Neil Datta

Neil Datta Email and Phone Number

Chief Investment Officer @ NKD Advisory LLC
New York, NY, US
Neil Datta's Location
New York, New York, United States, United States
Neil Datta's Contact Details
About Neil Datta

As a Managing Partner at NKD Advisory LLC, I leverage my 17+ years of experience in the alternative asset management industry to provide strategic and customized solutions for investment managers and UHNW families. I advise clients on asset allocation, due diligence, risk management, capital raising, and deal flow across various asset classes, including hedge funds, private equity, venture capital, real estate, royalties, and sports franchises.I have a proven track record of delivering exceptional returns and managing billions of dollars of capital for sophisticated investors, as a former Managing Director and Senior Investment Committee Member at Optima Asset Management, a subsidiary of the Forbes Family Trust/Stanhope Capital group. I also co-founded Meritas.app, a fintech platform that democratizes access to the finance industry and empowers individuals to track and evaluate their investment ideas. I am passionate about mentoring and creating opportunities for talent from nontraditional backgrounds and underserved communities.

Neil Datta's Current Company Details
NKD Advisory LLC

Nkd Advisory Llc

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Chief Investment Officer
New York, NY, US
Website:
nkdadvisory.com
Employees:
1
Neil Datta Work Experience Details
  • Nkd Advisory Llc
    Chief Investment Officer
    Nkd Advisory Llc
    New York, Ny, Us
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  • Nkd Advisory Llc
    Managing Partner
    Nkd Advisory Llc Jan 2024 - Present
    Trusted Advisor to UHNW families with asset allocation, due diligence and deal flow.- Due Diligence on investment funds (HF/PE/VC)- Guidance on asset allocation & risk management- Capital raising and product placement - Curated deal flow (private deals, real estate, royalties, seeding opportunities, sports franchises)
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  • Optima Asset Management Llc
    Managing Director, Head Of Risk And Financial Due Diligence
    Optima Asset Management Llc Jan 2011 - Dec 2023
    New York, New York, Us
    Optima Asset Management is a subsidiary of the Forbes Family Trust/Stanhope Capital group, a $30 billion dollar independent multi-family office. Served as Managing Director, Senior Investment Committee Member, and Head of Risk & Operational Due Diligence for a multi-strategy alternative asset manager deploying billions of capital on behalf of UHNW and institutional investors. Invest across Equities, Fixed Income, Hedge funds, Private Equity, Venture Capital, and Real Estate.Oversee all aspects of day-to-day investment operations, including sourcing, due diligence, risk management, deal execution, and portfolio company management. Lead several firm initiatives related to product development, recruiting, and sales & marketing.
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  • Meritas Technology
    Co-Founder/Ceo
    Meritas Technology 2021 - 2023
    New York, Us
    Co-founder of venture-backed FinTech Meritas. We built a customized platform to rank traders based on alpha generation and distributed cash prizes to university students all over the world. Meritas is on a mission to democratize access to the financial services industry. The platform is a user-friendly mobile version of a long/short portfolio management system for Stocks & Crypto. Users can manage their own virtual hedge funds on their mobile devices while competing for cash and creating a personal investment track record. Employers can recruit users based on talent and performance, not bias.
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  • Arden Asset Management
    Senior Associate
    Arden Asset Management 2007 - 2011
    Key member of multi-strategy hedge fund investment team primarily responsible for pre-investment due diligence, including financial analysis, document review, performance evaluation, risk modeling, and manager assessment. Navigated the firm's response to the financial crisis of 2008 by monitoring firm's risk controls, liquidity, and solvency.
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Neil Datta Skills

Hedge Funds Risk Management Fixed Income Fund Of Funds Due Diligence Asset Management Alternative Investments Portfolio Management Investor Relations Financial Services Private Equity Equities Investments Management Asset Managment Hedge Accounting Hedge Fund Accounting Hedge Fund Operations Capital Markets Trading Mutual Funds Emerging Markets Internal Controls Valuation Derivatives Hedge Fund Marketing Operational Risk Investment Management Operational Due Diligence Asset Allocation Investment Strategies Trading Systems Prime Brokerage Market Risk Wealth Management Hedging Securities Bloomberg

Frequently Asked Questions about Neil Datta

What company does Neil Datta work for?

Neil Datta works for Nkd Advisory Llc

What is Neil Datta's role at the current company?

Neil Datta's current role is Chief Investment Officer.

What is Neil Datta's email address?

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What is Neil Datta's direct phone number?

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What skills is Neil Datta known for?

Neil Datta has skills like Hedge Funds, Risk Management, Fixed Income, Fund Of Funds, Due Diligence, Asset Management, Alternative Investments, Portfolio Management, Investor Relations, Financial Services, Private Equity, Equities.

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