From the Diary Of

Dave Underwood

Financial investment executive with over 20 years of experience in leadership roles including Chief Investment Officer and Managing Director overseeing significant institutional assets. Specialize in institutional investment management, advancing asset management practices and innovation. Recognized for visionary intellect, sound investment policies, obtaining strong risk-adjusted performance and for in-depth understanding of global and domestic capital markets. Comprehensive mergers and acquisitions experience and in developing and executing strategic initiatives. Led successful analytical and asset management teams, established capital management organizations, reorganized two corporate subsidiaries and merged three "40 Act" companies.

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