Experience

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  Pershing, bony

  Sept 1998 - Aug 1999

  Treasury interest rate dealer

  Managed Treasury cash balances, liquidity reporting, forecasted UK interest rates and dealt in London money markets for the largest LSE clearing member.

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  London capital

  Sept 1999 - Dec 2004

  Hedge fund derivatives portfolio manager

  Internal hedge fund and one of the largest members (by volume) of the EUREX & LIFFE exchanges. Traded derivatives on UK/EU interest rate and sovereign bonds with a focus on duration neutral Relative Value arbitrage strategies (e.g. Calendar Spreads, Yield Curve Spreads, Butterfly Spreads etc). Conducted fundamental, technical and quantitative research across all asset classes.Achievements- Consistently profitable fixed income derivative trader managing $2bn notional of sovereign exposure and most consistent firm trader (100% positive mths) with an attractive hit rate (>60% profitable trades). Show less

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  Feri institutional advisors

  Jan 2005 - Mar 2007

  Alternatives investment director

  FERI is the leading German investment consultant and advises clients, with over $250bn AuM, on asset allocation. FERI Institutional Advisors (FIA) manages investable hedge fund indices and customized fund of fund mandates for European institutions. A highly strategic role covering; Senior HF Analyst managing three Strategy Analysts, Portfolio Management (including portfolio construction and risk management), member of the Investment Committee and Client Liaison. Achievements- Helped build the leading German alternatives business, raising hedge fund AuM fourfold from $300mn to over $1bn- Launched best performing German hedge fund of funds with Threadneedle, returning 7.6% 2005 & 10.8% 2006 (USD) and was HFR nominee for best European FoHF 2006 - Managed ARIX composite index, a leading investable global hedge fund index, which returned 9.4% 2005 & 12.6% 2006 (USD). Added over 200 basis points through a Portable Alpha Overlay. Show less

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  Prime capital

  Apr 2007 - Apr 2009

  Head of alternative asset research

  Head hunted to build out the asset management capabilities of Prime Capital, a specialist alternative asset manager set-up by Wolfgang Stolz (ex-head UBS Equity Derivatives) and seeded by German insurer Gothaer. Prime was focused on managing customized alternative allocations on behalf of German institutional investors. - Head of Fund Selection: managed a team of 7 Fund Analysts.- Qualitative and Quantitative Due Diligence, including investment sourcing, fund review and rating, backgound checks and investment monitoring - Portfolio Construction and Risk Management; Beta and Alpha measurements (non-linear Regression analysis), drawdown and extreme loss risk (Stress Testing & Scenario Analysis) and reverse portfolio optimization risk budgeting approach (Black Litterman)- Managing key hedge fund relationships, including negotiating commercial terms, generating six-figure annual revenues- Member of the Investment Committee (Head Research): proprietary macroeconomic and strategy research- Formulating, researching, designing and implementing new investment conceptsAchievements* Head-hunted to set up Prime's Asset Management business from inception, managing in excess of $2bn in alternative investments. Created investment infrastructure and processes* Identified RE/Structured Credit bubble (06), undervaluation Equity Volatility (07), European Divergence (beg-08), US Reflation (end-08) and opportunities Credit/Convertibles (09) * Successfully preserved capital on investment allocation in 2008 with the introduction of real diversification (Insurance, Synthetic Banking) and hedging (Volatility) strategies Show less

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  Saudi aramco

  Jul 2010 - Jul 2018

  Head of portfolio management (cio)

  Hired to build out Saudi Aramco asset management platform with a focus on alternative assets including Hedge Funds, Private Markets (equity and credit) and Real Assets (real estate, infrastructure and agriculture). - Head of Portfolio Management: successfully managing multi-asset portfolios (traditional and alternative assets) across Pension Plans, Savings Plans, Captive Insurance assets with oversight of Saudi Arabian Endowments. Added substantial value through strategic asset allocation, tactical asset allocation, interim deployment and manager selection. - Head of Alternative Assets: set-up alternatives platform establishing allocations / manager structure and defining the processes, governance and infrastructure. Top decile hedge fund and risk parity program with top quartile Private Market (EQ & Credit) and Real Asset (RE, Infra & Agr) portfolios - Chair investment meetings, represent company's investment division externally, undertake strategic division review, influence key internal / external stakeholders.- Training: internal training and development of highly educated local staff Show less

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  Border to coast pensions partnership

  Sept 2018 - Jan 2022

  Chief investment officer (cio)

  Border to Coast Pensions Partnership (BCPP) is the largest UK government pension pool and was established in 2018. Border to Coast oversees the pensions assets of 11 underlying local government schemes, bringing together £55 billion investments. Hired investment team, established investment and risk management processes (including integration of ESG / RI) and managed launches of multiple projects. We managed 9 funds across Internal and External Pubic Equities & Fixed Income and 4 Alternative asset investment sleeves. BCPP was awarded UK pension pool of the year in 2019 & 2020. Show less

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  Uk infrastructure bank

  Feb 2022 - Mar 2023

  Senior advisor

  Helped set-up new UK Policy Bank and define the investment strategy to support the UK energy transition infrastructure needs across both equity fund and direct investments in key targeted sectors (Green Hydrogen, OSW enabling infra, Renewable co-location, Storage, Heat Networks etc.)

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  Calpers

  Apr 2023 - now

  Deputy chief investment officer, head of private markets

  Key investment executive overseeing $500+bn pension plan with line management responsibility for over $150bn across our Private Equity, Private Credit, Real Estate & Infrastructure allocations.