About
~14 years of investment experience, specializing in allocator/manager selection across hedge funds, private credit, and other alternative asset classes.
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Work experience
- October 2020 – present
UBS
Director, Investment Research and Manager Selection, UBS Hedge Fund Solutions• Alternative investment analyst responsible for manager research with a focus on credit hedge funds, private credit and cryptocurrency strategies. • Responsible for sourcing, due diligence / underwriting and monitoring of hedge fund and private strategies for institutional and UHNW mandates. • Co-manage ~8b in AUM (~40 underlying managers) across three credit-focused mandates and various commingled hedge fund portfolios. • Lead manager research process for digital asset and cryptocurrency hedge fund strategies consisting of ~100m invested. • Source prospective investment ideas, funds / emerging managers and co-investments through industry relationships and primary market research. • Strategies covered include structured credit, corporate, distressed, private credit (direct lending, niche lending, real estate) and cryptocurrency. • Present prospective investments to the CIO / investment committee and provide investment recommendations on current holdings. • Monitor current investments through regular manager meetings and calls as well as quantitative risk management and portfolio analytics. • Assist in product development and business development including constructing model portfolios, assisting in client pitches, and submitting RFIs. - January 2019 – October 2020
UBS
Director, Portfolio Specialist Group, UBS Hedge Fund Solutions• Product specialist for institutional client portfolios and commingled products ($200m to $1.5b) in the US, Europe and APAC regions. • Work across the investment due diligence / manager research, operational due diligence and investor relations groups. • Identify, design and execute corporate strategy initiatives, including efficiency projects and technology improvements. • Prepare external manager research and operational due diligence for hedge funds and long only funds. • Designed and coded excel program to generate qualitative performance commentary (language content automation) for client reports. • Write market research and investment content, create business development and marketing materials for institutional clients. • Supervise and maintain manager research database used as a due diligence library and compliance audit trail for the firm's CCO. - January 2016 – December 2018
UBS
Associate Director, Portfolio Specialist Group, UBS Hedge Fund Solutions• Supported senior personnel across the investment due diligence, operational due diligence and investor relations teams. • Prepare external manager research and operational due diligence for hedge funds and long only funds. • Authored a monthly hedge fund industry performance report used by business development and wealth management advisors. • Designed and led implementation of a standardized, proprietary tear sheet for hedge fund products used by business development. - May 2013 – December 2015
UBS
Portfolio Analyst, Portfolio Specialist Group, UBS Hedge Fund Solutions• Prepared hedge fund manager research / investment due diligence as well as operational due diligence. • Prepared prospective client portfolio analysis and reviews, RFIs, RFPs and ad hoc client requests. • Carry out client portfolio analysis and reviews as well as answer RFIs, RFPs and ad hoc client requests. - May 2011 – December 2012
Aleutian Capital Group
Investment Banking Analyst• Provided transaction coverage and support for middle-market private equity M&A, principal investments and buy-side acquisition services. • Sourced prospective sell-side clients through original business development initiative and led new business pitches. • Built financial models for transaction structures, company valuations, cash flow projections and financial statements. • Carried out due diligence on the firm's principal private equity investments in the consumer discretionary and technology sectors. • Negotiated favorable contracts with clients, reviewed / edited legal documents, NDAs, purchase agreements and letters of intent. • Led analyst teams on various engagements, composed offering memorandums and pitch books to position clients for sale. • Provided client coverage for over 300 accounts and originated potential acquisition targets and sell-side advisory prospects. • Partnered with business owners and crafted strategy for sale positioning and managed life cycle of transaction process. • Conducted research on Capital IQ for company and industry analysis, peer valuations, comparable and previous transactions. - April 2011 – May 2011
Hospital for Special Surgery
Coordinator, Office of the President - August 2010 – March 2011
National Installations Inc
Assistant - June 2009 – August 2009
Hospital for Special Surgery
Assistant to Vice President of Patient Finance - July 2008 – August 2008
Colgate-Palmolive
Assistant - July 2008 – August 2008
AXA Advisors, LLC
Wealth Management Intern
Education
- 2006 – 2010
Colgate University
BA, Political Science - 2008 – 2008
Columbia University