Carl joined Bel Air in 2012 and serves as the Investment Committee Chairman and Director of Manager Research. He is responsible for the investment research process, managing the investment team, and idea generation. Carl oversees the external manager platform including equities, fixed income, credit, and alternative investments. He is also responsible for risk management and client education across asset classes.
Prior to joining Bel Air, Carl was an Associate Director at Pacific Alternative Asset Management Company where he was responsible for hedge fund research and manager selection in the US and Europe. In addition, he managed customized portfolio solutions for institutional clients, advised pension funds on hedge fund investments, and published market strategy viewpoints. Prior to joining PAAMCO, he worked in investment banking for Credit Suisse and Merrill Lynch in London.
Carl received his MBA from UCLA Anderson with a focus on Finance and his BS in Foreign Service with a concentration in International Economics from Georgetown University. He holds the Chartered Financial Analyst (CFA) designation and Certificate in Quantitative Finance (CQF). Carl has been published in Pensions & Investments and has been quoted in the Financial Times, Financial News, and CNBC.com on alternative investments and credit. He also mentors students through the fellowship program at the UCLA Anderson Fink Center for Finance.