John Levitt

Background

About John Levitt

Most recently Director of Operations of Strategic Wealth Management Group, a New York based Registered Investment Advisory, and President and Chief Operating Officer of FFI Holdings LLC, a New York-based, research consultant that develops climate transition strategies. I am a seasoned professional with decades of experience and knowledge that spans both traditional as well as alternative investments; portfolio management as well as business management, at firms including Union Bancaire Privée, Gregoire Capital and Smith Barney, as well as managing a single-family office. My career has spanned across numerous industries, serving on the boards of several portfolio companies, and demonstrates a strong ability to assess value and risk across many types of transactions. I advise companies on business strategy, financing, acquisitions and divestitures (domestic and international). My writings on the development of multi-manager portfolios in the alternative asset industry include “Skewness, Kurtosis & Omega: Risk Mitigation Benefits of Ultra-Diversified Hedge Fund Portfolios” (2002), “F3® Portfolios: Structuring Methodologies and Statistical Properties”,(2003), and “Managing Hedge Fund Risk” (Risk Books, June 2005), where I was a contributing author, as well as being the fixed-income strategies columnist for the financial website, FertileMind.net. I hold degrees from The Johns Hopkins University and the University of Chicago. CORE COMPETENCIES: Business Operations and Development, Operational and Investment Risk Management, Hedge Funds, Funds of Hedge Funds, Convertible Securities, Mezzanine Debt, Private Equity Structuring and Transactions, Technology Platforms, Raising Capital, Investor Relations.