Harsha Patwardhan

Harsha Patwardhan Email and Phone Number

Executive Vice President - Head of Sales and Business Development @ Formidium
New York, NY, US
Harsha Patwardhan's Location
New York City Metropolitan Area, United States, United States
Harsha Patwardhan's Contact Details

Harsha Patwardhan personal email

Harsha Patwardhan phone numbers

About Harsha Patwardhan

Highly knowledgeable, respected and experienced alternative investment professional credited with combining sales, marketing and business development, quantitative skills and trading to deliver substantial revenue growth in highly competitive and diverse markets.Strong expertise in cold-calling to institutional investors as well as leveraging existing networks, and proactively hunting and tactfully closing new accounts. Multi-faceted skills include building relationshjps, expertise in navigating business politics and road blocks, and solution driven critical thinking skills to drive exceptional growth and profitability.Experienced alternative investment professional with expert knowledge of CTAs, systematic strategies, CLOs, Structured Credits, Securitization and Impact Investing. Managed complete processes from structuring, quantitative modeling, portfolio construction, trading, and investor marketing.

Harsha Patwardhan's Current Company Details
Formidium

Formidium

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Executive Vice President - Head of Sales and Business Development
New York, NY, US
Website:
formidium.com
Employees:
655
Harsha Patwardhan Work Experience Details
  • Formidium
    Executive Vice President - Head Of Sales And Business Development
    Formidium
    New York, Ny, Us
  • Formidium
    Executive Vice President - Head Of Sales & Business Development
    Formidium Jun 2020 - Present
    Downers Grove, Illinois, Us
    - Responsible for driving sales and business development for suite of fund administration products
  • Avr Capital Advisors Llc
    Founder & Portfolio Manager
    Avr Capital Advisors Llc Jul 2018 - Present
    - Manage a systematic strategy trading futures in equities and rates- Drive business development to raise assets
  • Pacific Life
    Portfolio Manager & Managing Director
    Pacific Life Sep 2011 - Jun 2018
    Newport Beach, Ca, Us
    - Managed a systematic, short-term, diversified, managed futures fund- Developed a differentiated short-term, diversified macro strategy (holding period <1 day) that includes mean reversion, volatility, relatively value and momentum- Led the business development through active cold calling efforts and networking yielding interest from large institutional investors- Delivered top quartile performance- Designed a risk management framework to deliver risk analytics to senior management- Developed a proprietary OMS and automated operations and reconciliations with the fund administrator
  • J.P. Morgan
    Executive Director - Social Finance
    J.P. Morgan 2008 - 2009
    New York, Ny, Us
    - Founding member of the group to raise awareness amongst institutional investors for impact investing- Raised $60 million private equity fund to invest in micro finance companies globally- Sourced investments for a $100mm proprietary account for impact investing- Attracted large international institutional investors including pension plans and investment companies
  • J.P. Morgan
    Executive Director - Structured Credit
    J.P. Morgan 2000 - 2008
    New York, Ny, Us
    - Senior relationship banker: BDC, middle market and BSL CLO managers- Managed client relationships to originate, structure and distribute CLOs - Responsible for building out middle market loan securitization business- Managed market risk exposure for over $2 billion warehoused loan collateral- Responsible for new investor development for complex structured products in Europe and Asia- Provided strategic advice to credit hedge fund managers / finance companies (M&A, IPO, permanent capital vehicles, CLOs, credit opportunity funds, etc.)- Provided risk and regulatory capital solutions to US regional banks for illiquid portfolios- Managed a team of highly talented professionals
  • Kpmg
    Assistant Manager
    Kpmg 1994 - 1998
    New York, Ny, Us
    - Responsible to manage various M&A and corporate advisory mandates involving Indian companies targeted by international clients- Specialized in auditing bank trading portfolios and treasury management desks

Harsha Patwardhan Skills

Hedge Funds Derivatives Fixed Income Financial Modeling Investment Banking Structured Products Portfolio Management Securitization Capital Markets Private Equity Financial Structuring Mergers And Acquisitions Investments Investor Relations Capital Raising Fund Of Funds Valuation Quantitative Investing Trading Alternative Investments Risk Management Asset Management Equities Foreign Exchange Options Corporate Finance Financial Analysis Mutual Funds

Harsha Patwardhan Education Details

  • University Of Michigan - Stephen M. Ross School Of Business
    University Of Michigan - Stephen M. Ross School Of Business
    Finance
  • Institute Of Chartered Accountants Of India
    Institute Of Chartered Accountants Of India
    Auditing
  • University Of Mumbai
    University Of Mumbai
    Accounting

Frequently Asked Questions about Harsha Patwardhan

What company does Harsha Patwardhan work for?

Harsha Patwardhan works for Formidium

What is Harsha Patwardhan's role at the current company?

Harsha Patwardhan's current role is Executive Vice President - Head of Sales and Business Development.

What is Harsha Patwardhan's email address?

Harsha Patwardhan's email address is ha****@****nia.com

What is Harsha Patwardhan's direct phone number?

Harsha Patwardhan's direct phone number is +120124*****

What schools did Harsha Patwardhan attend?

Harsha Patwardhan attended University Of Michigan - Stephen M. Ross School Of Business, Institute Of Chartered Accountants Of India, University Of Mumbai.

What skills is Harsha Patwardhan known for?

Harsha Patwardhan has skills like Hedge Funds, Derivatives, Fixed Income, Financial Modeling, Investment Banking, Structured Products, Portfolio Management, Securitization, Capital Markets, Private Equity, Financial Structuring, Mergers And Acquisitions.

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