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; aligned fee structures towards 'active' level fees for alpha only. Creatively achieving this through alpha-share fee agreements or zero-fee co-invest structures.Underwriting to deploy $400M into private credit investment vehicles over the year.Worked with external consultants on various projects, including asset allocation, cash flow pacing, and risk modeling.Assisted in the development of the Excess Value method. This new measure allows greater insight into relative performance. Built an Excel model incorporating this method to streamline the evaluation of fund cash flows.Built and managed the beta portion of PERA's $800M Portable Alpha program.Underwrote investment managers in Risk Parity, Liquid Global Equity, Private Equity, and Private Credit, including negotiating terms, fees, and ongoing monitoring.

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 leverage. Constructed planfor managing liquidity and rebalancing ability under various stress scenarios.Built on internal spreadsheets to improve the efficiency of managing a $6B diversified portfolio, including various alternative assets, private commitments, liquidity waterfall and holdbacks.Ongoing work constructing and managing a ~$1B Alpha portfolio across discretionary and systematicinvestment styles, including global macro and relative value strategies.Became subject matter expert within the team covering Insurance-Linked Securities (ILS). Presentedoverall market opportunity, followed by manager diligence and a $90M commitment.

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 treasuries), commodities, anddefensive equity strategies. Participated in the internal Best Execution Committee.Managed a $5B client portfolio of primarily OTC derivatives on Excel utilizing various VBA scripts to streamline processes.

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 holdings.Communicate with team and oversight committee recommendations and concerns, through day to day operations and formal presentations.Click on the photos below for more info:

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 of the main fabrication and welding experts at our shop.

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