Theodore (TJ) Catino

• Chief Investment Officer
• Managing Director
• Partner
• Investment Committee Member
• Shareholder
• Manager
• Controller
• Led initial organizational framework, developed systems and processes necessary to report, record, analyze and make decisions
• Worked with Cambridge Associates to develop institutional endowment model flagship investment fund.
• Established an opportunistic investment private investment fund.
• Managed vendor and service provider relationships such as Legal, Tax, Banking & Custody, Investment Partnerships, including ongoing monitoring, onboarding, fee negotiation, on behalf of Family Office
• Implemented and grew use of technology and platform integrations to improve intelligence and decision making capabilities; Addepar, Bloomberg, Preqin, Microsoft Azure & Enterprise Office solutions, Communication Technologies, etc.
• Multiple significant transitions and migrations across various platforms, banking institutions, and administration, and management
• Took over for Cambridge Associates in 2017 to directly manage all aspects of the Family's investment management execution
• Developed forecasting tools and dashboards to aggregate proprietary data received from partners, investments/portfolio co.'s, consultants, etc. to improve outcomes
• Member of Investment Committee.
• Defined strategy and business plan.
• Consistently outperformed conservative and aggressive benchmarks on a net-of-fees and after-tax basis.
• Managed and executed the following types of investment strategies:
• Invested and committed over $70M in opportunistic private investments, across more than 110 unique deals
• Managed pooled investments, public and private, in excess of Managed total investment strategies for more than $[Amount] in funds.
• Developed annual forecasts used to make key portfolio management decisions.
• Established key procedures for teams preparing documentation, models and presentations.
• Raised money to complete business development projects such as mergers and company purchases.
• Gathered data and built financial models around key metrics.
• Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
• Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
• Devised and presented business plans and forecasts to board of directors.
• Formulated and executed strategic initiatives to improve product offerings.
• Established and maintained strong relationships with customers, vendors and strategic partners.
• Maintained P&L and shouldered corporate fiscal responsibility.
• Monitored key business risks and established risk management procedures.
• Analyzed industry trends and tracked competitor activities to inform decision making.
• Communicated business performance, forecasts and strategies to investors and shareholders.
• Directed technological improvements, reducing waste and business bottlenecks.
• Managed financial, operational and human resources to optimize business performance.

• Advised and coordinated several syndicated venture capital rounds

• Credit analysis and investment (portfolio monitoring)
• Focused on High Yield Industrial credits

• Developed Expertise in Understanding Complex [Investment Vehicles / Partnerships] Capital Allocations and Economic Distribution Policy's
• Developed Investment Fund Industry Expertise, specifically in alternative investment fund industry, such as hedge funds, private equity (leveraged buy out), offered by premier Wall Street Banks; in the wake of Leman Brothers.
• Developed Due Diligence and Financial Reporting Analysis & Creation Skills

Assurance Practice, Investment Management Group

Alternative Investments