Specialist - Marketable Securities @ (December 2020 - January 2022)
Senior Director | Head of Manager Research and Monitoring @ TIAA Endowments (July 2011 - August 2020)
Managing Director | Head of Investor Relations @ RoundKeep Capital Advisors (September 2010 - June 2011)
Managing Director | Manager Selection and Monitoring @ Amundi Alternative Investments (August 2002 - September 2010)
Matthew Stefan Education
Indiana University - Kelley School of Business
Master of Business Administration - MBA
University of Illinois Urbana-Champaign
Bachelor of Science - BS
Matthew Stefan Skills
Alternative Investments
Analytical Skills
Asset Allocation
Building Flexible and Scalable Processes
Business Development
Can Do Approach
Capital Raising
Client Relations
Communication
Competitive Analysis
Corporate Development
Creating Analytical Frameworks
Creative Problem Solving
Directional Hedge Funds
Due Diligence
Equities
Executive Management
Finance
Financial Analysis
Financial Markets
Financial Services
Fixed Income
Hedge Funds
Intellectually Curious
Investment Committee
Investment Management
Investment Team Management
Investments
Investor Relations
Leadership
Long/Short Equity
Manager Monitoring
Manager Selection
Manager Sourcing
Non-Directional Hedge Funds
Nonprofit Organizations
Oral Communication
Organization Skills
Private Debt
Private Equity
Project Management
Real Assets
Real Estate
Staff Development
Team Management
Tenacious Work Ethic
Underwriting Co-Investments
Venture Capital
Working with Investors
Written Communication
Matthew Stefan Summary
Matthew Stefan, based in Houston, TX, US, is currently a Client Portfolio Manager at GQG Partners. Matthew Stefan brings experience from previous roles at Investment Office Resources (IOR), TIAA Endowments, RoundKeep Capital Advisors and Amundi Alternative Investments. Matthew Stefan holds a Master of Business Administration - MBA @ Indiana University - Kelley School of Business. With a robust skill set that includes Alternative Investments, Analytical Skills, Asset Allocation, Building Flexible and Scalable Processes, Business Development and more. Matthew Stefan has 3 emails and 3 mobile phone numbers on RocketReach.
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