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

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

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.
• 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

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

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

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

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• 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..
• 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.
• 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

Mba, Business

Cfa

Ba, Economics