EXPERT OPPORTUNITIES

Will Hogan, CAIA

Senior Vice President, Investment Management at Amalgamated Bank

Status:

12 month points:

Total points:

Novice
25
25

Awards earned

0

Gold

0

Silver

0

Bronze

menu Summary

Extensive business development and strategic marketing experience, largely in the investment industry, at Amalgamated Bank, Aetos Capital/ AEA Holdings, Morgan Stanley, Ernst & Young, and Chase. Adept at driving initiatives within and across organizations, often employing consultative sales techniques.

Below is a sampling of the range of support I provide to investment teams/ funds/ firms:
• Validate commercial potential of a fund or fund business: Define target investor sets; Develop fund terms to balance investment characteristics and LP expectations.
• Business planning & execution: Develop/ refine cost structure, revenue plan & P&L model; Define ramp-up/ transition schedule; Manage implementation.
• Start-up assistance: Select service providers (lawyer, auditor, prime brokers, fund administrator); Interface with legal, audit and tax advisors to establish advisor and/ or fund offering; Develop infrastructure: Secure office space; Select technology; Manage technology integration vendor(s).
• Sales & marketing: Marketing planning and/ or execution; Develop/ refine marketing presentation and fact sheet.

Specialties: Alternative investments - hedge funds, private equity
Traditional "long only" investments
Strategic marketing & business development - business formation and growth
Consultative sales
Business management
Business infrastructure development & vendor selection
Corporate development, viability assessment & product development
Project management

work Experience

Senior Vice President - Director of Product & Marketing, Investment Management

Amalgamated Bank

July 2016 - Present

Develop and offer alternative and traditional investment funds designed for Taft-Hartley pension and benefit plans, public funds, and endowments & foundations, managed predominantly by third party firms. Increasing focus on Impact investment strategies offering broader value beyond financial investment results. Originate and manage relationships with investment management subadvisors/ business partners.


Domains of experience:

Alternative Investments
Private Equity
Hedge Funds
Corporate Development
Project Management
Mutual Funds
Business Model Development
Business Development
Business Strategy
New Business Opportunities
Portfolio Management
Business Planning
Investments
Equities
Emerging Markets
Finance
Asset Management
Project Finance
Strategy
Investment Strategies
Wealth Management
Financial Services
Funding
Venture Capital
Investment Management
Start-ups
Due Diligence
Management
stars Convetit Experience
Since 10/2017

Participating on a Discovery Board on

Tax
Accounting
Audit
Operations
Consulting Services

Recent Open Board Activity:

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Asked a question on the "Financial Services Investment Banking" Open Board

Banking
Financial Services
Financial Analysis
Finance
Financial Modeling
Investment Banking
Investment Strategies
Banking Law
Business Development
Start-ups
Business Planning
Entrepreneurship
Risk Management
Continuous Improvement