Advisory
Strategic advisory for institutional investors, emerging managers, and senior risk leaders navigating complexity at scale.
WHO THIS IS FOR
Emerging Managers
Establishing risk frameworks from day one
Institutional Investors
Scaling quantitative capabilities
CROs & CIOs
Aligning risk with investment strategy
Senior Leaders
Navigating AI transformation
ENGAGEMENT MODELS
Strategic Advisory
3-6 month engagement. Risk framework review, AI readiness assessment, team structure recommendations.
Framework Design
Concept to execution. Designing risk reporting frameworks, ML models, and analytical workflows.
Executive Coaching
1:1 advisory for CROs, heads of quant, and risk leaders scaling teams and capabilities.
CASE STUDIES
Core Strats Build-Out
Challenge: Build risk intelligence infrastructure for $125B+ AUM platform from scratch
Approach: Founded and led Core Strats team, aligning CRO and CIO priorities with real-time portfolio intelligence
Result: 90% reduction in risk reporting turnaround, team of 5 with 20% internal promotion rate
ML Credit Forecasting
Challenge: Improve default prediction accuracy for $90B+ private credit portfolio
Approach: Built ML ensemble methods combining traditional credit analysis with machine learning signals
Result: 60% accuracy improvement, 40bps loss rate reduction
GenAI for Credit Documents
Challenge: Scale credit analysis and monitoring across 2,000+ private credit documents
Approach: Deployed GenAI systems automating document intelligence with AI risk Q&A chatbot
Result: 75% faster monitoring, 15% better model accuracy, saving 15 hrs/week
Quant Team from Zero
Challenge: Build a high-performing quantitative research team across multiple offices
Approach: Recruited and mentored researchers, establishing data governance and analytics culture
Result: 5 researchers, 20% promotion rate, spanning 3 offices