Manager Real Estate
Resume:
Al Scherlie
Email: *********@********.***
Address: **** ***** *****
City: Indian Land
State: SC
Zip: 29707
Country: USA
Phone: 503-***-****
Skill Level: Director
Salary Range: $150,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
AL SCHERLIE
Page 2
*********@********.***
Al Scherlie
3021 Grant Court, Fort Mill, SC 29707
*********@********.***
Investment Consultant
Consultant
Researcher
Educator
Twenty+ years investment experience and formidable record of revenue/profit generation for leading investment consulting firms. Expert strategist and risk manager able to close and retain large investment client relationships. Adept at leveraging market dynamics / portfolio construction to improve portfolio performance, lower costs and reduce risk. Thought leader
adopting and sharing investment best practices. Respected mentor with history of attracting, mentoring and retaining top talent.
Asset Allocation
Risk Management
Traditional/Non-Traditional Asset Classes
Investment Manager / Portfolio Structure
Client Management
Complex Negotiations
professional experience
BUCK gLOBAL iNVESTMENT ADVISORS Los Angeles, CA
2011- Present
Global investment consulting to institutional clients, including endowments and foundations, corporate and public sector sponsors of defined benefit and defined contribution plans. $100B of global assets under advisement.
Principal
Chaired committee to select, negotiate and implement investment system software for Buck globally. Voting member of Bucks Research Committee. Conduct education seminars for prospects and clients.
Successfully introduced Bucks investment practice in the West through seminars and participating in professional organizations and networking meetings Closed multiple new accounts since joining Buck Have attracted over 20 consulting RFPs to the Los Angeles office with proposed revenue of $1.5M Introduced other Buck consulting practices to prospects resulting in winning the mandates
Aon Hewitt EnnisKnupp Los Angeles, CA
2010-2011
Global investment consulting to institutional clients, including endowments and foundations, Fortune 1000 corporations sponsoring defined benefit and defined contribution plans. $3T of assets under advisement.
Managing Director
Established a new structure and process for the research group. Set strategic asset allocation plans and create an effective investment manager structure across traditional and non-traditional (private equity, hedge funds, real estate) asset classes. Special emphasis on maximizing returns commensurate with clients risk profiles. Execute portfolio structure. Closed and serviced new investment consulting retainer relationships
Interim Director of Research. Redesigned the structure and processes for the research group. Closed three new major investment consulting retainer relationships in 2010 with annual revenues totaling over $500K and one expected to reach $1.5 million.
Watson Wyatt Investment Consulting Los Angeles, CA
2005-2010
Global investment consulting to institutional clients, including Fortune 1000 corporations sponsoring defined benefit and defined contribution plans. $580B of assets under advisement.
Senior Investment Consultant
Delivered successful investment programs to U.S. institutional clients with assets totaling $10B. Set strategic asset allocation plans and created effective investment manager structure across traditional and non-traditional (private equity, hedge funds, real estate) asset classes. Special emphasis on maximizing returns commensurate with clients risk profiles. Execute portfolio structure
recruiting and managing up to 5 investment professionals.
Generated more than $4M revenue over 3 years. Restructured a $2.5B client portfolio resulting in more than $1.5M annual fee savings, while reducing portfolio risk and improving returns. Identified a cash collateral problem in a clients securities lending program. Negotiated an $11.5M settlement resulting in no loss to the client. As thought leader, adopted investment best practices that resulted in de-risking client portfolios and creating complex portfolio structures using asset/liability modeling and liability-driven investing techniques. Mentored 8 analysts and junior consultants into successful careers.
CRA RogersCasey Portland, OR
2001-2005
Investment consulting to institutional clients. $240B assets under advisement.
Managing Director
Grew revenue while ensuring client retention and consistency of consulting advice nationally. Defined strategic asset allocation plans and created investment manager structure across all traditional and non-traditional asset classes. Recruited, trained and mentored 6 investment professionals. Thought leader for new investment opportunities.
Advised institutional clients with total assets exceeding $10B
generating $1M annual revenue. Over tenure, grew revenue in 2 assigned regions by 5% and retained 100% of clients. Member, Executive Committee establishing strategic direction and policies of the firm.
Arnerich Massena Associates Portland, OR
1992-2001
Provider of investment consulting to institutional clients and high net worth individuals. $15B of assets under advisement.
Principal / Sr. Investment Consultant
Built and managed 11-person research department. Created due diligence standards and processes for conducting traditional and non-traditional asset manager research. Provided economic and investment thought leadership that impacted firms entire book of business.
Generated $900,000 revenue per year by advising 35 institutional/high net worth clients with assets totaling $1.5B. Developed and led an Alternative Asset Consulting program (hedge funds, private equity, real estate) with more than $1B invested/committed across companys client base.
EDUCATION
MBA, Finance and Economics
University of Denver, Denver, CO
BS, Finance and Economics, Summa cum Laude
Metropolitan State College, Denver, CO
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