Shoaib Khan, Cfa, Cpa Email and Phone Number
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Senior professional with traditional (long-only), alternative investments and multi-assets experience. Significant experience in the hedge fund space with direct hands-on experience in asset allocation, fund / manager research, and portfolio management. Excellent client relationship management and business development skill set. Strong belief in ethics, integrity, and developing long-standing open business relationships. Core belief in being a team-player.Very familiar with investments and investors in United States, Europe, Asia, and the Middle-East. Extensive global business travel accompanied by international assignments in Geneva, London and New York have given me the opportunity to gain a better understanding of the investor landscape. Fluent English and spoken Hindi. Learning to converse in Mandarin.Previous member of the UN PRI working group which created ESG guidelines for hedge funds.CFA Charter Holder and Certified Public Accountant.Dual U.S. and U.K. citizenship.Specialties♦ Investment Management ♦ Multi-assets ♦ Hedge Funds ♦ Hedge Fund of Funds ♦ ETFs ♦ Portfolio Management ♦ Investment Research ♦ Asset Allocation ♦ Asset Management ♦ Private Banking ♦ Long-Only Investments ♦ Alternative Assets ♦ Institutional investments ♦ High Net Worth ♦ Ultra High Net Worth ♦ Pension Funds ♦ Wealth Management ♦ Family Offices ♦ Client Relationships ♦ Business Development.
New Jersey Division Of Investment
View- Employees:
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Director And Chief Investment OfficerNew Jersey Division Of InvestmentNew York, Ny, Us -
Director & Chief Investment OfficerNew Jersey Division Of Investment May 2022 - Present -
Acting Director & Chief Investment OfficerNew Jersey Division Of Investment Jun 2021 - PresentNew Jersey Division of Investment serves several public pension plans. The division manages assets of approximately $98BN. -
Deputy Director & Deputy Chief Investment OfficerNew Jersey Division Of Investment Jan 2021 - PresentNew Jersey Division of Investment serves several public pension plans. The division manages assets of approximately $90BN. -
Strategic AdviserProject Meal Share Jan 2022 - PresentI am serving as an adviser on an interesting project to address food waste and hunger in our communities. Sadly we have an abundance of both, requiring new and innovative solutions. Project Meal Share seeks to address these problems through the use of technology and with support from community members and restaurants & food service providers. We are seeking to develop ways to reduce food waste and hunger at the later stage of the food supply chain. Utilizing the concept of sharing, we encourage consumers to donate a portion of their meal from time to time to those in need - without incurring any cost to themselves. The project is currently under development. For further information: https://www.projectmealshare.com/
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Senior Portfolio Manager, Strategic Investments GroupState Board Of Administration Of Florida Jun 2017 - Dec 2020Tallahassee, Florida, UsFlorida SBA manages approx. $207BN in assets primarily for clients such as the Florida Retirement System in addition to other state entities. As a member of the Strategic Investments team, my responsibilities include investment allocations to hedge funds, private & public debt funds, commodities, real assets, timber, infrastructure, principle GP investments and other eclectic investment opportunities. Primary objective is to make sound investment management decisions that are solely in the interest of investment clients. -
Portfolio Manager & Managing MemberAxlewood Asset Management Llc May 2014 - May 2017Axlewood Asset Management, LLC is a family investment management vehicle focused on managing direct investments in equities, ETFs and ADRs. The firm blends ideas from both traditional long-only and alternative investment universe, with an objective to seek & invest in a limited set of best ideas.• With a firm belief in transparency and low cost, Axlewood Asset Management seeks to capture alpha with sufficient diversification, however without diluting away potential returns. • Construct and manage portfolios comprised of long-only positions, using downside protective positioning when considered appropriate.• Seeks to blend and extract value from both traditional long-only and alternative investment space.• Using a combination of fundamental and technical analysis to build portfolios.
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Global Head Of Portfolio Management & Senior Managing DirectorUnion Bancaire Privee May 2010 - Mar 2013Geneva, Ch• Member of Investment Committee • Member of Management CommitteeI relocated back to New York to assume this role while traveling back and forth to Europe and Asia in order to continue to oversee portfolio management activities and meet with clients in those regions.A $12BN Investment Group within a Swiss private bank with a global presence. • Director & Board Member of several funds domiciled in Luxembourg, Cayman Island, Bermuda & U.S. • Responsibilities represented 3 broad functional areas: 1) Asset Allocation & Portfolio Management, 2) Manager Selection, 3) Client Relationship & Business Development.• Responsible for discretionary portfolio management in the U.S., Europe, Asia & Middle East.• Manage & oversee dedicated commingled & customized portfolios for HNW, UHNW, and Institutional clients based in the U.S., Europe, and Asia. • Advise clients and private bankers on asset allocation and investment strategies.• Manage a team of portfolio managers based in New York, Geneva, London, Zurich & Tokyo.• Construct, manage, and oversee portfolios investing in hedge funds and long only strategies across asset classes.• Meet with global-based fund managers for evaluation and investment purposes.• Hedge fund strategies invested in include equity long/short, global macro, credit & distressed securities, managed futures, relative value, commodities, and select long-only strategies. • Meet with current & prospective clients globally to conduct portfolio reviews, discuss macro-economic environment, underlying fund positioning, and investment outlook.• Prepare and review monthly, quarterly, and annual commentaries for portfolios.• Participate in various business development efforts, including conducting international road shows. -
Head Of Portfolio Management For Europe & Asia & Member Of ManagementUnion Bancaire Privee Jul 2008 - May 2010Geneva, ChUpon assuming this role, I was based in Geneva & London, splitting time between both offices. • A $12BN Investment Group within a Swiss private bank with a global presence • Director & Board Member of several funds domiciled in Luxembourg, Cayman Island, Bermuda & U.S. • Responsibilities represented 3 broad functional areas: 1) Asset Allocation & Portfolio Management, 2) Manager Selection, 3) Client Relationship & Business Development• Responsible for discretionary portfolio management in the U.S., Europe, Asia, & the Middle-East.• Manage & oversee commingled and dedicated customized separately managed portfolios for HNW, UHNW, and Institutional clients based in U.S., Europe, Asia and the Middle-East. • Advise clients and private bankers on asset allocation and investment strategies• Manage a team of investment professionals based in New York, Geneva, Zurich, London, Tokyo, & Hong Kong.• Construct, manage, and oversee portfolios investing in hedge funds and long only strategies across asset classes. • Meet with global-based fund managers for evaluation and investment purposes.• Hedge fund strategies invested in include equity long/short, global macro, credit & distressed securities, managed futures, relative value, commodities in addition to long-only strategies. • Meet with current & prospective clients in U.S., Europe, Asia, & the Middle-East to conduct portfolio reviews, discuss macro-economic environment, underlying fund positioning, and investment outlook.• Prepare and review monthly, quarterly, and annual commentaries for portfolios.• Participate in various business development efforts, including conducting international road shows -
Senior Portfolio ManagerUnion Bancaire Privee Aug 2007 - Jul 2008Geneva, Ch• I relocated and was based in Geneva, Switzerland while in this role. • A $12BN Alternative Investment Group within a Swiss Private Bank with a global presence • Responsibilities represented 3 broad functional areas: 1) Asset Allocation & Portfolio Management, 2) Manager Selection, 3) Client Relationship & Business Development• Responsible for discretionary portfolio management in Europe, & Asia• Manage & oversee dedicated customized portfolios for HNW, UHNW, and Institutional clients based in the U.S., Europe, and Asia. • Advise clients and private bankers on asset allocation and investment strategies• Construct, manage, and oversee approx. 35 portfolios investing in hedge funds and long only strategies across asset classes. • Meet with fund managers globally for evaluation and investment purposes• Hedge fund strategies invested in include equity long/short, global macro, credit & distressed securities, managed futures, relative value, commodities, and long only strategies • Meet with current & prospective clients in Europe, Asia, & the Middle East to conduct portfolio reviews, discuss macro-economic environment, underlying fund positioning, and investment outlook• Prepare and review monthly, quarterly, and annual commentaries for portfolios• Participate in various business development efforts, including conducting international road shows -
Vice President & Strategy HeadJp Morgan Chase Oct 2002 - Jul 2007New York, Ny, Us• Responsibilities included providing group with guidance and recommendations on top-down strategy views• Constructed and managed portfolios investing in various strategies, including equities, credit, relative value, event driven, fixed income arbitrage, and commodities • Research responsibilities included sourcing, due diligence, selection, and on-going monitoring of hedge funds investing in event driven equities, merger arbitrage, credit, and distressed securities• Recruit, train, and manage a team of analysts specializing in specific investment strategies.• Meet with current & prospective clients to discuss strategy views, portfolio positioning & outlook -
Senior Vice PresidentLjh Global Investments Jan 2000 - Oct 2002• $2.5BN Investment Consulting & Fund of Hedge Funds • Member of Investment Committee• Research strategy specialist focused on distressed securities, event driven equities, & merger arbitrage• Portfolio manager for firm’s flagship fund and several separately managed portfolios.• Head portfolio manager responsible for firm’s key client’s portfolios• Conducted on-site investment manager visits to understand investment strategies and conduct due diligence• Lead and manage an investment team of 8 investment professionals
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Chief Financial OfficerCity Of Miami General Employees & Sanitation Employees Retirement Trust Mar 1995 - Feb 2000• Managed and oversaw investments of a $900MM+ public employees fund• Monitor, analyze, and evaluate external asset managers (long only investments & real estate assets)• Perform asset allocation analysis• Monitor investment policy compliance develop investment management agreements• Provide periodic management, investment, and financial reports to Board of Trustees• Preparation of quarterly and audited annual financial reports
Shoaib Khan, Cfa, Cpa Skills
Shoaib Khan, Cfa, Cpa Education Details
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Florida International UniversityFinance & Intl Business -
Nova Southeastern UniversityAccounting
Frequently Asked Questions about Shoaib Khan, Cfa, Cpa
What company does Shoaib Khan, Cfa, Cpa work for?
Shoaib Khan, Cfa, Cpa works for New Jersey Division Of Investment
What is Shoaib Khan, Cfa, Cpa's role at the current company?
Shoaib Khan, Cfa, Cpa's current role is Director and Chief Investment Officer.
What is Shoaib Khan, Cfa, Cpa's email address?
Shoaib Khan, Cfa, Cpa's email address is sh****@****fla.com
What is Shoaib Khan, Cfa, Cpa's direct phone number?
Shoaib Khan, Cfa, Cpa's direct phone number is (850) 488*****
What schools did Shoaib Khan, Cfa, Cpa attend?
Shoaib Khan, Cfa, Cpa attended Florida International University, Nova Southeastern University.
What skills is Shoaib Khan, Cfa, Cpa known for?
Shoaib Khan, Cfa, Cpa has skills like Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Asset Allocation, Investments, Fund Of Funds, Fixed Income, Asset Managment, Investment Management, Equities, Investment Strategies.
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