Mark Samuel Email & Phone Number

Greenwich, Ct

Prior Role: Product Development & Management. Develop & maintain commingled funds in the US; validate business case for products and structures; determine fund terms to balance client and Portfolio Manager needs; create fund offering documents and marketing materials; negotiate 3rd party terms and service level agreements; integrate local fund setup into global operations; contribute to RFP’s and DDQ’s; create and maintain fund budgets; oversee annual audit production; manage client on-boarding; produce periodic client reporting.

Greenwich, Ct

Advisory firm devoted to structuring, launching & marketing investment products and the management of operational and infrastructure projects. Engagements included fund launches, creation of marketing materials, writing periodic investor letters, build-out of office space, writing operations manuals, and more.

Darien, Ct

COO of a fund launch, growing to 5 strategies, 25 employees and $1Billion AUM; responsible for all non-investment staff including marketing, client service, middle and back-office and compliance; created and implemented all procedures for accounting, clearance and compliance; originated and managed all relationships with prime brokers, administrators, auditors, compliance, outside counsel and other service providers; oversaw all third-party work-product.Product Specialist of the firm responsible for all marketing and due diligence meetings, monthly investor calls and letters, road shows and speaking engagements; produced a unified marketing campaign which raised over $1Billion including pitch books, offering documents, market commentaries, RFP’s and DDQ’s, portfolio summaries and risk reports,

Greenwich, Ct

Financial Advisor specializing in fixed-income portfolios for High Net Worth and Family Office clients.

Greater New York City Area

Traded Money Market, ABS and MBS securities and derivatives.