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Private Markets
Expert possesses 20+ years' track record as a senior private markets (PM) specialist with expertise in independent research and strategy, PM fund structuring and management, fund investments, co- and direct VC and growth investments, and PM portfolio management. Highly recognized…
Portfolio Management, Relationship Management, and Senior Leadership
Expert is highly knowledgeable in real estate investment, development, portfolio management, business development, and the related fields. He is highly knowledgeable in working with others, building teams, driving returns for investors, and helping others grow. He has extensive experience across…
Financial Industry: Investments, Investor Relations, Trading, Capital-Raising, and Equity
Expert is educated in Law, with a strong background in Economics and Politics. He has been actively working in the financial industry for 30 years, starting as a floor trader on the Mexican Stock Exchange and then moving to NY,…
Insurance, InsurTech; Strategy & Innovation
Expert serves as Managing Principal. In this role, he addresses disruption of the traditional insurance industry through a focus on implementing new technologies inside the company to make insurance simple, proactive, and personal. He currently leads the InsurTech practice and…
Applied Accounting, Economics, Financial Analysis, Research, Computer Technology (including Project Evaluation, Historical Credit Risk Assessment, Structured Finance, Restructuring)
Expert has a prestigious 26 years of experience in applied accounting, economic and financial analysis, and research combined with personal computer technology. His major work areas include accounting and financial analysis (including project evaluation, historical credit risk assessment, structured finance,…
Hedge & Private Equity Fund Operational Infrastructure Across Multiple Asset Classes
CEO and COO with 20 years of experience building and managing private equity funds and hedge funds operating across multiple publicly traded investment products, alternative investments, and real estate asset classes, most recently within the Single-Family Residential space. Possess unique…
Financial Planning, Investment Management, Equity Analysis, Financial Advisory
SENIOR INVESTMENT PROFESSIONAL Multi-dimensional industry veteran with over 15 years of experience within investment management, consulting, research analysis, and business development. Team player with a focus on mentoring others and leading an organization by example, through entrepreneurial drive and creativity.
Credit Cards Product Development, Portfolio Management and Business Analytics
Outstanding track record in successfully launching new card products, product development, managing credit card, debit & prepaid card portfolio, negotiation contracts with partners, using analytical tools to develop reports & analyzing the data points to improve business profitability. Key Achievements…
Alternative Investments
Expert has been providing expert witness services for law firms since 2015. He is focused on the financial services and investment management industries and has experience ranging from major Wall Street banks and brokerages to smaller independent advisory firms. His…
Smart City Mobility/Emerging Tech/3G-5G WIFI Wireless/GPS Vehicle Telematics
Extensive telecommunications industry (domestic and international) experience encompassing all aspects of engineering, program/project management, sales support, proposal development, and design of complex telephony-voice, wireless data networks, and GPS-based vehicle telematics. 35 years of extensive senior executive-level experience in the areas…