Patrick Perry Email & Phone Number

Extensive experience raising investment capital across a diverse range of asset classes and strategies. Successfully led investment management business teams, focusing on the development and execution of strategic plans to cultivate and build relationships with institutional investors and consultants. Demonstrated ability to establish and foster credibility with clients, develop and launch customized products, and increase assets under management. Adept at managing and coordinating resources across investment and business functions, while reinforcing the reputation and integrity of the firm.Business Development: Proven track record of building key relationships with endowment and foundation, family office, corporate pension, and sovereign wealth funds. While at Geode Capital, directly responsible for over $35B in assets raised from new institutional clients.Product Development and Distribution: Identified quantitative-factor investment opportunity and built global institutional client business to $3B. Developed family office business with alternatives, including hedge fund, commodity, options related and tax-managed equity strategies to $2B. Extensive work with large distribution partners to develop and distribute proprietary investment strategies.Executive Leadership: Strategic partner to CEO and executive management team. Hired and led collaborative team of six professionals dedicated to all aspects of client development and management for Geode Capital, exceeding business goals.

Listed skills include Business Development and Development.