Joanna Berg

About Joanna Berg

20 years of private markets experience in private equity, private credit, real estate and hedge fund investments across portfolio management and capital raising- MBA, Columbia Business School- Skilled market strategist with published research- Experienced fundraiser for alternative investment funds- CFA Charterholder.Specialties: Investment ManagementInvestment ResearchPrivate EquityHedge FundsCapital Raising

Experience

1. Director, Sr Alternative Investments Strategist

   BNY

   Sep 2020 — Present · New York, NY, US

   Lead alternative investment strategy for BNY Wealth and Institutional Client segments across private markets.• Manage a team of experienced alts strategists to drive alternatives adoption across our client base.• Expanded the WM Alts AUM while growing the fund lineup through an open architecture approach.• Provide private market asset allocation and portfolio construction advice tailored to client needs, ensuring alignment with investment objectives.• Lead fundraising campaigns for alternative funds, enhancing capital formation efforts.• Design the product lineup across innovative private market and hedge fund investment strategies that align with the firm’s overall strategic objectives.• Contributed to the development of the Alts Bridge platform, a leading BNY initiative that aims to broaden investor access to alternative products.• Serve as a frequent panelist at BNY and industry conferences, sharing insights on private market trends.• Serve as voting member on numerous BNY committees, including the Alternative Investments Council and the New Business Acceptance Committee.

Education

• Columbia Business School

  Master of Business Administration (MBA), Finance

• Fordham Gabelli School of Business

  Bachelor of Science (BS), Finance, Economics