New York, New York, United States
Tyler works to invest, value and manage fund / direct portfolio level investments and transactions for the family office holding company’s alternative capital markets assets: private equity funds / co-investments (GP stakes / GP led secondaries / LP), venture capital (Pre-Seed / Seed) and hedge funds. Sector coverage includes technology, bio-sciences, carbon credits, real estate / PropTech, and financials (asset managers / wealth managers / FinTechs).
Invested discretionary managed accounts by trading in/out of positions in response to strategic and tactical asset allocation shifts. Additionally, created performance reports using customized Microsoft Excel spreadsheets to illustrate portfolio holdings and returns for clients (Family Offices, Trusts and Institutions).
Analyzed private investment opportunities associated with emerging trends in real estate investment, development, and management. Additionally, engaged national real estate leaders to gather market intelligence as apart of the pre-transaction due diligence process.
Developed understanding of capital markets and financial solutions, while being highly interactive with investment professionals at GWM headquarters.