• Manage $10bn AUM including passive and active commodity and alternatives ETFs, along with domestic equity funds
• Formulate implementation strategies to minimize capital gains and tracking relative error using sampling techniques

• Performed due diligence with target management and drafted Indications of Interest and Letters of Intent
• Conducted industry and company specific research to determine competitive landscape and market sizing on targets
• Built valuation models using EBITDA multiples, DCF, multi-scenario LBO to project rate of return to investors

• Issued investment recommendations to investment committee for $4bn long-only U.S. equity fund covering industrials; employed a GARP-style emphasizing revenue and earnings growth, valuation, and competitive positioning
• Met with clients to determine investment objectives and strategic asset allocation; discussed market trends

-Modeled IR, Credit, FX risks of portfolio; proposed hedges
-Reviewed structured CLO, TRS transactions; provided risk / accounting approval
-Worked to implement Dodd Frank/Volcker/Basel reporting metrics across the firm

• Spearheaded due diligence for acquisition of Lehman Brother’s EM franchise; recommended sale of toxic assets
• Led team to develop budgets and forecasts for revenues for the trading division
• Structured and reviewed financing deals with banks and conglomerates generating a 15% IRR including TRS, NRF
• Led post-merger integration for the EM business; analyzed correlated risks and reduced inventory by $500mm (~5%)