Harvard Management Company Inc. (HMC) is the wholly owned subsidiary investment manager for Harvard University’s endowment. As the largest single academic endowment in the world, the revenues generated by HMC’s investments substantially contribute to the University's annual operating budget and advancement of its mission. HMC invests globally through partnerships with the world’s leading investment managers and via strategic direct investments.

Led and managed the Americas based analyst team in execution of due diligence across all asset classes supported by the Citi Global Wealth Investments platform. Responsible for planning, recruitment, retention, and development of resources. Designed and executed the ODD framework for the Global Direct Private Investments program. Published thought leadership content and engaged internal and external clients to support growth of the CIM Alternatives business.

Operational Due Diligence on behalf of the PWP Agility OCIO Platform. Coverage universe spanned global investments in private equity, real estate, hedge funds, venture capital and traditional investments. Agility’s clients included prominent endowments and foundations, family offices and other long-term investors.

Bessemer Trust is an independent multi-family office. Conducted due diligence for the proprietary alternative investment funds and bespoke offerings for the largest custom portfolio client mandates (OAS program).

Gottex sponsored a flagship Market Neutral Multi-Strategy Fund, as well as an Asset Based Lending and Asset Based Investing Fund. Created a due diligence review framework for strategies involving loan servicers and whole loan trading.

Credit risk management on behalf of institutional issuers and underwriters of structured credit securities and institutional investors with structured credit portfolios.