Sungbo Shim, Cfa, Caia Email & Phone Number

Dubai, Ae

Toronto, Ontario, Canada

+ Source, evaluate, due diligence, and monitor Westcourt’s public market investments including hedge funds (credit long/short, equity long/short, event driven/arbitrage) and structured notes+ Manage and cultivate relationships with current and prospective managers and structured product desks; review and evaluate changes to offering memorandums/prospectuses and key terms; create and maintain quantitative models; research and analyse public markets; conduct monthly/quarterly reviews and ad-hoc update calls; attend manager onsites; and update investment team of significant changes + Source managers and structured notes from inbound requests, structured product desks, and network; review and evaluate offering memorandums/prospectuses and key terms; conduct due diligence, assess risks, and present detailed recommendations; advise on structuring and closing procedures for completed investments; and work cross-functionally with the Operations team and legal counsel + Sourced, evaluated, due diligenced, and monitored private market investments spanning co-investments, SME private equity, farmland, and infrastructure mandates prior to exclusively covering public markets. Reviewed dataroom materials; created, maintained, and sensitized financial models; conducted due diligence calls with GPs and partners; assessed valuations; analyzed cash flow (capital calls, distributions, liquidity options); reviewed LPA amendments; and presented recommendations and updates to investment team+ Voting member of the Investment Committee and Risk Committee for the Westcourt Performance Portfolio, a discretionary multi-manager fund of Westcourt’s “best ideas” in alternatives. Recommend and advise on portfolio management, portfolio construction, asset allocation, strategic allocation, investment sizing and pacing, performance, and risk constraints+ Supervise and manage two associates and co-ops; train new hires on best practices on due diligence, monitoring, and reporting

Toronto, Ontario, Canada

+ Associate Principal in the Research and Analytics group that is responsible for the sourcing, evaluation, due diligence, and on-going monitoring of Westcourt’s recommended public and private fund investments

Toronto, Ontario, Canada

+ Senior Associate on the Public Equities team supporting Head of Public Equities in sourcing, evaluating, and recommending external direct fund managers for the University of Toronto’s Pension and Endowment Public Equities and Absolute Return portfolios totaling $5.1B AUM; focused on long only beta 1 and long/short equity managers employing fundamental/quant/quantamental processes+ Involved in the sourcing, evaluating, recommending, and monitoring of initial Global Equity manager allocations within UTAM's Public Equities portfolio totaling $350M AUM+ Chief knowledge expert and manager of all public market investment analytics and quantitative models; quantify performance, exposure, risk, ESG, carbon footprinting, and fees paid to facilitate investment due diligence for prospective and existing managers+ Created and maintain a sophisticated cash flow model to track IRR, direct alpha, KS PME, DPI, and TVPI measures for private managers, with added flexibility to aggregate cash flows to calculate portfolio level performance metrics based on a specified grouping+ Lead the development in continually enhancing the firm’s proprietary quantitative analytics infrastructure by leveraging Python programming and third-party APIs, automation, and cross platform integration to create a proprietary automated analytics solution; implemented changes that improved monitoring and decision making while reducing costs in aggregate of ~$50K during my tenure+ Lead the efforts in enhancing the firm’s research platform covering 1000+ funds and managers globally by evaluating prospective technology solutions, improving user experience through UX design, and automating existing workflows supporting manager research

Toronto, Ontario, Canada

+ Associate on the Marketing and Client Services team focused on business development and relationship management; delivered investment analytics for 80+ existing clients totalling $6B assets and to key prospective relationships, resulting in +$1B in new AUM + Generated a range of portfolio analyses for 3 direct funds and 18 fund of hedge fund products including: performance attribution, strategy exposures, and risk exposures; beta adjusted attribution; peer group comparables; alpha/beta separation analyses using multifactor regression models; stress testing and drawdown analyses using ex-ante forecasts for a broad suite of risk premia factors+ Engineered and managed a proprietary financial operating model to forecast AUM growth for key marketing pipelines as part of product development initiatives; forecasts include growth prospects, expected returns, and fees earned for new fund launches

Toronto, Ontario, Canada

+ Designed and executed original curriculums preparing students for the SSAT and SAT Examinations, Advanced Placement Statistics, Microeconomics, and Macroeconomics Examinations

Stamford, Connecticut

+ Sought start up funding and learned to build pro forma financial statements to forecast revenues and costs and assess capital structure, profitability, and valuation for education social entrepreneurship venture providing enriching summer opportunities for teachers

Greater New York City Area

+ Assembled marketing collateral for multi-strategy, equity long/short, and global macro funds

Ba, Economics-Philosophy

Activities and Societies: Students for North Korean Awareness (President), Korean Traditional Drum Troupe (President)Columbia College |.

Education record

High School

Activities and Societies: Academics Prefect, Crescent Times (Senior Editor), Debate Team (President), Model UN (President)Board.