Kami Dougherty Email & Phone Number

Neutral Bay, New South Wales, Australia

Cremorne, NSW

• Manage client accounts, treatment plans, patient scheduling, account payments, and settlements.
• Created and executed a marketing plan to establish which included increasing the practices’s social media presence to update existing clients and source new ones.

L8/99 Elizabeth Street, Sydney

• Organised client events to cultivate strategic brand partnerships for a premium co-working space and to create innovative content for Work Club’s YouTube channel.
• Managed the events from end-to-end including promoting the event, organising guest speakers, and overseeing the execution of the events.
• Contributed to business development by attracting new clients to the firm via the unique salon style speaking events and showcasing the key attributes of the co-working space.

West New York, NJ

• Founded KSD Alternatives, Inc. providing marketing, research and business development support to early stage hedge fund managers.
• Raised capital for a third-party marketing firm which represented a $380 million event driven hedge fund and a $480 million global long/short equity hedge fund.
• Coordinated the marketing effort for a global macro hedge fund and assisted in the day to day operations of running the business.

Syosset, NY

• Founded a fund of hedge funds and advisory business in conjunction with the Chief Investment Officer with combined assets totalling $250 million.
• Developed the marketing program including the creation of marketing material for prospective and current investors, as well as organising and planning investor outings and the annual investor meeting.
• Managed the search process for fund of hedge funds and advisory clients.
• Responsible for client reporting, portfolio analytics and the monitoring of capital flows in addition to the production of detailed reports supporting investment recommendations.
• Performed in depth due diligence interviews with prospective and current hedge fund managers to determine suitability for mandates, resulting in the selection of 23 underlying hedge fund managers across a range of.
• Worked closely with the founding partner on all business decisions; such as choosing vendors, budgeting for opening a new office, and managing support staff

New York, NY

• Established the marketing strategy for a $175 million global long short equity hedge fund including identifying and pitching to target clients and developing marketing materials.
• Actively participated in the weekly investment meeting which entailed understanding current investment themes and clearly articulating these to clients.
• Conducted portfolio reviews for domestic and offshore investors.
• Managed the ongoing business development strategy, client retention, and new client onboarding process.

New York, NY

• Evaluated and determined hedge fund eligibility as collateral for fund derivative transactions.
• Conducted due diligence on hedge funds in order to assess the risk of the fund with regards to BNP Paribas’s balance sheet.
• Analysed the quality of potential borrowers and presented findings to the BNP Transaction Approval Committee.
• Provided general hedge fund industry and strategy information to various parts of the bank to aid in business decisions.

New York, NY

• Conducted initial and ongoing due diligence on underlying hedge funds using both quantitative and qualitative tools for two registered fund of hedge funds.
• Performed comprehensive investment analysis on select hedge fund managers including an analysis of the ownership structure, investment strategy, risk controls, performance, and suitability.
• Created specialised risk and performance reports for institutional investors of the fund of hedge funds.
• Provided information on the funds of hedge funds to Oppenheimer private bankers.

New York, NY

• Managed relationships with the major institutional clients invested in hedge fund, venture capital and private equity funds.
• Performed quarterly account reviews with institutional hedge fund investors.
• Analysed hedge fund portfolios and communicated results to clients.
• Coordinated all client communications and marketing materials.Client Service Supervisor, November 1999 – June 2000
• Managed client service team and reviewed all client requests.
• Communicated performance and portfolio analysis to clients including corporate, public, Taft-Hartley, endowment, and foundation plans invested in traditional products.Client Service Associate, December 1997 – November.