Expert Details
Financial Services Industry
ID: 735046
New York, USA
Expert currently provides various advisory services, including: Marketing, branding, asset raising, messaging, vendor selection, guidance on best practices, and organizational structure.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1996 | Degree: MBA | Subject: International Business | Institution: Hofstra University |
| Year: 1992 | Degree: BS | Subject: Business Administration | Institution: New York Institute of Technology |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2018 to Present | Employer: Undisclosed | Title: Founder | Department: |
Responsibilities:Advisory Firm focused on helping startup and emerging asset managers become institutionalized. |
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| Years | Employer | Title | Department |
| Years: 2017 to 2018 | Employer: Phillimore Investments | Title: Chief Marketing Officer / Member of the Management Committee | Department: |
Responsibilities:Expert is responsible for vendor selection; hiring staff; creating and executing a marketing plan; promoting Phillimore; and raising the profile of the firm and its assets. |
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| Years | Employer | Title | Department |
| Years: 2016 to 2017 | Employer: Marinus Capital Investors | Title: Global Head of Business Development and Investor Relations | Department: |
Responsibilities:Expert managed a team of three. He increased the business development team's lead generation and production. He repositioned the firm as a fixed income asset manager; institutionalized the marketing processes, including the tracking and ranking of prospects; and expanded the presence of the firm, including generation of positive press. |
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| Years | Employer | Title | Department |
| Years: 2006 to 2016 | Employer: Brevan Howard Asset Management | Title: Co-Head of Business Development for North and South America; Principal and Co-CEO of Brevan Howard U.S., LLC | Department: |
Responsibilities:During his time with this New York- and London-based firm, Expert raised $8.0 billion (initial NAV) of new business from new and existing LP relationships. He deepened the footprint of the firm, especially in the Americas. He was a significant contributor in the launch of 12 new product offerings, including but not limited to Credit, L/SEquity, Emerging Market, Commodity, Multi-Strategy and Opportunistic/Co-investment strategies. He also played an instrumental role in institutionalizing the asset base away from FOF investors (75% => 9%). He participated in the marketing and placement of Brevan Howard’s two closed end vehicles traded on the London Stock Exchange. Each fund garnered USD800MM+ upon initial offering. Expert co-managed the marketing efforts in the Americas, which role included training, recruiting and managing the sales and IR staff in identifying opportunities, pipeline tracking and prospect due diligence phases. He conducted quarterly, monthly and weekly calls or meetings with clients to provide updates on strategies, positioning and views. |
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| Years | Employer | Title | Department |
| Years: 2005 to 2006 | Employer: Merrill Lynch Investment Managers | Title: Vice President: Alternative Investment Specialist | Department: |
Responsibilities:Expert coordinated with sales management and field sales personnel to identify and capture market share. He was responsible for accumulating $95 million of new AUM's for hedge funds, managed futures, and privateequity programs. He also developed educational material and sales presentations. He assisted in asset allocation of client portfolios as well. |
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| Years | Employer | Title | Department |
| Years: 2004 to 2005 | Employer: Consultant | Title: Consultant | Department: |
Responsibilities:As a consultant, Expert delivered strategic marketing guidance and solutions to the alternative investment community. He provided sales coaching and originated collateral material to hedge fund clientele. He also prepared and presented educational seminars to plan sponsors and market participants. |
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| Years | Employer | Title | Department |
| Years: 2003 to 2004 | Employer: Refco Alternative Investments | Title: Vice President | Department: Sales and Marketing |
Responsibilities:Expert developed relationships with institutional investors, consultants and distribution partners. In this role, he successfully attracted $70 million of AUM's for two multi-manager managed futures products -- both ofwhich had zero track record. He also designed collateral materials: presentations, executive summaries and monthly performance letters). He researched and compiled details on the competitive marketplace as well. |
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| Years | Employer | Title | Department |
| Years: 1998 to 2002 | Employer: Invesco Institutional, LLC | Title: Marketing Director | Department: |
Responsibilities:Expert served this firm as Marketing Director (2000-02) and Associate Marketing Director (1998-2000). In these roles, he focused on new business development and client servicing within the financial institution sector: bank pension plans, insurance companies and private bank distribution platforms). The average annual team production was $3.5 billion of new AUM's with particularly strong flows into alternative investment products, including private equity/VC, hedge funds, managed futures, and CDO's. He collaborated with product groups in the development of new product offerings. Expert was recognized by peers for superior client servicing skills and was the youngest individual ever promoted to senior relationship manager. |
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| Years | Employer | Title | Department |
| Years: 1996 to 1998 | Employer: American Stock Exchange | Title: Various | Department: |
Responsibilities:Expert served the American Stock Exchange as Manager (1998), Senior Research Analyst (1997-98) and Research Analyst (1996-97). During this two-year period, he: (a) supervised a team of five analysts, and (b) produced research and analyses to various clientele, including senior management, corporatecommunications, and marketing leadership teams. |
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| Years | Employer | Title | Department |
| Years: 1994 to 1996 | Employer: Market Guide, Inc. | Title: Various | Department: |
Responsibilities:Expert served Market Guide, Inc., as Product Manager (1995-96) and Research Analyst (1994-95). In these roles, he identified and performed analysis on comps. He assisted in new product planning, testing and development. Expert also prepared research reports on publicly traded companies using SEC filings and company literature for use by buy-side and sell-side institutions. |
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International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 2006 to 2006 | Country / Region: London England | Summary: Worked my first three months of my ten year career at Brevan Howard @ their London headquarters |
Career Accomplishments
| Associations / Societies |
|---|
| CFA Institute CFA Society of New York |
| Licenses / Certifications |
|---|
| Series 7; 63 are current. Series 3, 24, 63, 65, 66, 79 licenses are expired |
Additional Experience
| Vendor Selection |
|---|
| Expert's vendor selection experience includes law firms, prime brokers, auditing firms, CRM software, and other miscellaneous software. |
| Marketing Experience |
|---|
| Expert has marketed various asset management strategies including: real estate, hedge funds, private equity, venture capital, long only, opportunistic, and financial service databases. Expert has worked with strategies with zero track record through strategies with multiple years of history. Expert has visited and worked with asset allocators in 40 different states and 20 countries. |
| Other Relevant Experience |
|---|
| Expert's extensive world travel has afforded him wide knowledge of local customs and practices. Expert has hired and trained staff in a wide variety of functions. |