Peter Homstad Email & Phone Number

Saint Paul, Mn, Us

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

Assisted with scheduling/travel, meals, care, and financial planning for family member with serious injury.

Managed concentrated strategy focusing on value-oriented special situations. Portfolio was comprised of equities containing a company-specific catalysts which will enable convergence toward intrinsic value. Other opportunistic allocations included options, preferred stock/bonds, and generally undervalued equities lacking a firm catalytic event.

Assisted with management of approximately $1.5 billion in assets consisting of Foundation, operating capital, and auxiliary pools. Performed due diligence and made recommendations on traditional, alternative (hedge fund/private equity), and real assets (real estate/oil&gas) managers across all geographies. Recommended/helped implement derivative based hedging and tactical strategies, along with conducting ad hoc research.

Managed University’s Endowment and Operating Funds with combined assets of $550 million. In charge of portfolio construction, due diligence, and manager selection across major classifications traditional and alternative strategies including: hedge funds, private equity, infrastructure, real estate, and options based positions. Promoted from Investment Analyst.

Primary U.S. investor relations contact for Chinese-domiciled companies including: PWRD, VIT, YGE, and QXM. Provided support to U.S. client services team on IR activities for several mid-cap utilities and other companies.