Matt Underwood, Cfa, Caia

Matt Underwood, Cfa, Caia Email and Phone Number

Head of Investment Research and Portfolio Management | CCO @ Global Strategic NextGen OCIO
Durham, NC, US
Matt Underwood, Cfa, Caia's Location
Durham, North Carolina, United States, United States
Matt Underwood, Cfa, Caia's Contact Details

Matt Underwood, Cfa, Caia work email

Matt Underwood, Cfa, Caia personal email

About Matt Underwood, Cfa, Caia

Director of Investments and Head of Research & Portfolio Management for Global Strategic Investment Solutions, the next generation leader of the Outsourced Chief Investment Officer (OCIO) model for institutional asset owners (Nonprofits, Pensions, Healthcare Systems, Family Offices).I am an investment manager and capital markets researcher with over a decade of experience acting in a critical decision-making capacity for institutional clients, financial advisors, and high net worth investors. I walk the line between robust and deep quantitative content expert and thoughtful client relationship executive. My core competencies are portfolio construction, manager due diligence, quantitative methods, performance evaluation, and risk management. I love solving complex problems. I never turn my back to a challenge. Key skills: Manager Due Diligence (public and private markets), Portfolio Construction, Risk Management,Asset Allocation, Tactical Allocation Model Construction, Liability-Driven Investing, ALM, Dynamic/Convex strategy implementation, portfolio and capital markets research, translating complex financial concepts to trustees, senior management, and industry peers. Platform expertise: FactSet, Bloomberg/BQuant, Axioma, BarraOne, Morningstar Direct, RiskFirst PFaroe/FundManager, Zephyr StyleAdvisor/AllocationAdvisor, SunGard InvestorsView/TradeView, FolioDynamix, APX, AddVantage.Coding: Python, R, SQL, VBA, BQL (Bloomberg Query Language), CSLiteProficient in financial data science methods, data cleaning/wrangling/munging, and financial machine learning methods.Professional Education:MBA - Eller College of Management, University of ArizonaChartered Financial Analyst (CFA) CharterholderChartered Alternative Investment Analyst (CAIA) CharterholderCertified Digital Asset Advisor (CDAA) I speak fluent Brazilian Portuguese.

Matt Underwood, Cfa, Caia's Current Company Details
Global Strategic NextGen OCIO

Global Strategic Nextgen Ocio

View
Head of Investment Research and Portfolio Management | CCO
Durham, NC, US
Website:
gsisus.com
Employees:
6
Matt Underwood, Cfa, Caia Work Experience Details
  • Global Strategic Nextgen Ocio
    Head Of Investment Research And Portfolio Management | Cco
    Global Strategic Nextgen Ocio
    Durham, Nc, Us
  • Global Strategic Nextgen Ocio
    Director Of Investments | Head Of Research & Portfolio Management
    Global Strategic Nextgen Ocio Apr 2019 - Present
    Scottsdale, Az, Us
    I am co-creator of GSIS's portfolio construction framework. I built the firm's capital market assumptions models, valuation research, dynamic AA signal creation and monitoring, custom quantitative analytics, risk management, and other key attributes of value-added process for our fiduciary institution clients. I am also charged with data vendor relationship management and integration, as well as manager search and oversight of strategies for both public and private markets.Our private markets program is structured as a funnel where a sourcing universe of private equity, credit, real asset, and special situations/opportunistic is constructed. Stages of initial screening, initial diligence, investment case, team structure, peer universe evaluation, performance record, deep diligence (including operational DD and asset owner/consultant references), case construction, investment committee approval and client implementation are typical across all successful opportunities. All selected strategies are monitored regularly by my team and go through periodic re-diligence.
  • Cfa Society North Carolina
    President, Executive Board Chairman
    Cfa Society North Carolina Aug 2018 - Present
    Leadership Roles: President (Elected Term: 2023 - 2025)Vice President (Elected Term: 2022 - 2023)Secretary (Elected Term: 2021 - 2022)Chair, Global Investment Research Challenge (2018 - 2019)
  • Bb&T
    Vice President | Portfolio Manager And Strategist
    Bb&T Aug 2017 - Mar 2019
    Charlotte, Nc, Us
    Capital markets portfolio manager for BB&T Wealth Division's centralized portfolio management arm. Ran custom multi-asset portfolios using quantitative risk oversight using individual equity and fixed income securities, mutual funds, and ETFs. Also served as a thought leader, presenting portfolio implementation best practices and investment-focused presentations to professional advisors and their clients.
  • Patriot Wealth
    Sr. Investment Strategist
    Patriot Wealth Oct 2016 - Aug 2017
    Raleigh, Nc, Us
    Chief Investment Staff for RIA based in Raleigh, North Carolina.
  • Vanguard
    Institutional Advisory Services
    Vanguard Sep 2015 - Oct 2016
    Valley Forge, Pa, Us
    Investment analyst and asset manager for Vanguard's outsourced CIO offering. Day-to-day portfolio management and implementation for endowment, foundation, pension and corporate asset clients.
  • Vanguard
    Portfolio Analytics & Consulting
    Vanguard Jan 2013 - Dec 2015
    Valley Forge, Pa, Us
    Portfolio construction subject matter expert for Vanguard's Financial Advisor Services division. Engaged in rigorous analysis of external advisor portfolios. Presented insights and analysis to advisor teams over the phone, in person, and at industry conferences.
  • Vanguard
    Investment Specialist
    Vanguard Apr 2011 - Jan 2013
    Valley Forge, Pa, Us
    Licensed (7/63) phone representative specialized in helping retail investors understand the philosophy of Vanguard, fill risk questionnaires, select allocations, and products for incoming assets. Aided with all necessary paperwork.

Matt Underwood, Cfa, Caia Skills

Portfolio Management Mutual Funds Finance Financial Analysis Investment Management Asset Management Sales Investment Strategies Valuation Technical Analysis Relative Value Momentum Trading Relationship Management Financial Services Fixed Income Capital Markets Financial Modeling Brazilian Portuguese Securities Equity Valuation Etfs Alternative Investments Modern Portfolio Theory Morningstar Direct Zephyr Style Advisor Statistical Modeling Vba Excel Models Pfaroe Fundmanager Liquidity Analysis Peer Group Analysis Matlab Barclays Point Pfaroe Alm Asset Allocation Investments Leadership Trading Investment Advisory Chartered Financial Analyst

Matt Underwood, Cfa, Caia Education Details

  • University Of Arizona, Eller College Of Management
    University Of Arizona, Eller College Of Management
    General
  • Arizona State University
    Arizona State University
    Portuguese
  • Scottsdale Community College
    Scottsdale Community College
    General Studies
  • Brophy College Preparatory
    Brophy College Preparatory
    High School Diploma

Frequently Asked Questions about Matt Underwood, Cfa, Caia

What company does Matt Underwood, Cfa, Caia work for?

Matt Underwood, Cfa, Caia works for Global Strategic Nextgen Ocio

What is Matt Underwood, Cfa, Caia's role at the current company?

Matt Underwood, Cfa, Caia's current role is Head of Investment Research and Portfolio Management | CCO.

What is Matt Underwood, Cfa, Caia's email address?

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What schools did Matt Underwood, Cfa, Caia attend?

Matt Underwood, Cfa, Caia attended University Of Arizona, Eller College Of Management, Arizona State University, Scottsdale Community College, Brophy College Preparatory.

What are some of Matt Underwood, Cfa, Caia's interests?

Matt Underwood, Cfa, Caia has interest in Kids, Cooking, Medicine, Exercise, Gardening, Investing, Sweepstakes, Home Improvement, Electronics, Reading.

What skills is Matt Underwood, Cfa, Caia known for?

Matt Underwood, Cfa, Caia has skills like Portfolio Management, Mutual Funds, Finance, Financial Analysis, Investment Management, Asset Management, Sales, Investment Strategies, Valuation, Technical Analysis, Relative Value, Momentum Trading.

Who are Matt Underwood, Cfa, Caia's colleagues?

Matt Underwood, Cfa, Caia's colleagues are Curt Thompson, Ryan Paralejas.

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