Invests in
Min Investment:
$100,000.00Max Investment:
$1,000,000.00Target Investment:
$1,000,000.00
Skills
Lists including Nellie
Investments
Work Experience
2017
Partner
2017
2014
Board Member
2014
2014 - 2021
Member, Board of Directors
2014 - 2021
2012 - 2019
Trustee
2012 - 2019
2012 - 2019
Member of the Board
2012 - 2019
2012 - 2018
Trustee
2012 - 2018
2014 - 2017
Partner
2014 - 2017
2003 - 2010
Chief Risk Officer
2008 - 2010
CRO for global macro hedge fund with $8 billion peak assets under management with multiple accounts trading a growing range of instruments in multiple jurisdictions with numerous counterparties. Oversaw and trained risk management staff. Managed counterparty risk during the 2008 financial crisis, maintaining full credit facilities while avoiding counterparty losses. Responsible for all other duties previously performed as Clarium’s VP, Risk Management.
VP, Risk Management
2005 - 2008
Developed risk control policies and enforcement system for a global macro hedge fund across multiple instruments, asset classes and jurisdictions. Worked on position structure (instruments, size, and other variables) with portfolio manager, position and scenario modeling, interpretation and enforcement of risk policies. Served as primary point of contact for investor, counterparty and regulatory risk due diligence. Worked with firm’s portfolio managers and head of research on development and testing of trading themes and with legal and operational staff on reporting, regulatory, and compliance matters.
Director, Operations
2003 - 2005
Established operational framework for the hedge fund, working with the CFO and managing director, managed counterparty relationships, investor reporting, contributed to marketing materials of the fund
2000 - 2003
Analyst, FP&A
2002 - 2003
Maintained and updated the financial model and transaction reporting for the company's approximately $5B annual payment volume. Designed and delivered monthly and weekly key metrics reports to the company's executive team. Produced cohort analysis of the fundamental transactional behavior of a rapidly growing user base. Developed P&L reports for new and proposed products. Additional responsibilities post-eBay acquisition included bottom-up budgeting for ~800 person customer service center , IT and SG&A cost centers.
Product Manager, Financial Systems
2000 - 2002
Created product specifications and ensured the development for back-end systems, required to support appropriate logging of transaction history and accurate reporting for the finance teams. Interfaced with back-end engineering, front-end product and engineering, treasury, accounting and FP&A.