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Bachelor of Science (BS)
2022 - 2024
2022 - 2024
Class 27 Kauffman Fellow
2018 - 2024
2020 - 2024
2018 - 2020
2020 - 2024
2020 - 2024
2018 - 2018
2018 - 2018
2017 - 2017
2017 - 2017
2014 - 2016
2014 - 2016
Manage development, marketing and ongoing servicing of alternative beta solutions for retail and institutional clients
2011 - 2014
2013 - 2014
• Founding member of alternative investment team designed to harness organizational synergies across the $137 billion hedge fund, private equity and real assets platforms • Spearheaded the development of the firm’s Alternative Beta offering in the U.S. for both retail and institutional channels • Created, designed and executed an innovative set of customized pitches to explain alpha and beta separation across client hedge fund portfolios • Engineered a database to look at the risk and return attribution across 25 liquid alternative funds to help respond to client requests and portfolio construction
2011 - 2013
• Supported fiduciary advisors across asset classes for 32 public and private pension plans, endowments and foundations managing over $160 billion in assets• Analyzed client portfolio allocations for business development of new products and thematic campaigns • Responded to requests for proposals across asset classes for product selection in public and private pension plans • Created client and internal use presentations and prepared materials for pitches to prospective clients • Implemented across product learning and development training program for the broader asset management analyst pool
2010 - 2010
2010 - 2010
• Created a simulated hedge fund to present to potential capital investors and prime brokerage sales representatives • Researched top 200 US Pension funds alternative investment strategies focusing on hedge funds and the use of consultants • Evaluated listed sector futures as an option for equity derivative swaps in new regulatory environment • Compiled information on members of the FOMC views on growth, inflation, rates, and asset sales
2009 - 2009
2009 - 2009
• Prepared Private Placement Memorandum for €100 million LBO financing for an European healthcare company • Examined historical market size and projected market demand for global satellite launch company • Analyzed gaming company operating and trading performance for comparable debt and valuation analyses • Developed database of Debtor-in-Possession 2009 financings pre- and post-Lehman bankruptcy