Steve Henderlite Email and Phone Number
Steve Henderlite work email
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Steve Henderlite personal email
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I’m a senior level wealth management and investment expert. I have a career background which traverses research, analysis, management, and investment in hedge funds, hedge fund strategies, private equity, and traditional investment strategies. My focus is growing revenues and maximizing new income by expertly articulating complex investment concepts, facilitating closing presentations, maintaining strong client service standards, and networking with clients and referral sources. I serve as a trusted advisor and confidante to executives, board members, management teams, and staff. My deep understanding of the business environment, expertise in the financial markets, technical knowledge and business acumen, has enabled me to consistently deliver exceptional results. I build strong stakeholder relationships through collaborative problem solving and by fostering a culture of learning, mutual respect and trust. If you would like to network with me to share ideas, experiences or contacts, please feel free to reach out directly via inmail or send me an email at steve.henderlite@gmail.com SPECIALTIES /SKILLS Leadership; Asset Management; Stakeholder Relations; Risk Management; Presentations & Training; Negotiations; Business Development; Investment Portfolios & Strategies; Operations; P&L Responsibility; Pension Funds; Marketing Strategies; Investment Research; Compliance & Audits; Asset Allocation & Family Office; Strategic & Operational Planning; Client Relationship Management; Cost Analysis & Financial Management; Hedge Funds, Equities, Alternative Investments; Statistical Analysis & Quantitative Methodologies
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PresidentFifth Rock Fund DevelopmentChapel Hill, Nc, Us
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PresidentFifth Rock Fund Development Jan 2020 - Present -
Chief Investment OfficerSynergie Capital Management, Llc Sep 2017 - Jan 2019Synergie Capital Management is a Systematic Futures Trading Firm
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Chief Operating Officer & Portfolio Risk ManagerMission Advisors 2013 - 2017San Antonio, TexasMissions Advisors is an RIA working with individuals and managing a MLP/Energy Hedge FundServed as COO and portfolio risk manager for the firm. Responsible for the creation, implementation, and management of options-based portfolio hedging strategy. This included: fundamental research on energy markets, MLPs, and energy companies; evaluation of venture capital and mineral rights investments; and trading the firm’s portfolio in conjunction with the portfolio manager. Was also responsible for compliance, accounting, and audit processes as well as marketing and investor relations for a long biased MLP and energy hedge fund. -
Managing PrincipalHcl Advisors, Llc 2012 - 2013HCL Advisors, LLC, is a Customized Hedge Fund Research/Advisory FirmCofounded HCL Advisors to provide customized institutional investment hedge fund research and advisory solutions for RIA’s, family offices, and other institutional investors to complement and enhance their research and operational efforts. Responsible for research, analysis, and provision of written reports on hedge fund and long only investment solutions for clients.This included: performance of analysis of client portfolios, including risk and strategy analysis asset allocation advice, and manager research; selection services to clients; and the provision of review and oversight for operational due diligence, ongoing monitoring and risk management, and regulatory compliance.*HCL has since merged with Madison Park Advisors, LLC
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DirectorBenchmarkplus Management 2008 - 2012Tacoma, Wa, UsBenchmarkPlus Management is a $1.7 Billion Hedge Fund of FundsLead analyst sourcing and analyzing new hedge fund investments for the $1.7 billion fund of funds group focusing on managing alpha-oriented market neutral portfolios. Responsible for the fund's focus on sourcing and due diligence on funds with less than $1 billion AUM to exploit competitive advantages and market inefficiencies. This included: the development and implementation of new methodology for deriving expected correlations between hedge fund alphas for use in quarterly portfolio optimization processes; research of new statistical and quantitative methodologies to refine benchmarking and analysis of hedge funds; serving as product specialist for marketing group, conducting monthly conference calls with investors and consultants and making presentations to existing and potential clients; writing of monthly and quarterly client letters, and authored custom research reports for clients; and teaching continuing education classes for Benchmark University in order to prepare analysts for increased responsibility. -
Founder & Chief Investment OfficerTrail Ridge Capital Llc 2001 - 2008Trail Ridge Capital, LLC, is a Customized Hedge Fund Research/Advisory FirmFounded Trail Ridge Capital to create custom portfolios of hedge funds structured to meet clients’ targeted risk, return, liquidity, and strategy characteristics. Responsible for constructing portfolios using a variety of strategies, including long/short equity, long/short credit, relative value, mortgages, distressed debt, event drive, statistical arbitrage, global macro, and equity market neutral. Client portfolio mandates included low volatility bond substitute portfolios, traditional diversified fund of funds portfolios, portfolios of niche hedge fund strategies, and completion portfolios designed to complement existing hedge fund allocations. This included: presenting at conferences, seminars and client meetings; developing proprietary, quantitative algorithms to support asset allocation, portfolio construction, and risk management processes; and the hiring, management, and training all research analysts -
Director Of Manager ResearchDillon Flaherty Partners, Lp (Now Silver Creek Capital Management) 1999 - 2001Dillon Flaherty Partners, LP, is a Fund of Funds – Long/Short Equity and Market NeutralServed as co-portfolio manager, performing research and due diligence for long/short equity fund of funds (30 hedge funds) and a diversified market neutral fund of funds with $900 million combined assets. Responsible for building and launching a fund of funds focused on long/short equity strategies. This included: being responsible for portfolio design, risk management, and manager selection; conducting final presentations; leading consultant seminars; and serving as the primary investor relations contact.
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Senior Manager Research AssociateTremont Advisors 1997 - 1999Tremont Advisors is a Hedge Fund - Research/Consulting FirmServed as firm specialist for relative value, arbitrage and equity market neutral strategies. Responsible for researching and analyzing hedge funds across all hedge fund strategies. This included: consulting with funds of funds and family office clients on asset allocation; portfolio construction; manager selection; presentations to investment committees of clients and potential clients; and training and mentoring junior analysts.
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Manager Of Economic And Performance (Pension Fund Investment Group)Weyerhauser Co 1993 - 1997The Weyerhauser Pension Fund is a Pension Fund Alternative ResearchResponsible for researching and evaluating hedge funds, private equity funds, and venture capital funds. This included developing models to monitor market exposures for investments of $2,000,000,000 pension fund and trading futures to rebalance targeted beta in portable alpha overlay based on market exposure models. -
InstructorUniversity Of Washington 1993 - 1997Seattle, Wa, UsInstructor within the Department of EconomicsResponsible for teaching evening courses in Introductory Microeconomics and Introductory Macroeconomics to undergraduates.
Steve Henderlite Skills
Steve Henderlite Education Details
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Earlham CollegeChemistry -
University Of Alabama At BirminghamEpidemiology
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University Of WashingtonEconomics
Frequently Asked Questions about Steve Henderlite
What company does Steve Henderlite work for?
Steve Henderlite works for Fifth Rock Fund Development
What is Steve Henderlite's role at the current company?
Steve Henderlite's current role is President.
What is Steve Henderlite's email address?
Steve Henderlite's email address is st****@****ail.com
What schools did Steve Henderlite attend?
Steve Henderlite attended Earlham College, University Of Alabama At Birmingham, University Of Washington.
What skills is Steve Henderlite known for?
Steve Henderlite has skills like Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Investment Strategies, Asset Allocation, Portfolio Management, Equities, Investments, Private Equity, Global Macro, Hedging.
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