Drew O'Brien, CAIA

Experience

• 

  Van der Moolen Options USA LLC

  Jan 1996 - Jan 2004

  Assistant Vice-President, Risk and Position Manager

  Equity option trader for over 8 years on the Chicago Board Options Exchange (CBOE).Ran a specialist/Designated Primary Market (DPM) post consisting of between 20 - 30 equity option classes while trading associated equities primarily for hedging.Was in charge of a small staff, including junior traders and clerks; assisted in implementing a trader-training program.

• 

  Fort Hill Capital

  Oct 2004 - Dec 2005

  Trader & Co-Portfolio Manager

  Traded a model-driven, quantitative, volatility arbitrage strategy primarily through the use of listed options.Daily responsibilities included interpreting model outputs vs. market data, actively monitoring daily risk limits and establishing hedges.Led sell-side relationships with prime brokers and broker-dealers.

• 

  NEPC, LLC

  Dec 2005 - Dec 2007

  Senior Hedge Fund Analyst

  Researched and performed due diligence on direct hedge funds for potential client allocations.Worked with consultants preparing research and performance reports for regular client reviews.Participated on an active Alternative Assets Committee.

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  Nokia

  Jan 2008 - Oct 2024

  Responsible for all hedge fund activity for $1B direct portfolio within the Lucent U.S. DB pension plan, including portfolio construction, risk monitoring and ongoing due diligence.Lead all efforts in sourcing new managers and presenting recommendations for inclusion in portfolio while leading quarterly conference calls and onsites with existing managers.Participate in all investment committees, including Public Markets, Private Equity and Real Estate.Managed selection process for hedge fund consultant and performance analytics software package.Member of Asset Allocation, Valuation, Service Provider and Public Market Selection Committees. Show less

  • Director, Investments

    Dec 2019 - Oct 2024

  • Director - Public Markets and Absolute Return

    Jan 2016 - Dec 2019

  • Acting Director - Public Markets and Absolute Return

    Jun 2015 - Jan 2016

  • Senior Manager - Absolute Return

    Jan 2008 - Jun 2015
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  Mercer

  Oct 2024 - now

  Partner, Senior Director of Investment Alternatives