Ryan Caldwell
Leawood,KS
Summary
Results-focused Asset Management leader with 25 years of progressive industry experience. Strategically manages investments and guides client decisions relative to risk factors and business objectives.
Overview
26
26
years of professional experience
Work History
Chief Investment Officer
FS Investments
03.2020 - Current
- Leveraged quantitative models, proprietary research tools, and extensive industry knowledge to support informed decision-making processes within the team.
- Recruited new investors to fund initiatives.
- Oversaw talent acquisition and internal development of portfolio managers, analysts and traders.
- Developed in-depth understanding of clients'' needs, preferences, and risk tolerance levels by maintaining regular communication and providing timely updates on portfolio performance.
- Managed relationships with external advisors, fund managers, and service providers to support effective execution of investment strategies.
- Managed total investment strategies for more than $3Billion in funds.
- Collaborated with executive leadership to develop business plans, financial projections, and valuation analyses for various investment scenarios.
Co-Founder
Chiron Investment Management
05.2015 - Current
- Created and sold De Novo Asset Manager Chiron Investment Management.
- Obtained Platform Approval for funds from all major wire houses in 12 months.
- Created UCITs product with UBS platform approval in Europe and Asia.
- Created a quantitative data sharing agreement with largest Sovereign Wealth Fund in Asia.
- Established foundational processes for business operations.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Implemented data-driven decision-making to optimize business performance and drive growth.
- Streamlined operational processes for improved efficiency and cost reduction.
- Provided strategic direction for product development, resulting in high-quality offerings that resonated with customers'' needs and preferences.
- Recruited, interviewed and hired new staff members and developed training materials for employees.
- Developed comprehensive business plans that guided the company towards long-term success and profitability.
- Spearheaded fundraising efforts, securing significant investments to support company initiatives.
COO
Premier Boxing Champions
06.2014 - 03.2015
- Established PBC brand on all major broadcast networks.
- Created a boxing league structure.
- Facilitated regular leadership meetings to discuss progress on strategic goals, identify opportunities for improvement, and address challenges proactively.
- Managed budgets and financial forecasting to ensure fiscal responsibility and maintain profit margins.
- Developed high-performing teams through effective hiring, training, and performance management strategies.
- Negotiated key partnerships with vendors, suppliers, and other stakeholders for improved collaboration and resource allocation.
- Spearheaded strategic planning initiatives for long-term growth and profitability.
- Oversaw the development of new products or services from conception to market launch.
- Mentored employees at all levels within the organization to support their professional development goals.
Senior Portfolio Manager
Waddell & Reed
07.2000 - 03.2014
- Established Ivy Brand for Waddell & Reed with Asset Strategy product.
- Built $45 billion fund suite from 0 that accounted for 50% of W&R Asset base at departure.
- 2007 Morningstar Manager of the Year Finalist.
- Mentored junior analysts on industry best practices, investment concepts, and the importance of maintaining a disciplined approach to portfolio management.
- Managed high-value client accounts with attention to detail and discretion while adhering to strict confidentiality guidelines.
- Implemented risk management strategies for optimal asset allocation and diversification across multiple portfolios.
- Effectively communicated complex financial concepts to clients from diverse backgrounds using easy-to-understand language.
- Conducted comprehensive due diligence on potential investments, including assessing company fundamentals, competitive landscape, and market trends.
- Maximized portfolio returns by conducting thorough research and analysis of investment opportunities.
Investment Analyst
George K. Baum
06.1998 - 04.2000
- Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
- Conducted detailed investment analysis, calculations and reports.
Education
BBA - Finance
Texas State University
San Marcos, TX08.1997
Skills
- Talent Acquisition
- Strategic Planning
- Investment performance analysis
- Equity markets
- Asset Management
- Portfolio Management
- Asset Allocation
- Business Development
- Global Equity portfolio management
- Investment analytical systems
Board Roles
-Premier Boxing Champions, 2013-current
-Delta Topco, Formula 1, 2013-2015
-Legendary Entertainment, 2013-2016
-ICAV/UCITS FS Chiron Global Allocation, 2015-current
-
Timeline
Chief Investment Officer
FS Investments
03.2020 - Current
Co-Founder
Chiron Investment Management
05.2015 - Current
COO
Premier Boxing Champions
06.2014 - 03.2015
Senior Portfolio Manager
Waddell & Reed
07.2000 - 03.2014
Investment Analyst
George K. Baum
06.1998 - 04.2000
BBA - Finance
Texas State University
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