Broadly experienced and decorated investor having both direct security research/selection and allocation/oversight responsibilities for $10s of billions of assets. Achieved benchmark beating performance in every “product offering" during career from long-only equities and long/short hedge fund(s) to complete asset-class diversified State investment plan. Track record includes analysis and investment in large, mid and small cap domestic and international equities; REITs and convertible securities; Private Placements; as well as an extensive array of fixed income and deriviative securities. Successful history working with a diverse client base ranging from State and Corporate pension plans, ’40 Act Funds, pooled Fund of Funds, Foundations & Endowments, Family Offices and HNW individuals. Operationally experienced in virtually all types of investment vehicles including: 3c1, 3c7 and offshore LP and LLCs; ’40 Act open and closed end funds and separate accounts. As Chairman of one of the largest pension systems in the country, was able to not only work with staff and board members to establish and implement investment policy but also effectively communicate decisions and results to a diverse constituent universe.
Listed skills include Asset Managment, Investments, Hedge Funds, Alternative Investments, and 18 others.