F. Andrew Thinnes III - Andrew Thinnes

Chicago,

United States

• Accomplished, top-producing investment management sales professional with a history of developing successful, high-growth sales initiatives in the Institutional and Financial Intermediary markets in the US, Canada, Europe and parts of Asia-Pacific, the Middle East and Latin America. • Exceptionally strong product knowledge and technical sales skills; deep industry knowledge and relationships; and outstanding new business development skills have led to consistent, top-tier new asset and revenue growth in sales, consultant relations and product specialist roles. • Have consistently demonstrated the ability to skillfully re-position a wide range of investment products and quickly turn-around, significantly increase and maximize a large number of different sales initiatives - or successfully build from startup. • Have won a large number of mandates under the most competitive conditions from the industry’s largest institutional and intermediary investors across a broad range of strategies - traditional and alternative; public and private; fundamental and quantitative (a partial list of mandates won is attached). • Alternative - broad range of hedge fund; real asset; infrastructure; private credit; private equity strategies. • Traditional - most primary equity; fixed income and multi-asset strategies. • Strong relationships with a large universe of Institutional and Financial Intermediary Investors across multiple primary distribution channels - US, Canada, Europe and parts of Asia-Pacific, the Middle East and Latin America. • FINRA Series 3, 6, 7, 24, 63 and 65 licenses. Currently preparing to sit for the CAIA Charter-holder exams. • Experienced user of - Microsoft Office applications; Salesforce; FactSet; Bloomberg; eVestment Alliance; PSN-Informa/Zephyr; Morningstar; etc. • Have consistently achieved top-tier success as both an individual producer and producing manager. • Individual producer - consistent, top-decile-in-industry new a

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F. Andrew Thinnes III - Andrew Thinnes has 102 links managed on Repio.

LinkedIn Accountback to top

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F. Andrew Thinnes III - LinkedIn Profile

https://www.linkedin.com/in/andrewthinnes

There is more than one Andrew Thinnes on LinkedIn. This is the link to my personal account.

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The Wharton School of Business - University of Pennsylvania

https://executiveeducation.wharton.upenn.edu/for-i...

Executive Education Program for high-achieving investment management industry sales executives., Global Investment Management Sales and Marketing Executive Education Program for high-achieving investment management industry sales executives., Global Investment Management Sales and Marketing Executive Education Program for high-achieving investment management industry sales and marketing executives. Curriculum focused on enhancing sales management and leadership skills as well as knowledge of the most critical issues impacting the investment management and financial services industries globally. Classes led by senior Wharton faculty using the latest research from the combined Wharton and University of Pennsylvania knowledge base.

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University of Michigan Ross School of Business

https://michiganross.umich.edu/

MBA, Finance & Investment Management. Significant derivatives and quantitative investment coursework.MBA, Finance & Investment Management. Significant derivatives and quantitative investment coursework. Activities and societies: Head of Investment ClubActivities and societies: Head of Investment Club • Managed portion of global equity portfolio through Applied Security Analysis/Applied Investment Management coursework. • Top 2% on quantitative portion of GMAT.

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Thunderbird School of Global Management

https://thunderbird.asu.edu/

Certificate of Advanced Graduate Studies, International Finance and Asian & European Studies. Grade: 3.92/4.00 Students from more than 65 countries attend. School has consistently been ranked among the Top International Business Schools by the Financial Times, US News & World Report, the Wall Street Journal.

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Morgan Stanley Global Capital Markets Training Program

http://www.morganstanley.com/what-we-do/investment...

• Excelled in (a) providing equity research sales coverage to institutional investors and (b) in the management of equity portfolios for UHNW family groups and their family offices. • Consistently generated annual revenue levels that ranked in top-20% of Morgan’s 150-person global equity research & portfolio management team. • Selected as one of 12 students from a pool of 1,200-plus top business school graduates for admission to Morgan’s Global Capital Markets Division and its MBA Training Program.

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Asset Growth Partners - Leading Multi-Boutique Investment Fi...

https://www.linkedin.com/company/asset-growth-part...

• Holding company for a leading multi-boutique firm led by prior senior executives from Affiliated Managers Group (AMG) and The Carlyle Group. • Our boutiques manage a series of diversified multi-factor equity strategies (lead PM was previously at a $90 Billion endowment) and among the industry’s top long/short global equity strategies (PM was previously at Maverick Capital, Millennium Management and BlueCrest Capital). • Was recruited to firm as Partner and Equity Owner to help build a large, combined traditional and alternative strategies multi-boutique investment firm. • Quickly won a $225 million International Equity commitment from industry’s second largest Manager of Managers Program (Emerging)- with a commitment for an add-on allocation of $400 million. • While raising assets for these underlying boutiques, we received an acquisition offer for our largest boutique manager (multi-factor equity) from a well-known investment management firm and its private equity backer. ***** Asset Growth Partners (AGP) is a multi-boutique business platform allowing top investment management boutiques to successfully compete in an environment challenged by the likelihood of lower future investment returns, significant continued fee compression and the need for greatly improved overall business operating efficiency.

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ISAM - International Standard Asset Management

https://www.isamfunds.com/

International Standard Asset Management. NYC. 7/2015 - 5/2017 • Highly-pedigreed, London-based alternative investment firm managing one of the industry’s longest-tenured and better-performing systematic global multi-asset (CTA trend-following) strategies. • Highly-accomplished management team. Chairman was previously CEO of Man Group which he led from $1 billion to $60 billion in aum to become the world’s largest alternative investment firm during his tenure. • Instrumental in winning a series of important mandates from an elite group of investors - top consulting, endowment, foundation, pension, OCIO, SWF, financial intermediary and large family office organizations in the US, Canada and additional work with prospects located in Europe, Latin-America and Asia-Pacific. • Recruited to ISAM to take senior role in building a larger, multi-product alternative investment firm as Head of Business Development, North America. A critical second product set, with approximately $10 Billion in capacity, was never made available for sale.Globalis Partners LLC - Butler Capital Partners, 1/2012-9/2015 • Led sales team in winning the most hedge fund and private equity mandates (emerging and established managers) during my tenure. Quickly became top-producing salesperson on one of industry’s top sales teams. • Top-5 capital placement firm led by alumni of Morgan Stanley, DLJ and Third Point. • Worked for ISAM while also maintaining position in Globalis Partners - held positions concurrently.

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ISAM - International Standard Asset Management

https://www.isam.com/

ISAM is a financial services company comprising two separate businesses: ISAM Funds is an alternative investment manager that specialises in quantitative investing. ISAM Capital Markets provides multi-asset execution, prime brokerage and risk consultancy services to institutional clients globally.

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Federated Investors & Affiliates: $400 Billion in aum

https://en.wikipedia.org/wiki/Federated_Investors

$700 billion multi-boutique firm managing a broad set of traditional and alternative strategies with a long history of excellence in managing ESG-focused strategies. Lead Salesperson and Producing Manager - Institutional Sales, Consultant Relations, DCIO and Sub-Advisory. • Led highly successful turnaround of four under-performing but critical Institutional and Intermediary distribution businesses through (a) effective re-positioning of the organization and its key competitive attributes with allocators in these four key distribution channels; (b) highly successful re-positioning of a portion of primary product set in these channels; and (c) through a complete revamp of the sales processes and tactics used by the sales team. • Won $12.2 Billion in new assets and generated $25.6 plus million in new recurring annual revenue despite under-performing products and the loss of a series of top investment professionals. • Won $10.2 Billion in new mandates through highly successful re-positioning of key portion of firm’s Fixed Income product range. • As Producing Manager, drove all facets of business - development of sales strategy and tactics (Institutional; Consultant Relations; Sub-Advisory; DCIO); product positioning and differentiation versus all competing firms and products; staffing; mentoring; product development; client service; P&L; etc. • Excelled in successfully re-positioning the organization and several key product sets and winning new mandates under the most competitive conditions from the largest institutional and intermediary investors throughout the Americas for a broad range of Fixed Income, Equity and Alternative strategies.

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FundFire: ABN AMRO Hires Senior Sales Executive

http://fundfire.com/c/6825/934?referrer_module=Sea...

May 2004 - Alleghany Capital Corporation-AAAM North America announced it has hired Andrew Thinnes as a senior Institutional and Intermediary sales and consultant relations professional as a part of a push to enhance its relationships with investors and their consultants throughout North America. ABN AMRO’s Head of Asset Management said "Andrew is a distribution problem-solver who has a history of being able to successfully re-position investment firms and investment strategies in order to gain attention and new assets from important investors and their consultants. His strong industry and product knowledge have enabled him to achieve considerable success in building distribution and attracting new assets at prior firms." ***** SUMMARY OF POSITION & ACCOMPLISHMENTS - Alleghany Asset Management-AAAM was a $225 Billion global investment management firm managing a wide range of traditional and alternative strategies. • Lead salesperson on team that won equity mandates of $160M, $100M, $85M, $55M and a broad range of fixed income mandates. • Won significant new assets to overcome departure of key investment professionals, product under-performance and management turnover. • Achieved top-tier success selling a broad set of Traditional and Alternative Strategies. • Parent ABN AMRO sold itself to a consortium of global investment and banking firms (Royal Bank of Scotland, Banco Santander, Fortis and Bank of America) in 2007.

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Waddell & Reed Hires Executive to Lead Intermediary Distribu...

https://www.bizjournals.com/wichita/stories/2000/1...

Oct 11, 2000: Waddell & Reed Inc. has appointed Andrew Thinnes III as managing director of Intermediary Distribution. The announcement follows Waddell & Reed’s recent move to rename its two fund families and broaden its fund distribution beyond its primarily proprietary sales force. In this newly created position, Thinnes will lead Waddell & Reed’s Financial Intermediary Distribution efforts. ***** SUMMARY OF ROLE AND ACCOMPLISHMENTS - Waddell & Reed Investment Management (in combination with subsidiary Ivy Investment Management) is an 80 year-old, $100 Billion firm managing a broad range of traditional, multi-asset and alternative strategies. • Recruited by CMO and CEO to take a lead role in building, from start-up, firm’s Intermediary Sales, Client Service and Intermediary Consultant Relations activities in the U.S. and Canada. • Won mandates of $625M, $405M, $365M, $140M, $120M, $75M and 23 smaller mandates. • Instrumental in raising $4.8 Billion in new global Sub-Advisory and Intermediary assets and an additional $1.2 Billion from other Institutional allocators. • Crafted the value proposition and headed sales of full product set to all Intermediary channels: EQUITY: Global; International; Emerging Markets; and US LCG, MCG, SCG, LCV and MCV strategies. MULTI-ASSET: Global Asset Allocation; Global Macro; Global Tactical Asset Allocation. FIXED INCOME: Global High Yield; Global Sovereign; Core; Core-Plus. • Sole employee elected to Mutual Fund Board of Directors for the 32 Ivy Investment Management mutual funds. • After successfully building Intermediary Distribution, firm’s CEO and CIO promoted me and asked me to take a senior role in firm’s high-priority initiative to aggressively build its Institutional Distribution and Consultant Relations capabilities in the US, Canada, Europe and Asia-Pacific.