100 Crescent Court, Suite 550 | Dallas, TX 75201 | (214) 855-2200 | www.thepresidiogroup.com
The Pres...
100 Crescent Court, Suite 550 | Dallas, TX 75201 | (214) 855-2200 | www.thepresidiogroup.com
Mark Guinney,...
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Presidio Executive Summary and Bios

Published on: Mar 4, 2016
Source: www.slideshare.net

Transcripts - Presidio Executive Summary and Bios

  • 1. 100 Crescent Court, Suite 550 | Dallas, TX 75201 | (214) 855-2200 | www.thepresidiogroup.com PRESIDIO AT A GLANCE The Presidio Group provides objective and holistic investment advice, tailored solutions, and high-touch client experience to select group of wealthy families and institutions across the U.S.  $4.5 billion assets under advisement for over 150 clients  $25M average relationship  $10M minimum relationship  $400M largest relationship  Our clients are affluent families, entrepreneurs, private equity professionals, real estate developers, professional athletes, Wall Street veterans, endowments and foundations  2014 Recognition: Forbes: Top 50 Wealth Manager (#15), San Francisco Business Times: Largest Wealth Managers (#20), Barron’s Top Independent Advisors.  Offices in Dallas, San Francisco and Washington, D.C. OUR GOALS  To help our clients develop and implement their investment goals and deliver strong long-term performance results  To offer holistic advice beyond our clients’ core investments and help them navigate the complexities of wealth  To provide exceptional high-touch client-centric service  To continue to hire and retain world-class employee talent OUR VALUE PROPOSITION  Talented and Experienced Team. Seasoned advisors and client service team, and direct access to our institutional-grade investment team of six with over 75 years of combined experience at top-tier investment firms, endowments and hedge funds  Complete Transparency. Clear communication about how we identify the sources of investment return, our rationale for each fund position and how we link our economic outlook to a client’s portfolio  Alignment of Interests. True advisory model, where our compensation is limited to annual client advisory fee. We do not charge any hidden fees (e.g. referral fees, trading or sales commissions, spreads for fixed income) that directly erode our clients’ returns. We work in our clients’ best interest OUR INVESTMENT APPROACH  We believe risk is defined as the permanent loss of capital rather than short-term volatility  We take risk analysis beyond volatility and asset class labels down to the fundamental economic drivers of risk. Result: client portfolios with truly meaningful diversification  Our intensive research provides clients with a differentiated fund selection and monitoring process. 200+ new funds across multiple asset classes evaluated annually  We choose managers across a broad range of asset classes who:  Have high convictions resulting in concentrated portfolios  Focus on single investment strategies  Are early in their lifecycle  Produce consistently high risk-adjusted returns  Are indifferent to benchmarks or the action of their peers  Have substantial personal capital in their fund
  • 2. 100 Crescent Court, Suite 550 | Dallas, TX 75201 | (214) 855-2200 | www.thepresidiogroup.com INVESTMENT TEAM Mark Guinney, CFA Managing Director Head of the Investment Team With Presidio since 2003 Prior experience: Watson Wyatt Education: M.B.A., UC Berkeley B.A., Pomona College Antonio Casal, CFA Managing Director With Presidio since 2008 Prior experience: Bridgewater Associates Education: M.B.A., Harvard Business School B.A., University of Texas at Austin Pablo Ferreri Managing Director With Presidio since 2007 Prior experience: Walt Disney Co’s retirement plan Trust Company of the West GM’s pension plan Education: M.B.A., Wharton School B.A., Uni. de San Andres Jacob Levy Vice President With Presidio since 2011 Prior experience: American Red Cross Hall Capital Partners Education: M.B.A., MIT B.S., UC San Diego Anthony Chiu, CFA Senior Analyst With Presidio since 2012 Prior experience: Dunlap Equity Management GE Capital Education: B.A., Stanford University ADVISOR BIOGRAPHIES Jerry Deren, Managing Director | jderen@thepresidiogroup.com | (214) 855-2212 Jerry has been with Presidio since 2007. He serves as managing director on our wealth advisory team where he applies an extraordinary broad life experience to his work managing the portfolios of our high-net-worth client base. In 2015, Jerry was recognized as one of Barron’s Top Independent Financial Advisors in Texas. Jerry received his B.S. degree in economics from the U.S. Naval Academy in Annapolis, Maryland and had a distinguished Navy career as an officer, F/A-18 pilot, and demonstration pilot with the Blue Angels. After the Navy he worked for Goldman Sachs Private Wealth Management before joining Presidio’s Dallas team. Colin Carter, Managing Director | ccarter@thepresidiogroup.com | (214) 855-2211 Colin Carter runs our wealth advisory team in Dallas and is responsible for developing, implementing, and maintaining investment portfolios for high-net-worth families. Colin spent over five years with Merrill Lynch in the Private Wealth Advisory Group and ten years with Goldman Sachs & Co. in their Private Advisory Services Group. He received his undergraduate degree in economics from Duke University and his M.B.A. from the University of Texas at Austin. He is a member of the CFA Institute in Dallas and for six years has been honored as one of America’s Top 100 Independent Financial Advisors as identified by Barron’s (2009-2014). Sarah Dhaouahira Analyst With Presidio since 2014 Education: B.A., Colgate University

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