Family Office Exchange (FOX) is the premier global member network for enterprise families and their advisors who are pursuing best practices for managing their family enterprise and growing their family wealth. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and best practices in wealth management.

Provided analytical insight on the strategy and trading managers towards asset allocations; established research reports, manager sourcing, client requests, investment recommendations and risk analysisOrganized and developed sales & marketing activities for high net worth investors and institituional investors. Conducted presentations and talking points for potential client meetings and visits as part of the capital raising effort. Supported the development of new business opportunities and products with the Sales Team.Completed and maintained research related material on investment strategies and trading managers. Developed and recommended new investment views.Identified and developed relationship with prospective managers to find suitable investment candidates.Attended site reviews on trading managers. Spearheaded creating in-depth and intelligent research reports: manager, market, strategy, and macro economic updates and reports on a regular and ad-hoc basis.Provided the Investment Committee with identification of the key risk factors in underlying managers’ portfolios in order to better assess the strategy inherent within the FUND of FUNDS portfolios.Participated in weekly meetings with the Portfolio Management Group to extensively discuss current/proposed allocations, new investments, overall performance, and hiring/termination decisions. Provided the PMs with strategy and sub-strategy information needed for reports/documents needed for clients in collaboration with Client Service Liaison.

Sourced and screened new “best-of-breed” investment candidates for the Fund along with the Portfolio Manager. Provided risk and other quantitative input to support the construction and oversight of the Fund of Hedge Funds.Conducted what-if scenario analysis, stress testing, portfolio downside risk optimization, efficient frontier construction, and risk factor analysis (exposure to macro/micro economic factors, HF indices) to aid in portfolio construction.In the context of the fundamental due diligence process, conducted complete background checks on all potential hedge funds and their principals including education, work history, both civil and criminal records. This includes interviews with the service providers, a review of its technology platforms and thorough analysis of its operational capabilities. Actively worked on the completion and co-ordination of RFP and consultant questionnaires, adhoc request, and RFIs which accurately represent the organization and its investment products.İnitiated and later assisted in the development of the firm's first due dilience questionnaire, later shared with prospective investors to generate interest in our products.Organized and developed sales & marketing activities for high net worth investors and institituional investors. Conducted presentations for potential client meetings and visits as part of the capital raising effort. Was offered to conduct round table discussions by Barclay (The Barclay Group) on a quarterly basis and selecting the participants.