San Francisco, California, United States
I focus on capital allocation and investment strategy across institutional portfolios. At USF, I lead liquidity and capital deployment strategy, partnering across teams to evaluate investments, work with external managers, and inform portfolio decisions aligned with long-term and mission-themed objectives. I’m interested in bridging allocation and direct investing across private markets, with a focus on impact and long-term value creation.
Supports the operation, investment and management of the University's endowment. Primarily focused on alternative investments.
The endowment provides annual funding to support the mission and strategic objectives of the University: student scholarships, academic chairs, library resources, and other annual operating expenses designated by donors or the Board of Trustees. Founded in 1855, University of San Francisco currently offers more than 80 undergraduate programs in the arts and sciences, business, and nursing and health professions, and more than 60 graduate programs in business, law, arts and sciences, education, and nursing and health professions.
‘The Taco Bar’, is a casual dining Mexican restaurant chain based in Beijng • Lead in FP&A and business development • Implemented and systemized financial training for staff on costs, inventory, and sales systems • Achieved 7yr revenue CAGR of >30% / Net IRR >20%
WI Harper Group is a cross-border venture capital firm that focuses on early and expansion investments in Mainland China, Taiwan and the US.
StepStone is a global private markets firm providing customized investment and advisory solutions. With $588 billion of total capital allocations, including $137 billion in assets under management, the firm integrates fund investments, secondaries and co-investments across private equity, infrastructure, private debt, and real estate. • Deployed over $900 million in capital to pan-Asia, regional, and country focused primary fund, secondary and direct investments • Co-led $50 million Consumer / Media investment. Largest LBO transaction at that time • Supported the fundraising of StepStone’s $450 million secondary vehicle • Led and executed valuation analysis for portfolio investments in Asia
• Equity Advisory Services - uncover and contextualize shareholder activity in near real-time to deliver actionable intelligence and C-Suite ready reports and insight.