Reorganized hedge fund platform allowing expansion of flagship hedge fund and addition of new managed accounts, positioning the firm for desired exit transaction for management
Provided strategy to investment bank on derivatives technology and clearing offerings
Evaluated derivatives clearing options for a hedge fund and implemented a robust and cost effective structure including documentation and SEF connectivity
Advised hedge funds on options, costs, and negotiations in search for new Prime Broker
Acted as Interim-COO for a new hedge fund launch
Vetted proposed mutual fund platform partner including structure, cost, and operational considerations
Created a risk management framework for a broker-dealer including daily risk reporting, risk policies and escalation procedures, and Risk Committee structure
Designed and implemented a governance model for a hedge fund including fund administration oversight and compliance program
Advised large pension consultant on platform acceleration and new business opportunities
Counseled hedge fund management on stabilization of firm during crisis including relationships with investors and strategic partners
Advised start-up hedge funds on strategic positioning, marketing materials, prime brokerage selection, and funding and seeding strategies
