غريغوري Hazlett

Portfolio Manager for Global Asset Opportunity Fund
TacticalAsset Allocation
Manager Selection
Long-only and long-biased global investments

A business and strategic consulting firm to the global money management marketplace.
• Provide strategic advisory and business development services to asset management companies seeking to develop cross border distribution initiatives.
• Published research study: Global Money Management Industry’s Response to the Financial Crisis - 2008.
• Conduct comprehensive qualitative and quantitative assessments of asset management firms.
• Identifiy high value-added and emerging investment managers located around the world.

The nation’s leading pediatric hospital, with combined foundation and pension assets of $1.5 billion.

• Established a new Policy Portfolio, reducing target allocations to public markets and increasing non-marketable alternative investments, including private equity and inflation hedge assets.
• Researched and evaluated prospective investment strategies across all asset classes and successfully gained access to top-tier, capacity constrained partnerships.
• Renegotiated investment management agreements and bank custody relationship to conform to industry best practices. Reduced annual custody fees by nearly 40%.
• Recruited a seasoned investment team and organized the investment office in order to effectively manage the institution’s $1.3 billion foundation and $160 million pension plan.
• Monitored global capital markets in order to identify compelling investment themes and make tactical allocations and opportunistic portfolio bets.
• Interacted with Investment Committee and Board of Trustees, educating members with respect to investment strategy, presenting new investment recommendations and reporting on advancement of strategy implementation and performance results.
• Delivered Total Fund performance of 12.2 % versus a Policy benchmark of 13.0% over the trailing two-year period.

A business and strategic consulting firm to the global investment management marketplace.
• Conducted comprehensive qualitative and quantitative assessment of investment firms.
• Provided strategic advisory and business development services for cross border distribution initiative.
• Identified high value-added and emerging investment managers located around the world.

A $15 billion medical research organization providing grants in the area of biomedical research and medical education.

• Oversaw the investment of nearly $5.0 billion in domestic and international equity assets.
• Outperformed Policy Portfolio benchmarks under my direct responsibility by more than 325 basis points per annum over the trailing seven-year period.
• Researched global capital markets to identify new investment opportunities. Conducted due diligence on prospective investment managers in order to implement desired investment strategy.
• Recommended and executed changes to asset allocation and the current investment manager structure.
• Delivered presentations to the Investment Advisory Committee and Board of Trustees regarding the global equity portfolio and topical investment issues.
• Worked with the CIO and other managing directors to develop the Fund’s overall strategic asset allocation policy and make tactical asset allocation decisions.

A business consulting firm dedicated to providing strategic advice to asset management companies.

• Directed the firm’s Business Assessment practice, providing peer assessment of core competencies and identification of best practices for asset management organizations.
• Acted as project manager for a variety of marketing and distribution client engagements.
• Conducted independent evaluation of client investment products and performance results to determine market positioning and competitiveness.
• Researched trends impacting the competitiveness of asset management organizations.
• Published the firm’s proprietary annual research reports on best business practices and money management transactions and strategy.
• Developed and maintained the firm’s proprietary knowledge database used to analyze compensation practices, financial performance, marketing and distribution efforts, and overall business structure.

A financial and investment consulting firm for endowments, foundations and family groups.
• Served as an internal research consultant to the firm’s consulting staff with regard to investment manager search and selection.
• Responsible for development and management of the firm’s proprietary investment manager database and related research reports.
• Established and managed the Investment Manager Database Group, which monitored over 3, 000 institutional investment managers across all public asset classes.
• Interviewed and evaluated more than 200 investment managers annually for client referral.
• Oversaw the production of quarterly performance measurement and portfolio analysis reports for Cambridge’s clients.