Heidi Vanhamme Email & Phone Number

Washington, Dc, Us

Handled all aspects of Carlyle’s multi-asset managed accounts business, totaling over $1.75 billion in AUM. Activities included new business development, new product development, structuring, investment allocation and portfolio construction, diligence of Carlyle primary funds, secondaries and co-investments and portfolio monitoring, reporting and management. Pitched customized investment programs to institutional investors looking to invest across alternative asset classes. Programs typically contained a mix of Carlyle primary fund investments and co-investments. Implemented onboarding activities for new managed accounts, such as drafting term sheets, structuring programs and establishing investment guidelines. Provided tax efficient investment solutions by developing three customized Carlyle Insurance Dedicated Funds. Addressed investor liquidity needs and yield targets by determining an initial asset allocation framework and investment strategy for existing managed accounts with the ability to adjust strategies as macro environments changed over time.Managed investment process into Carlyle primary funds, secondaries and co-investments, including performing diligence on Carlyle investment products, preparing allocation and advisory committee materials and making investment recommendations tailored to achieve an appropriate risk/return profile and portfolio fit for each program.Coordinated information flow with internal stakeholders (allocation and advisory committee, investment teams, fund management, investor relations and legal counsel) as well as with client representatives.Monitored program performance, prepared periodic and ad-hoc reporting materials and presented program updates to investors (largest program was invested in 21 active funds and 20 unrealized co-investments).

Joined first time middle-market private equity fund to lead fundraising, investor relations and internal operations efforts.Created marketing materials, selected third party fund service providers, coordinated road shows and numerous investor meetings, populated and managed on-line data room, and established best practice processes and procedures for ongoing investor reporting.

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Portfolio Management and Investor Relations for the Private Equity Group. Served as key interface between PE investment teams, capital raising group, finance team and LPs.

Master Of Business Administration - Mba, Finance, General

Bachelor Of Business Administration - Bba, Finance, General