For a global asset management managing the largest fixed income strategy in Asia at the time, our principal executed the strategy and spectrum of offshore structures, teams and people to provide both strategic and execution support to client’s CEO and CIO across a global best practices infrastructure of fund formation, compliance framework, operational risk management, […]

Pioneer portfolio manager, of such firms as BNP Paribas, AQR and Magnetar Capital.  Executed fund formation, corporate governance, asset raising, marketing and private fund advisor build-out and on-going support leading to the growth of a successful U.S. strategy specializing in closed end trading funds across teams and people to mange the assets of high net […]

Engaged by global firm AON COO Chicago subsidiary to perform diagnostic review and analysis review across execution and support of $250 Ml AUM launch of an offshore private equity fund of funds structure.

For global Bank of Ireland ICAV structure, quarterbacked the execution of cornerstone strategy for offshore manager of managers structure across fund formation, collaborating with outside counsel, organizational and regulatory framework, sub-advisory relationship, fund manager due diligence, onboarding and operations for spectrum of US and offshore manager strategies to facilitate strategic investor, Guggenheim Asset Management.

Principal facilitated ongoing seed relationships and joint venture, investor due diligence readiness, and ultimate investments by well known re-insurance institutional investors and execution of an offshore CAT bond (insurance linked) strategy and US Investment Adviser structure to facilitate strategy and additional investments.