Timothy William Boardman

Timothy William Boardman Email and Phone Number

Alternative Asset Management Deal Maker, Financial Consultant, Investment Banker, & Third-Party Marketer @ Phoenix Financial Services
new york, new york, united states
Timothy William Boardman's Location
New York, New York, United States, United States
Timothy William Boardman's Contact Details

Timothy William Boardman personal email

n/a
About Timothy William Boardman

As of 2021, market participants within the alternative investment community that identify with being the collection of the following underserviced asset allocators, business owners, fund managers, and investment advisors – LGBTQ; Minorities; Women; and Veterans manage ONLY 1% of assets under management ("AUM") across a $70Tn investment industry. 8 Point Capital explicitly exists to service business owners, fund managers, investment advisors, and portfolio allocators that have been the disenfranchised, disabled, or disproportionate of capital markets participants that have not received the appropriate access or ascertained acceptance to achieve financial fortune or distinctive diversity within portfolio management of alternative assets. At 8 Point Capital, we also recognize the opportunities that exist from 100% of the alternative investment community that may or may not include the aforementioned Emerging Managers, but we also recognize the global economic importance of new trading strategies and salient technologies that can change the world which we classify as Emerging Strategies which include the following: Artificial Intelligence, Alternative Data, ESG, Impact Investing, Quant-A-mental, SRI, and systematic strategies broadly. 8 Point Capital believes we can not bridge the gap alone, so we focus on the river beneath the bridge: 8 Point Capital was borne to bring the alternative investment marketplace closer together by increasing the flow of capital and information to Emerging Entrepreneurs and Innovative Investments. Unlike many of our peers, within the alternative asset marketplace, we bring a partnership model that is aligned to all participants, not just a clear majority.

Timothy William Boardman's Current Company Details
Phoenix Financial Services

Phoenix Financial Services

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Alternative Asset Management Deal Maker, Financial Consultant, Investment Banker, & Third-Party Marketer
new york, new york, united states
Website:
phoenixinc.com
Employees:
21
Timothy William Boardman Work Experience Details
  • Phoenix Financial Services
    Head Of Institutional Client Group
    Phoenix Financial Services Mar 2021 - Present
    New York City Metropolitan Area
  • 8 Point Capital Partners, Llc
    Founder, Managing Partner, & Ceo
    8 Point Capital Partners, Llc Feb 2021 - Present
    New York, United States
    Founded in February 2021, 8 Point Capital Partners, LLC (“8 Point Capital”) is a mission-driven alternative investments consultancy firm that partners with clients across all their capital allocation, formation, and fundraising needs regardless of the initial ability to afford accessibility to alternative capital markets. 8 Point Capital operates with a dual mandate for a singular purposeful mission – offer best-in-class services and solutions for Emerging Managers and Emerging Strategies – to help change the world with just one change of a client's investment portfolio at a time.@8PointCapitalPartners #The Buck Starts Here!!!
  • Deutsche Bank
    Director | Global Investment Solutions Sales
    Deutsche Bank Apr 2019 - Jan 2021
    New York
    Led sales in the Americas for Global Investment Solutions, the $18B Liquid Alternatives franchise of The Investment Bank @ Deutsche Bank.
  • Conquest Capital Group
    Director Of Business Development & Client Relations
    Conquest Capital Group Nov 2016 - Apr 2019
    New York, Ny
    Led Global Business Development for a systematic alpha and alternative beta fund manager leading the seeding and structuring of 4 investment vehicles creating with Day 1 and acceleration capital investments across UCITS, managed accounts, and an offshore fund vehicle for a newly launched systematic, short-term trading strategy.
  • Phasecapital Lp
    Director Of Business Development - North America
    Phasecapital Lp Apr 2015 - Oct 2016
    Greater Boston Area
    Led North American distribution of a systematic, short-term risk-based asset allocation strategy.
  • Stonehaven, Llc
    Vice President
    Stonehaven, Llc Dec 2013 - Mar 2015
    New York, Ny
    Led Midwest and Tri-State regional sales across alternative investments for a premier, 3rd-party private placement platform with focus on emerging and established hedge fund and private equity managers.
  • Matlinpatterson
    Business Development & Investor Relations
    Matlinpatterson Jun 2013 - Dec 2013
    New York, Ny
    Worked on building and managing logistics for global non-deal (or deal closing) roadshows across private equity, long/short credit, municipal bond trading, liquid distressed equity/debt, and securitized ABS/MBS trading strategies.
  • Goldman Sachs
    Foreign Exchange – Client Services Analyst
    Goldman Sachs Nov 2012 - May 2013
    New York, Ny
    Consulted for the Middle Office of the FICC Division within Goldman Sachs with specific focus on managing the operational booking and trading fills on behalf of/or working with GS FX voice & electronic sales & traders to liaise with their corporate as well hedge fund clients.
  • Guggenheim Partners
    Institutional Equity Sales & Trading - Senior Associate
    Guggenheim Partners Mar 2011 - May 2012
    New York, Ny
    Traded both agency and risk books on behalf of long/short equity hedge funds, publicly-traded corporations (stock buy-backs), and long-only money managers. Provided market color and trading ideas within TMT (Tech/Media/Telecom) and Consumer (Staples/Discretionary) sectors.
  • Wjb Capital Group, Inc.
    Equity Sales Trader
    Wjb Capital Group, Inc. Jul 2008 - Feb 2011
    New York, Ny
    Traded equity cash and derivatives for a boutique broker-dealer in the US and Asian markets and sold market access, research, and flow to traders and portfolio managers of bulge bracket and boutique hedge fund managers.
  • Jpmorgan Chase & Co.
    Summer Intern
    Jpmorgan Chase & Co. Jul 2007 - Jan 2008
    New York, United States
    I held a two-term internship on the Securities Lending desk of Securities Services at JPM Chase. My internship experience included both summer (July - August 2007) and winter experiences (December 2007 - January 2008) during my senior year of college working as an intern for the Securities Lending Desk at JPM Chase Securities division. In my role as an intern during this multi-month tenure I supported administrative and research functions for the Stock Loan and Treasury Cash Management desks.I developed knowledge related to general collateral (GC) and hard-to-borrow stocks with purpose of lending securities to institutional money managers to short sell stocks held within the inventory of the bank as well as the investments made on behalf of corporate and institutional investor clients of the bank within short-term money markets which included Treasury bills (short-term government securities with maturities ranging from a few days to 52 weeks) and time deposits (Term deposit investments usually carry short-term maturities ranging from one month to a few years and will have varying levels of required minimum deposits) which include CDs.
  • Jpmorgan Chase & Co.
    Summer Intern
    Jpmorgan Chase & Co. Jul 2006 - Aug 2006
    New York, United States
    During my summer internship working @ JPM Chase I was assigned to conduct research forthe Treasury Services business line of JPM CHASE- Business Development Group. I researched the competitive landscape and investment opportunities for potential M&A activity regarding the nascent (then in tempore) but now commonplace Internet & Mobile Banking applications for corporate customers. I was tasked with the project of building a case study to understand the potential opportunities for online and mobile banking for commercial and retail clients of the bank.
  • Medimedia Us
    Summer Intern
    Medimedia Us Jul 2005 - Aug 2005
    Yardley, Pennsylvania
    As an intern for MediMedia USA I worked in data entry for the a multichannel healthcare marketing, communications, publishing, and medical education service that delivers integrated engagement solutions to the healthcare industry.

Timothy William Boardman Skills

Trading Sales Brokerage Hedge Funds Stock Market Fx Options Bloomberg Series 7 Series 63 Equity Trading Electronic Trading Equity Derivatives Financial Markets Fx Trading Etfs Alternative Investments Crm Valuation Equities Investments Derivatives Corporate Finance Trading Systems Fixed Income Equity Research Asset Management Securities Mutual Funds Football Capital Markets Asset Allocation Financial Modeling Due Diligence Options Finra Investment Banking Equity Valuation Bonds Emerging Markets Bloomberg Terminal Private Equity Mergers And Acquisitions Portfolio Management Foreign Exchange Proprietary Trading Investor Relations Commodity Investment Management Marketing

Timothy William Boardman Education Details

Frequently Asked Questions about Timothy William Boardman

What company does Timothy William Boardman work for?

Timothy William Boardman works for Phoenix Financial Services

What is Timothy William Boardman's role at the current company?

Timothy William Boardman's current role is Alternative Asset Management Deal Maker, Financial Consultant, Investment Banker, & Third-Party Marketer.

What is Timothy William Boardman's email address?

Timothy William Boardman's email address is bo****@****ton.edu

What schools did Timothy William Boardman attend?

Timothy William Boardman attended Princeton University, Poly Prep.

What skills is Timothy William Boardman known for?

Timothy William Boardman has skills like Trading, Sales, Brokerage, Hedge Funds, Stock Market, Fx Options, Bloomberg, Series 7, Series 63, Equity Trading, Electronic Trading, Equity Derivatives.

Who are Timothy William Boardman's colleagues?

Timothy William Boardman's colleagues are Adamski Celestin, Carl Cirelli, Jarrett-Edward Collins, Hakim Atiba Donadelle, Joseph A. Shabrack, Anthony Yalkut, Darnel W..

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