Expert Details
Financial Advice, RIA, Wealth Advisory, Investment Management, Alternative Investments (Hedge Funds and Private Equity), and Financial Technology
ID: 735080
New York, USA
At his current firm, Expert is responsible for providing financial planning and investment management services to individuals. Services provided include: Investment management, cash flow management, debt management, risk
management/insurance, estate planning and tax planning.
He also provides consulting services to family offices as an OCIO (Outsourced CIO) in the following areas: Investment strategy, asset allocation and risk management, manager/investment selection, and investment monitoring and reporting.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2000 | Degree: MBA | Subject: Business Administration | Institution: Thunderbird School of Global Management (AZ, U.S.) |
| Year: 2000 | Degree: Master of International Business | Subject: International Business | Institution: Indian Institute of Foreign Trade |
| Year: 2000 | Degree: Bachelor of Technology | Subject: Technology | Institution: Indian Institute of Technology (BHU) |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2010 to Present | Employer: Undisclosed | Title: Managing Director / Owner | Department: |
Responsibilities:Expert provides financial planning and investment management services to individuals. Services provided include: Investment management, cash flow management, debt management, risk management/insurance, estate planning and tax planning. His firm provides consulting services to family offices as an OCIO (Outsourced CIO): Investment strategy, asset allocation and risk management, manager/investment selection, investment monitoring and reporting. |
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| Years | Employer | Title | Department |
| Years: 2017 to Present | Employer: Undisclosed | Title: Adjunct Professor of Personal Finance | Department: |
Responsibilities:Expert teaches a course in Personal Finance. The course covers planning and budgeting, investments, debt management, tax management, insurance/risk management, retirement planning and estate planning. In this role, Expert authored a case study to effectively teach various aspects of financial planning. |
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| Years | Employer | Title | Department |
| Years: 2012 to Present | Employer: Undisclosed | Title: Various | Department: |
Responsibilities:Expert currently conducts classes for CFA candidates (all three levels and all sections) and graduate students in quantitative methods and finance courses. Candidates include professionals and executives at top investment banks and consulting firms.Expert also conducts seminars and workshops for senior executives on topics related to Asset Management and the Investment Industry. He provides expert advisory services to top consulting firms, asset management companies and fintech companies. |
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| Years | Employer | Title | Department |
| Years: 2005 to 2010 | Employer: Neuberger Berman/Executive Monetary Management (EMM) | Title: Senior VP / Partner | Department: |
Responsibilities:Expert led the selection and due diligence of hedge funds, private equity, structured products and traditional investments. He played an instrumental role in constructing portfolios (discretionary and non-discretionary) and monitoring them with strict risk-reward guidelines. He co-managed a fund of hedge fund portfolio that beat the S&P 500 and relevant indices between 2005 and 2010. He also coordinated with other groups in the firm (tax planners, estate planners, lawyers, insurance planners) to help clients realize their objectives.During this time, Expert was actively involved in relaying the group’s investment process and outlook to potential/existing clients and senior management. He provided thought leadership to the group regarding investments, risk management, human resources and business development. |
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| Years | Employer | Title | Department |
| Years: 2002 to 2005 | Employer: Merrill Lynch Investment Managers | Title: Hedge Fund Analyst / Assistant Portfolio Manager | Department: Alternative Strategies Group |
Responsibilities:As a member of the general portfolio management group that managed hedge fund investments totaling $3Bn for institutional and retail clients, Expert streamlined hedge fund selection, portfolio construction, cash management and hedging processes.During this time, Expert was responsible for developing a new product with risk return attributes suitable for non-Japanese institutional clients and a registered product for U.S. retail clients |
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| Years | Employer | Title | Department |
| Years: 2001 to 2002 | Employer: Chesapeake Capital Corporation | Title: Senior Hedge Fund Analyst | Department: |
Responsibilities:Expert was a member the research team with responsibility to convey the benefits of managed futures to institutional clients and to position Chesapeake as a superior product in the long-term trend following space. This effort included improving transparency of the firm, designing and implementing risk reports, competitive analysis of other managed futures/tactical trading funds and coming up with creative ways of conveying the information to clients. These efforts were instrumental in attracting institutional clients to the firm.Expert selected and managed hedge fund portfolios for the family office of the firm’s owner. The hedge fund enjoyed approximately $1.5 billion AUM. |
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| Years | Employer | Title | Department |
| Years: 2000 to 2001 | Employer: Deutsche Asset Management | Title: Associate | Department: Risk Management and Quantitative Applications |
Responsibilities:Expert worked with the equity, credit arbitrage and global macro desks on various risk and quantitative initiatives. He helped with valuation of exotic products, risk identification, measurement and management and helped implement an off-the-shelf risk product (Front Arena) in these desks. |
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| Years | Employer | Title | Department |
| Years: 1996 to 1998 | Employer: International Seaports Pte. Ltd. | Title: Financial Analyst / Junior Manager | Department: Seattle, Bangkok and Madras |
Responsibilities:Expert evaluated the financial and commercial viability of port projects in South and South East Asia. He devised development strategies and prepared competitive bid documents. He also won the bid to develop a $400 million port project in Dhamra, India. He researched and devised financing options for the port project through extensive discussions with financial advisors. |
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Career Accomplishments
| Associations / Societies |
|---|
| Thunderbird Alumni Association |
| Licenses / Certifications |
|---|
| CFA®, CFP®. |
Language Skills
| Language | Proficiency |
|---|---|
| Hindi | |
| Kannada | |
| Tamil |
Fields of Expertise
financial advisory, financial technology, financial practice, wealth management, alternative investment, hedge fund, private equity, private equity fund, asset management, asset allocation, tax planning, estate planning, insurance, risk management, debt, cash flow modeling, cash flow planning, investment management, investment banking, investment, financial planning, financial service