Mark Fair, Frm Email & Phone Number

West Chester, Pa, Us

West Chester, Pennsylvania, United States

As the Senior Portfolio Manager at Venerable Investment Management Team, I lead with a focus on both strategy and mentorship. Guiding a team of investment analysts, I provide personalized coaching and skill-building initiatives to fuel their professional growth. Collaborating closely with the Treasury team, I refine liquidity strategies to bolster our financial stability, aligning them meticulously with organizational objectives and regulatory standards. Through monthly presentations, I distill complex investment performance outcomes into clear insights for key stakeholders, facilitating informed decision-making. Fostering teamwork across multifunctional teams, I ensure seamless coordination to achieve operational excellence. My role extends beyond mere management; it's about cultivating a culture of collaboration and excellence that underpins our success in navigating the dynamic investment landscape.Key Accomplishments: ► Conducted educational sessions and provided strategic guidance for external investment managers, navigating the complexities of the VM21 framework to enhance investment decision-making processes and optimize portfolio performance.► Facilitated and led monthly portfolio management meetings for the Venerable Investment Management team to facilitate informed discussions and drive tactical asset allocation decisions, resulting in increased portfolio returns and alignment of investment strategies with Venerable's objectives.► Led the creation of compelling content and presented results for monthly investor presentations, ensuring clear communication of investment decisions and performance to stakeholders.► Involved in strategic discussions with senior management at Venerable, conceptualizing innovative strategies such as leveraging RSAT’s on single name CDS to enhance investment revenue, as well as spearheaded initiatives to modernize internal reporting.

West Chester, Pennsylvania, United States

Oaks, Pennsylvania, United States

Oaks, Pennsylvania, United States

In my role as an investment professional with the SEI Fixed Income Portfolio Management Team, I took charge of all client-facing communications initiatives. This involved skillfully managing both internal and external communications to ensure clarity and effectiveness. Collaborating closely with various SEI business units, I played a key role in strategizing and integrating customized fixed-income solutions that addressed the unique requirements of both retail and institutional clients. Through extensive cooperation and a keen understanding of client needs, I helped tailor bespoke strategies that added significant value to our clients' portfolios. Key Accomplishments: ► Captivated audiences and fostered active participation by consistently delivering compelling market updates and highlighting team strengths to SEI clients, both internally and externally, cultivating strong relationships and enhancing brand recognition.► Enhanced sales and service distribution by creating and distributing persuasive fixed-income communications, such as quarterly commentary and ad hoc market updates, strengthening client connections and driving revenue expansion.

Oaks, Pennsylvania, United States

As a pivotal member of several managerial committees such as the Investment Policy, Model Portfolio, and Rules Committees, I played a crucial role in providing valuable insights to proactively identify and mitigate potential risks. Additionally, I headed the revamp and successful execution of a laddered bond portfolio initiative. By crafting a strategic vision and overseeing its seamless integration into existing systems, I ensured the initiative's alignment with organizational objectives and enhanced our overall portfolio management capabilities.Key Accomplishments:► Spearheaded the management of $6B in assets across various taxable and tax-exempt laddered bond mandates and custom liability-driven investment fixed-income strategies, leveraging expertise to maximize returns and minimize tax liabilities.► Carried out in-depth analysis to identify discrepancies in trade settlement procedures, initiating corrective measures in conjunction with back-office leadership, resulting in a measurable decrease in failed trade charges and preventing financial risk.

Oaks, Pennsylvania, United States

At the forefront of our efforts, I spearheaded the engineering and deployment of bespoke hedging strategies, harnessing a wide array of fixed-income instruments including interest rate swaps, inflation swaps, total return swaps, and US Treasury STRIPs. These tailored approaches were pivotal in not only reducing risk exposure but also amplifying portfolio performance. Furthermore, I championed collaborative initiatives with internal stakeholders, navigating the negotiation of ISDA agreements and credit support annex (CSA) terms. This proactive approach not only fostered mutually beneficial relationships but also verified compliance with regulatory standards, effectively mitigating counterparty risk while optimizing our hedging capabilities.Key Accomplishments:► Oversaw a diverse portfolio valued at $3.5B, implementing custom Liability Driven Investment (LDI) fixed income strategies across dollar and non-dollar markets aligned with client objectives and risk thresholds.► Innovated the creation and implementation of a scalable portfolio management model designed to address the intricacies of custom LDI strategies, facilitating adaptable portfolio supervision.

Oaks, Pennsylvania, United States

Drawing on collaborative brainstorming sessions, I conceptualized and implemented trading strategies tailored to uphold SEI's best-execution trading policy. This approach ensured not only adherence to our stringent standards but also validated optimal trade execution, ultimately elevating value for our clients.Key Accomplishments: ► Orchestrated trading operations spanning various sectors, such as US Treasuries, US government agencies, and investment-grade corporate bonds, leveraging market insights and strategic expertise to seize opportunities and mitigate risks.► Developed expertise in Canadian fixed-income markets, becoming an invaluable asset to portfolio managers by providing essential information crucial for acquiring new clients and enhancing investment strategies.

Oaks, Pennsylvania, United States

Oaks, Pennsylvania, United States

Master Of Business Administration - Mba, Business Administration And Management, Strategic Management

Activities and Societies: Beta Gamma Sigma Honor Society

Bachelor Of Science, Economics And Finance