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Extensive experience across Private Equity, Co-Investments, Hedge Funds, M&A and Investment Banking. Over 18 years of public and private markets experience, managing entire multi-asset portfolio at large non-profit healthcare system, heading Private Equity and Real Assets for a University Endowment, fundamental security selection across equity and credit at event driven hedge fund, and M&A investment banking at bulge bracket firm. Independently sourced over 20 new private capital GP relationships. Sourced, led and executed over 20 independent Co-Investments. Represented institutions on 25 Limited Partner Advisory Committees (LPAC).
Landmark Management, Llc
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- geisinger.org
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Managing Director, Head Of Investment ResearchLandmark Management, LlcNew York, Ny, Us
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Deputy Chief Investment OfficerGeisinger May 2022 - PresentPittsburgh, Pennsylvania, United StatesManage multi-asset portfolio across equity, fixed income, hedge funds, real assets, private equity & venture capitalHead of Private Equity, Real Assets and Co-Investments. Source new managers and transactions, complete due diligence, analysis of investment strategies, financial modeling, negotiation, execution, and maintaining opportunity pipeline across Buyouts, Growth Equity, Real Estate, Energy, Mining and Infrastructure.Started Geisinger’s first ever investment office. Assets were previously fully indexed.Established new strategic asset allocation with the investment committee including significant private market and hedge fund allocationsCreated Portable Alpha program using US Equity Swaps (beta) and 11 hedge funds across 8 low volatility strategies (alpha)The Geisinger Investment Office generated since inception returns in the top 5% in Mercer's health care peer group. -
Managing Director Of InvestmentsUniversity Of Pittsburgh Feb 2019 - May 2022Pittsburgh, Pennsylvania, United StatesHead of Private Equity and Real Assets. Led manager selection, due diligence, analysis of investment strategies, financial modeling, negotiation, execution, and opportunity pipeline across Buyouts, Growth Equity, Real Estate, Energy, Mining and Infrastructure.Responsible for all aspects of maintaining $2+ billion (NAV) private portfolio comprised of over 200 funds and 15 co-investments across 90 managers. Was main point of contact for entire portfolio, responsible for lead decision making, relationship management, due diligence, updates, and AGM attendanceLed formation of Co-Investment program. Established investment criteria, investment size ranges, return targets, asset allocation and changes to governance and investment policy statement. Independently sourced and led over $400 million of new relationship fund commitments and over $150 million of co-investments resulting in gains over $80 million / 60%+ IRR.Investment Office manages the $5+ bn Endowment for the University across a multi-asset portfolio with a 50%+ allocation to private assetsIncreased Pitt’s private market exposure from 34% to 50% over tenure, included many newly sourced GP manager relationships and co-investmentsRepresented Pitt on 15 Limited Partner Advisory Committees (“LPAC”) -
Founder / CioThreemile Harbor Capital Management, Llc Mar 2018 - Feb 2019Event-Driven, Special Situations, Distressed Credit and Risk Arbitrage. Focus on the Energy Sector. Created investment fund with a first loss capital provider to invest across the event driven and merger strategyConsulted for hedge funds in activist campaigns and other event driven situations
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Investment AnalystP. Schoenfeld Asset Management (Psam) Aug 2008 - Mar 2018New York, New York, United StatesEvent-Driven, Special Situations, Distressed Credit and Risk Arbitrage. Focused on the Energy Sector + Generalist.Invested across the capital structureManaged 10 – 20 active positions each sized between $10 to $200 million (equity, debt & derivatives)Led a successful activist campaign against Deutsche Telekom’s (“DT”) acquisition of MetroPCS (“PCS”) ultimately leading to a restructured dealJupiter Telecommunications Appraisal (Japan): Led a group of investors and advisors over a three year period through the appraisal court process in Japan resulting in higher value -
Investment BankingCredit Suisse Jul 2006 - Jul 2008New York, NyGlobal Energy Group (Power and Utilities)Utilities, IPPs, Renewable Energy, Energy TechnologyM&A, corporate equity and debt financings, project financings, and leveraged buyouts Deal experience included: $45 billion Sale of TXU Corp (largest LBO in history); Defense Advisory / Restructuring for Southern Union Co; $112 million Initial Public Offering of EnerNOC,Inc; $698 million Follow-On Offering for First Solar, Inc; $840 million sale of Black Hills Corp. IPP Generation Portfolio; $107 millionFollow-On Offering for EnerNOC, Inc. -
Summer AnalystMerrill Lynch Jun 2005 - Aug 2005Miami/Fort Lauderdale Area
Michael Lima, Cfa Skills
Michael Lima, Cfa Education Details
Frequently Asked Questions about Michael Lima, Cfa
What company does Michael Lima, Cfa work for?
Michael Lima, Cfa works for Landmark Management, Llc
What is Michael Lima, Cfa's role at the current company?
Michael Lima, Cfa's current role is Managing Director, Head of Investment Research.
What is Michael Lima, Cfa's email address?
Michael Lima, Cfa's email address is ml****@****itt.edu
What is Michael Lima, Cfa's direct phone number?
Michael Lima, Cfa's direct phone number is +121264*****
What schools did Michael Lima, Cfa attend?
Michael Lima, Cfa attended University Of Arizona, Saint Francis High School.
What skills is Michael Lima, Cfa known for?
Michael Lima, Cfa has skills like Valuation, Investments, Corporate Finance, Derivatives, Distressed Debt, Investment Banking, Financial Modeling, Capital Markets, Equities, Private Equity, Hedge Funds, Financial Analysis.
Who are Michael Lima, Cfa's colleagues?
Michael Lima, Cfa's colleagues are Amy Maslo, Anthony Forman, Theresa Rubino, Donna Dilick, Mary Lou Kotch, Barbara Barbcorriveau, Kelcie Hromisin, Pt, Dpt, Cscs.
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