My career is centered around driving decisive results, meeting business objectives, and establishing new revenue streams. I work with organizations going through rapid growth or seismic industry disruption. I’ve worked heavily in asset management, but my skills are transferrable across most industries.
Assets that I work with
-
Traditional Funds:
This would be both mutual funds and ETF's. My background covers front,
middle and back office for both of these. -
Hedge Funds:
Structuring, Administration and Asset Liquidation management. -
Private Equity:
Structuring, Vetting, Matching, Deal Management and Risk Management -
Insurance:
Distribution (Bancassurance) -
Family Offices:
Portfolio Management, Trading, Treasury, Full Cycle Investment
Working with Families
During my career, I had the pleasure of doing short duration projects with families in US, Turkey, Taiwan and Vietnam. When working for a family office, rarely are you allowed to disclose who you work for or other specifics, but here are some of the ones which I can share.
- Refinance and Distress Asset Work on the Planet Hollywood, Las Vegas. This was challenging involving raising funds to avert a wrongful foreclosure during the Global Financial Crisis. The project raised sufficient cash to allow a mortgage renegotiation which saved the parent group.
- 250M USD purchase of physical gold in 2002. This was when the price of gold was well under $300 USD an ounce. The project was done with the help of Manfra, Tordella, and Brookes in New York.
- Structured Product Disposal. Family had become involved in structured products that they could not easily get out of. They also were involved in unlimited liability financial contracts with their private bank. Brought in expert and managed situation to resolution with minimal loss.
- Due diligence on a gas pipeline, airship company, rental car company, whiskey distillery, fashion channel and many others.