Ford Smith

About Ford Smith

Senior investment professional with meaningful experience managing fixed income portfolios and alternative assets, capital raising and developing and strengthening successful client relationships. Those client facing efforts have run the gamut of raising capital, new strategic initiatives with investors, cross-selling efforts within major banks and refining portfolio guidelines / benchmarks. During my career I have developed successful client relationships with a broad variety of prospects and investors from global financial institutions, large corporations and municipalities, endowments and across different verticals in the private wealth channel. My business development skills have resulted in increased AUM and new investment products for multiple firms. I am a firm believer that understanding client goals and objectives is the heart of stronger client relationships and lasting business. I am wholeheartedly committed to team progress and goals, and I believe that team success is equal parts strong collaboration and individual effort. I plan to continue being the team doer, the leader who rolls up his sleeves and makes things happen by getting things done, all tasks big and small; none of which are too small to be done right.

Experience

1. Senior Portfolio Manager

   Heirloom Investments

   Oct 2021 — Present · New York, NY, US

   Portfolio management and capital raising responsibilities for leading boutique manager that provides access to niche alternatives. Heirloom is highly focused on the cash flows from uncorrelated investments, which provide investors solid returns regardless of public market performance, economic progress or the political environment. Cash flows can be used for portfolio rebalancing, reinvestment purposes or to fund designated objectives. These investment opportunities are available to both global institutional investors and Private Wealth accounts.

Education

• Boston University - Graduate School of Management

  MBA

  1988

• Georgetown University

  BS Foreign Service, International Politics

  1976 — 1979

Skills

• Project Management
• Fund of Funds
• Mbs
• Investment Strategies
• Alternative Investments
• Equity Research
• Structured Products
• Financial Risk
• Asset Management
• Credit
• Financial Structuring
• Bloomberg
• Capital Markets
• Asset Managment
• Portfolio Management
• Financial Markets
• Trading
• Investment Banking
• Structured Finance
• Derivatives
• Institutional Sales
• Emerging Markets
• Investments
• Institutional Investments
• Valuation
• Securities
• Asset Allocation
• Mutual Funds
• Hedge Funds
• Risk Management
• Bonds
• Fixed Income
• Abs
• Equities
• Options
• Investment Management
• Finance