Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- Uo
- MU
Lists including Chris
Work Experience
2022
Chief Executive Officer and Chief Investment Officer
2022
2018
Member of the Board of Directors
2018
Member of Board of Directors Member, Audit Committee
2016 - 2021
Chief Investment Officer
2016 - 2021
* Oversee management of fixed income, equity, venture capital, growth equity, private credit, and private equity teams. Most assets are managed internally. Most private assets are direct. * Chair, Vulcan Investment Committee. The committee determines asset allocation between 9 distinct asset classes using a 3-5 year time horizon. * Lead portfolio manager, global equity all-cap portfolio. * Board member of portfolio companies, such as Transparent Financial Systems (blockchain) * Work extensively with the internal real estate, finance, and legal teams.
2010 - 2016
Senior Portfolio Manager
2010 - 2016
* Member: US Broad Strategy Committee, Global Strategy Committee, Product Development Committee, Strategic Planning Committee * Manage multi-sector, unconstrained, and absolute return portfolios. Founded Multi-Asset Credit product, serve as lead portfolio manager and grew it to over $6 billion with institutional clients in Europe and North America. * Experienced managing mutual funds, UCITs, ETFs, and segregated accounts for investors worldwide and in multiple base currencies * Supervise derivatives team
2010 - 2015
Member Board of Directors
2010 - 2015
Active board member, advised on business strategy, investment strategy, marketing/sales strategy. At the time, Mercer was a portfolio investment of Lovell Minnick Partners (private equity).
2009 - 2010
Chief Investment Officer
2009 - 2010
* Actively managed long/short macro portfolio. Utilized global fixed income, global equity, currency, commodities, real estate (REITs). * Realized above market annualized total return and market leading information ratio.
1990 - 2009
Managing Principal
1990 - 2009
* Executive Committee Member * Investment Policy Committee Member, rotating chair * Trustee, Paydenfunds * Board Member of joint ventures with Metzler (Germany), Potomac (Hong Kong), Kravitz (USA) * Founder and Head of Global Equity, US Equity, Global Balanced, Fixed Income Credit, Currency Overlay, and Absolute Return products. Former head of Global Fixed Income.
1985 - 1990
Second Vice President
1985 - 1990
* Portfolio Manager, Global Fixed Income for Institutional and High Net Worth clients