Keith Friedman Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

• Management of research analyst team dedicated to the manager selection process and all analytics in support of the portfolio• Create and manage strategic proprietary projects including Iron Risk Identification System, Fiduciary Scorecard, and Hedge Fund Taxonomy System• Risk management through personally built proprietary models and use of Bear Measurisk to stress test/shock individual investments and entire portfolio through VaR analysis• Build and maintain strategic relationships with industry contacts for increased sourcing of investments• Negotiate contractual arrangements with third party service providers including credit facilities• Key contributor to investment committee meetings including investment presentations and portfolio management decisions

• Lead the due diligence process for potential managers across all hedge fund strategies• Construct written research reports and make presentation recommendations to the portfolio manager and investment committee on potential investments and redemptions• Responsible for on-going due diligence with managers in the portfolio including regular conversations, quantitative analysis, reference checks, and site visits• Designed and built complex models for allocation of potential investments, performance estimates, capital flows, and liquidity needs

• Mutual fund research analysis and recommendations for defined contribution and defined benefit plans• Construct, manage, and trade portfolios of mutual funds• Conducted portfolio analysis on client accounts and presented results in client meetings• Responsible for equity trade execution upon client requests• Designed proprietary client relationship management software for information dissemination

Mba, Finance, Economics, Accounting, Econometrics & Statistics

B.A., Major: Finance, Minor: History

Activities and Societies: Sigma Alpha Mu