Cory Easter

About Cory Easter

Asset manager research and due diligence. Chief Investment Officer - AAM Mutual Funds.…

Experience

1. Executive Director - Asset Management Distribution-------------cio-aam Mutual Funds

   Advisors Asset Management, Inc.

   Jul 2009 — Present · Princeton, NJ, US

   Responsible for third party manager research and due diligence with focus on emerging asset management companies. Proven track record of identifying asset managers prior to the explosive growth phase of their life cycles. Helped drive third party SMA/UMA/mutual fund product assets from $0 to $30 billion+ AUM since \'09. 15 years experience helping investment managers successfully accelerate their asset growth via asset management distribution in the retail brokerage channel with SMA, UMA and mutual fund sub-advisory. Chief Investment Officer - AAM Mutual Funds: Helped develop and launch AAM\'s mutual fund complex which has grown from $0 to $2.0 billion+ AUM since 2012 product line launch. Chair AAM Mutual Funds Investment Committee. Perform initial and ongoing due diligence on third party asset managers selected as sub-advisors for AAM\'s mutual funds. Due diligence review includes all phases of asset manager\'s business including: investment, operations, trading, systems, disaster recovery, sales, marketing, legal, compliance, finance and management. Regularly report to Investment Committee on sub-adviser performance, portfolio positioning and corporate developments. Responsible for educating internal/external wholesalers on how to position AAM\'s SMA, UMA and mutual fund products against competing products. Develop reports, marketing materials, talking points which showcase and differentiate our offerings. Provide regular performance and investment management updates so that sales force is perpetually up to speed on current portfolio positioning. Series 7, 24, 66 registrationsChartered Alternative Investment Analyst (CAIA) Evestment Alliance, Morningstar Direct, PSN, Zephyr, Bloomberg, Factset

Education

• Denison University

  BA, Economics, Film (Double Major)

  1978 — 1983

Skills

• Operational Due Diligence
• Investment Management
• Fixed Income
• Derivatives
• Chief Investment Officer
• Portfolio Management
• Chartered Alternative Investments Analyst
• Equities
• Financial Services
• Asset Management Consulting
• Product Management
• Series 7
• Management
• Asset Allocation
• Due Diligence
• Alternative Investments
• Third Party Sales
• Product Development
• Investments
• Financial Advisory
• Mutual Funds
• Hedge Funds
• Asset Management Research
• Strategy
• Asset Management Distrubtion
• Emerging Managers
• Asset Management