Leading business development and origination for The Edgewater Funds

M&A Advisory: Buy-Side and Sell-Side Mergers & Acquisitions; Post-acquisition consultingStrategy and Corporate Business Development:Accelerated firm-wide and network-wide innovation across divisions with a focus on the firm's future growth; Drove business integration and identified synergies between 440 offices in 135 countries through participation in PKF International and PKF North America. Partnered with the Head of Corporate Finance, which Ryan Co-leads, to leverage the synergies identified in order to bring more work to the Firm and align transaction work.Created and executed the team’s business development strategy to develop brand recognition and relationships with Private Equity, Family Office and Investment Bankers.

Frazer Capital is a Boutique Private Equity firm with offices located in Boston and Ireland. We invest in high-end real estate, transport, and technology for high net worth families. My responsibilities are varied including developing financial models for potential new acquisitions; management of existing buildings and companies; helping restructure challenged investments and assisting with the start-up of a new cross border ferry route in Ireland.Completion of Investment Banking Institute: As a prerequisite of joining Frazer, Ryan completed a Four-week intensive course focused on accounting, valuation and advanced financial and transaction modeling

Boston, MA/ Westlake, TXAlternative Investments:• Solely responsible for the end-to-end process of a $1B alternative investment portfolio on a day-to-day basis; facilitated new and subsequent alternative investment purchases, read through company filings and marketing materials, due diligence, capital calls, distributions and redemptions of alternative investments (hedge funds, private equity, etc.)Investment Analysis and Oversight:• Analyzed and provided investment oversight for a $16B portfolio based off of investment guidelines for the head of investments, Fidelity Charitable and FMR Co. board members• Provided investment program support to sales and relationship managers through performance analysis, knowledge of product offerings, and investment guidelinesTrading and Trade Analysis:• Analyzed all Fidelity Charitable trades to make sure they were within program guidelines for the head of investments; directed Fidelity’s capital markets to place trades recommended by the advisors• Facilitated large-dollar trade exceptions for high-touch accounts by being the point of contact and coordinating with multiple organizations (Fidelity and third parties) to ensure best executionAwards:• Recipient of the President’s Award for making a significant business impact (analysis, innovation, process improvement and cost savings), customer service, outstanding teamwork and collaboration, and outstanding leadership and initiative

Sourced Middle Market M&A opportunity to shadow the sole associate on the corporate investment banking team in order to gain exposure to and a better understanding of middle-market investment banking Conducted M&A market research and industry coverage for two live transactions Assisted with the development of marketing materials, including a summary fact sheet and pitch book

Karya Capital Management is an SEC-registered investment adviser to hedge funds and separately managed accounts (SMAs). The company employs a discretionary global macro trading strategy using a variety of highly liquid securities and derivative instruments to express its investment themes across financial markets, primarily in G-7 countries.Founded in 2011, the company is led by Chief Investment Officer Rajiv Sobti. Several of Dr. Sobti’s team of seasoned investment professionals have worked with him for the last twelve years.Karya’s investment approach deploys macro-driven investment themes using granular expressions. To accomplish this, we combine macroeconomic insight, a quantitative framework, and experienced security selection in global rates, corporate credit, securitized products, equity indices, currencies, and volatility markets. The investment strategy has been run by Dr. Sobti since July 2008.Responsibilities include: •Worked closely with members of a hedge fund focused on applying Global Macro themes and high quality securitized assets•Interfaced directly with the founder and CEO and was educated on the company’s hedging strategies while witnessing live trades•Observed month-end processes, the reconciling of security position, exposure and margining versus counterparties, and the environment of trade under the Operations Manager•Participated in research meetings and conferences with several global banks•Completed Bloomberg training under a senior account manager at Bloomberg

Worked directly with the current CFO of the Americas; doing Product Control, Profit and Loss Statements for CBA-Americas’ traders and Federal Reserve New York Branch Capital Equivalency Calculations and Reconciliation of StatementsLearned basics of Foreign Exchange from the Morgan Stanley UNIVERSITY FX Handbook•Trading Floor experience: Observed daily routines of the Head of FX Trading, spot trading;Head of Interest Rate Sales, fixed income, options, swaps, risk liability management, derivatives, structured cash flow, and the “euro-dollar” marketplace;VP, FX Sales sales between the bank & its counterparties ;and Head of Americas/ CEO, CAS LLC. downgrades, stocks, bonds, benchmarks and the U.S.treasury marketCompleted & passed Firm Element- Anti-Money Laundering by Kaplan Financial, Inc.