Deepak Tolani
Assist the CIO in developing investment policies and systems to prudently manage a $12bn+ investment program
- Role
- Sr Investment Strategist at District Of Columbia Retirement Board
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Deepak Tolani
Versatile and experienced professional with 20+ years in the investment industry. Past…
Experience
Sr Investment Strategist
District Of Columbia Retirement Board
Jan 2022 — Present · Washington, DC, US
Serve pensioners as member of six-person team investing across multiple asset classes. Advised on strategic and tactical asset allocation, portfolio rebalancing, developing investment policy statement and Trustee Education.• Led underwriting for 15 private funds ($1.1B+ deployed) across private equity, real estate, infrastructure and natural resources. Prepared written reports and presented investment ideas to the Investment Committee.• Conducted public manager searches, re-negotiated fee agreements ($880k+$300k in annual savings), rebalanced equities exposure and managed manager transitions while controlling costs. • Monitored investment performance of 30 existing fund investments, represented DCRB on LPAC’s, led meetings with external investment firms, and helped manage the day-to-day implementation of strategies and policies.• Worked with external vendors on performance reporting (Northern Trust), reviewing investment fees (Colmore), trade cost analysis (Trade Technologies) and benchmarking (CEM) to ensure reasonable fund management cost vs. peers.• Authored the investments section of the Annual Comprehensive Financial Report (ACFR) for three consecutive years.
Education
Michigan State University - Eli Broad College of Business
MBA, Finance
1997 — 1999
University of Florida
BSc., Computer Engineering
1992 — 1996
Skills
- African Markets
- Credit Analysis
- Equity Research
- Asset Management
- Emerging Markets
- Frontier Markets
- Chartered Financial Analyst
- Valuation
- Middle East
- Equity Valuation
- Financial Modeling
- Capital Markets
- Equities
- Private Equity
- Investments
- Risk Management
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