Nicolas Amato, CFA, CAIA

Experience

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  Merrill Lynch

  Jun 1998 - Jul 2001

  Associate Vice President

  A small satellite yet still part of a large and resource-rich organization, the Buenos Aires Merrill Lynch office provided me a comprehensive overview of sell-side processes and the overall finance industry, and broad initial exposure to different asset classes.While at Merrill Lynch, I interacted with our Investment Banking team as part of a public shares tender-offer we worked through the local exchange, created an ADR/local shares arbitrage model that was used daily on the trading desk, participated in local Government Treasury short-term debt auctions, performed daily FX transactions to cover our office’s settlement needs, and executed equity trade orders for local institutional clients. Show less

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  Dorchester Capital Advisors

  Jan 2004 - Jan 2014

  Partner, Portfolio Manager, Head of Research & Risk Management

  Dorchester Capital Advisors is an Alternative Investments Manager founded in 2002 that manages portfolios of hedge funds, secondaries, and private equity investments in commingled and separately managed accounts.For some people, ten years of experience in one firm is really one year of experience repeated ten times. Not so for me at Dorchester. I transitioned and evolved through many roles and experiences as I helped grow the business from $250 million when I joined in 2004, to its peak of $1.7 billion in 2008, and its $1 billion firm-wide assets under management at the time of my departure in 2014.The decade of practical experience under the direct tutelage of two former value-oriented hedge fund managers (founders of Dorchester) combined with my academic and theoretical background (CFA, CAIA, MBA, Masters in Finance) create a powerful combination of qualitative and quantitative skills that leverage the overall value I can bring to an investment management firm. Show less

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  Wilshire Associates

  Jun 2015 - May 2018

  Managing Director

  Head of Alternatives Portfolio Management and Manager ResearchWilshire Funds Management GroupWilshire Funds Management (WFM) is the global investment management business unit of Wilshire Associates. My role was to direct all of WFM Alternative Investments activities and manage our Alternative Investments Portfolios. I also led our Alternatives Research team, which focused on Hedge Funds, Liquid Alternatives and Risk Premia strategies, while building portfolios that combine these investment Strategies. Show less