Advise 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

Constructed and monitored customized hedge fund-of-funds, which included developing investment manager guidelines, establishing allocations to hedge fund strategies and managers, monitoring and presenting performance Developed, launched and monitored a dedicated credit hedge fund-of-funds Marketed to potential clients including non-profits and pension plans

Advised clients on all aspects of investment oversight and management, including asset allocation strategy, program construction, manager selection and evaluation, governance and research. Performed investment manager evaluation and selection on potential managers in a variety of asset classes including domestic and international equity and fixed income, venture and private equity, real assets and hedge fund strategies. Presented various endowment management topics to clients including asset allocation reviews, investment opportunity landscape and overall portfolio performance on a quarterly or as needed basis. Co-authored research report, Implementing Investments In Real Assets , which was distributed for internal and client use

Structured credit facilities for corporate acquisitions, refinancings and restructurings

Analyzed and prepared comparative studies of endowment management topics such as asset allocation, total fund returns, investment management structures and spending polices

Covered the healthcare sector for institutional and retail sales force