Morgan Jaffe Email & Phone Number

Houston, Texas, US

Nashville, TN, US

Oversee Alpha Investing’s capital raising strategy and building our relationships with high net worth individuals and smaller institutional investors including foundations, RIAs, and family offices.Founded in 2014, Alpha Investing offers private equity commercial real estate investment opportunities in multifamily, single family rentals and senior housing..

Los Angeles, California, US

• Impacted by COVID-19*Qualify and convert prospective customers; manage relationships with current clients and partners; and fundraise and oversee the operations for the Firm’s privately held investment products.
• Develop and manage strategy for selling the Firm’s private funds and increased Fund size by $10M over four months. Campaign includes marketing & sales emails, phone calls (30+ daily), inbound lead generation, and.
• Correspond with customers and prospects on investment products, market conditions, performance and future offerings.
• Educate and communicate with a high volume of customers and prospects daily. Regularly exceeded assigned quotas.
• Create and implement projects to retain and re engage clients resulting in increased sales and overall customer satisfaction.

Los Angeles, CA, US

• Responsible for managing investor relationships with registered investment advisors, pension plans, public plans, family offices, high net worth individuals, funds of funds, endowments and foundations.
• Account management. Proactively grow, and enhance client relationships with the firm by providing comprehensive support to existing and prospective investor relationships.
• Business development. Research, introduce and develop relationships with prospects, clients, advisors, related professionals and referral sources to drive new investments and attract capital contributions.
• Communicate with investors and prospects regularly on firm strategy, fund performance, fundraises, and firm events.
• Project Management. Oversaw implementation of a new CRM system to accurately track investors’ profiles.
• Create and present client reviews, including investment summaries, performance, cash flows, and asset allocation.

Los Angeles, CA, US

• Collaborated with portfolio managers and business development teams to create marketing materials including firm and fund presentations, quarterly letters, fact sheets, monthly and quarterly performance.
• Initiated and optimized firm’s RFP and DDQ process increasing efficiency and accuracy.

Los Angeles, California, US

• Organized all aspects of new client onboarding into limited partnerships and separate accounts for a boutique investment firm specializing in investments in convertible securities.
• Managed all fund cash flows, accurately priced securities, and achieved precise and timely trade settlement.

• Identified, researched and recommended new equity investments for global long/short equity hedge fund based on a bottom-up, fundamental value approach.

• Assisted the Income & Growth Strategy team in developing and managing high yield and convertible bond portfolios.
• Developed attribution report for portfolios comparing portfolio’s sector performance against the benchmark.
• Researched company’s historical stock movements, valuations, competitors, and industry aiding portfolio manager in decision making process.

New York, US

• Performed competitive and market research analysis for direct response media campaigns for Fortune 500 clients.
• Created a $6MM campaign launch for Universal Technical Institute, effectively increasing brand awareness.
• Provided media buy recommendations to Capital One’s credit card business based on market research and developed a 13-market local test media plan for Capital One’s Home Loan business.

Mba, Finance

Master Of Business Administration - Mba

Bs, Marketing