Jason Prole Cfa Frm Cbe Email and Phone Number
Jason Prole Cfa Frm Cbe personal email
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Transformational leader delivering superior investment performance and strategic innovation across public and private markets, spanning equity, credit, real estate, hedge funds, and alternatives. Adept at designing and implementing cutting-edge investment frameworks that integrate quantitative research, risk management, and organizational leadership to solve complex financial challenges. Proven track record of building high-performing, globally diverse teams and driving business transformations for asset managers, insurance firms, pensions, endowments, and ultra-high-net-worth family offices.• Investment Performance: Delivered consistent benchmark-beating results across multi-billion-dollar global multi-asset portfolios, achieving superior returns over 1, 3, and 5-year horizons while integrating liability-driven strategies and enterprise risk management.• Big Data-Driven Strategy: Leveraged advanced analytics to guide transformative business strategies in global financial services, energy utilities, and consumer goods sectors, aligning investment insights with organizational objectives.• Quantitative Research: Authored groundbreaking research resolving longstanding critiques in factor investing and efficient markets. Developed advanced quantitative strategies, including liquid alternatives, risk factor parity, fixed income replication, and tactical asset allocation.• Risk Management: Designed and executed robust portfolio and risk management programs, achieving exceptional returns within controlled risk parameters for pensions, insurance mandates, and endowments.• Scope: Deep expertise in hedge funds, private equity and debt, real assets, venture capital, and public equity and fixed-income markets. Spearheaded the creation of novel investment products and strategies for diverse client needs.• Start-Up & Leadership Impact: Built and led multiple start-up investment businesses, driving innovation and delivering scalable, high-impact solutions. Recognized for fostering collaborative, high-performing cultures and achieving operational excellence.• Engaging Communication: Skilled at distilling complex technical material into actionable insights for senior executives, boards, investment committees, and media audiences, ensuring clarity and consensus in decision-making.
Capital Risk Management Llc
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Managing PrincipalCapital Risk Management Llc 2016 - PresentRegistered investment advisor firm consulting on multi-billion dollar portfolios for investment strategy, portfolio management, asset allocation, and risk management across pensions, treasury, endowments, and long-term investment funds. Services include business strategy, asset allocation, derivative overlays, private equity and venture capital investing, and data science consulting.• Portfolio Management: Led the turnaround of a $15B U.S. investment-grade fixed-income portfolio for the treasury at a top-five U.S. County, delivering 80 bps of excess return over 30 months at lower risk.• Quantitative Research: Designed interday quantitative fundamental factor strategies for beta replication and alpha segmentation for Risk Factor Parity, Liquid Alternatives, Liability-Focused, Fixed Income Replication, and Tactical Asset Allocation.• Data Science: Deployed econometric and machine learning tools to forecast across diverse fields, including economics, energy demand, consumer goods, and revenue streams.• Project Management: Developed real-time web-based analytical platform for asset allocation and portfolio risk factors.• Merger & Acquisitions: Advised on strategy, financing, and capital raising for companies in cryptocurrency, renewable energy, and marine services.
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Chief Investment OfficerTresalia Capital 2015 - 2016Led the start-up and investment activities for an ultra-high net-worth family office to manage their multi-billion-dollar endowment and US asset management office. Managed a group of 10 direct reports in San Francisco and Mexico with over 30 external managers. Internally managed all liquid investments (public equity, fixed income) and hedge funds, and was a member of the investment committee for private equity and real estate.• Private Equity: Committed capital as a lead or co-investor to a few of the year's largest global private equity and venture capital deals. Research included private equity deals in global consumer goods, technology, oil and gas, infrastructure, renewables, and commercial real estate.• Strategy: Authored 5-year strategic business plan for the development of the asset management business and a 3-year investment strategy for the portfolio that managed return, risk, tax, and liquidity.• Project Management: Implemented the investment and risk systems, integrated data warehouse, trading and derivative protocols, enterprise accounting integration, institutional grade ISDAs with CSA, a regulatory compliance framework, transfer pricing, and staff build-out.• Management: Instituted talent and performance management protocols that included quarterly employee engagement surveys, 360 reviews, performance management, and project management tools.
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Chief Investment Officer, PartnerFiduciary Research & Consulting Llc 2009 - 2015San Francisco, Ca, UsAfter the acquisition, served as OCIO of the largest US public mandate (+$35B) and Taft-Hartley assets of +$80B. At FRC, managed the investment portfolio and team for a leading Outsourced CIO office with $7B+ in a corporate-defined benefit plan and $2B+ in nuclear decommissioning trusts. Expanded the alternative investment universe to hedge funds, master limited partnerships, leveraged loans, middle market loans, and global listed infrastructure to enhance current income. • Investment Performance: Exceeded benchmark and the peer group returns while achieving lower risk. • Quantitative Research: Designed the quantitative global macro factor models that delivered alpha (+23 bps) over five years.• Strategic Calls: 2010 allocated to middle-market loans, levered loans, and energy MLP's.• Forecasting: Out-of-consensus forecast US GDP within +/-0.1% 2011-13.• Big Data: Developed energy forecasting model across sectors and regions, using millions of consumer load and weather data points that were accurate within +/- 0.1% for three years.• Merger & Acquisitions: Successfully led the integration of the new investment and risk systems and aligned business processes after the acquisition. -
Director, Global Investment StrategyJohn Hancock Financial Services 2006 - 2009Boston, Ma, UsLead researcher for the general fund portfolio assets ($160B) and portfolio designer for the strategic asset allocation of the global surplus portfolio (>$20B) that included the impact on the marginal return on equity for the corporation and the defeasement of contingent liabilities. Designed and executed derivatives transactions across interest rates, equities, and currencies to hedge the market risk of the general fund portfolio. Conducted manager research across the global multi-asset portfolio. Designed global tactical asset allocation across assets and markets.• Investment Performance: Surplus portfolio outperformed benchmarks for return and risk-adjusted return. • Quantitative Research: Designed the global factor models across the $160B internal portfolio, the empirical analysis of the long-run determinants of global interest rates, equity market returns, commodity prices, and US real estate.• Risk Management: Integrated the strategic risk profile of the firm's cash flows with the global surplus portfolio to reduce the company's financial statement variability.• Strategic Decisions: 2006 exited commodity-price based investments; 2007 extended duration of interest rate portfolio; 2009 entered multi-family residential• Big Data: Identified risk in the variable annuity product and researched thousands of products and consumers to show how to address the exposure efficiently. -
Market Risk ManagerManulife Financial 2004 - 2006Toronto, Ontario, CaLed the market risk management activities for internally and externally managed investments ($160B) including market-based credit and counter-party exposure. Worked cross-functionally across the organization to identify, measure, and manage the market risk exposure for the global asset portfolio. Analyzed market risks and recommended derivatives strategies for the global hedging activities. Managed a team of three financial engineers.• Big Data: Spearheaded the integration and implementation of risk and performance systems (Findur, Bloomberg/Algorithmics, data warehouse) for a cross-border merger.• Execution: Implemented a derivatives execution control process to manage operational risk.• Risk Management: Advised on equity hedging of the $50b variable annuity book -
Director, Senior Investment AnalystCanada Life 1999 - 2004Toronto, Ontario, Ca• Achieved +200 bps alpha for the global tactical asset allocation portfolio of $300M using quantitative strategies. • Traded government bonds, interest rates and equity derivatives for managing the $50 billion internal portfolio.• Led the asset allocation design and manager research for the $2B surplus and $1B staff pension.• Lead designer for launching the firm's new alpha-focused quantitative products for global equities and bonds.
Jason Prole Cfa Frm Cbe Skills
Jason Prole Cfa Frm Cbe Education Details
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Grenoble Ecole De ManagementInvestments And Securities -
Heriot-Watt UniversityStrategic Risk Management
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Saint Mary'S UniversityFinance And Information Systems
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Dalhousie UniversityEconomics And Polical Science
Frequently Asked Questions about Jason Prole Cfa Frm Cbe
What company does Jason Prole Cfa Frm Cbe work for?
Jason Prole Cfa Frm Cbe works for Capital Risk Management Llc
What is Jason Prole Cfa Frm Cbe's role at the current company?
Jason Prole Cfa Frm Cbe's current role is Strategic Investment Leader | Chief Investment Officer | Chief Risk Officer | Quantitative Researcher | Data Scientist.
What is Jason Prole Cfa Frm Cbe's email address?
Jason Prole Cfa Frm Cbe's email address is jp****@****ail.com
What schools did Jason Prole Cfa Frm Cbe attend?
Jason Prole Cfa Frm Cbe attended Grenoble Ecole De Management, Heriot-Watt University, Saint Mary's University, Dalhousie University.
What skills is Jason Prole Cfa Frm Cbe known for?
Jason Prole Cfa Frm Cbe has skills like Equities, Derivatives, Fixed Income, Trading, Risk Management, Portfolio Management, Investment Strategies, Financial Modeling, Investments, Economics, Asset Allocation, Capital Markets.
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