Marketing & Investor Relations - Kerrisdale Partners L.P. - New York, NY
(2026-05)
- Manage NY investor relations, fundraising campaigns, fund marketing and prospective LP pipeline development for $490 fundamental long/short equity hedge fund with 38% YTD returns.
- Position Kerrisdale's differentiated approach to identifying idiosyncratic market mispricing through forensic, bottom-up fundamental research, concentrated investing and research activism.
Head of Investor Relations - Second Alpha Partners - New York, NY
(2024-02 - 2025-06)
Resigned amid external investigations pertaining to portfolio company and suspension of fundraising campaign.
- Lead a $400M capital raise, with a $103M First Close, by sourcing and cultivating relationships with institutional LPs, family offices, RIAs and fund-of-funds while managing all aspects of investor outreach and fundraising strategy.
- Managed existing LP relationships oversaw quarterly reporting, performance updates, and addressed investor inquiries throughout the fundraising cycle.
- Built Fund VI data room, prepared DDQ, PPM, RFPs and reported weekly engagement.
- Expanded the firm's global presence through events, marketing, and thought leadership initiatives, including conferences, roadshows, interviews and curated roundtables.
- Orchestrated the firm's Annual Investor Day and exclusive LP networking events, strengthen relationships through curated receptions and targeted allocator engagements.
- Developed SPV structured co-investment opportunities and manage private capital relationships, leveraging pre-established networks to enhance deal flow and capital formation.
VC Emerging Manager and SPV Block Offerings - Independent Contractor - New York, NY
(2025-08 - 2026-05)
- Consult various EM, VC, SPV Secondary and Partners Fund vehicles with capital formation and investor relations objectives.
- Advising continuous capital sourcing and fund structuring; build out infrastructure with clear targeted pipeline of prospective LPs identified, targeted, introduced and organized in custom infrastructure.
- Produce marketing materials and hosted industry events featuring select founders, allocators and industry leaders.
Board Member: Director of Investor Relations - Virality Intelligence - Calgary, Canada
(2025-06)
AI driven online behavioral intelligence platform leveraged by hedge funds and Fortune 500 companies. IP detects early narrative inflection points and amplification online through the study of inorganic engagement patterns to organic users.
- Advise the team through our seed round ($3.5M target, $30M pre-revenue valuation) which includes investor introductions, positioning, marketing material and diligence.
Associate, Capital Advisory Group - J.P. Morgan - New York, NY
(2021-05 - 2023-03)
- Advised alternative investment managers on capital raising, investor targeting, and strategic roadshows.
- Managed relationships across 600+ allocators and 400+ managers, specializing in Endowments, Pensions, Family Offices while securing consistent PB mandates emerging managers.
- Produced industry reports on asset allocation flows and thematic insights, distributed across all verticals of the investment bank and respective clients.
- Developed analytical materials and insights to support fundraising and capital formation.
- Led investor events, allocator roundtables, and conferences.
- Facilitated investor introductions, portfolio analysis, and fund positioning with a particular focus on marketing material feedback and re-calibration.
Associate - Blue Dunes Growth - New York, NY
(2020-03 - 2021-05)
- Co-sourced proprietary M&A opportunities for tech companies ($200-$5B) and their sponsors, identified non-auction add-on acquisitions ($10-$100M).
- Developed a success-fee based pipeline of strategic targets.
Analyst, Equity Sales - Cowen - New York, NY
(2018-05 - 2020-01)
- Managed client coverage for 80+ hedge fund and mutual fund accounts, facilitated trade execution, research distribution, and corporate access.
- Strengthened client relationships through targeted sales strategies, corporate events, and investor engagements.
- Coordinated allocation strategy for equity offerings, prioritized clients based on engagement, trading activity, and long-term value.
- Organized Non-Deal Roadshows and analyst briefings, delivered actionable insights to ECM and respective banking coverage.
- Supported the Cross-Asset desk buildout and facilitated strategic introductions.
- Handled ongoing client requests and coordinated distributions, communications, and model updates between sales traders and tiered priority accounts.
Research Assistant to Head of Trading & Portfolio Managers - Folger Hill Asset Management - New York, NY
(2016-06 - 2018-04)
- Collaborated on fundamental analysis with respective investment teams, attended conferences, roadshows, and corporate meetings on behalf of portfolio managers.
- Managed relationships with corporate access across sell side firms, liaised with equity sales, and evaluated opportunities, which led to indications on block trades and secondary offerings.
- Aggregated and analyzed investor event data, broker vote activity, and due diligence on external meetings, including expert consultations and idea sessions in tandem with CCO.
- Conducted research to enhance the proposal of investment decision-making, ensuring portfolio managers had timely market insights including utilization of niche data scraping to quantify trends.
- Assisted Business Development in screening candidates, conducting initial calls, and maintaining recruiting pipelines and evaluations to source investment talent to respective portfolio managers.
