Core Team

Grant Birdwell

ceo

Previously the senior portfolio manager of the Strategic Partnership Network portfolio at the Teacher Retirement System of Texas, $6bn global multi-asset class portfolio. As part of that, he also oversaw research efforts that were geared towards developing better ways to manage risk and allocate capital in a global context.

Prior to that, he spent several years with Morgan Stanley Investment Management as part of their Institutional Advisory Group, collaborating on multi-asset class solutions for large institutional investors. 

Grant began his career at Morgan Stanley in their Fixed Income Division. BA in Finance from Texas A&M University.

 

Chris Clasen, CFA

COO

Previously Chief Risk Officer of Piton Investment Management, additionally responsible for all trading infrastructure and operations. Member of the portfolio management team for Annaly where he also built a proprietary trading business.

Chris spent 10 years at JP Morgan Asset Management in various senior portfolio management roles in the global fixed income business. His career began at Oppenheimer Funds in the quantitative group.

BS in Mechanical Engineering and MBA from Rutgers University.

 

Rebecca Hellerstein, Ph.D.

CIO, Global Asset Allocation

Previously Managing Director at Investcorp and Head of Cross-Asset Investments, setting top-down asset allocation views across its Alternative Investment Solutions products and Senior Portfolio Manager of the flagship Dynamic Alt Beta Fund. 

Global Strategist and a member of the Investment Committee of the Global Multi-Asset Group at JP Morgan Asset Management, setting asset allocation views for its $120bn AuM. Senior Economist at the Federal Reserve for over a decade, developing and publishing econometric models and contributed regularly to monetary policy briefings.

A.B. from Harvard College, PhD from University of California at Berkeley.

Kyle McDaniel

CIO, Hybrid and Private Markets

Previously Managing Director of  Strategic Research and Partnerships at Whitebox Advisors. 

Also served as Chief Strategy Officer & Administrative Officer for Dorchester Capital Advisors, specializing in secondary and private markets in alternative assets. Kyle has served as the Chief Risk Officer for Teacher Retirement System Texas, and before that for an alternatives firm in Austin as well as serving as the Chief Investment Officer of a large multi-generational family office based in Houston. 

BA in Finance and Accounting from Texas A&M University and a Certified Public Accountant (CPA).