Overview
Work History
Education
Certification
Timeline
Generic

PATRICK TIMM

St. Paul,Minnesota

Overview

14
14
years of professional experience
1
1
Certification

Work History

Principal, Senior Investment Consultant

Mercer
12.2018 - Current
  • Lead onsite meetings and conference calls with senior business executives at investment managers globally across private equity, private debt, venture capital, real estate, infrastructure, natural resources, secondaries, fixed income, equity, cryptocurrency and hedge fund mandates on behalf of clients that include public pensions, insurance companies, wealth management platforms, fund of funds, and family offices.
  • Conduct large, specialized consulting projects as part of direct engagements with investment managers and asset owners, including large public and private pension plans, international financial institutions, and wealth managers, to review their internal business and operational infrastructure supporting the investment process
  • Contribute to due diligence reviews on potential corporate acquisition targets.
  • Assess and opine on due diligence reviews as a member of Mercer Sentinel’s Global Risk Committee.
  • Present educational sessions to clients, including sovereign wealth funds and investment managers

Associate, Operational Due Diligence

Pavilion (Acquired by Mercer)
06.2017 - 12.2018
  • Draft operational risk summaries and prepare other ad-hoc reports as needed
  • Respond to queries from clients and consultants on operational questions concerning hedge fund and private equity managers
  • Actively participate in hedge fund approval meetings, opine on the operational risk of alternative investment managers, and veto if necessary
  • Review operational risk summaries of other Pavilion professionals

Valuation Lead

Advantus Capital Management (Securian Asset Management)
09.2011 - 06.2017
  • Supervise the Valuation Group
  • Conduct Valuation Committee meetings and present valuation reporting to senior management
  • Responsible for matrix pricing over US$3 billion in private placement and over US$2.5 billion in whole loan positions using FactSet
  • Perform tasks related to the daily, monthly, and quarterly settlement of derivative positions, moving collateral positions of up to US$50 million

Education

Bachelor of Science - Economics

University of Wisconsin, Eau Claire
05-2011

Certification

  • CFA - Chartered Financial Analyst
  • CAIA - Chartered Alternative Investment Analyst
  • CIPM - Certificate in Investment Performance Measurement

Timeline

Principal, Senior Investment Consultant

Mercer
12.2018 - Current

Associate, Operational Due Diligence

Pavilion (Acquired by Mercer)
06.2017 - 12.2018

Valuation Lead

Advantus Capital Management (Securian Asset Management)
09.2011 - 06.2017

Bachelor of Science - Economics

University of Wisconsin, Eau Claire

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