Paul Kreiselmaier Email & Phone Number

Seattle, Washington, United States

Greater Seattle Area

I am primarily responsible for investment strategy, due diligence, portfolio construction recommendations and relationship building across the hedge fund universe.

Greater Seattle Area

• Research responsibilities included sourcing and assessing candidates from fund universe, conducting due diligence on both equity long/short and quantitative tactical trading hedge funds, recommending managers that.
• Traveled extensively and conducted rigorous on-site due diligence with managers across the United States and in the United Kingdom.
• Negotiated side letters, investment guidelines, and fee agreements with funded managers.
• Collaborated with portfolio management, risk, and operational due diligence teams to construct and manage multi-manager hedge fund portfolios in concert with client expectations and guidelines.
• Developed presentations containing both historical attribution and forward-looking recommendations used in asset class strategy forums which served as the basis for the team’s strategic and tactical views.
• Generated content and participated in meetings for both the client service and marketing effort.

Greater Seattle Area

• Co-led the US large cap equity research team responsible for evaluating US large cap equity long only and limited long short managers vis-à-vis their ability to meet required risk and return objectives.
• Led Global Tactical Asset Allocation (GTAA) manager research effort used to create new strategy.
• Presented manager research recommendations to Russell portfolio managers and institutional consulting clients.
• Conducted capital market and investment strategy research supporting Russell Investment funds.

San Francisco Bay Area

• Evaluated a variety of hedge fund strategies and designed analytical reports used to assess prospective and existing hedge funds.
• Monitored existing fund-of-fund portfolios.

San Francisco Bay Area

• Approved trades and reviewed large positions to ensure incorporation of all relevant quantitative model information for long only and equity market neutral portfolios totaling approximately $1 billion.
• Researched impact of new data sources and completed existing model enhancements.
• Client service and marketing contributions included designing custom equity strategy simulations used for marketing, and writing articles in the active equity strategy quarterly letters which were sent to clients and.

San Francisco Bay Area

• Designed custom global tactical asset allocation overlay strategies for prospects and clients.
• Researched and wrote newsletter articles regarding firm’s investment capabilities that resulted in new allocations.
• Researched Created and presented a Defined Contribution investment strategy at Mellon Capital client conference.

San Francisco Bay Area

• Developed a long-only stock selection strategy and presented it to clients and prospects at Mellon Capital’s client conference.
• Designed custom US and global tactical asset allocation strategies and presented them to prospects and clients.

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