Headshot of Patricia MacKenzie

“As a CAIA Member, I am proud and privileged to be part of an elite group of nearly 9,000 investment professionals worldwide. We’ve all mastered a rigorous curriculum, invested serious study time and passed very challenging exams. There’s truly an esprit de corps among Members. It’s a wonderful network of interesting and bright people who are happy to organize educational events, speak on panels, share professional advice, and provide important business introductions. And sometimes they even cook you dinner!

Shortly after earning my designation in 2011, I was in Paris and attended a Chapter event. I was warmly welcomed by the then Chapter head, Grégory Molinaro. Not only is he a successful portfolio manager, but he is a serious marathoner and an accomplished chef. When Grégory came to run the NYC Marathon in 2013, my family served him a NY steak dinner on the eve of his big race, and then we enthusiastically cheered him on at mile 22 the next day. He in turn has prepared a sumptuous French feast for me at his home in Paris.”

Patricia enjoys the ongoing educational events offered by CAIA, and regularly connects with fellow members. In 2014, she participated in the grading jamboree in Amherst, and was especially impressed by CAIA’s global impact, with graders flying in from all over the world, including Singapore, Hong Kong, Turkey, Canada, and Switzerland.

Patricia entered the hedge fund world in 2008 when she began working with an emerging manager. Over time, she realized that she needed an edge and decided that pursuing the CAIA designation made good business sense. She found that the deep knowledge gained from the CAIA curriculum was critical in helping her articulate the fund’s strategy, understanding and explaining operational due diligence, and in turn, winning the respect of investors.

In 2015, Patricia joined Douglas Elliman, NYC’s top residential real estate firm, specializing in global and investment transactions. A lifelong New Yorker, she is a trusted advisor who helps her clients navigate the complex and exhilarating world of NYC real estate. She believes that her background in alternative investments and prior experience working with HNW investors makes her exceptionally qualified to analyze and recommend real property investments.

Prior to specializing in alternative investments, Patricia had more than a decade of experience at financial firms including Goldman Sachs and Deutsche Bank, during which time she managed technology, operations and regulatory projects. 

Patricia earned a BS degree from St. John’s University while majoring in Quantitative Analysis. She holds an MBA in Finance from NYU Stern School of Business, earned the Chartered Alternative Investment Analyst designation, passed the Series 65 security licensing exam and is a NYS Licensed Real Estate Salesperson.