Chris La Marca
Verified
Seasoned Institutional Investment professional with over 15 years of experience in the Non Profit (endowment/foundation/healthcare) market demonstrating a notable record of business development and management success among new and existing institutional clients with assets ranging from $10 million to $1 billion. As a Senior Managing Consultant and Group Director, my responsibilities include business development and delivering ongoing investment solutions to the non profit market focusing on guidance around investment strategy, risk management, portfolio construction, liability and liquidity management, and glide path and de-risking strategies for pensions. Prior to joining PFM in March 2012, was the Director on the Non Profit Institutional Advisory Group at SEI. Prior to Joining SEI in early 2008, was an investment banker with Commerce Capital Markets working with healthcare, higher education and other nonprofit organizations. Published Articles / Quotes -Healthcare finance news- Integration of Investment Decisions and Organizational Objectives -Inside Healthcare -Modern Healthcare -Institutional Investor Memberships Chartered Financial Analyst Institute (CFAI), Chartered Financial Analyst of Philadelphia (CFAP), and Healthcare Financial Management Association (HFMA). Series 7, Series 63, and Series 65 securities licenses. Specialties: - US Healthcare / Foundations/ Endowments - Healthcare Policy/ACA/Healthcare Economics - OPEB/Pensions - Institutional Investment Management - Municipal/Tax Exempt Bond Markets - Advanced financial modeling/Dashboard Development - ERM (Enterprise Risk Management) - Joint venture development, mergers and acquisitions, - Credit Analysis, Swap Valuations - Treasury management - Risk management strategies - Custom Investment benchmark construction