Help Private Equity, Credit and Real Estate investment companies leverage Generative AI to enhance the due diligence process.

Knight Way was founded by a 20+ year executive in the Alternative Investment Industry. We provide strategic Operations, Technology, and Project Management services to both small firms launching in the Alts space and global managers taking the next step toward enterprise scalability. We have deep expertise in both Private Markets (Private Credit, Private Equity, Real Estate, Real Estate Debt, and Infrastructure) and Public Markets (Equity, High Yield Fixed Income, ABS, FX).

Our Strategic Projects & Change Management (SPCM) team leads cross-functional projects to define and implement operational process and technology solutions across the entire Ares organization. Our goal is to simplify operations, increase efficiency, and reduce risk by standardizing and streamlining processes across business units.The SPCM team is growing in 2022 to keep up with Ares’ historic and forecasted growth. We are looking to build a diverse team of professionals comprised of both former consultants and former hands-on professionals with operations, accounting, or technology experience.Our team works closely with business stakeholders in our four lines of business (Credit, Private Equity, Real Estate, and Secondary Markets) and across our corporate functions (Compliance, Finance, Investment Analysis, Investment Operations, Investor Relations, Legal, Portfolio Management, Relationship Management, Tax, and Technology).

• Lead US & APAC investment operations for $130B of Assets and Liabilities with a team of 80+ based in SF, NY, Dublin, Hong Kong and Mumbai• Support KKR’s leveraged credit, structured credit, private credit, special situations, capital markets, real estate credit, convertible bond, commercial paper, global liabilities and global FX hedging strategies• Team responsibilities include treasury operations, liquidity management, pre/post-trade compliance, loan & security settlement, private credit deal funding, investment data management, amendment tracking, cash/position reconciliation and management of all positions in KKR’s investment accounting system (Advent Geneva)

• Reporting to KKR’s Chief Information Officer, led key technology and operations projects across KKR's credit and public markets businesses• Specifically hired to architect, budget, staff and lead the execution of the largest technology implementation in KKR’s history, spanning 3+ years and investing over $10M+• Led the design of new data and operational flows for all public markets business units with a total AUM of $40B• Integrated the accounting and operational processes for 10 business units across San Francisco, New York, Europe and India from 4 legacy systems to a single SS&C Advent Geneva platform• Directly managed a team of 10 distributed across 4 cities in addition to 40+ project participants• Final technology architecture includes BMS Everest and Eze order management systems, MIK Security & Price Master, Geneva, Electra Reconciliation, Investran and a custom PWC-built data warehouse• Led the operations and technology integration of KKR’s acquisition of Corporate Capital Trust ($4B AUM Business Development Company) leading to its IPO on the NYSE in Nov 2017• Liaised with Office Operations, Investment, Finance, Human Resources, Legal and Finance to setup a new office in Orlando, FL, onboard 9 employees and prepare KKR to perform SEC public-entity reporting for CCT• Assisted with the technology and operations integration after KKR’s acquisition of Avoca Capital ($8B AUM, Ireland-based credit investment manager)• Researched, selected and negotiated contracts with software, consulting and server hosting vendors• Worked with a variety of asset types including term & revolver loans, high yield & convertible bonds, commercial paper, CLOs, MBSs, interest rate & equity swaps, FX forwards, equity swaps, options, and private & public equity

• Managed all financial, legal, HR and administrative aspects of a software firm focused on the alternative investment management industry.• Provided strategic advice and direction for the continued sales & development of G2’s suite of software products.• Assisted in development of core products, including TaxGopher®, G2 Data Warehouse and G2 Recon.• Led the negotiation and due diligence process with investment bankers to sell the IP and assets related to G2’s flagship product, TaxGopher®, a wash sales and tax analysis engine, to KPMG in Oct. 2015.• Sold the IP of a second product, G2 Data Warehouse, to KPMG in Dec. 2019

• Negotiated and executed the sale of G2 Systems LLC's Consulting division to GFT Technologies AG and spin-off of G2 Systems Software division into G2 FinTech.• Led the post-acquisition integration of the small, privately held G2 Systems into the German, publicly traded GFT. • Continued similar tasks with clients noted below in G2 Systems LLC.

• Manage all company financial, tax and legal responsibilities.• Perform relationship management, sales and business development for a global technology, operations & finance consulting team of 30 people in the Alternative Investments industry.• Worked with world-class clients such as KKR, Goldman Sachs, Oaktree Capital Management, Ares Management, Deutsche Bank, Bank of New York, APG (Algemene Pensioen Groep), Kayne Anderson, Artisan Partners and MSCI Barra.• Provide technology strategy and “rent-a-CTO” services to early-stage hedge funds.• Executed software architecture, design, development and project management for a vast range of custom applications for the alternative investments industry, including trade allocation, compliance, reconciliation, risk, valuation, portfolio analysis, data warehousing, disaster recovery, wash sale tax analysis and performance calculation systems.• Versed in complex security types including convertible and sinking bonds, asset backed debt, bank loans and swaps.• Performed all phases of Advent Geneva portfolio accounting system implementations or upgrades across dozens of projects. Knowledgeable about both the technology and accounting aspects of the Geneva environment.

• Modify financial models to maximize profitability of residential mortgage loan purchases. • Examine discrepancies in loan valuations between initial estimates and post-funding to improve accuracy of future loan pool bids and purchase offer rate sheets.• Build database processes and computation scripts to automatically perform daily profit margin breakout analysis.

• Spearheaded a new team of three quantitative research analysts who applied broad financial, quantitative, and technical skills to develop financial tools and perform complex calculations.• Liaised with Chief Investment Officer, portfolio managers, investment analysts, and traders to construct proprietary convertible bond and fixed income models and automated trading algorithms.• Supervised, trained and managed the project queues of other members of the team.• Continued to execute high-frequency trading strategy.

• Co-managed a $125M equity portfolio as the junior member of a two-person statistical arbitrage team.• Developed and executed intraday high-frequency trading strategies.• Assisted portfolio manager in creating long-term quantitative factor models and executing basket trades.• Implemented tools for securities data collection and analysis.

• Upgraded and maintained proprietary convertible bonds model, used for the valuation of over $1B of convertible bonds. • Developed analytical tools to evaluate trades for a $2B equity portfolio.• Built a custom model to analyze airline EETCs (Enhanced Equipment Trust Certificates) with a database containing airplane collateral data.• Produced fund risk and performance analysis tools.• Created commission calculation and analysis tools to track broker expenses.• Rebuilt the proprietary investor partnership accounting system managing $4B in invested capital from 150+ investors.

• Deployed business to business eCommerce web applications while working onsite with the client’s software and business developers.• Consulted with and trained other Trilogy programmers in the role of a designated Java Swing Technology Expert. Roles included pre-sales, consulting, and developer projects.

• Designed and implemented Java Swing GUIs that integrated with Unix-based C++ test drivers using Java Native Interface for an exploratory telecommunications group.• Updated a C++ driver that tests a prototype of an IP wireless infrastructure.

Visual C++ Developer Tools Division• Worked closely with software developers and program managers in several product team to create specifications and drive the implementation of features in Visual C++.• Designed and implemented demos of features using Visual Basic and presented them to members of the Integrated Development Environment team.

• Analyzed, implemented, and debugged a large-scale dynamic microanalytic model of American population written in C and C++ with a team of programmers and analysts.

• Provided software and network-related technical support to over 35,000 students, faculty, and staff members at Cornell University.