Teejay J. Email & Phone Number

Monaco

Amsterdam, North Holland, Netherlands

Velocity Trade provides global execution services to institutional investors across listed securities, FX, commodities, OTC derivatives and structured products. Our Wealth Services team also offers institutional investors a custody solution in Europe, North America and Singapore.

Founded in 2020, Circulariti is a UK based SaaS company and currently the only platform interconnecting the entire value chain of the fashion and textile industries. By utilising big data we are able to provide an environmental impact audit across entire supply chains as well as for individual garments. This enables us to provide significant tangible economic incentives to all major industry stakeholders (manufacturers, retailers and consumers). Thus driving the industry’s transition from fast fashion to a more environmentally conscientious circular economy, from product thread to a garment's second-life+.

Monaco & Netherlands

Monaco

**Management decided to close the office and sell the client book in 2017**- One of two portfolio managers responsible for all portfolio management, monitoring and performance attribution covering over 900mn Euros of assets.- Responsible for implementation of strategic asset allocation and tactically tilting bespoke mandates.- Member of European discretionary portfolio management strategic asset allocation committee. - Constructing and maintaining portfolio management Excel tools.

Geneva Area, Switzerland

Multi-Family Office**Management relocate the office from Geneva to the US in 2016**- Responsible for managing on 150mn US$ of portfolio assets on an advisory basis (total company AUM over 500mn US$).- Head of Alternative Investment selection. Responsible for hedge fund selection, hedge fund of funds style tilting, PE fund selection and monitoring PE pipeline.- Constructed a proprietary Fund Manager Selection Model that ranked all mutual funds and SMAs within a given sub asset class or thematic universe from best to worst based on adjustable weightings metrics, followed by deep dive quantitative and qualitative analysis on the top ranked funds.- Constructed a proprietary Strategic Asset Allocation Model where nominal historical returns were decomposed to calculate the historical average risk premium and real returns for each sub asset class, as well as graphing how each sub asset class behaved at different points of the business cycle by plotting gross GDP, PCE, Fed Funds Rate and ZPOP.- Responsible for generating monthly client reports consolidated across multiple custodians.

Geneva, Switzerland

**Management closed the office in June 2014 as part of Canaccord's acquisition strategy.**- Responsible for updating and rebalancing the asset allocation of discretionary portfolios.- Assisted in providing investment advice directly to advisory clients and responsible for executing all trading for advisory clients.- Researched new investment opportunities within equity and fixed income markets using bottom up fundamental analysis, third party research and the client’s specific investment objectives.- Frequently use ‘Quest’ a proprietary bottom up stock picking platform to screen, analyse and value equities.- On occasion Stock Broker for our institutional clients. - Responsible for constructing and occasionally presenting proposed portfolios to potential clients. - Built a proprietary attribution analysis model that utilizes Modified Dietz.- Worked closely with due diligence teams in reviewing and collecting CDD AML documentation.

Education record

Education record

Education record

Ma, Joint Honours In Economics And Investment Finance