Robert R. Rodman, IV
Chicago,Illinois
Summary
Strategic alternative investment business development/capital raising leader with forward-thinking and creative approaches to developing revenue channels, capitalizing on changing industry trends and "future proofing" investment management revenue streams. Expertise spans global institutional and private wealth investors across private equity, real estate, private debt and hedge fund investment strategies. Driven "player coach" well-versed in recruiting, developing and retaining top-performing teams.
Overview
33
33
years of professional experience
1
1
Certificate
Work History
Founder, Managing Partner
BANNERET WEALTH TECH VENTURES LLC.
Chicago, Illinois
01.2022 - Current
- Launched Banneret to take the lead in sourcing and delivering wealth-enhancing solutions that work for investors, advisors, and differentiated alternative managers
- Real Estate Private Equity: Partnering with a value-add boutique with $1.5b, 30 property portfolio of class ‘B’ multi-family/self storage properties
- Guiding leadership on designing and implementing internal process for capital raising relationship management for Fund I launch
- Building process for identifying investors, raising capital through Single and Multi-Family Offices, Registered Investment Advisors (RIA’s), HNW and UHNW Individuals, OCIO’s and Institutional LP channels
- Leveraging capital raising network for capital introduction, and input on terms, product design
- Promoting importance of implementing process, procedures for CRM database to optimize sales pipeline and leverage existing 1000+ syndicate investors
- Commercial Real Estate-Net Leased FinTech Platform: Advised established private equity real estate boutique revenue generation and client acquisition strategy for proprietary Artificial Intelligence/Machine Learning investment sourcing technology platform
- Systematic Macro Hedge Fund: Engaged to help successful institutional focused fund break into liquid alternative/ private wealth channel through strategic partnership and/or sub-advisory.
Senior Vice President, Head of Strategic Product Management
CALAMOS INVESTMENTS
Greater Chicago Area, Illinois
09.2017 - 12.2021
- Created and directed firmwide product strategy to build more durable and diversified revenue streams and reduce the company’s investment, product, market cycle, and risk/style factor concentrations
- Effectuated a product development process and common set of metrics to evaluate product priorities and handicap relative competitiveness of build, rent or buy acquisition strategy
- Process added structure and efficiency that cut decision making from average of 3+ months to weeks
- Designed and implemented cross functional product review strategy that anchored $8b (+200%) in new liquid alternative asset flows in first 24 months since initiated
- Catalyzed, devised, and implemented comprehensive ESG integration, stewardship, and engagement policies and oversight/governance structures to meet rising investor and regulatory demands that resulted in a 40% increase in consideration of institutional product searches in leading investor database in first 3 months.
Principal and Director of Marketing
EAGLE INVESTMENT SOLUTIONS (MACRO HEDGE FUND/INCUBATOR)
Princeton, New Jersey
01.2015 - 01.2017
- Led new product strategy, product development, and business development for systematic hedge fund focused on macro, currency, and managed futures strategies
- Drove firm brand revitalization, resulting in new company logo and repositioning of Eagle Investment Solutions, highlighting legacy of innovation, breadth of team, and unique FinTech advantage
- Tripled consultant, platform and investor coverage of Eagle strategies and capabilities in less than 18 months.
Director, Institutional Sales and Marketing
FIRST QUADRANT, LP
Pasadena, California
01.2012 - 01.2015
- Oversaw sales coverage for Midwest U.S
- For $30b systematic fundamental macro manager across range of quantitative macro, equities, risk parity, currency, and commodity strategies
- Developed and maintained relationships with consultants, endowments, foundations, sovereign wealth funds, and corporate and public pensions
- Co-managed sales effort that landed transformational hybrid currency alpha/overlay mandate that generated $25m in fees over 5 years
- Raised more than $3 billion in risk parity assets from public pension funds sector
- Secured $50 million seed investor for 15% annualized standard deviation Macro FX hedge fund
- Served as strategic member of three-person new product development committee
- Lead Client Relationship Manager for 5 of the firm’s top revenue producing clients.
Managing Director, Product Manager and Marketer for Foreign Exchange Strategies
K2 ADVISORS, L.L.C.
Stamford, Connecticut
01.2008 - 01.2011
- Maintained responsibility for marketing, development, and co-management of unique portfolio of currency hedge fund managers
- Developed and maintained relationships with consultants, endowments, foundations, and corporate and public pensions
- Sourced potential currency-focused tactical trading managers
- Recommended and discussed portfolio allocation shifts.
Managing Director, Head of Senior Investor Coverage for Americas
ABN AMRO BANK N.V.
Chicago, Illinois
01.2006 - 01.2008
- Oversaw $200 million in cross-product revenues for elite group of global markets division financial institution clients.
Global Head of FX Product Marketing
ABN AMRO BANK N.V.
Chicago, Illinois
01.2005 - 01.2006
- Designed and created unique global marketing platform centered that drove double digit global growth
- Co-developed and launched first-of-its-kind foreign currency-focused fund of funds, attracting $200 million of assets during first nine months of existence.
Global Head of Foreign Exchange Sales to Financial Institutions and Public Sector
ABN AMRO BANK N.V.
Chicago, Illinois
01.2002 - 01.2005
- Managed foreign exchange distribution for hedge funds, asset managers, pension funds, commodity trading advisors, government agencies, and central banks worldwide
- Implemented distribution platform enhancements that resulted in jump in global market share position to number 8 from 14 in first year as measured by Euromoney Annual Foreign Exchange Poll.
Head of North American Foreign Exchange Sales to Financial Institutions and Public Sector
ABN AMRO BANK N.V.
Chicago, Illinois
01.1999 - 01.2002
- Managed nine senior FX salespeople located in New York and Chicago
- Maintained responsibility for €20 million in annual revenue
- Closed Chicago 24-hour desk to enhance greater global coordination.
Foreign Exchange Institutional Sales
ABN AMRO BANK N.V.
Chicago, Illinois
01.1997 - 01.1999
- Advised institutional clients on how to monetize currency opportunities and manage risks.
Associate Director, Foreign Exchange Sales
BARCLAYS BANK PLC
New York, New York
01.1995 - 01.1997
- Top revenue producer in first year on the sales desk.
Foreign Exchange Trader/Analyst
GRANTHAM, MAYO, AND VAN OTTERLOO, LLC
Boston, Massachusetts
01.1991 - 01.1995
- Executed spot and forward currency transactions for global equity portfolios.
Education
B.S., Business Administration, Concentration in Finance -
BOSTON UNIVERSITY
11.1991
Skills
- Capital Raising
- Global Sales Management
- Alternative Investment Product Strategy
- Cross-Functional Investment Product Development
- Global Capital Markets
- Private Wealth Investor Coverage: Single Family Offices, Multi-Family Offices, RIA's, OCIO's
- Commercial Real Estate: Multi-Family, Self-Storage
- Institutional Capital Raising: Pension Funds, Endowments & Foundations, Sovereign Wealth Funds
- Competitive Analysis
- Growth Strategy Design and Implementation
- Innovation Management
- Transformational Sales Leadership
- Business Development
Affiliations
Economic Club of Chicago
Certification
True, True, False
Timeline
Founder, Managing Partner
BANNERET WEALTH TECH VENTURES LLC.
01.2022 - Current
Senior Vice President, Head of Strategic Product Management
CALAMOS INVESTMENTS
09.2017 - 12.2021
Principal and Director of Marketing
EAGLE INVESTMENT SOLUTIONS (MACRO HEDGE FUND/INCUBATOR)
01.2015 - 01.2017
Director, Institutional Sales and Marketing
FIRST QUADRANT, LP
01.2012 - 01.2015
Managing Director, Product Manager and Marketer for Foreign Exchange Strategies
K2 ADVISORS, L.L.C.
01.2008 - 01.2011
Managing Director, Head of Senior Investor Coverage for Americas
ABN AMRO BANK N.V.
01.2006 - 01.2008
Global Head of FX Product Marketing
ABN AMRO BANK N.V.
01.2005 - 01.2006
Global Head of Foreign Exchange Sales to Financial Institutions and Public Sector
ABN AMRO BANK N.V.
01.2002 - 01.2005
Head of North American Foreign Exchange Sales to Financial Institutions and Public Sector
ABN AMRO BANK N.V.
01.1999 - 01.2002
Foreign Exchange Institutional Sales
ABN AMRO BANK N.V.
01.1997 - 01.1999
Associate Director, Foreign Exchange Sales
BARCLAYS BANK PLC
01.1995 - 01.1997
Foreign Exchange Trader/Analyst
GRANTHAM, MAYO, AND VAN OTTERLOO, LLC
01.1991 - 01.1995
B.S., Business Administration, Concentration in Finance -
BOSTON UNIVERSITY
True, True, False
Highlighted Accomplishments
- Designed and implemented cross functional product strategy that anchored $8b (+200%) in new private wealth, liquid alternative asset flows in two legacy products in first 24 months.
- Raised more than $3b in institutional alternative assets, co-led landing transformational currency mandate that generated $25m in fees over 5 years, secured $50 seed investor for firm’s first hedge fund strategy.
- Co-launched multi-manager currency strategy, raised $200m in first nine months, migrated that strategy to established fund of hedge funds firm.
- Promoted to lead North American Investor Coverage across equites, fixed income, foreign exchange, and commodity product lines, delivered +20% annual increases, taking revenue from $160m to North of $200m, tripled cross selling collaboration.
- Guided Global Foreign Exchange Sales to a doubling of market share and a 175% increase in global revenues over three years by instituting innovative value-added coverage model.
References
References available upon request.
Highlighted Accomplishments
- Designed and implemented cross functional product strategy that anchored $8b (+200%) in new private wealth, liquid alternative asset flows in two legacy products in first 24 months.
- Raised more than $3b in institutional alternative assets, co-led landing transformational currency mandate that generated $25m in fees over 5 years, secured $50 seed investor for firm’s first hedge fund strategy.
- Co-launched multi-manager currency strategy, raised $200m in first nine months, migrated that strategy to established fund of hedge funds firm.
- Promoted to lead North American Investor Coverage across equites, fixed income, foreign exchange, and commodity product lines, delivered +20% annual increases, taking revenue from $160m to North of $200m, tripled cross selling collaboration.
- Guided Global Foreign Exchange Sales to a doubling of market share and a 175% increase in global revenues over three years by instituting innovative value-added coverage model.
References
References available upon request.
Similar Profiles
Tanit SoobhawanTanit Soobhawan
Authorized Agent at Wealth Ventures Co., Ltd,Authorized Agent at Wealth Ventures Co., Ltd,
Vijendra KalburgiVijendra Kalburgi
Head of Information Security Architecture/Lead Architect at Quantum Wealth Tech LimitedHead of Information Security Architecture/Lead Architect at Quantum Wealth Tech Limited
Gaurav GargGaurav Garg
Executive Director at Morgan Stanley Wealth Management TechExecutive Director at Morgan Stanley Wealth Management Tech