Dail St. Claire
LP
Verified
Sr. Investment Executive and Chief Operating Officer with a career that reflects a history of managing multi asset portfolios across the public and private markets, creating and managing two successful investment companies as well as seeding investment strategies. Portfolio oversight of investments across real estate, public and private debt, public and private equity markets.
HIGHLIGHTS
• Acquisition: Arranged Debt Financing and assisted with Due Diligence of $200 Bn AUA Broker Dealer
• Revised Investment Guideline to include Impact Investment Directive for foundation portfolio
• Seeded investment strategies for SEC-Registered Investment Advisors, mutual funds, private equity and debt funds with endowment and foundations, Fortune 500 corporations and leading public pension funds.
• Managed Goldman Sachs $1 Bn investment management of Goldman’s balance sheet assets 2009-2013.
• Revised Investment Guidelines for NYC Comptroller’s Office and, for the first time, invested City assets in corporate and mortgage-backed securities
• Advised Fortune 500 utilities on investment and financing strategies resulting in first time bond financings with women- and minority-owned investment banks