MANAGING DIRECTOR - VENTURE CAPITAL & PRIVATE EQUITY
Investment professional with 17 years of experience leading venture capital and private equity investments on behalf of Institutions and High Net Worth Families.
Deep understanding of venture capital industry (strategies, structures, players, challenges, and opportunities)
Adept at vetting organizations and teams, evaluating investment strategies and measuring results
Skilled at reviewing legal documents and working with external counsel to identify risks and negotiate terms
Seasoned researcher and analyst - ability to synthesize large volumes of information to form conclusions and recommendations
Strong writer and presenter - good at communicating complex ideas in a simple fashion
Successfully managed hundreds of external relationships - savvy at balancing the need to ask tough questions and fostering a partnership mentality
Trusted colleague and partner, good listener, respectful debater. Desire to help others be successful and do good things
Effective at reporting to an Investment Committee
Managing Director - Venture Capital & Private Equity, 11/2011 to Current Cornerstone Advisors – Bellevue, WA
Source, diligence, and recommend venture capital and private equity fund investments. Present key risks and merits of opportunities to Cornerstone's Investment Committee.
Review and negotiate legal contracts and amendments in conjunction with operational due diligence team and external counsel.
Actively monitor and evaluate portfolio post-investment through frequent interaction with managers, reviewing investment data, and representing Cornerstone at annual partner meetings.
Document and communicate results in a concise and meaningful fashion for diverse audiences.
Develop/maintain strong network of industry players and keep abreast of industry trends.
Author white papers for client consumption and present at client events.
Train and manage junior team members.
Member of Investment & Asset Allocation Committees.
Co-portfolio manager for hedge fund strategies and global public equities.
Director of Investments - Venture Capital & Private Equity, 03/2000 to 11/2010 California Institute of Technology – Pasadena, CA
Promoted from Investment analyst to Investment Associate in 2002 and from Associate to Director in 2006.
Sourced, diligenced and recommended venture capital and private equity investments to Caltech's Investment Committee.
Conducted contract review and negotiated/documented deal terms and amendments.
Developed and implemented effective monitoring procedures and tools for ongoing assessment of portfolio performance. Presented recommendations for any necessary course of action.
Cultivated and maintained key relationships with managers, industry specialists and peers.
Attended partner meetings and served as the Institute's representative on select Advisory Boards.
As a senior member of the investment team, played a key role in vetting opportunities across asset classes (public equities, hedge funds, real estate, fixed income).
Performed research and presented recommendations for various aspects of the overall endowment investment management process including capital market analysis, asset allocation, portfolio construction, liquidity and risk management.
Provided guidance and training to junior staff members.
Bachelor of Arts: Economics and Literary Studies, 1999 Occidental College - Los Angeles, CA
CFA Designation: Completed June 2006 Chartered Financial Analyst Program - Curriculum includes financial statement analysis, portfolio management, corporate finance, asset valuation.
Grantsmanship Training Program: 2010 The Grantsmanship Center -