Bill Whale, CFA, CAIA, CIPM

Experience

• 

  Fulton Bank

  May 2013 - Aug 2013

  Bank Teller

  • Became the top credit card salesman in the Fulton Financial Corporation.

• 

  Your Insurance Group

  Jul 2014 - Oct 2014

  Senior Associate

  • Completed training and became certified to sell fixed annuities and life insurance policies.

• 

  Corbin's Footwear

  Aug 2015 - Dec 2015

  E-Commerce and Finance Associate

  • Built and optimized an e-commerce website specializing in dropshipping shoes, work clothing and other apparel - corbinsfootwear.com• Created and implemented a marketing plan that utilized the Google Merchant store as well as Google and Facebook ads.• Owner retired the business and the website in 2019

• 

  ARK Wealth Management

  Dec 2015 - Jan 2016

  Equities Research Analyst

  • Researched all funds managed by Flexible Plan Investments and made recommendations for client portfolios based on funds with outstanding risk-adjusted-returns, alpha, sharpe ratio, standard deviation, etc.

• 

  Stern Properties, Inc.

  Jan 2016 - May 2016

  Property Securitization Consultant

  • Created real estate valuation model, website, marketing plan, and investor supplemental information and forms in order to market real estate and associated contracts with home-buyers and/or tenants to prospective investors.

• 

  PFM Asset Management LLC

  Jun 2016 - Oct 2024

  • Provides manager research, including recommendations and ongoing monitoring, for all alternative strategies utilized by both traditional consulting and OCIO clients.• Oversees over $1.5 billion in alternative investments (not including commitments) invested in over 90 alternatives funds that invest across all major sub-asset classes of alternatives such as private equity, private debt, real estate, hedge funds, other real assets including infrastructure, etc.• Employs a mixed approach for allocating to alternatives that combines top-down sub-asset class and strategy preferences with bottom-up available funds to identify alternatives funds to be approved to Alternatives platform for client's ongoing commitments.• Builds key Alternatives Research Team tools including the Alternatives Database, Alternatives Research Manual.• Leads the development of PFM Asset Management's Strategic Alternatives Asset Allocation, a private capital approach to alternatives designed for institutional investors with long-term time horizons.• Leads development of Alternatives-related client and internal communication including RFP responses, marketing decks, etc.• Creates and co-leads Quarterly Internal Alternatives Webinar for PFM Asset Management client managers.• Educates clients and colleagues on the value of alternatives including the importance of including various sub-asset classes of alternatives in an alternatives sleeve in order to maximize diversification and the portfolio's risk-adjusted return. • Led first client allocations to private debt and infrastructure in 2018.• Continues to focus on private debt, private equity, venture capital, credit hedge funds, and infrastructure as particular areas of opportunity for PFM clients.• Maintains the firm's strategic and tactical allocations to the underlying sub-asset classes of alternatives within our client's diversified portfolios by systematically introducing new funds over time, particularly illiquid alternatives. Show less • Provided manager research, including recommendations and ongoing monitoring, for all alternative strategies utilized by both traditional consulting and OCIO clients.• Oversaw $970 million in alternative investments (not including commitments) invested in 98 alternatives funds that invest across all major sub-asset classes of alternatives such as private equity, private debt, real estate, hedge funds, other real assets including infrastructure, etc.• Educated clients and colleagues on the value of alternatives including the importance of including various sub-asset classes of alternatives in an alternatives sleeve in order to maximize diversification and the portfolio's risk-adjusted return. • Led first client allocations to private debt and infrastructure in 2018.• Focused on private debt, private equity, venture capital, credit hedge funds, and infrastructure as particular areas of opportunity for PFM clients.• Maintained the firm's strategic and tactical allocations to the underlying sub-asset classes of alternatives within our client's diversified portfolios by systematically introducing new funds over time, particularly illiquid alternatives. Show less

  • Global Alternatives Manager

    Feb 2021 - Oct 2024

  • Senior Research Analyst

    Jul 2018 - Feb 2021

  • Research Analyst

    Dec 2017 - Jun 2018

  • Analyst, Investment Services

    Jun 2016 - Nov 2017
• 

  U.S. Bancorp Asset Management

  Oct 2024 - now

  Global Alternatives Manager

  • Provides manager research, including recommendations and ongoing monitoring, for all alternative strategies utilized by both traditional consulting and OCIO clients.• Oversees over $942 million in alternative investments (not including commitments) invested in over 90 alternatives funds that invest across all major sub-asset classes of alternatives such as private equity, private debt, real estate, hedge funds, other real assets including infrastructure, etc.• Employs a mixed approach for allocating to alternatives that combines top-down sub-asset class and strategy preferences with bottom-up available funds to identify alternatives funds to be approved to Alternatives platform for client's ongoing commitments.• Builds key Alternatives Research Team tools including the Alternatives Database, Alternatives Research Manual.• Leads the development of US Bancorp Asset Management's (USBAM) Strategic Alternatives Asset Allocation, a private capital approach to alternatives designed for institutional investors with long-term time horizons.• Leads development of Alternatives-related client and internal communication including RFP responses, marketing decks, etc.• Creates and co-leads Quarterly Internal Alternatives Webinar for USBAM client managers.• Educates clients and colleagues on the value of alternatives including the importance of including various sub-asset classes of alternatives in an alternatives sleeve in order to maximize diversification and the portfolio's risk-adjusted return. • Led first client allocations to private debt and infrastructure in 2018.• Continues to focus on private debt, private equity, venture capital, and infrastructure as particular areas of opportunity for USBAM clients.• Maintains the firm's strategic and tactical allocations to the underlying sub-asset classes of alternatives within our client's diversified portfolios by systematically introducing new funds over time, particularly illiquid alternatives. Show less