Marc Greenberg, Cfa Email & Phone Number

We specialize in helping hedge funds managing between $500 million and $3 billion get the most out of people and processes for growth.*Talent Management* Aligning talent with goals and objectives creates the most important competitive advantage for any fund. Greener Pastures will help you identify your talent gaps and needs, create a talent funnel for you, evaluate the outcome of your recruiting, and establish clear career path trajectories.*Professional Development*Getting the right talent through the door is only half of the battle. The hedge fund industry is littered with people who never reached their full potential. That puts a premium on developing your talent; we can help you do that. Greener Pastures will assist you in identifying key performance indicators, building core skills tools, promoting best practices, implementing and monitoring a review process, designing a compensation system, and building career paths.*Research Management*Greener Pastures will use its three decades of experience in Research Management to assess your existing research program. If you don’t have a formalized research program, Greener Pastures will help you create one as well as budgeting and research vote processes. If you have an existing research program, we will help you refine it for greater impact. We will help you optimize your Sell Side and alternative data relationships to help you feel confident that you are providing your investing talent with the most useful sources of signals available.

New York, New York, Us

Worked to evaluate and mentor PMs and Analysts, implement analyst review process, build professional development curriculum, support hiring processes and talent development.

New York, New York, Us

Lead efforts to support investment teams by collecting data and building smart tools to improve both process and performance. Played an integral role in recruiting, mentoring and developing talent via one-to-one interactions; leading process design; and implanting practitioner-led best practices. Principal liaison with leading research and data providers to measure value and curate the resources to support Project Management teams. Valued business partner, continuously sharing insights on team performance to better inform risk management, capital allocation, team needs, and career development.

Stamford, Connecticut, Us

Head of Idea Lab (2015 – 2018)Head of Professional Development | Director of Research (2011 – 2016) Mentored, coached, and developed a global platform of 150+ primarily sector-focused analysts, overseeing both Professional Development and Point72 Academy. Created numerous systems to drive process improvements at the Project Management Team and Firm level.CONTRIBUTION VALUE:INNOVATION• Bolstered firm’s intellectual property – Proprietary Infrastructure Builds• Delivered 2-year track record of differentiated out-performance – Team Development• Streamlined investment process and expanded business margins – Margin ExpansionINSIGHTS• Informed capital allocations – Position Reviews• Optimized overall talent resource deployment – Sector Coverage• Identified top analyst talent to invest/retain – Analyst Assessment Process TRAINING• Improved quality and quantity of idea generation – Velocity Initiative• Expanded team dialogue, identified alpha, boosted idea velocity, set performance benchmarks – Idea Ranking• Created forum to present short ideas to peers, garner feedback, put training to work – Analyst RoundtablesPROFESSIONAL DEVELOPMENT• Provided continuing education for PMs and analysts -- Point72 UniversitySKILLS FOCUSInnovation Monetization | Learning + Assessment Modules | Global Hedge Fund | Data Science | Data + Machine Learning Integration |Portfolio Risk Management | Compensation Planning | Net Margin Improvements | Investment Product Strategy Structure, Governance | Policies + Procedures | Team Building

Frankfurt Am Main, Hessen, De

Deutsche Bank SecuritiesInstitutional Investor - ranked research analyst covering beverage and tobacco industries. Led the consumer staples team in global product development, weekly research updates, and thematic research development. Produced highly-regarded, proprietary research product based on deep market studies, industry / consumer surveys, distributor / wholesaler channel checks, and in-depth analysis of company management, structure, product, marketing, financial performance, stock price forensics, and valuation (PE, EBITDA, DCF, ROIC).CONTRIBUTION VALUE• Led talent development - provided hands-on coaching and guidance for the Associate Analyst Development program• Performed consistently in the top 10% for firm-wide sales vote, client vote, and broker vote rankingsSKILLS FOCUSConsumer Marketing Research | Consumer Surveys | Qualitative + Quantitative Research Methodology Modeling | Talent Development + Mentoring | | Distributor + Wholesaler Distribution Channel Development | Product Development | Marketing | Financial Performance | Stock Price Forensics + Valuation (PE, EBITDA DCF, ROIC)

Us

Built an equity product focusing on Growth at a Reasonable Price (GARP). Developed portfolio strategy and asset allocation with primary coverage of consumer staples and healthcare equities. Stock selection for consumer and healthcare sectors.CONTRIBUTION VALUE• Annualized out-performance versus S&P based benchmark (24% of index): 7.2%.SKILLS FOCUSEquity Product Development (GARP) | Portfolio Strategy + Asset Allocation | Consumer Staples + Healthcare Equities

Nashville, Tn, Us

Alliance Capital Management (Regent Division)Generalist portfolio manager running $150MM. Supported senior portfolio managers on client relationships totaling $2.5 BB. Implemented a sector-based, core equity stock selection approach. Managed 20+ clients. Built a consultant marketing program and form wrap fee programs in core equity, short duration bond, and balanced fund approaches.CONTRIBUTION VALUE• Managed $150MM portfolio; supported senior portfolio managers on client relationships totaling $2.5BBSKILLS FOCUSPortfolio Management | Client Service | Marketing Program Development | Core Equity Stock Selection

Bachelor'S Degree, Economics

Chartered Financial Analyst (Cfa)

Education record