Portfolio Manager with extensive experience running more than $1 Billion GMV at large firms including Pictet Asset Management and Pequot Capital Management. Sector focus in healthcare with experience across all sub-sectors and specialization in medical devices and healthcare services. Experience running market neutral long/short, traditional levered long/short, emerging markets, special situations, structured transaction and direct investment strategies. Leverage data analytics and financial modeling to optimize returns and identify emerging opportunities in global financial markets. Successful in marketing to Institutional, Endowment, Sovereign Wealth, and UHNW Individual clients.

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Experience

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SENIOR PORTFOLIO MANAGER, CANDRIAM

June 2023- January 2024, Brussels BE

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• Lead portfolio manager Candriam Equities L Lifecare Fund (CALLIUA.LX) $700 million ESG article 8 global healthcare fund.

• Managed all aspects of investment, team, internal portfolio construction, risk, and marketing.

• Create presentations and update material and regularly communicate performance, positioning, and overall strategy to risk committee, management committee, and marketing professionals.

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SENIOR PORTFOLIO MANAGER, GLOBAL EQUITIES-HEALTHCARE, PICTET ASSET MANAGEMENT

February 2021-February 2023, Geneva CH

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• Co-Head of public markets market neutral global long/short healthcare fund actively managed a portfolio of global healthcare equities with over EUR 1 billion market exposure.

• Responsible for evaluating, analyzing, initiating, and managing, public market healthcare investments in North America, Europe, and Asia.

• Create custom derivative sub sector hedge “baskets” to eliminate factor-based risk in sub sectors of portfolio.

• Create presentations and update material and regularly communicate performance, positioning, and overall strategy to risk committee, management committee, and marketing professionals.

• Establish relationships with brokers and service providers.

• Conduct pre-IPO due diligence and communicate perspectives on positioning and valuation of potential IPO candidates in North American, Europe, and Asia geographies to brokers.

• Participate in IPO and secondary transactions across healthcare sector.

• Work closely with thematic long-only portfolio managers to coordinate productive healthcare investment efforts across platforms.

• Liaised and worked closely with macro and generalist portfolio managers at the firm on the macro healthcare environment, trends, and investment ideas.

• Served as primary pharmaceutical analyst, medical technology analyst, and healthcare services analyst.

• Responsible for analysis of equity and derivative investment opportunities across the worldwide pharmaceutical, medical technology, life science tools, and healthcare services sectors.

• Collaborate with Head of total return global equities healthcare to determine thematic macro backdrop within subsectors of healthcare to build portfolio designed to capture secular tailwinds within the sector.

• Structured and participated in complex secondary market transactions and financings.

• Managed team of sub-sector analysts.​

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CHIEF INVESTMENT OFFICER, CROSSOVER CAPITAL LLC

January 2012- October 2020, New York, NY​

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• Founded Crossover Healthcare LLC with Dr. Faraz Naqvi-investment firm with a dual portfolio approach comprised of a liquid long/short fund and an illiquid fund that invests in private equity, small cap, distressed, and structured special situations.

• Work to discover, create, or develop the next generation of market leaders in pharmaceutical, biotechnology, medical device, and healthcare services companies to make a meaningful contribution and positive social impact through the development of healthcare resources in our target geographies.

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FOUNDING PARTNER, EPEIUS ASSET MANAGEMENT

September 2009- January 2011, New York, NY

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• Attempted to launch a small cap healthcare focused special situations fund. The initial outside capital raise was unsuccessful due to market conditions.

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MANAGING DIRECTOR, HEAD OF PUBLIC HEALTHCARE INVESTMENTS, PEQUOT CAPITAL MANAGEMENT, LLC

January 2002- August 2009, New York, NY

 

• As of January 2006, responsible as co-portfolio manager and then sole portfolio manager for $2 billion Pequot Healthcare Fund, Pequot Healthcare Offshore Fund, Pequot Healthcare International Fund.

• Responsible for evaluation, initiation, and hedging of public and private equity and credit investments in North America, Europe, and Asia.

• Actively market the funds to institutional and individual clients and prospects in the U.S, Europe, Japan, and Middle East, including Sovereign Funds, University Endowments, and State Pension Funds.

• Managed a team that included four sector analysts, a research associate, and two dedicated traders.

• Liaised and worked closely with macro and generalist portfolio managers at the firm on the macro healthcare environment, trends, and investment ideas.

• Identified healthcare as an under-developed investment sector in Emerging Markets including India, South Korea, Hong Kong, Singapore, Malaysia, Indonesia, Poland, Czech Republic, Hungary, and Croatia.

• Conceptualized and leveraged internal platform to create, raise, and launch $200 million Pequot Emerging Markets Healthcare Fund- the first ever hedge fund dedicated to healthcare in the emerging markets.

• Sourced and managed healthcare infrastructure and distressed investments in the United States and Asia.

• Served as primary pharmaceutical analyst, biotechnology analyst, and healthcare services analyst for Pequot Healthcare and Emerging Markets Healthcare funds, responsible for analysis of equity, debt, and derivative investment opportunities across the worldwide pharmaceutical and biotechnology sectors.

• Identify cyclical and secular trends in the healthcare sector and work closely with other team members to translate trends into viable investment opportunities in North American, European, and Asian markets.

• Joined in January 2003 as Vice President and Pharmaceutical/Specialty Pharmaceutical analyst. Promoted three times in three years. Promoted to Managing Director in December 2006.

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SENIOR ANALYST, SANDS POINT CAPITAL MANAGEMENT LLC

January 2001-February 2002, New York, NY

 

• Senior analyst at $250 million healthcare hedge fund. Responsible for portfolio of 80 equities across healthcare sub-sectors including: domestic and international large-capitalization pharmaceuticals, specialty pharmaceuticals and generic drugs, healthcare services, biotechnology, and medical devices.

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Education

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• COLUMBIA BUSINESS SCHOOL

       New York, NY

       MBA

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• UNIVERSITY OF VERMONT

       Burlington, VT

       BA, Economics

       BA, English