Jay Willoughby Email & Phone Number

Juneau, Alaska

• Responsible for all investment activities of a fully diversified $50+ billion sovereign wealth fund, investing across public and private debt (sovereign, inflation linked, corporate, asset backed, high yield, EM).
• Primary investment responsibilities include portfolio design and benchmarking, asset allocation, prioritizing investment projects, mandate creation, manager due diligence selection and monitoring, external contract.
• Primary leadership responsibilities include working with the Executive Director and Board of Trustees to develop a shared performance goal and vision of the strategic asset allocation framework for the fund.
• Performance has exceeded benchmarks while internal capabilities and external mandates continue to be enhanced.

Recruited to become co-managing partner by a former Merrill Lynch Investment Managers colleague. Ironbound is a mid-size global long-short, long-biased equity hedge fund. Responsible for coordination and oversight of all trading and risk functions as well as coordination of operations. Actively participate in marketing and client presentations and.

Managed 160 person high net-worth business for MLIM with approximately $40 billion in AUM. Re-organized 21 office, 50 portfolio manager business to turn asset losses of $2 billion per year into asset gathering of $2 billion per year and improved consistency and performance of entire asset base. Streamlined and augmented offerings; coordinated with fixed.

Worked with the President and the CIO of equity funds to improve coordination of analytical efforts across fund analyst teams. Organized sector meetings, rated analysts, set up common research repository for idea sharing and managed internally funded "analyst best ideas" fund. Interviewed and assisted in hiring of portfolio managers and analysts, and.

Hired to manage a new REIT fund. Strong first-year performance followed by two sub-par years and lack of market growth led to fund closure in 2001.

Hired to build a team to manage REIT portfolios. Grew business from zero to approximately $650 million in less than three years.Worked with head of marketing to call on consultants and institutional clients directly. Client list grew to approximately ten large institutions and a small hedge fund. All performance results were strong.Also wrote a quarterly.

Managed several funds in areas encompassing money markets, short-term government bonds, intermediate fixed income, Oregon municipals bonds and REIT securities. Participated in marketing presentations to institutions and high net-worth individuals. Helped grow the business twelve-fold during tenure.All performance results were strong.

Analyzed and published stock research on northwest regional companies.

Mba, Finance

B.A., Biology