Personal Information
Entreprise/Lieu de travail
Greater Denver Area United States
Profession
Senior Investment Professional looking for a new opportunity to add value.
Secteur d’activité
Finance / Banking / Insurance
À propos
Roger Beutler, CAIA has been working in the banking/investment industry since 1992, more recently at a $2 billion operating foundation where he was Director of Investments responsible for the foundation’s private market investments. During his tenure at the foundation, Beutler built a global private equity program, restructured a global real estate portfolio, helped establish the asset allocation to meet the long-term spending needs of the foundation and presented to and educated the board of trustees about the investment program. Additionally, Beutler led an IT project to develop reporting capabilities to improve the communication with the board of trustees and evaluated/hired/terminat...
Mots-clés
asset allocation
private equity
investment review
global fixed income
global equity
real estate
endowments
foundations
investment
public equity
global private equity
global real assets
investment outlook
market commentary
fixed income
expected returns
fixed income.
Tout plus
Documents
(8)Personal Information
Entreprise/Lieu de travail
Greater Denver Area United States
Profession
Senior Investment Professional looking for a new opportunity to add value.
Secteur d’activité
Finance / Banking / Insurance
À propos
Roger Beutler, CAIA has been working in the banking/investment industry since 1992, more recently at a $2 billion operating foundation where he was Director of Investments responsible for the foundation’s private market investments. During his tenure at the foundation, Beutler built a global private equity program, restructured a global real estate portfolio, helped establish the asset allocation to meet the long-term spending needs of the foundation and presented to and educated the board of trustees about the investment program. Additionally, Beutler led an IT project to develop reporting capabilities to improve the communication with the board of trustees and evaluated/hired/terminat...
Mots-clés
asset allocation
private equity
investment review
global fixed income
global equity
real estate
endowments
foundations
investment
public equity
global private equity
global real assets
investment outlook
market commentary
fixed income
expected returns
fixed income.
Tout plus