Manager Office

Aaron Mirandon, MBA

503-***-**** ********@*****.*** View LinkedIn Portland, OR

director - investment research

Strategic and versatile investment research and due diligence professional with comprehensive experience in alternative investments and portfolio management. Expertise in due diligence, portfolio management, asset allocation, process development, risk management, and SEC compliance. Takes ownership of projects, embraces challenges, and aligns workflow with key business objectives. Builds collaboration and consensus between business groups and leadership committees, ensuring quality, progress, and desired results. Consistently meets financial and service goals while ensuring sustainable organizational growth.

Areas of Expertise

Investment Research & Fund Selection • Due Diligence • Portfolio Management & Analysis • Risk Management

Client Relations • Organizational Leadership • Strategic Planning & Execution • Capital Markets • Compliance & Best Practices

Project Management • Team Leadership • Training & Talent Development • Cross-Functional Collaboration

Professional Work History

Director of Alternative Investments Pathstone – Portland, OR 2017 – 2020

Independent advisory firm with $14 billion in assets. Company provides both integrated family office services and customized investment advice to multigenerational families and nonprofit organizations. Services include internal manager research and due diligence processes, as well as sustainable and impact investment leadership.

Member of Chief Investment Office and Investment Committee; reported to Head of Research and Chief Executive Officer

Researched and performed due diligence on all hedge funds and private equity funds, in addition to selecting liquid alternative funds; hedge fund platform consisted of 32 funds and Pathstone approved 7-10 private equity funds per annum

Launched internal fund-of-funds focused on lower volatility hedge funds; fund grew to $75 million in assets in two years

Managed two custom hedge fund portfolios ($300 million and $100 million) for family offices; worked closely with heads of investment for both offices, made strategic recommendations, and delivered presentations to investment committees

Worked closely with compliance and operations teams, in addition to managing and mentoring three Junior Analysts

Director – Investment Research Group Convergent Wealth Advisors – Portland, OR 2007 – 2017

Boutique wealth management firm and provider of investment consulting services, as well as customized wealth management solutions to ultra-high net worth individuals and family offices. Acquired by Pathstone in 2017.

Oversaw traditional and alternative investments for credit focused mutual funds, hedge funds, and liquid alternatives

Sourced managers and performed due diligence for US and European-based hedge funds

Primary responsibility for relative value, distressed, event-driven, macro, and low net long/short equity hedge fund strategies

Personally managed ~20 hedge funds, as well as an additional roster of 12-15 liquid alternative funds

Operated as primary Portfolio Manager for internal fund-of-funds comprised of 22 single manager hedge funds and ~$100 million in AUM; steered manager selection, position sizing, and ongoing changes to fund

Tracked and analyzed risk metrics to influence overall portfolio construction decision-making for internal fund-of-funds

Served as Lead or Associate Portfolio Manager for all privately managed custom hedge fund portfolios

Participated in formal committee meetings relating to asset allocation and tactical decision-making at the portfolio level

Trained, mentored, and managed Junior Analysts to facilitate professional growth and development

Previous Positions

Associate Director 2009 - 2013 • Senior Analyst 2007 - 2009

Fund Manager PNC MultiFamily Capital – Portland, OR 2006 – 2007

Private equity firm specializing in the financing and management of affordable housing portfolios within the real estate arena.

Managed $1.5+ billion in investor capital as Lead Fund Manager; closed two multi-investor funds in 2006 totaling $202 million in equity and first fund in 2007 at ~$150 million

Analyzed and evaluated prospective lower-tier investments to develop customized investment strategies that maximize ROI

Assembled investment fund portfolios, determined quarterly capital call amounts, maintained appropriate working capital reserve balances, and utilized a line of credit to maximize yield

Additional Professional Experience

Controller, Chief Financial Officer Venetec International, Inc. – San Diego, CA 1997 – 2005

Education & Professional Development

Master of Business Administration in Finance San Diego State University – San Diego, CA

Bachelor of Science in Business Management Brigham Young University – Provo, UT

Series 65 License Financial Industry Regulatory Authority (FINRA)

Technical Skills

PerTrac • eVestment • Bloomberg • Dropbox • Morningstar • Microsoft Office Suite

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