Skills:

 Portfolio Management · Risk Management/Due Diligence 
Strategic Consulting · Project Management
Negotiations · Relationship Management
Financial Analysis  · Operational Management

Select Projects:

ALTERNATIVE INVESTMENTS:

• Co-portfolio manager of an $800M+ (notional)  proprietary internal fund of hedge funds investment portfolio for senior partners at Tudor Investments. Performance under my leadership from late 2002-mid 2005 was consistently in the mid to low teens for notional performance coupled with YoY returns of roughly 30% on cash (mean leverage = 1.83x)
• Co-Managed a venture capital focused start-up for Tudor Investments, of a high-potential, foreign information technology and telecommunications infrastructure business in Japan.
• Managed family office client’s $50M allocation to hedge funds.
• Worked closely with broker to win $50M university endowment alternative investment contract.
• For Columbia, served as an Advisor to the Founder, Program on Alternative Investments in the Center of Japanese Economy & Business where I helped execute a major pension related research study involving differences in alternative investment between the U.S. and Japan.

OPERATIONAL MANAGEMENT AND ADVISORY SERVICES:

• Worked with the founder/CEO to transform a niche industrial design company into a global innovation consulting services firm that can partner with private equity and turnaround management firms as well as traditional consumer product and manufacturing clients.
• Co-led start-up with the founder of the LEED green building rating system – leading the financial and market strategy to build FP&A depth as well as generate marketable business plan and investment memorandum for reaching seed investors.
• Worked with the Executive Director of a multi-service social services organization to improve operations and programming, including, but not limited to: Grants (Proposal Writing and Contract Administration), Programs, IT, HR/Trainings, Finance, Development, and Strategic Planning.
• Directed Financial Services at a social services organization, working with auditor and the Finance Committee on financial resstructuing for fiscal/organizational efficiency.
• Consulted in the formation of a public/private academic center at Yale applying strategic, technical and administrative support during a the planning stages and ongoing functioning of the center and project deliverables of the Yale Group on Workforce Development in coordination with the State of Connecticut.

Education: 

• Columbia Business School (and London Business School): MBA, Finance (’06)
• NYU Steinhardt (and Università di Pisa): MA, Double Bass – Performance (’98)
• University of Connecticut (and City University) : BA, Political Science (’96)
• Darien High School: HS Diploma (’93)