Lindsey Glode

• Designs, implements, and actively-manages investment portfolios for non-profit organizations including community foundations, colleges and universities, healthcare groups, and religious organizations.

• Provides counsel and advice on best-practices regarding asset allocation, spending rates, investment policy, manager selection, and performance evaluation.

• Interfaces directly with clients to formulate account objectives and administrative requirements and maintains a continuous program of oral and written communication, in addition to identifying opportunities to expand the relationship.

• Supports management of three Separately Managed Account investment strategies and the Donor Advised Fund (DAF).

• Challenged with creating hedge fund replication strategies to capture Alternative/Exotic Beta.

• Through extensive research and data modeling, constructed and developed rules-based Convertible Arbitrage and Merger Arbitrage strategies.

• Successfully created strategies that matched or exceeded the performance of well-known hedge fund indices while being easily implementable for the firm.

• Managed coverage of insurance companies with responsibility for research, analysis, and recommendations.

• Conducted sessions with sales force to optimize company marketing and client meetings.

• Composed quarterly and news-based written research reports for external publication.

• Developed and conveyed investment ideas and strategies to Insurance Team and institutional clients.

• Recognized by management for Best Practice which reduced data errors, improved accessibility, and reduced time to publication.

Recipient of Nicholas Brandemarti Award for excellence in Finance and Athletics

Division I Scholarship Athlete, Women's Soccer