Michael Ashley Schulman, Cfa Email and Phone Number
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Michael Ashley Schulman, Cfa personal email
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Michael Ashley Schulman, Cfa phone numbers
Hi, you can follow Michael's CIO (Check-It-Out) updates at www.rbtrage.com.Michael has 20+ years of chief investment officer (CIO) and portfolio management experience building, managing, trading, and sourcing private credit, venture capital, real estate, private equity, fixed income, and equity portfolios for institutional and high net worth clients.• MBA from the MIT Sloan, CFA charterholder, BA in Economics from UC Berkeley• Strong strategy, modeling, public speaking, and client and team interaction skills• Implemented impact, ESG, custom index with tax loss harvesting (TLH), and robo strategies and created quantitative and fundamental models that successfully managed portfolios• Board of Directors, Board Observer, and Advisory Board experience, and past President of CFA Society of Orange County• Consulted for the World Federation of Exchanges, the Colombian Financial Exchange, Accenture, high-tech firms, and as an expert legal witness; and has presented at forums and conferences in California, New York, Malaysia, Argentina, and SpainMichael focuses on the global investment outlook, illiquid (alternative) strategies, asset allocations, impact and ESG implementations, economic and company specific research, structure and security selection, and trading relationships. He also used his own quantitative models to manage Hollencrest Bayview Partners, L.P., a fixed-income arbitrage, real return hedge fundMichael has broad experience in top-down and bottom-up analysis from both the fundamental and quantitative perspective across a wide variety of financial instrumentsMichael previously was a Portfolio Manager at Pacific Income Advisors, a Manager in the strategy group at Accenture, and a Vice President, CDO/Quantitative Analysis Specialist at Deutsche BankWithin the community, Michael served as President of the CFA Society of Orange County and was on the Advisory Board of the UC Irvine, Paul Merage School of Business, Center for Investment and Wealth Management.In his spare time, he enjoys art and adventure travel, most recently driving town-to-town in Portugal, island-hopping in Fiji, and mountain biking in Mongolia to raise funds for underprivileged Mongolian children.
Running Point Capital Advisors
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Partner, Chief Investment OfficerRunning Point Capital Advisors Oct 2019 - PresentEl Segundo, California, UsRunning Point Capital Advisors, it's your family office! We are not everything for everyone. We are the right amount of multifamily office services for those that want a tailored family office approach. • You want effective financial planning for you, your family, or legacy• You care about smart investment advice and handholding for you, your business, or your next generation • You want tax planning and consulting now and in the future • You need custom tax and estate planning• You desire integrated insurance planning• You want access to or explanations of private equity, private credit, venture-capital, impact investments, female led venture capital, or hedge funds• You’d like someone to evaluate the random private investments you are shown by your friends and network that ask you for money • You seek accounting services, bill pay, and business management• You want advice on incorporating your new business or prepping your business for an eventual sale• You want the complex stuff explained easily for you or your spouse• You’d like some of the above or all the above, a la carte or full suite • And you like cookies, but don’t want a generic or cookie cutter solutionWe are a multifamily investment office that does all the above, stand-alone or integrated, and we do it quite well too.We customize our family office services to fit your lifestyles, priorities, and legacies. We provide traditional, impact, and private (alternative) investments, wealth management, financial planning, estate and trust services, establishment of charitable foundations, tax consulting and preparation, insurance and private placement life insurance (PPLI), and business consulting.
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Managing Director - Partner, Senior Portfolio Manager - ConsultantHollencrest Capital Management Dec 2008 - Jun 2019Newport Beach, Ca, UsHOLLENCREST IS AN ESTEEMED $2B HNW & INSTITUTIONAL RIA• Served on the Private Security Investment Committee and the Public Security Investment Committee• Sourced, evaluated, and selected alternative managers and strategies, deal specific investments, loans, secondaries, & direct and manager led venture capital (VC) and private equity (PE) opportunities• Supervised and trained staff on the investment and trading team, all of whom matriculated to become VPs or portfolio managers• Effectively met and listened to client and potential client needs, and communicated investment strategy to them––– Clearly and simply explained complex investments and provided updates• Managed and revised fixed income selection and trading• Developed the firm’s global investment outlook which guided asset allocation as well as the investment perspective presented to clients• Determined the standardized asset allocations - across fixed income, equity, real assets, alternatives, domestic and int'l - the structures used within each sector (direct security, ETF/ETN, CEF, structured note, 40 Act fund, or LP), and the investments selected for those structures––– Constructed ad hoc custom allocations for presentation to potential clients, many of which were adopted by these same clients• Senior Portfolio Manager since July 2005 for internal alternative investment (AI) fund that outpaced the Bloomberg Barclays US Aggregate Bond Index––– Transitioned, with the team, our internal alternative fund from a labor intensive fixed income arbitrage strategy to a fund of funds/multi-strategy approach• Oversaw macro/micro-economic and company/industry research• Wrote research reports, conference summaries, and quick notes for internal and external use that kept pace with current events and were used by the firm as talking points with clients––– Composed investment and economic updates distributed directly to clients and posted online• Presented at investment and family office conferences -
Director, Senior Portfolio ManagerHollencrest Capital Management Jun 2005 - Dec 2008Newport Beach, Ca, Us• Managed Hollencrest Bayview Partners, L.P.: a fixed-income arbitrage, long/short, low volatility, low leverage strategy that had a 4-star rating from Morningstar and was an HFMWeek finalist for fixed income arbitrage fund of the year • Built and back tested the hedge fund’s Quantitative Arbitrage Strategy which accounted for 80% of the fund’s exposure; the remainder came from special opportunities, hedges and credit default swaps (CDSs)• Created and refined three real-time data models used to manage the hedge fund and dashboard its investable universe • Developed a quantitative system to track all U.S. listed exchange traded products (ETFs/ETNs) in real time; monitored premiums, discounts, volumes, etc.• Wrote the Fund’s monthly investment commentaries• Supervised and trained assistants in portfolio management• Developed systems and processes for investing portfolios, managing risk, and tracking securities• Managed portfolios and traded fixed income and equity for the rest of the firm• Advanced Bloomberg and Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
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Vp, Quantitative Analysis Specialist, Us Cdo GroupDeutsche Bank Mar 2002 - May 2005Frankfurt Am Main, Hessen, De• Effectively worked on nineteen CDOs, CLOs, and CBOs totaling over $5.7 billion• Developed strategy for new business venture, processes and models• Created a business case that showed a proposed commercial venture to have high relative risks and negative margins; thereby won management approval to not enter the market• Analyzed deal life expectancy to improve prioritization of rework, thereby saving six months revenue -
Manager (Strategy Consultant)Accenture Mar 2001 - Sep 2001Dublin 2, Ie• Manager (Consultant), Strategic Information Technology Effectiveness Financial Services -
Director Of StrategyOpen Ratings Sep 1999 - Jan 2001• Joined MIT start-up team at ratings and analysis company -
Consultant (Summer Internship)The World Federation Of Exchanges (Formerly Federation Internationale Des Bourses De Valeurs) Jun 1999 - Sep 1999• Analyzed the promotion of small and medium size businesses on security exchanges around the globe• Published Small and Medium Size Business Markets, An FIBV Working Committee Focus Group Study, FIBV International Federation of Stock Exchanges, August 30, 1999
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Portfolio ManagerPacific Income Advisors Sep 1991 - Jan 1998Pacific Income Advisors was a top-tier $8B AUM institutional RIA that managed CMOs, general fixed income, equity, and illiquid assets for pension funds, unions, insurance companies, corporations, and the U.S. government.• One of three on investment committee for 5 equity styles (core, rotational, large cap enhanced index, small/mid cap) totaling $930 million for companies, managed accounts, union pension funds, group trusts and high net worth• Assisted firm growth from 5 to 50 people and $0.9 to $8 billion in assets• Developed a quantitative real-time system with momentum algorithms that ranked 3,000 securities across 37 fundamental factors and used that to create new investment strategies that clients invested in• Structured and led the managed accounts/wrap department for fixed income and equity• Communicated frequently with clients regarding portfolio strategy • Trained and supervised investment staff• Analyzed convexity, duration and risk on CMOs, ABSs, pass-throughs, corporates and portfolios• Advanced Bloomberg and Microsoft Office (Word, Excel, and PowerPoint) skills
Michael Ashley Schulman, Cfa Skills
Michael Ashley Schulman, Cfa Education Details
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Mit Sloan School Of ManagementBusiness -
Chartered Financial AnalystCfa
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University Of California, BerkeleyEconomics
Frequently Asked Questions about Michael Ashley Schulman, Cfa
What company does Michael Ashley Schulman, Cfa work for?
Michael Ashley Schulman, Cfa works for Running Point Capital Advisors
What is Michael Ashley Schulman, Cfa's role at the current company?
Michael Ashley Schulman, Cfa's current role is Partner, Chief Investment Officer @ Running Point Capital — Multifamily Office / Family Office / PPLI & PPVA / Wealth Management / Advisor / Speaker / Board Member.
What is Michael Ashley Schulman, Cfa's email address?
Michael Ashley Schulman, Cfa's email address is mi****@****est.com
What is Michael Ashley Schulman, Cfa's direct phone number?
Michael Ashley Schulman, Cfa's direct phone number is +194935*****
What schools did Michael Ashley Schulman, Cfa attend?
Michael Ashley Schulman, Cfa attended Mit Sloan School Of Management, Chartered Financial Analyst, University Of California, Berkeley.
What are some of Michael Ashley Schulman, Cfa's interests?
Michael Ashley Schulman, Cfa has interest in Kids, Skiing/snowboarding, Digital Media, E Commerce, Fashion, Arts, Reading, Parenting, Consumer Internet, College Recruiting.
What skills is Michael Ashley Schulman, Cfa known for?
Michael Ashley Schulman, Cfa has skills like Hedge Funds, Fixed Income, Investments, Portfolio Management, Trading, Options, Investment Banking, Financial Modeling, Equities, Strategy, Mutual Funds, Securities.
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