Mike Bernhard, Cfa, Cfp® Email & Phone Number

Milwaukee, WI, US

731 N Jackson Street, Suite 200 Milwaukee, WI 53202

• With more than 100+ years of combined industry experience, our team at Beauchamp Maleki Group (BMG) takes the time to understand the complex needs of our clients so that we can provide them with tailored, strategic.
• Asset allocation
• Investment selection and management
• Private Investments including private equity, real estate, private credit & hedge funds
• Exchange-traded funds
• Portfolio optimization

Milwaukee, Wisconsin

• Informed and influenced Northwestern corporate & fied leadership including large multi-advisor teams on areas of financial opportunity and risk in their practice
• Evaluated and recommended proposals to invest strategically in our field offices while balancing risk to the policyowners in complex transactions that touch areas of finance, human capital and real estate
• Promoted healthy financial behavior in field offices through targeted consulting on capital structure, cash management and expenses
• Consulted and educated business partners on how to leverage Northwestern Mutual field management compensation contracts to drive organic growth of an office
• Provided summary reporting to home office leadership on financial health of offices by identifying key business drivers and their effects on internal financial risk model

Milwaukee, Wisconsin

• Provided financial planning and analysis to NM offices throughout the country
• Prepared multi-year financial projections for field offices and advisor teams; stress-testing and scenario analyses of said projections using advanced modeling tools

Greater Milwaukee Area

• Prepared financial statements and valuation packages for hedge fund and private equity clients under tight deadlines
• Managed team of junior analysts to ensure all client deliverables are timely and within service level standards
• Set up and maintained fixed income & derivative investments in Advent Geneva software such as swaps, bank loans, repos and futures
• Reviewed ISDA agreements and other legal docs in determining financial terms of investments
• On-boarded new clients and ensured all legal structures, pricing policies, and incentive calculations were modeled correctly in the partnership and fund accounting platforms
• Served as liaison between advisor's trading and operations team and internal legal and business development to ensure a smooth launch or conversion

Stuttgart, Germany

• Corporate research and strategy internship for a multi-national telecom and IT consultant
• Assisted senior colleagues with PowerPoint presentations, white papers, calls with sales teams
• Performed research on key trends in the IT and telecom industry.
• Co-led conference calls with English-speaking consultants from Forrester, Gartner, IDC
• Wrote portions of white paper on use of technology in German highway toll system
• Modeled growth of German SME market "Mittelstand" and its appetite for IT outsourcing

Fox Point, Wisconsin

• Portfolio administration and accounting for small family office
• Entered portfolio transactions and calculated portfolio performance
• Researched mutual fund and ETF products to determine best investment based on sector exposure, expense ratio, daily liquidity etc.

Bachelor Of Business Administration (Bba), Finance And International Business With A Double Major In German

Finance, European Studies

Activities and Societies: ISU Program

Education record