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Strategic Partnerships, Investment Expertise, Project Management

Location:
San Francisco, CA
Posted:
March 12, 2024

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MAUREEN SUZANNE DOWNEY

SAN FRANCISCO, CA

ad4an4@r.postjobfree.com 415-***-**** https://www.linkedin.com/in/maureensdowney/ SEASONED INVESTMENT AND OPERATING EXECUTIVE

Proven track record of constructing alternative asset portfolios (fund and direct investments), building and managing multi-functional teams, creating profitable new business lines and strategic partnerships, opening new markets, designing digital platforms and processes, and working well with boards and trustees.

17 year track record of sourcing, diligencing, structuring and executing $1.5bn of investments into private funds and companies (secondary and primary) in growth, mid to late venture, buy-out, credit and real asset classes.

Strong operating background, corporate and product development, digital expertise, client management, innovative and strategic leader with high emotional intelligence and collaborative management style.

Practitioner of ESG, PRI and UNSDG since 2007, developed investment, valuation, and risk monitoring policies. EXPERTISE

Seasoned multi-cycle investor Alternative asset expertise Cross cultural leadership

Portfolio construction Global capital markets Strong interpersonal skills

Valuation and deal structuring Innovative and commercial Team formation and management

Global investor network High energy, strategic thinker Digital design – AI and operations

ESG and sustainability practitioner Curious - life-long learner Capacity to implement change ACCOMPLISHMENTS

Leadership: Built, expanded and managed multiple teams of 15+ investment, finance, operations and digital professionals. Effective with board (trustees, advisory, directors, partnerships), investment committees and C- suite peers. Demonstrated insightful market knowledge, deal stewardship and portfolio rebalancing.

Portfolio management and investment acumen: Acted as GP, PM and LP. Designed, invested and actively managed alternative asset portfolios of funds and direct securities at multiple firms. Expertise in sourcing, asset valuation, structuring and GP restructurings for venture, growth, buy-out, real-asset and credit assets.

Results driven: Consistently asked to lead cross-functional, firm-wide strategic, complex projects and initiatives. Built 3 businesses, restructured 4 funds and 10 portfolios, opened 5 international markets, sourced and executed JVs and partnerships, secured 6 regulatory approvals to generate change and accelerate ROI.

Interpersonal: Cross-cultural and cross-functional leader, excellent listener, authentic communicator, collaborative management style and thoughtful mentor to many current and former colleagues and contacts.

Strategy and innovation: Defined and adhered to fund investment and ESG objectives, processes and policies, led origination strategies, created innovative RIA for digital strategies and multiple new investment products.

Digital: Designed 2 systems build-out across different technology platforms to automate origination, transaction management, asset valuation, risk assessment, compliance tracking, NAV reconciliation and AUM monitoring. Leverage AI to read financial and fund documents. Created ESG monitoring algorithm for private portfolio. EXPERIENCE

THE BENEFICIENT GROUP LLC SAN FRANCISCO, CALIFORNIA / DALLAS, TEXAS 2020 - Present ALTERNATIVE ASSET INVESTMENT

Digital enabled, financial technology platform that offers investment, liquidity, custody and insurance solutions for private assets LPs and GPs through a rapid, cost effective process via an innovative regulated trust bank structure.

Leadership: Built and managed a team (14+) of sector specialists to diligence, value and structure secondary investments in private funds and companies (VC, growth, buy-out, real-asset, credit).

Investment: $600m AUM closed in direct investments and fund restructurings. ~150 funds and 25 directs.

Quantitative: Built valuation and ESG algorithms with risk team and designed digital processes and systems.

Strategy: Cultivated and managed successful partnership with SPAC sponsor to launch $200m debt financing. FORGE GLOBAL (FORMERLY SHARESPOST INC) SAN FRANCISCO, CALIFORNIA 2018 - 2019 FUND PORTFOLIO MANAGER, HEAD OF NEW PRODUCTS AND PARTNERSHIPS Financial exchange marketplace and investment fund platform serving private growth companies and investors.

Leadership: Manage fund portfolio of 60 direct venture and growth investments, RIA team manager (10+).

Investment: Lead portfolio manager and advisor to the Private Shares Fund (~$800m AUM; ticker piivx), a closed-end, 40 Act interval fund investing in venture backed, private growth companies.

RIA and fund management: Created investment processes and instituted an investment committee to institutionalize fund management, hired 4 new professionals, authored institutional DDQ materials, submitted daily portfolio NAV to SEC, led quarterly reporting to trustees, executed 15 investments and grew AUM by 30%.

Digital assets: Built digital asset RIA to compliantly offer digital asset investment strategies via web portal.

Product innovation and partnership creation: Created $3bn AUM roadmap of multiple bespoke investment fund products and strategies for strategic joint-ventures / partnerships with global asset managers. PANTHEON VENTURES SAN FRANCISCO, CALIFORNIA / LATIN AMERICA 2007 - 2016 PARTNERSHIP MEMBER

Global private equity fund of funds with $85bn in AUM.

Leadership: Global Co-investment and Global Emerging Market Investment Committee member. Led client and investment expansion into LatAm. Secured partnership with largest Brazilian insurance/ investment firm.

Investment: Sourced and evaluated ~$10bn in secondary and co-investment deal flow. Executed $850m of investments across stages, sectors and geographies. Diligenced 1000+ primary funds across asset classes. Created dozens of portfolio investment roadmaps and strategies for funds and separately managed accounts.

Corp Dev: Registered and raised $250m of institutional capital, invested $250m and opened office in LatAm.

Execution: Led multi-disciplinary 40 Act fund creation. Managed partnership’s strategic divestment initiative evaluating $10bn of AUM for sale, ran 4 sale process, and sold $500m of NAV (125 funds ) for 25+ SMA portfolios and 8 fund-of-funds to multiple buyers at low discount to NAV, saving LPs $35m in fees and expenses.

Product innovation: Designed Pantheon’s inaugural Global Emerging Markets Fund, developed bespoke private equity fund products for Andean ($150m), and Brazilian ($250m) markets, later adapted for other geographies. GOLDMAN SACHS SAN FRANCISCO, CALIFORNIA / PARIS, FRANCE / LONDON, UNITED KINGDOM 1999 - 2007 VICE PRESIDENT, ASSOCIATE

Investment banking: Cross-border M&A, high-yield and structured finance, and raid defense expertise. Led multiple bankruptcy negotiations, debt restructuring, asset divestitures and security consent solicitations.

Management and strategy: Promoted to European IBD Business Unit Manager and member of global business conflict resolution team after six months as 1st year Associate (normally VP position); performed strategic planning for European Investment Banking Division and executed GS Board 2001 global diversity lay-off study.

Recruiting: Co-managed European IBD and US West Coast new associate recruiting in 1999-2001 and 2004- 2006, respectively, resulting in 42 and 20 new associate hires across 9 and 15 MBA programs, respectively. EDUCATION & PROFESSIONAL DEVELOPMENT

MBA, FINANCE & ENTREPRENEURIAL MANAGEMENT - THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA INTERNATIONAL MBA - ROTTERDAM SCHOOL OF MANAGEMENT, ERASMUS UNIVERSITAET BA, ECONOMICS & PHILOSOPHY, POLITICS / ECONOMICS - CLAREMONT MCKENNA COLLEGE (CMC) SERIES 7, 63, & FSA (SERIES 7 UK EQUIVALENT) / COMPLETED CFA I AND II OTHER RELEVANT EXPERIENCE, PROFESSIONAL AFFILIATIONS, LANGUAGES & CITIZENSHIPS

Advisory Boards - LENDonate, FEI Board & Robert Day School Boards (CMC), Venture Partner, Digital DX

Fund Advisory Boards - Avista, Lovell Minnick, Baker Capital, Softbank, Harbour Group, Lake Street and Excel

Merrill Lynch – Associate, Capital Markets (structured finance, credit derivatives, and private placements)

Chairperson - Emerging Markets Private Equity Association (EMPEA) Latin American Council

Languages/ Citizenship –English, Portuguese, Spanish. US and Canadian citizen, UK permanent residency



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