Kenneth Tom, Cfa Email & Phone Number

New York, New York, US

XIG Private Markets Investment Team focused on venture capital and private equity commitments in tech.

Palo Alto, CA, US

The Kauffman Fellowship is a two-year program for the next generation of venture capital leaders. It is designed to develop a worldwide network of innovation investors to fuel entrepreneurial change.

Boston, MA, US

• Source and diligence Venture Capital managers in North America.
• Construct SMA portfolios of Venture Capital managers and facilitate Co-investment/Secondary dealflow.
• Monitor market trends and develop investment research.

Boston, MA, US

• In addition to prior responsibilities, I'm further specializing in venture capital, blockchain, and impact investing.

Boston, MA, US

• Develop financial and investment goals, asset allocation policies, and investment manager structures and implement through diversified portfolios.
• Select and evaluate investment managers for all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil & gas.
• Develop tax-aware investment planning approach through portfolio construction, manager selection, and complex trust structures.
• Represent firm externally through marketing presentations, conferences, and other business development opportunities.

• Partner with Wealth Advisor to implement solutions addressing asset allocation, retirement planning, executive compensation, philanthropy, business succession planning, and estate planning.
• Consult with clients on investment strategies based on financial and investment objectives.
• Analyze economic trends to deliver insight and analyses specified to individual client needs.
• Act as a liaison between Portfolio Managers, Research, Trading, Trust Company, Legal, and clients.

• Communicate firm's investment insights and resources to internal parties, prospects, and clients.
• Assist in the management of Guided Portfolio Solutions, investment vehicles composed of NB mutual funds based on asset allocation guidelines at varying risk profiles.
• Collaborate on Capital Market Inputs, Wealth Simulation Analysis, and Manager Proposal Tool.
• Advise clients ranging from $1-250 million on investment policy, asset allocation, portfolio construction, manager research and selection, tactical rebalancing, monitoring, and tax planning.
• Conduct market and manager research to determine appropriate investment strategy to meet client objectives and constraints.

• Advise clients ranging from $1-100 million on investment policy, asset allocation, portfolio construction, manager research and selection, tactical rebalancing, monitoring, and tax planning.
• Assist in the development and delivery of sales presentations for prospective clients.
• Conduct market and manager research to determine appropriate investment strategy to meet client objectives and constraints.
• Assist in investment-related business development projects for the Trust Company.

Boston, MA, US

• Perform analysis of investment performance results for 18 clients ($31.1 billion under advisement) to ensure consistency with investment strategies, market environment, and industry standards.
• Provide supporting analyses to consulting teams (in Boston, London, and Singapore) and clients to aid in decision-making on asset allocation, manager selection, rebalancing, and benchmarking.
• Collaborate with other departments for client service projects such as compliance, due diligence, risk management, liquidity analysis, Hedge Fund and Private Equity carveouts, and currency hedging.

Boston, MA, US

• Manage a team of five: coordinate workflow with Analysts and Operation Managers, prioritize ad-hoc tasks, quality-check reports, and foster career and professional development.
• Oversee the transition and report set-up of two new reporting clients from previous consulting firms.

Boston, MA, US

• Collect performance and transaction data from investment managers and custodians.
• Responsible for monitoring investments for 17 clients, representing $7.7 billion under advisement.
• Prepare and present investment performance reports which include analyses of asset allocation, composite and manager performance, flow of funds, income/fees, risk, and attribution.