Viktoria Fekete

Viktoria Fekete

Economist, Financial Services

New York, NY
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Summary

Dear Reader, welcome to my profile!

I'm helping organizations achieve their strategic goals by working effectively with others inside and outside the entities, pursuing extraordinary outcomes with 12 years of experience.

As a fiduciary: managing financial assets and making individualized recommendations regarding securities. Strong background in regulatory compliance and private equity. Experienced managing multiple cross-functional teams. Division 1 and National Champion athlete.

Experience

2014 Aug - Present
INVESTMENT ADVISER REPRESENTATIVE, DIRECTOR BUSINESS DEVELOPMENT
Conrad Capital Management Inc., CCM Partners, LP

Conrad Capital Management Inc., CCM Partners, LP (Reg.D)


Joined CCM - SEC Registered Investment Adviser (NY) - with a broker-dealer relationship and a hedge fund of funds. Promoted to become member of the Investment Committee and took on additional senior managerial responsibilities. Serving the complex needs of individual investors, corporations, defined contribution/benefit plans. Reporting to the CEO, Mr. Conrad with 36 years industry experience, paying special attention to evolving industry trends and keep CCM run flawlessly.

personalized portfolio construction with a team approach, trading 700 vehicles in 320 separately managed accounts, 70% discretionary

• monitor industry & regulatory changes, proactively assess impact to business processes and the audit plan

• on-board new clients (NCA, KYC, AML). Understand the financial needs of all customer types

construct, analyze, benchmark and reallocateportfolios from $50K-$12M in assets and ensure stated objectives, risk tolerance and limit requirements are aligned and reviewed with investors

• oversee and coordinate financial, legal and operations audit. SEC filings

• review legal documents, private equity & IPO subscriptions and negotiate lock up periods, fees, provisions

• manage FOF operations, 8 underlying hedge funds - collectively managing $1.47 billion - with strategies in equity long/short, small/mid cap

reduced operating expenses, lowered lease costs by 18%, COMINT expense by 40%. Helped increase IA AUM by 50%

members).
2009 Jan - 2014 Jul
DIRECTOR BUSINESS DEVELOPMENT
LHM

LHM Inc. - Asset Management, Brokerage, Real Estate Investments

2009-2014

Clients intended to invest in quality income-producing residential or commercial real estate - leased to long-term, creditworthy tenants - and making non-traded alternative investments, related to other property types. Led a staff of five.


• established, maintained relationships with local and international individuals and institutional clients

• prepared proposals and negotiated contracts regarding real estate investments and liquidation of assets

• developed a new sales strategy that resulted in a 25% revenue growth and stabilized margins through a complex financial crisis.

• maintained accounts, analyzed portfolios to ensure profitability

• held investor events, coordinated project cycles and deliverables.

2006 Jan - 2008 Dec
OPERATIONS MANAGER
Hungarian Federation of Free Radios, NGO

A non-profit organization dedicated to furthering international regulatory compliance and advocating for independent community broadcasting.


• represented the organization in negotiations with local government agencies and the European Union

• successfully completed a national legal project. Helped comply with international policies and procedures

• (research and technological development) RTD project management

• supported content distribution & data swap system testing

• reviewed performance data to measure productivity, determined areas needing improvement

• prepared federal grant submissions and helped with tactical allocation of proceeds

• procured contractors, managed budgets

• was equally adept at managing people and operations (employees, board members, through 42 radio stations 500 members).

Education

2005 - 2010
Budapest Metropolitan University
Bachelor's Degree / Communication, Media Studies, Political PR
2005 - 2009
Budapest Metropolitan University
Bachelor's Degree / Economics, International Affairs
2016
Yale University
Certification / Financial Markets

Skills