Managing Director, Institutional Sales
Cole Partners, Llc
• Managed 2 sales team members overseeing strategic preference identification of investor contacts and hedge fund product sales representing ~75% of firm revenue each year for this third-party marketing firm.• Supported marketing platform implementation and the raising of assets for a number of emerging hedge fund managers and a firm-owned natural resources fund of hedge funds (FOHF); identified and built investor relationships and presented compelling hedge fund manager marketing materials and analytics to prospective investors.• Led international marketing campaign across the U.S., London, Geneva, and Zurich; improved informational takeaway sheets, marketing presentations, and due diligence materials, and collaborated with managers on ways to better articulate their edge, process, and risk management philosophy.• Performed prospective alternatives manager due diligence and oversaw marketing collateral and campaign development; analyzed strategies for long/short equity, relative value credit, asset-based lending, healthcare/biotech, convertible/merger/statistical arbitrage, natural resources, and managed futures.