INVESTMENT ADVISORY SERVICES

We provide customized advisory services designed to align investments with each client’s specific goals, leveraging both conventional and alternative strategies to unlock unique opportunities.

As a Board/Investment Committee member, your organization will gain from my extensive expertise with investment-related companies, pension funds, and trusts. I offer a proven track record and profound understanding of board governance, further fortified by valuable insights acquired through the ICD.D program. 

With a proven track record in strategic and dynamic investment decision-making as the Chief Investment Officer of a large Pension Fund, I offer guidance aimed at optimizing investment portfolios. My advice is centered on leveraging current market insights, managing risks effectively, and aligning investments with specific goals and objectives.  

A conventional approach to investment strategies and managers typically yields conventional results. Based on my experience, while conventional methods are straightforward to implement, success in considering alternative strategies or private market investments demands an unconventional approach. My advisory services are geared towards delivering substantial value by advising on alternative and private market investment strategies and funds. 

Drawing from over three decades of management and advisory experience, including Chief Investment Officer of a major pension fund, I offer strategic investment advice tailored to asset management organizations. My expertise includes assessing and advising on investment solutions, understanding institutional investor needs, and providing insights into opportunities for growth.