Jake Silverman

Vice President

2022

Assistant Vice President

2021 - 2022

Senior Associate

2018 - 2021

Senior Investment Associate

2017 - 2017

Investment Associate

2015 - 2017

• Aid senior team members in developing house opinions on U.S. equity managers and markets through ongoing qualitative and quantitative research and analysis. • Conduct portfolio performance analysis, including use of Factset, Bloomberg, Stylus and other in-house and third-party analytical tools. • Help source new ideas and monitor existing strategies by attending and participating in meetings with portfolio managers and other senior personnel. • Complete written research utilized by our clients and consultants to support investment decisions. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research including white papers exploring current topics of interest in the equity markets and fund industry. • Serve as a resource to colleagues seeking current information on investment opportunities, including data and analysis, comparisons across fund managers, and the opinion of the research team.

Financial Consultant

2014 - 2015

 Analyzed financial information obtained from clients to determine custom strategies for meeting high-net-worth clients and prospects’ financial goals and objectives  Performed due diligence and research on mutual funds, managers, and strategies for optimal asset allocation through Morningstar and Bloomberg research and daily manager meetings  Built new team website and developed onsite body content, meta-tag descriptions and page titles aligned with new Search Engine Optimization (SEO) strategy  Traveled and participated in sales pitches alongside principals to acquire prospective clients  Examined detailed analyst reports to provide summarized memorandum for portfolio manager decision-making

Credit Analyst

2013 - 2013

• Performed financial modeling and analyzed key credit statistics for leveraged debt transactions up to $50 million • Researched and evaluated potential borrowers to conduct deal screen memorandums and presentations for loan committee approval • Participated in credit committees to determine credit worthiness of new borrowers

Business Development Intern

2013 - 2013

• Assessed new, sophisticated alternative investment strategies and monitored current conditions within existing strategies • Participated in daily meetings with hedge fund managers, consultants and current clients • Constructed database of prospective client contact information and new mandates