About Me
Senior finance leader with MS and MBA graduate credentials and over 30 years of experience in global public and private companies. My expertise spans computational finance, portfolio management, private equity and debt, regulation D projects, derivatives, and accounting across public equities, fixed income, foreign exchange, and commodities.
I specialize in computational finance and portfolio design with deep expertise in delivering quantitative investment solutions for institutional clients. My proven history includes leading engagements to design and implement sophisticated portfolio construction methodologies, risk management systems, and algorithmic strategies that enhance client performance.
I combine advanced mathematical modeling with strategic consulting skills to solve complex investment challenges for asset managers, pension funds, and institutional investors. Well versed in machine learning and artificial intelligence as it relates to finance and financial markets.
Published extensively in Forbes, M&A Magazine, Entrepreneur, and other leading publications on complex investment processes and computational finance methodologies.
Professional Experience
Managing Director and Co-Founder
Managed short and long-range projects from fund product creation to private equity and debt funding. Expert in quantitative risk management and computational methodologies utilizing complex R packages including Quantmod, Performance Analytics, Portfolio Analysis, and Quant Strat.
Designed portfolio processes, capital markets, and forecasting utilizing computational and quantitative processes in R and Python. Responsible for compliance, balance sheet, and P&L for three firms. Completed 9 private equity and debt transactions across 6 industries with 21 indirect investments spanning 3 countries.
Senior Vice President - Investments
Created, managed, and grew investment portfolios for ultra-high net worth clients. Built quantitative investment and risk management processes. Analyzed alternative investments for both private equity and debt structures.
Chief Investment Officer
Led overhaul of investment process and reengineered compliance oversight. Co-managed investment portfolios for ultra-high net worth clients in music and television industries. Instituted investment policies and benchmarks for internal and external tracking.
Senior Vice President Portfolio Manager
Created, managed, and grew investment portfolios for high net worth clients. Lead portfolio manager for sales personnel in presenting investment concepts to new portfolio clients. Managed over $600 million in assets.
Consulting Services
Portfolio Design & Construction
Advanced portfolio optimization, factor modeling, and asset allocation strategies using quantitative methodologies. Custom portfolio construction for institutional clients and high-net-worth individuals.
Third Party Review & Assessment
Independent evaluation and assessment of asset managers and investment advisors. Comprehensive due diligence, performance analysis, and risk assessment of existing investment relationships and strategies.
Computational Finance
Quantitative modeling, derivatives pricing, and algorithmic trading system development using R, Python, and advanced mathematical frameworks. Expert in machine learning applications to finance.
Risk Management Systems
Design comprehensive risk measurement frameworks, stress testing methodologies, and hedging strategies. Implementation of sophisticated risk management systems for institutional portfolios.
Private Equity & Debt Analysis
Due diligence, valuation, and structuring for private equity and debt transactions. Experience across multiple industries including finance, healthcare, oil & gas, and technology.
Investment Strategy Development
Alternative data integration, alpha generation strategies, and systematic investment approaches. Expert in macro and microeconomic analysis as it relates to global financial markets.
Regulatory & Compliance
RIA establishment, regulatory compliance guidelines, and investment policy development. Expert in Regulation D projects and institutional compliance requirements.
Publications & Thought Leadership
2016 Election and Presidential Impact on Markets
Analysis of electoral outcomes and their implications for financial markets, policy changes, and investment strategies.
The Difficulty in Return Forecasting: A Probabilistic Approach
Comprehensive examination of the challenges in return prediction and innovative probabilistic methodologies for more accurate forecasting.
Entrepreneur to Investor – What Skills May or May Not Be Transferable
Strategic guidance for business owners transitioning from operational roles to investment focus, analyzing transferable competencies and new skill requirements.
Capital Trends for the Ultra-Wealthy
In-depth analysis of investment patterns, asset allocation strategies, and emerging opportunities within ultra-high-net-worth market segments.
Board Leadership
Public Company Board Member
Served as board member for public oil and gas company, providing strategic oversight and governance. Member of the Compensation Committee, contributing to executive compensation design, performance metrics alignment, and corporate governance best practices.
Additional publications and thought leadership pieces available upon request. Regular contributor on complex investment processes, computational finance, and quantitative analysis methodologies.
Get In Touch
Contact Information
harold@haroldpine.com
Phone
Available upon request
Location
Denver, Colorado
www.linkedin.com/in/harold-pine-794999224