- To Eleven seeks to generate superior risk adjusted returns through investing in liquid Japanese stocks in a market-neutral structure- Funding from North Rock Capital (owned by Lighthouse)

- Support top performing funds AIOIX and AGCLX- Responsible for 1/3 of team’s $5B+ in AUM: steadily expanded coverage to include Japan (2013-2022), Korea (2014-2022), Taiwan (2017-2022), ASEAN (2018-2022), China (2017 only), and various US subsectors (2016 only, insurance, building products, services)- Identify, research, model, and invest in companies showing improvement in core fundamentals that is under appreciated by the market, with a focus on business model sustainability, industry dynamics, and competitive positioning- Conduct own idea generation by leveraging self-built Bloomberg / excel tool, regular screening, industry relationships, and 350+ company meetings and conference calls per year, including regular international travel

• Research Analyst focusing on Small / Mid Cap International and Global REIT• Evaluated, modeled, and pitched eight small/mid cap international companies with a focus on industry dynamics, business model sustainability, and competitive positioning• Examined South Africa, Thailand, Taiwan, Philippines, and Sweden to determine local investment cycles and highlight alpha generating companies in the real estate sector

• Researched Pier 1 Imports (2003-2012): Analyzed historical data to isolate key business drivers in the retail industry and the impact of strategic decisions• Built a research model to determine investment approach for retail companies experiencing structural issues or undergoing a turnaround

• Orchestrated multiple intra department initiatives focused on improving efficiency, data quality, and business scalability• Managed over $1B in credit relationships with a focus on risk management• Spearheaded program wide analysis to determine unfunded liabilities, accrue required fund reserves, and return excess cash to investors• Managed and mentored three summer analysts, two temporary hires, and three junior analysts, helping improve work product, manage time more effectively, and develop professional skills

• Developed and implemented cash and credit processes and controls for 160+ private equity fund of funds with over $50B in AUM• Governed liquidity risk, regulated cash flow frequency, and set cash balance thresholds via analysis of historical data and industry expectations• Renewed over $500MM of revolving credit during the turbulent months in early 2009• Built models to provide monthly and ad hoc cash flow projections for clients

• Developed models to incorporate seasonality, trend projections, product weighting, and trend dampening to enable employees to systematically predict product sales• Assembled, coordinated, and taught a training program for 12 Demand Planning professionals from several of Estee Lauder’s central brands• Implemented an SAP based Company Credit Card program for the purchasing dept at Lockheed Martin• Executed product demos for client, highlighting solutions created for specific defects and custom developed SAP functionality