Your Name
Summary
Investment professional with 17 years of experience leading venture capital and private equity investments on behalf of Institutions and High Net Worth Families.
Overview
24
24
years of professional experience
Work History
Managing Director - Venture Capital & Private Equity
Cornerstone Advisors
11.2011 - Current
- Source, diligence, and recommend venture capital and private equity fund investments. Present key risks and merits of opportunities to Cornerstone's Investment Committee.
- Review and negotiate legal contracts and amendments in conjunction with operational due diligence team and external counsel.
- Actively monitor and evaluate portfolio post-investment through frequent interaction with managers, reviewing investment data, and representing Cornerstone at annual partner meetings.
- Document and communicate results in a concise and meaningful fashion for diverse audiences.
- Develop/maintain strong network of industry players and keep abreast of industry trends.
- Author white papers for client consumption and present at client events.
- Train and manage junior team members.
- Member of Investment & Asset Allocation Committees.
- Co-portfolio manager for hedge fund strategies and global public equities.
Director of Investments - Venture Capital & Private Equity
California Institute Of Technology
03.2000 - 11.2010
- Promoted from Investment analyst to Investment Associate in 2002 and from Associate to Director in 2006.
- Sourced, diligenced and recommended venture capital and private equity investments to Caltech's Investment Committee.
- Conducted contract review and negotiated/documented deal terms and amendments.
- Developed and implemented effective monitoring procedures and tools for ongoing assessment of portfolio performance. Presented recommendations for any necessary course of action.
- Cultivated and maintained key relationships with managers, industry specialists and peers.
- Attended partner meetings and served as the Institute's representative on select Advisory Boards.
- As a senior member of the investment team, played a key role in vetting opportunities across asset classes (public equities, hedge funds, real estate, fixed income).
- Performed research and presented recommendations for various aspects of the overall endowment investment management process including capital market analysis, asset allocation, portfolio construction, liquidity and risk management.
- Provided guidance and training to junior staff members.
Education
Bachelor of Arts - Economics and Literary Studies
Occidental College
Los Angeles, CA1999
CFA Designation - undefined
Chartered Financial Analyst Program
Grantsmanship Training Program -
The Grantsmanship Center
2010
Timeline
Managing Director - Venture Capital & Private Equity
Cornerstone Advisors
11.2011 - Current
Director of Investments - Venture Capital & Private Equity
California Institute Of Technology
03.2000 - 11.2010
Bachelor of Arts - Economics and Literary Studies
Occidental College
CFA Designation - undefined
Chartered Financial Analyst Program
Grantsmanship Training Program -
The Grantsmanship Center
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