Independent Consultant
Nov 2005 - Mar 2007
Los Angeles, CA
- Provided investment advice for a small circle of individual high net worth clients with regards to their wealth holdings, investment guidelines and evaluation of external manager performance.
- Worked with private capital investors seeking to launch a private equity hedge fund focused on acquisitions of alternative investment management firms. Reviewed and selected manager candidates, developed investment and acquisition guidelines, supervised advisory registration.
- Advised one corporate client on possible roll-out of a “transportable alpha” strategy intended as a value-added service for their existing institutional client base.