Michael Lauer Email & Phone Number

I am a senior investment consultant leading and supporting institutional client relationships. Much of the work I do involves aiding them in the development and implementation of long-term portfolios in order to achieve the strategic goals of the overall organization. This generally involves policy development, manager selection, performance monitoring, and portfolio rebalancing. I act as a main point of contact for client finance and investment staff and I regularly communicate with the client's C-suite, committees, and boards, relaying capital market updates as well as portfolio results and investment strategies. I have history working with a range of client type, including: endowments, foundations, healthcare systems, corporate pension plans, and insurance pools. For certain clients, I have also collaborated with global teams in coordinating services for pools located outside of the US.As responsible investing has become more popular, I have also stayed attuned to the trends and have worked with a number of not-for-profit clients customize ESG policies and plans for implementation. Specifically, assessing opportunities for clients in public equity, public debt and private equity asset classes that take into account long-term ESG themes.

Listed skills include Data Analysis, Leadership, Public Speaking, Financial Analysis, and 5 others.