Skill set (20)
Industry fields of expertise
Brendan in a few words
I have over 15 years in institutional investing, I have measured risk, hedged it and taken it for portfolio's that ranged from $25 million to $25 billion. I have also designed and marketed these solutions globally. I have a extremely broad interest set and equally broad network. If it involves risk, investing or simply problem solving I can probably help you. Read on for a bit more detail.
Who I Help and How 🎯
I collaborate with a diverse clientele—private investors, HNWIs, start-ups, pension funds, family offices, and businesses. Whether you need a blog post, a white paper, or a comprehensive go-to-market strategy, even a derivative overlay, I've got the expertise. 🌐
With over 15 years in markets I’ve experienced multiple highs and lows, and have the scars to show for it. That experience coupled with my natural creativity and problem-solving means I can probably work out how to help you with anything tangentially related to my background. 📈
What I'm Focused on Now 🌱
Taking a step back from the markets, I'm working on my own investment approach blending fundamental and quantitative strategies. Concurrently, I've broadened my services to include expert content creation for blogs and websites, mentorship in risk-taking and derivatives, risk consultancy, business development, and asset-raising. I'm also advising on what promises to be a game changing AI tool for investment analysts and asset managers. 🌍
My Experience 📚
My background covers both public and private markets, embracing a wide range of assets and strategies. I've raised over $8 billion in assets globally and consistently generated positive returns. 📊
Why Choose Me 🤝
Having worked across the globe—from the US and Europe to Australia—I like to think I bring a well-rounded, informed perspective to the table. and a novel approach to problem solving. 💡
Let's Connect 📞
If any of this resonates with you, I invite you to get in touch. Let's explore how we could work together. 🤗
Experience
- Franklin Templeton InvestmentsSVP Multi Asset portfolio managerBANKING & INSURANCESeptember 2018 - September 2022 (4 years and 1 month)London, UKLed the UK Multi Asset team responsible for analysts, quant and implementation, reporting directly to the global CIO. Ran liquid strategies across volatility, direction macro, fixed income, FX and relative value. Built and implemented a robust quantitively informed total return process from macro thematic scenarios to idea generation and risk analysis/portfolio construction. Designed managed and launched Franklin Templeton Global Targeted Strategies fund. An innovative total return fund incorporating systematic and illiquid strategies alongside asset allocation and global macro. Worked with the University of Edinburgh to design and recruit for a Fintech PhD focusing on conditional market timing. EQD derivatives hall of fame 2019
- AvivaMulti Asset Portfolio ManagerMay 2014 - June 2018 (4 years and 1 month)London, UKCo Manager AIMS Target Return and AIMS Target Income Focus on derivative strategies spanning volatility, global macro, equity and rates relative value, emerging markets and FX Lead manager for a multi asset absolute return and tail hedging overlay on Aviva's £20bn with-profit fund Successfully pitched for mandates in excess of £1 billion from clients around the world ranging from retail to institutional Regularly invited to speak at conferences on the topic of volatility trading and institutional options usage.
- Aviva InvestorsSenior Macro StrategistJune 2013 - May 2014 (11 months)Co responsibility for Multi Asset absolute return overlay on Aviva with Profits fund.
Recommendations
Education
- Doctor of PhilosophyThe University of Edinburgh2006PhD, Geophysics
- PRM, Professional Risk Manager 2009 - 2010PRMIA2010PRM, Professional Risk Manager 2009 - 2010
- Bachelor of ScienceThe University of Edinburgh2002BSc, Geophysics
Certifications
- PRM professional risk managerPRMIA2010