Mark A. Perelman, Cfa Email & Phone Number

- Conceptualized and promoted a consumer savings and sales risk hedging system at www.capitao.org. - Built an advisory board and successfully completed MBanq’s accelerator program. Presented company's vision at international pitches in Singapore and New York, and participated in panels in Washington, D.C.- Worked with counsel and SEC’s staff to structure the non-security tokens as prepaid sales assets. Conducted interviews with potential users and synthesized qualitative and quantitative insights to produce a roadmap modeling potential revenue gains. Led a cross-functional effort to define core product vision and goals, establish end-to-end requirements, and gain stakeholder consensus on features.- Researched financial crises from a socio-regulatory and perspective, showcased findings at Harvard Law School Bankruptcy Roundtable. Expanded into broader credit policy after advice from FCIC Director. Topics include the evolution of debt products across regulatory and economic cycles. - Consulted Two Century Investments on crypto trading strategies using R; on regtech for FINRA Cybersecurity and Technology Governance compliance.

Armonk, New York, Ny, Us

- Investigated risks and opportunities via central bank and expert interviews and authored a central bank digital assets report for IBM published by the Official Monetary & Financial Institutions Forum.- Actively participated in product meetings for IBM's WorldWire cross-border payments joint-venture with Ripple. Along with providing insights on design and strategy, I interviewed the team to organize documents and updated management on regulatory readiness and investment need per NIST standards for security, recovery and resolution planning, and collateral handling.- Advised product management teams on regulatory trends, recommended as a payments expert for interviews by IBM Corporate Strategy to shape the firm’s direction concerning Libra.

New Haven, Ct, Us

Teaching Assistant for Jim Chanos’ History of Financial Markets Fraud Course. Assisted Professor and provided technical direction to over 60 students on forensic accounting and fraud detection. Presented research to class on investment and political risk of AIG financial insurance products.

Seattle, Wa, Us

- Combed Amazon’s support call databases using R and SQL to identify $2M pa profitability increase for vendor support routing by altering compensation incentives.

New York, Us

America's largest public high school fueling at-scale economic development for New York City since 1922.Guided the Board to outsource portfolio management, reducing risk and introducing an investment policy statement. Presented at meetings, school functions, and fundraisers. Collaborated with the Board to expand specialized test training programs to increase underrepresented participation.

New York, New York, Us

- Oversaw finance and business managers of 4 commercial agribusinesses ($6M Equity, 200 employees, 900 seasonal laborers) and 3 nonprofit programs ($5M per year) across Malawi, Tanzania, and Rwanda.- Directed finance staff based on data and valuation analytics for Foundation CFO, grantors, and financial partners. Orchestrated resource allocation, metrics & evaluation, financial audits, and strategy reviews. - Prepared operation for a historic $7M exit to a private equity firm by enhancing financial controls and coordinating due diligence. Established financial and commodity controls for storage, purchase, and sale. Restructured local financial teams and transitioned to a new accounting system.- Oversaw imports of capital equipment and chemicals more than $10 million and grain exports over $2 million. Improved small holder lending facilities by integrating data, incentives, and education. For a large construction grant, reduced loan risk by outsourcing financing to a commodity exchange partner.

New York, Us

- Managed day-to-day R&D, risk review, and advisory for $5B AUM algorithmically traded equities, including REITs, alternative betas, and liquidity at medium-term trading frequency.- Administered daily portfolio performance review, production codes, and competitive benchmarks. Advised traders on portfolio rebalances and active risks management.- Acted as liaison between investment side and middle and back office, including IT and compliance staff on production code, reporting, and marketing materials. Represented PineBridge at conferences and client marketing events. Orchestrated cross-functional team for marketing campaigns and fund launches based on in-depth review of prospective client needs and investment experiences.- Collaborated with IT on regularly testing recovery and resolution protocols and communicating operational readiness to management and clients as needed.- Traded derivatives and foreign exchange for cash management and strategic asset allocation while assisting securities lending teams in reviewing collateral compliance. Worked across departments to design compliant marketing and disclosure.- Formulated product innovation strategies through brainstorming and back testing of financial statement ratios and other factors to predict stock returns across the firm’s ‘maturity’ categories. The new Quality factor yielding a 25% rise in risk-adjusted returns over three years, including 14% in a challenging year.

Washington, District Of Columbia, Us

- Examined 3B records over 60 databases of semiconductor transaction data, identifying co-movement of prices. Developed easy-to-understand documents to explain technical arguments to judges and juries- Directed market research, and legal & economic literature reviews, analyzed data, and wrote memos for Senior Management and industry clients on 8 cases and over 25 prospective engagements- Served as a Research Specialist in addition to Consultant role; considered an expert in data sources within Bates White. Coordinated team of 4 to develop an “Intro to Research” seminar presented to all Consultants

Mms, Systemic Risk

Master Of Business Administration (Mba)

Ba, Cum Laude, Mathematical Economics, Applied Mathematics