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High School Diploma
(1985 - 1996)
2021
https://www.accoladepartners.com/ Accolade manages over $6 billion in assets, of which $1.3 billion in dedicated blockchain strategies.
2020 - 2021
2020 - 2021
Focused on Investments & Portfolio Construction; member of firm's Investment & Risk Committees
2006 - 2020
2017 - 2020
Focus: 1) Leading CAs research on cryptoassets/blockchain including crypto manager due diligence in the venture and hedge fund spaces. We released our paper covering the crypto investment landscape in February 2019: “Cryptoassets: Venture Into the Unknown” https://www.cambridgeassociates.com/insight/cryptoassets-venture-into-the-unknown/ 2) Managing alternative investments, low correlation strategies etc. Clients: Endowments & Foundations in the US and Europe. From liquid diversifiers to illiquid diversifiers.
2013 - 2017
Worked across company practice areas with a variety of investors such as universities, charities, international non-profit organizations, sovereign wealth funds, pension funds, independent private schools and family offices on investment strategy, asset allocation, investment manager selection and financial planning issues. I had direct contact with investment committees and a very broad range of investment managers (public equity, venture capital, private equity, hedge funds, fixed income, real assets etc.) in order to make portfolio management decisions. Clients were based in the US, UK, Continental Europe, Middle East and Africa.
2006 - 2013
Worked with a variety of investors such as universities, charities, religious institutions, independent private schools and family offices on investment strategy, asset allocation, investment manager selection and financial planning issues. Areas of focus: US Midwest, US Northeast, Europe. -Author of two company white papers on equity short-selling (2010) and activist investing (2012). - Worked as both a generalist (total portfolio asset allocation, manager selection and relationship management) and a hedge fund specialist (managing hedge fund portfolios, researching managers).