Michael Raso, Caia

Michael Raso, Caia Email and Phone Number

Managing Partner @ Conduit Private Partners, LLC
New York, NY, US
Michael Raso, Caia's Location
New York City Metropolitan Area, United States, United States
Michael Raso, Caia's Contact Details
About Michael Raso, Caia

Extensive experience with UHNW channel (family offices & RIAs) institutional, intermediary, relationship management and consultants for Alternatives & Private Markets (Private Equity, VC, Private Credit, Hedge Funds, Real Assets). Top performing cross functional collaborator across Investment Specialist, Client Portfolio Manager and Business Development roles.I have a diversified skill set with a strong track record of building and repairing relationships, business lines and territories in asset management firms and investment boutiques. Examples include: • Reversed firmwide apathy & lack of conviction in investment team to become a featured offering and largest percentage (30%) of business pipeline activity• Established institutional sales process at a hedge fund resulting in firm’s first ever pension and platform allocations – assets grew from $90 million to peak AUM of $240 million• Restructured senior loan fund setup & sales plan – which resulted in $4 billion increase in assets over the next year• Repaired net redemption territory from 53 out of 55 ranking to top 5 in two years, raised over $6 billion in assets as wholesaler

Michael Raso, Caia's Current Company Details
Conduit Private Partners, LLC

Conduit Private Partners, Llc

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Managing Partner
New York, NY, US
Michael Raso, Caia Work Experience Details
  • Conduit Private Partners, Llc
    Managing Partner
    Conduit Private Partners, Llc
    New York, Ny, Us
    View
  • Wp Global Partners
    Director
    Wp Global Partners May 2019 - Present
    Chicago, Illinois, Us
    View
  • Aberdeen Standard Investments
    Senior Investment Specialist - Alternatives
    Aberdeen Standard Investments Oct 2017 - Dec 2018
    Edinburgh, Scotland, Gb
    My client facing role, focused on driving the growth of the Alternatives & Private Markets capabilities in the Americas via cross team collaboration with Investment teams, Institutional Sales, Relationship Management, Consultant Relations, Wealth Management, Legal, Risk, Compliance and Marketing
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  • Capital Investment Marketing, Inc.
    Partner, Director Of Alternative Assets & Institutional Sales
    Capital Investment Marketing, Inc. Aug 2016 - Oct 2017
    Sheridan, Wyoming, Us
    Sourced deals, performed investment & operational due diligence and negotiated client engagement for Direct Investments, Venture, Private Equity and Hedge Funds. Targeted allocations from family offices, RIAs, private/regional banks, platforms, foundations and endowments Broker Dealer services provided through Pickwick Capital Partners, LLC, member FINRA, SIPC, 445 Hamilton Avenue, Suite 1102, White Plains, NY 10601, (914) 220-5882, CRD# 130672. Capital Investment Marketing, Inc. is not a subsidiary or affiliate of Pickwick Capital Partners, LLC. www.BrokerCheck.com
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  • Credit Capital Investments, Llc
    Head Of Investor Relations And Business Development
    Credit Capital Investments, Llc Oct 2013 - Aug 2016
    I created and executed an institutional sales approach that contributed to AUM growing from $90 million to a peak of $240 million and resulted in first time ever allocations from pensions, foundations and platforms
  • Alternative Investing Solutions, Inc.
    Founder And President
    Alternative Investing Solutions, Inc. Aug 2011 - Sep 2013
    Setup my own firm for consulting and out-sourced business development services to Hedge Funds, Managed Futures/CTAs. Closed this business to move in house at Credit Capital Investments, LLC
  • Oppenheimerfunds
    Vp, Senior Product Manager For Taxable Fixed Income
    Oppenheimerfunds Nov 2008 - Apr 2011
    Atlanta, Ga, Us
    Led team marketing plan execution for taxable fixed income strategies: acted as primary contact for new product approvals, portfolio update calls, home office client meetings and field sales activities with centers of influence. Set compliance, risk and governance procedures to address SEC and internal policies. Secured seed financing to develop and launch Emerging Debt, Corporate Bond and Currency funds
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  • Oppenheimerfunds
    Vp, Regional Sales Manager
    Oppenheimerfunds Apr 1995 - Mar 2010
    Atlanta, Ga, Us
    Consistent sales leader, raising over $6 billion in wholesaling career. Oversaw distribution of mutual funds, separate accounts, hedge fund of fund, offshore funds and retirement plans to financial intermediaries in NYC and Northeast
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  • Alliancebernstein
    Internal Wholesaler
    Alliancebernstein Oct 1990 - Feb 1995
    Nashville, Tn, Us
    Marketed mutual funds to financial intermediaries in Northeast and Mid-Atlantic regions
    View

Michael Raso, Caia Skills

Sales Process Product Marketing Distribution Client Relationship Building Mutual Funds Alternative Investments Distribution Strategies Management Fixed Income Crm Investment Strategies Capital Markets Wealth Management Services Hedge Funds Investments Asset Management Financial Services Asset Allocation Finance Fixed Annuities Etfs Relationship Management Business Development Strategy Bonds Portfolio Management Investment Advisory Sales Wealth Management 401k Financial Markets Series 63 Equities Strategic Financial Planning Marketing Executive Management Iras Product Development Series 65 Securities Financial Advisory Series 6 Retirement Planning Variable Annuities Fund Of Funds Retirement Budgets Investment Management Product Management Separately Managed Accounts

Michael Raso, Caia Education Details

  • Fordham Gabelli School Of Business
    Fordham Gabelli School Of Business
    International Finance And Public Relations
  • University Of Scranton
    University Of Scranton
    Economics/Finance

Frequently Asked Questions about Michael Raso, Caia

What company does Michael Raso, Caia work for?

Michael Raso, Caia works for Conduit Private Partners, Llc

What is Michael Raso, Caia's role at the current company?

Michael Raso, Caia's current role is Managing Partner.

What is Michael Raso, Caia's email address?

Michael Raso, Caia's email address is mi****@****set.com

What schools did Michael Raso, Caia attend?

Michael Raso, Caia attended Fordham Gabelli School Of Business, University Of Scranton.

What skills is Michael Raso, Caia known for?

Michael Raso, Caia has skills like Sales Process, Product Marketing, Distribution, Client Relationship Building, Mutual Funds, Alternative Investments, Distribution Strategies, Management, Fixed Income, Crm, Investment Strategies, Capital Markets.

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