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Management Manager

Location:
Denver, CO, 80206
Posted:
December 06, 2010

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Resume:

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.



Contact this candidate