Jeff Kuhl
Director, Equity Research @Segal Marco Advisors
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WORK HISTORY
Director, Equity Research @Segal Marco Advisors
Identify investment solutions for corporate, multi-employer and public pension plansDeliver data-driven presentations to Investment Committees, which are comprised of the firm’s senior executives, to position and offer persuasive evidence supporting all recommendationsArticulate portfolio’s position, explain manager philosophy, strategy, investment team, operational capabilities, performance attribution and positioning, fees, etc. for presentations to consultants and clientsConduct ongoing analyses on portfolio construction with emphasis on active versus passive mandates, investment manager and asset class correlations, and investment style analysesLead due diligence calls, in-person meetings, and onsite meetings for current and prospective equity investmentsDevelop client specific analyses modeled on findings from academic papers, resulting in actionable items to enhanced clients’ portfolios, which has included identifying and correcting unintended client bias within portfoliosMentor junior analysts to develop their research capabilities, due diligence procedures, and institutional knowledgeAs member of ESG Committee, developed manager ESG rating methodology and ESG data enhancement, give ESG educational presentations to clientsCreate macro and investment related blogs
EDUCATION
University of Illinois Urbana-Champaign
BS, Finance
The University of Chicago Booth School of Business
MBA, Finance, Strategic Management, Economics, Managerial & Organizational Behavior
SKILLS
ABOUT JEFF KUHL
Investment professional with 11 years experience in private equity, 4 years in an…
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