short term Euro CP/currency arbitrage program. Evaluated and conducted investments in fixed income securities and derivatives through currency, swap, option and forward rate markets. Developed systems for mark to market of derivatives, including Nikkei Put Warrants, various currency warrants, currency/commodity linked bond issues, and swaps. Negotiated Stock Index Put and Call warrants with major investment bank.
Halvard Kvaale Education Details
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San Francisco State UniversityInvestments -
Bi Norwegian Business SchoolGeneral
Frequently Asked Questions about Halvard Kvaale
What company does Halvard Kvaale work for?
Halvard Kvaale works for Mpc Capital Advisors, Llc
What is Halvard Kvaale's role at the current company?
Halvard Kvaale's current role is Institutional Investment Consulting, Director, MPC Capital Advisors, LLC.
What schools did Halvard Kvaale attend?
Halvard Kvaale attended San Francisco State University, Bi Norwegian Business School.
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