Michael Duffy Email & Phone Number

Madison, Wi, Us

● Prepare investment memos and presentations for AmFam’s Board of Directors● Help source crypto investments and complete due diligence for crypto deals as the team’s resident crypto expert● Oversee and coordinate activities of our private fund administrator, including quarterly reporting and financials● Successfully led the negotiations of loan terms for our fund’s line of credit with Silicon Valley Bank● Created and manage the processes that ensure the integrity of data in our Cobalt portfolio management software● Coordinate with accounting, treasury, and legal to facilitate and record the funding of private market transactions

Madison, Wi, Us

● Prepare investment memos and presentations for AmFam’s Board of Directors● Help source crypto investments and complete due diligence for crypto deals as the team’s resident crypto expert● Oversee and coordinate activities of our private fund administrator, including quarterly reporting and financials● Successfully led the negotiations of loan terms for our fund’s line of credit with Silicon Valley Bank● Created and manage the processes that ensure the integrity of data in our Cobalt portfolio management software● Coordinate with accounting, treasury, and legal to facilitate and record the funding of private market transactions

Chicago, Illinois, Us

● Created, implemented, and oversaw a private equity fund of funds administration service with $2.5B in committed capital● Coordinated with software developers to prioritize, design, and implement software enhancements● Interfaced daily with clients to coordinate reporting solutions for one of the world’s largest global family offices● Oversaw a team of analysts to process and index client portfolio activity utilizing Parilux and Amazon Web Services● Onboarded and maintained portfolio activity, reporting, and reconciliations for 100+ client portfolios

Chicago, Illinois, Us

● Created, implemented, and oversaw a private equity fund of funds administration service with $2.5B in committed capital● Coordinated with software developers to prioritize, design, and implement software enhancements● Interfaced daily with clients to coordinate reporting solutions for one of the world’s largest global family offices● Oversaw a team of analysts to process and index client portfolio activity utilizing Parilux and Amazon Web Services● Onboarded and maintained portfolio activity, reporting, and reconciliations for 100+ client portfolios

● Designed and manage our portfolio analysis model to project client market values and cash activity● Built and maintain modified public market equivalent (mPME) template used for benchmarking● Generate financial models to aid portfolio management and investment decisions● Increase efficiency and reduce errors by automating standard reports and improving procedures● Create and update monthly and quarterly performance reports for client presentations● Managed several interns, overseeing their daily activities in addition to multiple projects● Coordinate with IT to improve database management and refine reporting processes● Employ Investran CRM, Accounting, and Report Wizard for accounting and financial reporting● Work with IT and senior management to acquire and implement new software solutions● Utilize Microsoft Dynamics GP to process financials, cash activity, and monthly reconciliations● Designed our e-signature authorization process, which streamlined operations and eliminated waste● Process bank account cash reconciliations and wire transfers daily● Maintain relationships with general partners to answer client inquiries in a timely manner● Perform ad-hoc reporting and analysis

• Employ Investran CRM, Accounting, and Report Wizard for daily accounting and financial reporting• Increase efficiency while generating time savings by automating reports and improving procedures• Coordinate with IT to improve database management and refine reporting processes• Utilize Microsoft Dynamics GP to process financials, cash activity, and monthly reconciliations• Managed several interns, overseeing their daily activities in addition to multiple large projects• Created and update various performance reports monthly and quarterly for client presentations• Process daily bank account cash reconciliation and wire transfers • Perform ad-hoc reporting and analysis in addition to regular database upkeep• Maintain relationships with investment funds to answer client inquiries

Northbrook, Il, Us

Prepare expense reports and accompanying memos utilized by the CEO and company officersAid technology expense analysis by creating financial models and standardized reporting templatesWork with SAP Business Warehouse to perform ad-hoc analysis and create financial reportsManage vendor relationships in addition to the multi-million dollar vendor invoice payment process

Provided excellent service to over 250 members at a club that is recognized for its caddie programMentored over 100 younger caddies to develop social skills, respect, patience, and proper etiquetteRecognized as the top new caddie out of 100 new hires during my first yearSelected as the "Most Improved" caddie after being requested by multiple golf membersAttained adaptable social skills by interacting with various people

Urbana-Champaign, Chicago, And Springfield, Il, Us

Managed over 10 psychological experiments related to economicsPerformed data entry to document the results of the studiesDeveloped authoritative and trusting relationships among peers while exhibiting professionalism

Master Of Business Administration (M.B.A.)

Bachelor Of Science, Finance/Accountancy