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Vice President, Investor Relations and Business Development

Location:
Charlotte, NC
Salary:
250,000
Posted:
June 22, 2020

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Resume:

MICHAEL RIVERS

Charlotte, NC ***** • addzr6@r.postjobfree.com • 518-***-**** • www.linkedin.com/in/michaelrivers23/ Vice President of Investor Relations

Business Development • Capital Raising • Market Intelligence • Stakeholder Engagement Senior investor relations executive who sources, underwrites, and presents high-quality, compelling alternative investment opportunities to potential Limited Partners (LP). Significant experience guiding capital-raising efforts and forging long-standing relationships with global fund managers. Expertise spanning boutique firm leadership and Wall Street financial institutions.

Consummate team player and cross-functional collaborator adept at streamlining operations and supporting seamless sales cycles to win client and investor confidence and enhance team productivity. Earned promotions in every company throughout career to expand scope and impact, deepen team camaraderie, and leverage strong work ethic. Analytical, skilled communicator with deep experience gathering, analyzing, and presenting marketing materials, performance highlights, and due diligence documents. Seasoned researcher who captures market and competitive intelligence to close opportunities. Technologically savvy user of Salesforce, PitchBook, Preqin, and Microsoft Excel. Highlighted Achievements

• Delivered $2.4M in revenue for Aqueduct Capital Group by identifying and underwriting energy credit fund manager and providing key data to raise $174M in funds.

• Sourced and vetted 1,500+ general partners (private equity, private credit, and real estate). Architected and maintained proprietary database housing market intelligence for funds ranging from $150M to $4B+.

• Accelerated time to close sales 25% at Och-Ziff Capital Management and highlighted investor relations team pipeline with investor overview report for $46B hedge fund.

• Spearheaded creation of automated portal for SS&C GlobalOp Financial Services’ monthly transactions, trimming labor hours 20% and increased staff efficiency.

Areas of Expertise

Partner Relations Stakeholder Engagement Market & Competitive Intelligence Investor Servicing Capital Raising Private Equity Private Credit Real Estate Cross-Functional Collaboration Marketing Materials Process Design & Improvement Investment Diligence (DDQs, RFIs, RFQs) Customer Relationship Management (CRM)

—— PROFESSIONAL EXPERIENCE ——

Aqueduct Capital Group LLC Charlotte, NC

Vice President Senior Associate—Investor Relations & Business Development 2015–Present Hired to drive business development opportunities for growing firm. Liaise with general partners (GP), source fund managers, perform operational due diligence, underwrite funds, and deliver market and competitive analyses.

• Built, from scratch, internal database of 1,600 high-quality fund managers and increased number of GPs 50%.

• Identified and underwrote GP to secure 2-fund deal with $174M raised, delivering $2.4M in new revenue for firm.

• Sourced and vetted 400 fund managers each year with funds ranging from $150M to $4B+.

• Enabled executive to assume responsibility for the west coast limited partner (LP) pipeline, supporting 100+ contacts in 5 months.

• Rapidly ramped up expertise in agricultural lending to steer capital raising in new arena, providing key insights and competitive mapping to attract 137 potential investors to date.

• Crafted detail-rich, compelling slide deck for major opportunity with Australian firm that earned positive feedback and positioned Aqueduct as the top choice for future business. MICHAEL RIVERS Page 2 of 2

Och-Ziff Capital Management Group LLC New York, NY Senior Associate Associate—Investor Relations 2010–2015 Brought on to support transactions for $46B in global assets under management (AUM). Earned promotion to manage and streamline pipeline for sales staff. Reported directly to managing director.

• Designed and created reporting dashboard showcasing investor relations team efforts and activity, educating investment team on emerging opportunities and accelerating timeline to close sales 25%.

• Delivered 12 due diligence questionnaires (DDQs) per month to provide investors with information crucial to informed decision making.

• Supported 7 relationship managers with timely, robust reporting and analysis (including strategy view summaries, fund performance, and capital allocations) to facilitate successful investor calls. SS&C GlobeOp Financial Services New York, NY

Associate Analyst—Investor Relations 2007–2010

Brought on to manage client relationships and administer 4 hedge funds with $6B+ in total assets. Served as primary liaison to fund investors. Earned promotion within 18 months. Supervised 1 analyst.

• Hand-selected by 2 major fund managers as analyst of choice despite time zone considerations, sustaining productive partner relations throughout tenure.

• Decreased time spent on monthly transaction processing 20%, automated previously manual process, and boosted staff efficiency as lead on development and implementation of new online portal.

• Developed new employee training on client onboarding, document review, and legal and regulatory compliance including Employee Retirement Income Security Act (ERISA) and anti-money-laundering mandates (AML). Citi Private Bank New York, NY

Custody Service Administrator Operations Associate 2006–2007 Hired to improve operations and increase transaction accuracy in wealth management services for high-net-worth clients. Helped reduce failed trades, overdrafts, and errors 30% with new weekly risk review report.

—— EDUCATION & LICENSES ——

Bachelor of Arts (BA), Economics, Management & Business Men’s Baseball: 4-year member, Liberty League’s All-Academic Team Team Captain 4-year starter Skidmore College—Saratoga Springs, NY

Series 7 & Series 63

FINRA



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