Expert Profile
Track record of success in capital markets with sound investment recommendations in hedge funds, private equity, real estate, and structured transactions, delivering returns that both exceed relevant market indices and style peer groups.
Intelligent and strategic executive with solid history managing portfolios, providing investment advice, and developing business for firm’s specializing in alternative investment products. Excel in identifying and articulating benefits, risks, and return characteristics of AI strategies. Influential leader skilled in building rapport and recognized for translating complex topics into linear, logical, easily understood concepts and terms for non-finance professionals. Engaging public speaker and independent thinker with proven ability to deliver clear, compelling, and efficient messages. Available for relocation.
CAREER HIGHLIGHTS
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* At CastleRock Capital Ventures, generated 53% IRR and 17.8 D/PI ratio on all Venture Capital investments over seven-year period.
* Launched and grew Sapient Asset Advisors, small hedge fund FoF, to achieve four-year audited track record (2005-2008) and annual RoR exceeding HedgeFund.net’s comparable Market Neutral FoF index by 200 bps over a nearly five consecutive year period (2004-2008).
* Named guest speaker by invitation for the Harvard Business School Alumni Association Financial Services Track on Hedge Funds 2007 conference.
* Visiting Faculty at Simon Fraser University teaching graduate course on Managing Market Risk as part of the MS in Financial Risk Management
*Panel Speaker at the 9th FRA Family Office Symposium
Kendall Investments 2009 - Present
Private Equity
Managing Director PM
Leopard Capital 2011- Present
Emerging Markets Private Equity
Strategic Advisor
Sapient Asset Advisors, LLC 2003 – 2009
Registered Investment Advisory (RIA) firm focused on Alternative Investments
Managing Director Portfolio Manager
CastleRock Capital Ventures, Inc. 1993 – 2003
Venture Capital Early Stage
Director Portfolio Manager
University of Chicago, Booth Graduate School of Business, MBA March 2012 (concentration in finance)
UNIVERSITY OF CALIFORNIA SAN DIEGO
Bachelor of Science in Electrical Engineering with Minor in English and Pre-Law
DESIGNATIONS
CFA Level III Candidate
CAIA Level II Candidate
FINRA Series 7, 63 and 65 Licenses
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