AR

Alison Rapaport Stillman

Founding General Partner at Serena Ventures

San Francisco, California

Invests in

  • Min Investment:

    $100,000.00
  • Max Investment:

    $500,000.00
  • Target Investment:

    $250,000.00

Skills

Series 7
Series 63
Hedge Funds
Investments
Equities
Valuation
Portfolio Management
Asset Management
Chartered Financial Analyst

Work Experience

2022 - 2024

  • Fellow

    2022 - 2024

    Class 27 Kauffman Fellow

2018 - 2024

  • Founding General Partner

    2020 - 2024

  • Vice President

    2018 - 2020

  • Board Observer

    2020 - 2024

Melo7

2018 - 2018

  • Project Intern

    2018 - 2018

2017 - 2017

  • Research and Insights

    2017 - 2017

  • Associate - Client Portfolio Manager, GIM Solutions - Global Multi-Asset Group

    2014 - 2016

    Manage development, marketing and ongoing servicing of alternative beta solutions for retail and institutional clients

  • Alternative Investment Specialist

    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

  • Institutional Advisory and Sales Analyst

    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

  • Securities Analyst

    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

  • Investment Banking Analyst

    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