Lyndsey A. McLaughlan
*** ******** **. ( Denver, CO ( 80206 ( 303-***-****(h) (626) 367-
9322(c) ( *****************@*****.***
Experienced investment professional with more than 15 years of proven
leadership, investor relations, marketing and client servicing expertise.
Maintains prudent knowledge of the overall investment industry and the
financial markets. Proven interpersonal skills-a team player, a results-
oriented professional, strong communication and organizational skills-
combined with creativity and sound judgment to effectively monitor and
manage a company's investment portfolio. Key skills include:
Investor Relations Institutional Sales Financial Analysis
New Business Development Investment Management Research
Client Servicing Due Diligence RFP/Proposal Writing
PROFESSIONAL EXPERIENCE
PATHWAY CAPITAL MANAGEMENT, LLC, Irvine, CA, Feb. 98-Dec. 08
A specialized global private equity investment firm with more than $26
billion in assets under management. Clients included some of the largest
corporate and public pension plans, government entities, and financial
institutions in North America, Europe, and Asia.
SENIOR ASSOCIATE-CLIENT SERVICES, Jan. 03-Dec. 08
. Reported directly to senior management, and assisted in
managing the firm's marketing and new business
development.
. Strengthened existing client relationships, developed new relationships
with potential clients and various investment firms worldwide.
. Maintained the firm's client presentation database, and generated new
and existing client presentations.
. Assisted in the capital raising process, and ultimately secured more
than $10 billion dollars in fund-of-fund assets.
. Managed the entire RFP process which included writing numerous
investment proposals while adhering to tight deadlines, ensuring
compliance, working with various investment consultants, managing
multiple projects, and submitting comprehensive, detailed, and
innovative proposals
. Maintained and actively updated the firm's CRM database.
. Conducted extensive due diligence and research on investment
managers/consultants/advisors, and private equity partnerships.
. Researched, analyzed, and compiled extensive qualitative and
quantitative data, and prepared extensive reports for senior management.
. Ensured investment compliance, and acted as a liaison with
custodians, consultants, and investment managers.
. Developed and prepared confidential and accurate internal company
information on a quarterly basis.
. Calculated firm wide quarterly composite performance, while ensuring
accuracy and compliance with GIPS, and the SEC.
ASSOCIATE, Feb. 98-Dec. 02
. Reported to a senior partner, and handled all investment
monitoring and due diligence.
. Oversaw day-to-day management of three long-term client
relationships, including Pathway's largest client, a
public pension fund with more than $9.2 billion in private
equity assets.
. Processed daily capital calls, cash and stock
distributions, and tracked quarterly partnership
valuations.
. Reviewed and monitored limited partnership agreements for
compliance and ensured risks were mitigated.
. Developed client strategic plans, which included portfolio
construction and asset allocation modeling.
. Researched and conducted quantitative and qualitative
investment analyses on private equity opportunities.
. Analyzed, monitored and maintained Pathway's various
proprietary databases, which tracked more than 375 limited
partnerships, and over 8,000 portfolio companies.
. Ensured compliance with each client's long-term investment
philosophy and asset allocation.
. Calculated quarterly client performance, and prepared
detailed monthly, quarterly, and annual reports.
LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOC., Pasadena, CA, Aug. 91-Jan.
98
LACERA administers and manages the retirement fund for the County of Los
Angeles, and is the largest county retirement fund in the U.S.
SENIOR INVESTMENT ANALYST / INVESTMENT ANALYST
. Reported directly to the senior investment officer of
private equity, and assisted in co-managing LACERA's $1.5
billion private equity portfolio.
. Ensured compliance with LACERA's investment managers and
consultants.
. Assisted in the development of investment policies and
long-term strategic investment plans.
. Researched, and conducted extensive due diligence and
presented opportunistic private equity partnerships to
LACERA's Board of Investments.
. Conducted investment manager searches, and performed
extensive quantitative analysis on these searches.
. Maintained on-going working relationships with GPs, LPs,
Advisors, and industry leaders.
. Actively participated and spoke at industry forums,
conferences and seminars.
. Oversaw and monitored LACERA's $120 million Member Home
Loan Program with GMAC.
. Instrumental in preparing total fund quarterly performance
measurement reports.
. Developed, researched, and prepared a "Quarterly Economic
Report" for the Board and investment staff.
. Monitored LACERA's equity, fixed income, real estate and
alternative investment managers for contract compliance
and conformance with fiduciary standards.
EDUCATION
University of Southern California, Los Angeles, CA ~ Bachelor of Arts,
Economics
NON-PROFIT EXPERIENCE
OC WALK TO REMEMBER, Orange, CA, Jan. 05-PRESENT
The OC Walk to Remember is a nonprofit organization that supports parents
who have lost a baby in pregnancy or infancy. www.ocwalktoremember.org
CO-FOUNDER / BOARD MEMBER
. Responsible for coordinating an annual event that includes-
organizing committee meetings, volunteers, keynote
speakers, participants, donors, vendors, business permits,
on-line fundraising, walk statistics, local press,
marketing and media relations.
. Increased participants in just six years to over 1,500
walkers and raised over $150,000 for local Orange County
California hospitals and grief support groups.
JUNIOR LEAGUE OF PASADENA Pasadena, CA
. Past board member-responsible for all membership aspects
of the league, while directing six sub-committees.
. Active member, chairing and participating in events and
committees for more than 15 years.
COMPUTER EXPERIENCE
Highly experienced in Microsoft Excel, Word, PowerPoint, Access, database
management, Bloomberg, Venture Economics, and CRM databases.