
A CAIA member since March 2005, Peter explains, "I was one of the first institutional investment consultants to focus on alternative asset strategies, including hedge funds. I was also one of the early adopters of the CAIA designation, and it helped me considerably in carrying out due diligence on the various alternative asset managers used by his clients. The program's strong focus on hedge funds, private equity, real estate and commodities helped provide a foundation for critically analyzing the various alternative asset strategies that have come to market over the past several years, and allowed me to help my clients earn superior risk-adjusted returns. I still rely on the knowledge I gained from the CAIA program in my day to day responsibilities at Rogerscasey."
Peter has over 20 years of institutional investment experience, most recently with K2 Advisors where he helped develop a series of portable alpha, real return and liability-driven investment solutions. Prior to K2 Advisors, Peter was with New England Pension Consultants where he focused on manager research for both traditional asset strategies and later, alternative assets. In addition to his research responsibilities, he also consulted to various sophisticated pension, endowment, foundation, Taft-Hartley and family office clients in Europe and the United States.
Peter holds a BA from the University of Nebraska at Omaha and an MBA from Boston University. He is a Chartered Financial Analyst (CFA) charterholder and is a member of the Boston Security Analysts Society.