Experience

  • Founder: Paul A. Ehrhardt, Managing Member, Investment Business Advisors LLC.
    • Global Asset Management Firm Experience (29 Years)
      • Institutional Investors Served
        • Endowments
        • Wealth Management Platforms (Banks and Registered Investment Advisors)
        • + Related Manager Selection Consultants
        • Sovereign Wealth Funds
        • Corporate and Public Pension Plans
        • Taft-Hartley Pension Plans
        • Foundations
        • Family Offices
      • Asset Management Firm Ownership Structures/Types
        • 3 Entrepreneur/Family-Owned Asset Management Firms,
        • 1 “Pure Play” Institutional Asset Manager
        • 1 Investment Subsidiary of a Global Bank,
        • 3 Investment Subsidiaries of Insurance Companies
      • Assets Under Management (AUM)
        • Ranging From USD $5bn to USD $450bn+
      • Asset Classes
        • Equities: US, Global, Regional, Emerging Markets; Large Cap, Mid and Small Cap; Growth, Value and Core
        • Fixed Income: US, Global, Regional, Emerging Markets, Corporates, Publics, High Yield, Asset Backed, Money Markets
        • Alternatives: Hedge Funds, Funds of Hedge Funds, Private Equity, Real Estate, Commodities
      • Global Leadership and Management Responsibilities
        • Senior leadership, management and advisory roles in the Global Asset Management industry with investment teams, business development, client service teams and investment business functional teams located in and under the regulatory regimes of:
          • Beijing
          • Hong Kong
          • Singapore
          • Melbourne
          • Sao Paulo
          • United States
          • United Kingdom
          • Europe
          • Middle East
          • Tokyo
      • Process and Skill-Set Focus:
        • Investment Roles, Functions, Processes and Skill-Sets
          • Risk Management
          • Investment Committee Process Management and Decision-making
          • Research
          • Portfolio Management
          • Trading
          • Qualitative and Quantitative Analysis
        • “Investment Business Management” Roles, Functions, Processes and Skill-Sets
          • Middle and Back Office Operations
          • Human Resources
          • Communications
          • Third-Party Service Providers
          • Legal
          • Compliance
          • Technology
          • Finance
          • Marketing and Client Service
        • Asset Management Industry “Best Practices”
          • Firm and Fund Governance
          • Firm and Fund Transparency
          • Investment Functions
          • Investment Committee Decision-making and Monitoring
          • Investment Business Management Support Functions
          • Investor Relations
          • 3rd Party Service Providers
    • Firms, Roles, Responsibilities, Asset Classes; Financial Services: 37 Years of Service, 1985 to Present
      • Managing Member, Investment Business Advisors LLC – 2011 to Present
      • Managing Director & Chief Operating Officer, Arden Asset Management LLC (Fund of Hedge Funds) New York – 2007 to 2010
      • Managing Director/Chief Operating Officer, Legg Mason International Equities (Emerging Market Equities) London and New York -2005 to 2007
      • Managing Director, Investment Business Management, Citigroup Asset Management (Global & European Equity and Fixed Income and Emerging Markets Equities) London – 2004-2005
      • Managing Director & Chief Operating Officer, American Century Investment Management (Equities and Fixed Income) Kansas City, MO – 1998-2004
      • Advisor, Landmark Partners (Private Equity and Real Estate Equity Funds) Simsbury, CT – 1997 -1998
      • Chief Operating Officer, Aetna Investment Management subsidiaries (Equities, Fixed Income, Private Equity, Real Estate) Hartford, CT – 1991 -1997
      • Managing Director, Statehouse Capital Management (Equities, Fixed Income, Real Estate) Hartford, CT – 1989 -1991
      • Vice President, CIGNA Investment Group, (Equities, Fixed Income, Private Placements, Real Estate – 1985 -1989
      • Other CIGNA Roles: Senior Vice President, CIGNA Service Company, Director Human Resources, Director, Planning and Control Bloomfield & Hartford, CT – 1977 -1985