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 Expert  727309

Expert in Hedge Funds, CTAs, Fund of Funds, Alpha Transport, Fund-linked Products, Portfolio Construction

Available for your Consulting and Expert Witness Needs

United Kingdom
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 


Pioneer/early developer of tactical asset allocation overlay programmes, managed accounts platforms, multi-manager portfolio management, hedge fund-linked structured products, fund and securities structures/wrappers and institutional processes for managing alternative investment portfolios.

Specialities: Alternative Investments

- Hedge funds and CTAs - Due diligence - Portfolio construction - Research, trading & risk management - Managed accounts platforms - Quantitative and qualitative analysis - Structured finance related to alternative investments - Financial engineering - Structured transactions - Alpha transport - Tactical asset allocation / risk overlays


derivative (finance)


futures (finance)


futures hedging


hedge fund






investment management


option (finance)


pension fund




portfolio management

Show Secondary and Basic Areas of Expertise

Year   Degree   Subject   Institution   Honors
1986   BSc   Physics   Queen Mary College, University of London   Honours

Work History:
Years   Employer   Department   Title   Responsibilities

2008 to





Owner - Director


Investment consultant specialising in alternative investments, strategic asset allocation, tactical asset allocation, transparent alpha transport.

2006 to 2008


ThomasLloyd Global Asset Management





Responsible for overseeing the Group's USD 1.7 billion asset management activities and actively involved in the development of the firm's alternative investments activity, establishing team, systems and institutional investment process for managing hedge fund and managed accounts, rated AA- by an independent investment consultant – process includes bottom-up manager due diligence, quantitative analysis, portfolio construction, structured finance, product creation/structuring and marketing.

2003 to 2005







Managed accounts platform venture.

2001 to 2002


Bank of America


Structured Securities Group, London




Originating and engineering structured products linked to hedge funds and portfolios of hedge funds, including principal protected notes, options, swaps with key client relationships in the alternative investments industry.

2000 to 2001


Dresdner Klienwort Wasserstein, London


Alternative Investments Group


Head of Research


One of the founder members of the fund-linked team, responsible for originating and structuring hedge fund-linked products.

1994 to 2000


BNP Paribas Asset Management



Head of Alternative Investments


Responsibilities included managing absolute return mandates using a proprietary trading programme investing in futures and options combinations strategies, managing proprietary funds, managing multi-manager portfolios, conducting manager due diligence on behalf of the Bank, pioneering structured products linked to hedge funds and establishing a managed accounts platform.

1989 to 1994


Lazard Investors



Head of Derivatives Trading


Founded a dedicated alternative investments team in London, whose principal activities involved managing tactical asset allocation overlays and trading programmes through derivatives strategies for institutional investors including pension funds, insurance companies and commodity pool operators. Also established and managed one of the first open-ended umbrella global stock index tracker funds utilising an optimisation approach.

Career Accomplishments:

Member of the Securities & Investment Institute, UK (MSI)

Publications and Patents Summary

Three publications: tactical asset allocation; derivatives trading and alternative investments

Consulting Services:
Selected Consulting Examples:
  • Worked with a Tier-1 insurance company to construct a portable alpha transport programme.
  • Mandated by a MNC to advise on strategic asset allocation and manage a tactical asset allocation overlay through futures and options strategies.
  • Pioneered the fund derivatives business for a leading investment bank, writing the first fund-linked option and managing risk overlay strategies.
  • Developed proprietary models for portfolio construction, risk management and trading.
  • Pioneered the implementation of institutional investment structures to mitigate non-investment risks of allocating to third party investment managers.
Recent Client Requests:
  • Financial investment expert for start up companies.
  • Mutual fund expert for consulting on existing oil wells business funds.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Recent Litigation Client Requests:
  • Expert in hedge funds for litigation involving funds to funds and use of Leverage.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
2006 to 2008   Switzerland   Established an investment office for a family office.

Language Skills:
Foreign Language   Description
English   Mothertoungue

Market Research:
At the forefront of the alpha generation industry and its application to sophisticated instiutional investment portfolios.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.


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