Jeff Dunn, CFA
LP
Verified
I am an accomplished senior institutional investment management professional with extensive experience in managing a large university endowment, consulting relationships and capital markets desks at investment firms/banks handling complex portfolios.
My core competencies include:
• Investment Management
• Portfolio Construction
• Portfolio Management
• Investment Manager Selection
• Due Diligence
• Risk Management
• Investment Strategy
• Asset Allocation
• Investment Policy
• Trading
• Derivatives
• Emerging Markets
• Hedge Fund Investments
• Global Equities
• Credit
• Private Equity
• Venture Capital
• Natural Resources
• Real Estate
I am also a financier and managing partner of a small business start up in the fitness industry.