Seasoned portfolio manager, and co-author of award-winning research on Canadian hedge fund industry, with over 18 years experience and almost a decade focused on alternative investments. Dedicated to incorporating industry best-practices in operational due diligence, investment and manager selection, portfolio construction and ongoing portfolio monitoring. Committed to facilitating investment success and confident decision-making through a collaborative approach.
To continue to deliver consistent returns for an institutional or private investor seeking to benefit from proven expertise in both traditional and alternative investments, with a focus on reduced volatility and low correlation to traditional investments realized through prudent, cost-effective portfolio allocation across the spectrum of alternative investments.
Accomplished [Job Title] with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Performance-driven Vice President with [Number] years of experience aligning systems with business requirements, policies, and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Results-driven [Job Title] with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Talented Vice President with excellent employee development, customer service and analytics skills coupled with more than [Number] years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.
Professional executive with comprehensive experience and readiness to excel in senior leadership. Skilled in strategic planning, team collaboration, and driving business growth. Renowned for adaptability, effective communication, and problem-solving. Adept at optimizing processes, enhancing productivity, and leading high-performing teams to achieve measurable results.
Multi-talented Senior Executive knowledgeable about sales, operations, and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Driven [Desired Position] with track record of leading high-impact initiatives and optimizing business processes. Adept at fostering strategic partnerships and guiding cross-functional teams to achieve organizational goals. Demonstrated ability to leverage critical thinking and problem-solving skills to drive innovation and growth.
Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Chartered Alternative Investment Analyst (Current)
Certified Financial Planner (Former)
Canadian Investment Management Certificate