Hedge Fund Consultant, Managing Director
CurrentAdvise a broad range of clients including private clients, university endowments, foundations, and pensions, ranging in size from $20 million to over $1 billion, on constructing and overseeing customized hedge fund portfolios Review range of hedge fund strategies, set target allocations based on clients’ desired risk/return objectives, evaluate potential and current hedge fund managers, and develop an appropriate forward investing schedule Regularly meet with clients to review portfolio and manager performance, market environment and recommend appropriate changes based on investment opportunity set Collaborate with investment team, including equity, fixed income, and private equity, to ensure overall desired exposures are met Source, conduct and present due diligence to senior internal investment committee on prospective hedge fund managers Active in marketing efforts to non-profit, high net worth, and pension clients