Stephen Korving, Cfp® Email & Phone Number

Suffolk, Va, Us

Suffolk, Va

Financial PlanningInvestment & Portfolio ManagementInvestment AdviceEstate & Legacy Planning

Norfolk, Virginia

Boston, Massachusetts

• Helped create a new reporting department for Cambridge Associates focused solely on the "marketable alternative" portion of client portfolios. Our group was tasked with creating and defining what the reports would look like and establishing roles and job descriptions for the various members of our department.• "Marketable alternatives" (MA) included a wide variety of hedge funds with limited partnership structures, and excluded private equity, venture capital and privately-held entities, real estate and commodities.• Provided detailed and in-depth research and analysis on the individual funds within the client MA portfolios, as well as performance analysis and attribution on the entire MA portfolio to the clients and consulting teams.• Partnered with the MA research group to conduct quarterly due diligence meetings and conferences with the managers of the various funds our clients held. From the time we created the group to the time I left, we increased our quarterly due diligence meetings from approximately 25 funds to over 200. During these meetings we were privy to holdings, activity and positioning in the portfolios.

Arlington, Virginia

• Responsible for monitoring, analyzing, preparing and presenting investment reports for institutional and ultra high net worth clients, including university endowments, charitable, educational, religious, and family foundations and corporate pension plans.• Provided analysis and research on investment instruments (including separately managed accounts, stocks, bonds, mutual funds, hedge funds, limited partnerships, REITS, private equity, venture capital and derivatives) to assist the consultants and the clients with manager suggestions and recommendations.• Supplied continuous market research, independent third party investment manager analysis and client portfolio analytics for monthly and quarterly client meetings.• Presented portfolio performance and performance attribution reports to clients and consulting staff.