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Manager Development

Location:
Danville, CA, 94526
Posted:
February 03, 2011

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Resume:

Todd H. Lorber

** ******** *****, ********, ** 94526 Phone: 925-***-**** (H);

925-***-**** (M) **.******@*****.***

OBJECTIVE

The experience I have gathered during my last three executive level jobs

would allow me to add value to positions that fall into the following

categories:

. Portfolio Management and Manager Due Diligence

. Business Development and Strategic Planning

. Operations: back, mid, and front office

. Trade execution and Systems Analysis

. Compliance and Accounting

My primary goal is to join a growing firm in the investment industry that

is successful, operates with integrity, encourages a team atmosphere, and

fosters intellectual growth and professional development.

PROFESSIONAL EXPERIENCE

2008 - 2010 Lafayette Trading, LLC - Founding and Managing Member

. One of four founding members of a California-based Commodity Trading

Advisor.

. Lafayette offered a systematic model that traded, on a short-term

basis, equity index futures contracts in the U.S., Europe, and Asia.

The program had a net of fees compound ROR of greater than 11% in its

nearly nine year history of managing real dollars.

. As the Managing Member, my primary responsibilities were:

. Business development - identified prospective clients, conducted

meetings, spoke at conferences, managed database reporting, and

created presentation material.

. Client relations - dealt with the needs and questions of

existing and prospective clients. Negotiated and analyzed FCMs

based on cost, counterparty risk, and tools offered.

. Compliance - licensing, document submission, and ongoing

compliance with the N.F.A.

. Legal - creation of all legal documents for the LLC including

offering documents.

. Accounting - maintenance of books; interfacing with accountants

for the LLC.

. Trading - handling of electronic and telephonic execution for

system generated orders in the futures markets.

. Research - vetted new quantitative ideas for the model and

studied the market applications/impact of any changes to the

algorithms.

2006 - 2008 Money Management Group, LP - SR VP Portfolio Development

. Hired to construct and manage a portfolio of externally built systems

that would provide an uncorrelated return stream to the $1B+ global

macro fund's discretionary trading and internally developed

quantitative systems.

. Instituted processes to find, analyze, and conduct due diligence

on managers. Conducted diligence on hundreds of managers and

maintained a database of over 1000 programs.

. Assets managed by external systems grew from zero to over

$275MM.

. Portfolio of systems produced a low volatility, 9% return, on

the assets managed.

. Established methodology to monitor system performance. Multiple

quantitative tools were used to analyze systems on trade-by-

trade, day-to-day, and month-over-month basis.

. Conducted performance calculations, audits, and attribution

analysis for all of the systems.

. Researched and managed a $200MM portfolio of Canadian oil and gas

royalty trusts.

. Took over the responsibility of managing the quantitative research

group of 10 employees.

. Handled trade execution for systems and discretionary traders in the

futures, securities, forward, swap, and spot F/X and fixed income

markets.

. Chairman of the seven person investment committee responsible for all

allocation and portfolio management decisions.

. Involved in ongoing presentations to prospective and existing

institutional clients about system risk, performance, and tools used

in evaluation.

2000 - 2006 Invesdex Ltd - COO/EVP Trading and Operations

Participated in the development of an Internet-delivered trading

interface for a Bermuda-based alternative investment firm. The firm

offered an OTC derivative, which competed with ETFs and multi-manager

investment platforms. Managed a $5MM software development project.

. Assisted in the development of the hedging algorithms employed by the

fully automated trade execution platform and tested all hedging

programs for accuracy and stability.

. Handled all manual trade execution and performed comprehensive trade

reconciliation for the daily asset and liability monitoring.

. Worked with auditors on all aspects of firm revenue and expenses to

insure accurate reporting in the financial statements.

. Created an index of managed futures programs that outperformed, on an

absolute return and risk adjusted basis, the other major indices in

this sector (S&P and Calyon-Barclay MF Indexes).

1999 - 2000 Champion Securities - Manager of Trading and Operations

. Managed all aspects of trade execution and reconciliation for a San

Francisco, California based alternative investment firm.

. Modeled the company's fee structure and conducted market analysis of

competitive products. The findings resulted in fee structure

reorganization and further profit stabilization.

. Negotiated fee structures with FCMs and handled the legal

documentation for the creation of accounts at new FCMs.

1992 - 1999 Professional Golf Career

I competed as an amateur golfer for three years after college. I then

competed professionally while serving as an assistant

professional at Oswego Lake Country Club. The last year of my

golf career was spent as a professional playing various mini-

tours across the U.S.

LICENSING & EDUCATION

Chartered Financial Analyst - Successfully Completed Level I

2005

Commodity Trading Advisor, Series 3

2002

Golden Gate University, San Francisco, CA

2001

Master of Science in Finance

Lewis & Clark College, Portland, OR

1992

Bachelor of Science, with a Major in Biology and a Minor in Chemistry



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