Capital Dimensions LLC provides advisory solutions to businesses, investors and marketparticipants – with a core focus on critical risk factors that affect capital structures andcapital investments. Critical risks can reside outside and inside client assets and businesses,and can meaningfully influence performance and investment returns. We focus on aligning and harnessing such factors as necessary, seeking to optimize client returns and preserving client wealth, as appropriate. We employ a comprehensive approach to analyzing the spectrum of risk drivers and risk choices – and the tradeoffs between risk and return. Our collective practical experience, which covers decades of market cycles – and our abilityto be nimble in times of market turmoil – provide a competitive advantage to our clients. Experience in the following market sectors: private real estate, private credit, private equity, hedge funds.https://www.linkedin.com/company/capital-dimensions-llc/about/

Advisory services and private capital raising for alternative investment entities

Multiple leadership responsibilities for alternative investment portfolio programs at Morgan Stanley Wealth Management (MSWM) – including product/program formation, business development, team leadership, teaching and training, portfolio construction and portfolio management. Responsible for the following investment areas on a simultaneous basis:Custom Solutions OCIO (CS) initiative:  Senior portfolio manager and investment strategist: Focus on construction and management of all alternative investment strategies, portfolio allocations and fund selections. As senior member of CS team, participated in growth of discretionary AUM from $16 billion to $32 billion. Accountable for alternative investment business development and portfolio management.  Member of CS Investment Committee.Alternative Investment Target Portfolio program: Portfolio manager and business leader: Comprehensive alternative investment fund allocations synchronized with model portfolios set forth by MSWM Global Investment Committee.  Established and managed this program: led investment management team, served as mentor to junior team.Hedge Fund Portfolio Advisory program: Portfolio manager and business leader: Advisory services for single-investor clients on the design and management of custom portfolios consisting of direct investments in hedge funds.  Established and managed this program: led investment management team., served as mentor to junior team.MSWM Actively Managed Product Review Committee: Selected as Voting Member for internal committee that reviews and approves all private investment offerings made available to MSWM clients: hedge funds, private equity, private real estate, private credit, etc.

Senior portfolio manager in Hedge Fund Solutions (HFS) business unit of AIP: Designed and managed customized portfolios consisting of direct hedge fund investments for single-investor clients consisting of institutions and wealthy families. Employed market-leading manager evaluation and portfolio optimization technology  Key new business developer for HFS in U.S. and Latin America. Partnered with Morgan Stanley Private Wealth Management advisors and Graystone Consultants.  Joined Graystone Research, precursor to HFS, as member of alternative investment due diligence team. Responsible for market analysis and manager selection in a series of hedge fund, private equity and private real estate strategy sectors. Focus on following sectors: Fixed Income, Relative Value, Event Driven.