Soo K.
Investments Director | Portfolio Manager | Executive Consultant ♦ Moody’s ♦ Local Pensions Partnership Investments (LPPI) ♦ Bank of England ♦ Federal Reserve Bank of New York ♦ Pension Funds ♦ Family Offices ♦ SMEs
- Role
- Director at Independent Consulting
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Soo K.
As a master’s-educated, senior investment expert, I have over 30 years of experience…
Experience
Director
May 2022 — Present · Los Angeles, CA, US
As my fixed-term contract ended following the successful identification and onboarding of multiple managers, I resumed multi-client consultancy sourcing opportunities through my extensive professional network. Clients included a private family office (FO). My work for the FO involved managing a California-based commercial property portfolio and fixed income investments. I conducted market research, valuations, lease negotiations, vendor selection and asset allocation including the assessment of opportunities for recapitalization, and providing the family with regular financial reports. Increased real estate net operating income by 10%(2023 and 2024)For a launch of an investor in net-zero buildings, I was engaged on projects by Sima Kanan, Partner at Gunnercooke I contributed to the general partner\'s efforts to launch a new fund defining market opportunities and investment strategy. I modelled cashflows and developed pitch decks with detailed projections including scenario analysis and stress testing. The collaboration led to obtaining speeding regulatory approval and a successful launch of the fund. Obtained swift regulatory approval for new equity fund
Education
Claremont McKenna College
Bachelor’s Degree
The University of Chicago Booth School of Business
Master of Business Administration - MBA
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