- Portland, OR
A seasoned professional with a proven ability to analyze, educate, and market investments.
- Over 20 years of experience in Alternative Investments.
- Keynote presenter at industry conferences around the world on the topics of portfolio design, benefits of Managed Futures, due diligence, and marketing of Alternative Investments.
- Self-motivated and passionate leader.
- Extensive sales, marketing, and networking experience.
Created, structured, and managed a custom portfolio of 10 alternative investment managers that traded a variety of asset classes around the world. Oversaw all due diligence and models for structuring and monitoring results.
A Managed Futures consultant based in Portland, OR that has placed over $450 Million in allocations to Managed Futures traders. The firm is a market leader in manager research with one of the most extensive databases of Managed Futures and Forex managers. Having developed a state of the art system for evaluating and analyzing managers. The company has successfully managed client portfolio for the past 15 years.
A global Fund of Funds that allocated to over 85 Hedge Funds and Commodity Trading Advisors. Established a marketing team that enabled the firm to increase its assets over 50% within two years. Also, assisted in providing manager due diligence and on-site visits. Presented the firms philosophy on portfolio management at conferences around the world.
A Commodity Trading Advisor that developed a diversified trend and counter-trend system that traded in over 50 commodity and forex markets. Even though the firm was successful, it was closed due to capacity constraints resulting from the technology that was available at the time. Raised over $50 Million in assets that were managed by the firm which generated returns that were well above average for the industry. Performed extensive analysis of the benefits of using various futures contract relative to the underlying markets.
Operated as a traditional stock broker by soliciting and developing clients for the firm. Was one of the initial developers for creating managed accounts that were allocated to external managers. Was one of the first individuals to recognize the benefits of using alternative investment to complement traditional allocations.