William Schaffer Email and Phone Number

- Assisted in the manager due diligence process across a wide range of asset classes and fund structures including private equity, venture, energy, real estate and impact funds- Developed an enhanced private equity and investment performance reporting package to be implemented in the fall of 2017- Reviewed and corrected client investment performance reports- Assisted with the transition of client investment performance data from a legacy system to a new and improved reporting package- Developed an Impact Investing database to monitor and track over 200 SEC registered mutual funds and exchange traded funds

- Worked independently on numerous projects for national and international clients- Performed research and assisted in the review and submission of legal documents- Managed and maintained intellectual property databases - Contributed to landmark intellectual property cases regarding the trademark of color