* *. ***** ***** **** 917-***-**** *** Park Ave, New York, NY

adg315@r.postjobfree.com

SENIOR INSTITUTIONAL BUSINESS DEVELOPMENT EXECUTIVE Asset Raising, Capital Markets, Client Servicing

Trusted capital raising executive offering extensive experience establishing long-term relationships with global consultants, institutions, OCIOs, endowments and foundations (E&F), public, and private pension funds. Known as an expert in alternative investment fund design, building pipelines within aggressive timelines, and driving innovative product offerings. Proactive, diplomatic, and analytical with a proven track record of delivering strategic plans to reduce risk and increase client retention. Highly praised for client and market research, aligning marketing plans, and product knowledge.

PROFESSIONAL QUALIFICATIONS

• Capital Raising – Established $800M pipeline in 5 months with consultants, global institutions and large public funds for Northstar, including several top 100 E&F. Spearheaded TIAA/Nuveen $500M ESG green bond fund and seeded several first-generation strategies. Raised approximately $1B new AUM in brand-challenged environment through building trusted relationships with TIAA/Nuveen. Strategized to pursue consultants, E&Fs, OCIOs, and sovereign wealth funds (SWFs) to raise $3B in capital with AB.

• Client Relationship Management – Retained 90% of $3B at 20% drawdown through transparency of reporting and arranging meetings with alternative consultants and AB clients.

• Business Development – Closed $1B deal with Foundation within first month at JPMAM through detailed company research and presenting various scenarios to executive leadership. Sold $500M fixed income deal with OCIO with TIAA/Nuveen through initial cold call, RFP, and executive level meetings.

• Training & Development – Hired and mentored sales reps across multiple organizations that all received highest year-end rankings. Selected at JPMAM to deliver 4 sales best practices presentations to groups of up to 50 Financial Analysts (FAs). AREAS OF EXPERTISE

Consultant Relations Development Institutional Equity & Fixed Income Closing & Negotiation Business Development & Sales Alternative Investments Product Management Building Relationships Asset Management Training & Development PROFESSIONAL EXPERIENCE

Northstar Commercial Partners New York, NY June – November 2019 MANAGING DIRECTOR, INSTITUTIONAL EQUITY

Privately held, full-service real estate investment and asset management company with revenue of $1B+.

• Established $800M pipeline in 5 months with institutional consultants, global institutions and large public funds, including several top 100 endowments and foundations (E&F).

• Advised on fee and fund structure to make firm more attractive to institutional investors and trust funds.

• Raised equity with E&F, corporate and public pension funds, outsourced chief investment officers (OCIOs), single, and multi-family offices.

• Reviewed marketing and client services material and developed pricing for data center offering.

• Built $500M data center fund and innovative land fund for future real estate needs.

• Mentored sales rep in lead generation, follow-up discussions, and closing tactics. TIAA/Nuveen New York, NY 2015 – 2018

MANAGING DIRECTOR

Global asset management firm with expertise spanning fixed-income, equity, multi-asset, and investment strategies with revenue of $45M.

• Headed business development for institutions with $2B+ AUM east of Mississippi while focusing on consultants, E&F’s, corporate pension funds, OCIOs, and single-family offices.

• Developed national business plan and met with 30+ prospects monthly to grow $15M late stage revenue pipeline.

• Sold $500M fixed income deal with PFM through initial cold call, RFP, and executive level meetings.

• Engaged in comprehensive portfolio level discussions on capital markets, firm, and affiliate strategies (equity, fixed income, liability-driven investment

(LDI), real assets, private equity (PE), private credit, environmental, social, and governance (ESG), hedge funds).

• Raised approximately $1B new AUM in brand-challenged environment through building trusted relationships.

• Spearheaded new $500M ESG green bond fund and seeded several first-generation strategies. J.P. Morgan Asset Management Chicago, IL 2012 – 2015 EXECUTIVE DIRECTOR

Leading asset manager for individuals, advisors, and institutions with revenue of $115B+.

• Created $18M late-stage revenue pipeline ($3.5M in revenue) focusing on capital markets, OCIO, LDI, real assets, hedge funds, PE, traditional equity, and fixed income.

• Held 300 prospect meetings (2013-2014) through cold calling, networking, and conference meetings with consultants, E&F’s, corporate pension funds, OCIOs, and single-family offices.

• Closed $1B deal with Missouri Foundation of Health within first month through detailed company research and presenting various scenarios to executive leadership.

C. JASON PSOME CAIA 917-***-**** adg315@r.postjobfree.com Page 2

• Delivered #1 ranked session out of 30 at JPMAM 2013 Global Institutional Sales Symposium for 200 sales team members.

• Hosted 2013 JPMAM Investment Lab for 150+ Midwest CIOs and received highest rankings.

• Hired and mentored 3 sales reps that all received highest year-end rankings.

• Selected to deliver 4 sales best practices presentations to groups of up to 50 FAs in leading client conversations on investments. AllianceBernstein L.P. New York, NY 2006 – 2012

BUSINESS DEVELOPMENT DIRECTOR, GLOBAL ALTERNATIVE INVESTMENT Held concurrent roles for global asset management firm with $581B AUM.

• Managed 7-member team of consultant relations and sales professionals and mentored in cold calling, follow up, and utilizing systems.

• Facilitated 2 training sessions monthly on team selected topics for professional development.

• Strategized to pursue OCIOs and raised $3B in foreign exchange (FX), macro, multi-strategy, equity long/short public-private investment program (PPIP), term asset-backed securities loan facility (TALF), distressed, real asset, international, and emerging equity. HEAD ALTERNATIVE INVESTMENT CONSULTANT RELATIONS

• Oversaw relationships with all alternative investment consultants (Albourne, Cliffwater, Hamilton Lane, etc.) and alternative investment advocacy with generalist firms (Mercer, NEPC, Russell, etc.).

• Won advocacy for macro, multi-strategy, PPIP, TALF, commercial and residential mortgage-backed securities (CMBS/RMBS), resulting in increased assets.

CO-HEAD ENDOWMENTS & FOUNDATIONS

• Engaged top tier E&F CIOs on alternative investment initiatives and conducted 250 meetings annually.

• Rolled out inflation research to prime marketing campaigns on distressed assets, PPIP, TALF, energy PE strategies and inflation management.

HEAD OF GLOBAL FUND OF FUNDS & PLATFORM DISTRIBUTION

• Established 500 active contacts for macro, CMBS/RMBS, Tail-Risk, equity hedge, PE energy, and PE real estate.

• Retained 90% of $3B at 20% drawdown for close to one year through transparency of reporting and arranging meetings with clients. PRODUCT DEVELOPMENT & MANAGEMENT

• Identified and led product development efforts with approximately $10B AUM.

• Collaborated closely with CIO for all asset distressed and raised $1.5B in 3 months through E&F product knowledge and marketing efforts.

• Spearheaded multi-strategy inflation product including Treasury Inflation-Protected Securities (TIPs), gold futures, and liquid real estate for

$1B raised in real asset sleeve.

Stux Capital Management New York, NY 2004 – 2006 PARTNER, HEAD OF DISTRIBUTION AND CLIENT SERVICE

Boutique advisory firm with discretionary AUM of $845M+.

• Built $400M AUM pipeline through consultants by filling out investment management databases and following up with decision makers.

• Originated institutional product and strategy marketing effort for quantitative equity long and long/short emerging manager.

• Introduced partnership with California Public Employees' Retirement System (CalPERS) which secured $100M through emerging managers program. ADDITIONAL EXPERIENCE

VICE PRESIDENT, Neuberger Berman, New York, NY, 1998 – 2001 CO-HEAD SUB-ADVISORY BUSINESS DEVELOPMENT, Deutsche Asset Management, TLC, & International, 1998 – 2001 PARTNER & MANAGING DIRECTOR, Sanford C. Bernstein & Co. Inc., 1993 – 1998 EDUCATION

BACHELOR OF ARTS Science & Technology

Vassar College, Poughkeepsie, NY

TECHNICAL SKILLS

Salesforce CRM Bloomberg Excel Microsoft Office CERTIFICATIONS

Chartered Alternative Investment Analyst CAIA Institute, 2012 Series 7 & 63 FINRA

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