Joshua Freeman

Vice President - Research and Due Diligence @iCapital

Stamford, CT, US
EMAILS
j•••••••@icapital.com
MOBILE NUMBERS
+17•••••••02

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WORK HISTORY

Jun 2022 — Present

Vice President - Research and Due Diligence @iCapital

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US

Responsible for providing research and diligence related to private markets opportunities for the wealth and mass affluent channel. Focused predominantly on Real Estate, Real Assets, and Distressed/Special Situations Credit opportunities. Duties include the creation of fund diligence reports, asset class and market education, and specialist responsibilities regarding tax strategies such as 1031 exchanges and qualified opportunity zone funds.

EDUCATION

2009 — 2011

The University of Chicago Booth School of Business

MBA, Finance, Economics, Econometrics

1999 — 2003

University of Michigan

Bachelor of Arts (B.A.), Economics

SKILLS

BloombergInvestment StrategiesAlternative InvestmentsMicrosoft ExcelValuationInvestmentsInvestment ManagementFinancial AnalysisProcess ImprovementEquitiesFinanceRisk ManagementAsset ManagementAsset ManagmentStrategyFixed IncomeWealth ManagementPensionsPortfolio ManagementHedge Funds

ABOUT JOSHUA FREEMAN

Investment Professional skilled in Asset Management and Investment Strategies across…

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