VP of Investor Relations

Please indicate the number of years you have directly managed relationships with Family Offices: *

Please indicate the number of years you have directly managed relationships with High-Net-Worth Individuals: *

Please indicate the number of years you have directly managed relationships with Institutional Investors (Pensions, Endowments, SWFs, Consultants): *

Please provide one specific example where you personally managed investor communications, prepared quarterly letters, DDQs, marketing decks, or onboarding processes. Include details about your role, the type of investors involved, and the impact of your work. *

Describe a time you partnered with compliance, operations, or portfolio managers to deliver investor reporting, due diligence responses, or other fund-side processes. What was your role, and what was the outcome? *

Which of the following alternative investment structures have you directly worked with? Please indicate the number of funds or deals for each: Private Equity: Private Credit / Debt: Co-Investments: Real Estate / Alternatives: *

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