Michael Ashley Schulman, Cfa Email & Phone Number

El Segundo, California, Us

Running 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.

Newport Beach, Ca, Us

HOLLENCREST 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

Newport 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

Frankfurt 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

Dublin 2, Ie

•• Manager (Consultant), Strategic Information Technology Effectiveness – Financial Services

•• Joined MIT start-up team at ratings and analysis company

•• 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

Pacific 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

Mba, Business

Cfa

Ba, Economics