Isaac Beckel, Cfa, Caia Email & Phone Number

Jefferson City, Missouri, United States

I manage MOSERS Private Credit and Private Real Assets portfolios.

Boise, Idaho, United States

Transitionary role helping a startup company streamline management of portfolios, including optimizing models, trading, and reporting processes.

Santa Fe, New Mexico, United States

Managed $2.5B credit portfolio across liquid, EMD, private credit, and alternative credit, with exposures across lending, distressed, special situations, real assets, bank loans, and structured credit—coordinated management of two separate synthetic overlays.Optimized individual manager structures and total portfolio around alpha and beta separation.

Indianapolis, Indiana Area

Performed manager due diligence across hedge funds, private real estate, and private asset managers.Underwrote two new investment managers in 2019, each consisting of a top-down market opportunityassessment followed by a detailed bottom-up review of prospective managers. Completed research on scenario analysis for running a portfolio with explicit.

Greater Minneapolis-St. Paul Area

Traded custom portfolio completion strategies utilizing both bi-lateral & cleared products for institutionalclient base. Cash securitization, client-directed trading, and various hedging strategies utilizing various instruments including futures, swaps, options, forwards, and others. Traded/managed other client programs such as liquidity sleeves (physical.

Duluth Minnesota

Complete weekly reports on current positions; as well as related economics in the energy sector.Complete quarterly earnings reports on each holding, summarizing our current outlook and catalyst going forward.Analyze equities based on fundamental, technical and quantitative perspectives for possible investment, as well as outlook on current.

Duluth Minnesota

Equity analysis for Global Dividend Growth Strategy. Written reports communicating to team my recommendation and opinions on potential opportunities, as well as re-evaluating current holdings.Excel work for investment strategist. Built a model which assists in balancing a portfolio to the predetermined asset allocation strategy.

Minneapolis Mn

2nd place in Midwest regional competition.

Superior WI

Field service technician specializing in troubleshooting and diagnostics on complex hydraulic, hydrostatic and electrical systems on Cat’s forestry equipment (harvesters and forwarders). Also worked with most other heavy Cat equipment with specialized training on dozers, skid steers, excavators, motor graders, loaders, backhoes and others. I was also one.

Duluth, Minnesota Area

At age 21, I was Nortrax's youngest employee promoted to the field service tech position. Completed comprehensive troubleshooting and repair work on Construction & Forestry equipment covering Duluth MN and surrounding area.

B.B.A., Finance

Activities and Societies: Financial Markets Program student analyst of $1.0M Bulldog Fundhttps://lsbe.d.umn.edu/finmkts

Associate Of Arts And Sciences (A.A.S.), Diesel Mechanics Technology/Technician