Kurt Edwards, Cipm

Kurt Edwards, Cipm Email and Phone Number

VP of Partner Engagement @ Alliance Global Advisors
Charlotte, NC, US
Kurt Edwards, Cipm's Location
Charlotte, North Carolina, United States, United States
Kurt Edwards, Cipm's Contact Details
About Kurt Edwards, Cipm

Inquisitive and driven investment professional with experience in underwriting and managing investments in institutional private real assets. Passionate about portfolio management and driving better investment decisions through performance measurement, predictive analytics, and portfolio theory. Extensive involvement in industry associations with a deep knowledge of product offerings.——————————————————————————-This LinkedIn account is an official UBS account and managed by Kurt Edwards, Head of Taxable Real Assets. This account will never ask users to disclose confidential information (e.g. social security or other personal identification number, financial account information, passwords or PINs). UBS reserves the right to retain all messages and post comments. Messages are protected and accessed only in legally justified cases. www.ubs.com/social-legal

Kurt Edwards, Cipm's Current Company Details
Alliance Global Advisors

Alliance Global Advisors

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VP of Partner Engagement
Charlotte, NC, US
Website:
ubs.com
Employees:
81377
Kurt Edwards, Cipm Work Experience Details
  • Alliance Global Advisors
    Vp Of Partner Engagement
    Alliance Global Advisors
    Charlotte, Nc, Us
  • Ubs
    Head Of Taxable Real Assets
    Ubs Jun 2023 - Present
    Charlotte, North Carolina, United States
    Leveraging UBS Real Estate & Private Markets investment capabilities across real estate, infrastructure, energy storage, eco-transport, and food & agriculture to produce investment strategies focused on optimal after-tax outcomes for taxable investors.
  • Ubs
    Head Of Research & Strategy - Us Re, Portfolio Manager Of Daily Valued Funds
    Ubs Sep 2021 - Jun 2023
    Charlotte, North Carolina, United States
    Executive Director - Managing a team of real estate economists and quantitative researchers to drive alpha across US real estate products ($30bn AUM) through allocation guidance. Secondary objective is to assist in refining and enhancing the investment process via advanced analytics. Portfolio Manager of US Daily Valued Funds. Member of the US Investment Committee and Management Committee.
  • Ubs
    Head Of Investment Analytics, Executive Director
    Ubs Aug 2020 - Sep 2021
    Charlotte, North Carolina, United States
    Responsible for improving the investment process through developing decision-based attribution and a holistic forecasting framework. Assisting in product strategy and beating our clients' objectives.
  • Cortland
    Vp - Investments And Capital Markets
    Cortland Jun 2019 - Jul 2020
    Cleveland, Ohio
    Assisted with Cortland's Capital Markets initiatives with a focus on institutional funds management. Brought expertise in commingled fund portfolio management and analytics while ensuring a fiduciary mindset. Responsible for growing Cortland's open-end fund and launching Cortland's closed-end fund.
  • Ubs
    Director - Real Estate And Private Markets - Research & Strategy
    Ubs Jun 2012 - Jun 2019
    Hartford, Connecticut Area
    As part of the Global Real Estate Research & Strategy team, I supported portfolio management strategy and had oversight of portfolio attribution. Additional responsibilities included providing support to the Defined Contribution product development and management as well as writing research publications.
  • The Townsend Group
    Investment Associate
    The Townsend Group Sep 2008 - May 2012
    Cleveland/Akron, Ohio Area
    Provided support in fund due diligence, manager selection, research, and portfolio management. Primary responsibility within fund due diligence resided with domestic open-end commingled funds. Other responsibilities included portfolio analytics, modeling exercises, investment reviews, and interacting with investment managers and clients.

Kurt Edwards, Cipm Skills

Investments Portfolio Management Due Diligence Financial Modeling Asset Management Valuation Mutual Funds Real Estate Strategy Investment Management Investment Strategies Economics Alternative Investments Financial Markets Equities

Kurt Edwards, Cipm Education Details

Frequently Asked Questions about Kurt Edwards, Cipm

What company does Kurt Edwards, Cipm work for?

Kurt Edwards, Cipm works for Alliance Global Advisors

What is Kurt Edwards, Cipm's role at the current company?

Kurt Edwards, Cipm's current role is VP of Partner Engagement.

What is Kurt Edwards, Cipm's email address?

Kurt Edwards, Cipm's email address is ku****@****cos.com

What is Kurt Edwards, Cipm's direct phone number?

Kurt Edwards, Cipm's direct phone number is +144028*****

What schools did Kurt Edwards, Cipm attend?

Kurt Edwards, Cipm attended The University Of Connecticut School Of Business, Qut (Queensland University Of Technology).

What are some of Kurt Edwards, Cipm's interests?

Kurt Edwards, Cipm has interest in Gadgets, Snowboarding, Sailing, Hiking, Travel, Financial Markets.

What skills is Kurt Edwards, Cipm known for?

Kurt Edwards, Cipm has skills like Investments, Portfolio Management, Due Diligence, Financial Modeling, Asset Management, Valuation, Mutual Funds, Real Estate, Strategy, Investment Management, Investment Strategies, Economics.

Who are Kurt Edwards, Cipm's colleagues?

Kurt Edwards, Cipm's colleagues are Dipen Khamar, Piotr Sadorski, T Ravi Sreekar, Brett Gaskin, Kelly Castle, Michael Miner, Heather Reed.

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