Michael A.

Bizzario

Guilford, CT 06437 (203) 996-8584 mbizzario@yahoo.com www.linkedin.com/in/michaelbizzario

PROFILE
Successful and proven investment management specialist, focused on shaping alternative investment programs
Deep knowledge of hedge fund strategies, manager due diligence, portfolio construction and asset allocation
Versatile range of skills, demonstrating a sound analytical framework with an effective client-facing presence

PROFESSIONAL EXPERIENCE
UBS Global Asset Management Alternative & Quantitative Investments 2007 2013
Senior Investment Specialist, Director
Served as subject matter expert on hedge fund platform capabilities to facilitate AuM expansion, generating net
new assets in excess of $200 million
Led a comprehensive portfolio health check initiative ranging in mandate size ($50-500 million) for prospective
clients, utilizing proprietary due diligence to create customized portfolio solutions
Appointed as deal captain to synthesize asset allocation and strategy selection, while onboarding new
relationships through detailed investment program development and term negotiation
Represented UBS in global multi-disciplinary $150 million mandate for prominent European-based family office
Interfaced with key clients and consultants globally, functioning as primary liaison between the CIO/Global
Investment Team and separately managed accounts
Helped investors navigate the financial crisis by providing timely insight on the potential impact to hedge fund
allocations as well as more broadly to other asset classes and strategies

Guggenheim Advisors 2006 2007
Vice President, Research
Managed multiple hedge fund portfolios and monitored existing and prospective funds across a $3 billion
managed account platform
Designed client-specific solutions in accordance with stated return and volatility objectives, while adhering to
portfolio constraints and overall asset allocation guidelines
Conducted proprietary due diligence on all hedge fund strategies as a generalist, by vetting managers for
potential inclusion in either commingled funds or separate accounts

Rocaton Investment Advisors 2003 2006
Research Specialist, Alternative Investments
Sourced and monitored alternative investments (hedge funds, private equity, and real estate) for client
programs, which in the aggregate exceeded $15 billion
Implemented innovative approaches to hedge fund investing and risk mitigation strategies (i.e., portable alpha
and asset-liability monitoring)
Transferred knowledge on alternative investment strategies to clients, emphasizing the benefits of asset
allocation and diversified investment programs

Arthur Andersen 1994 2001
Manager, Assurance and Business Advisory Services
Passed CPA Examination; CPA practitioner from 1995-2001
Managed all phases of audit engagements, including strategy formulation and advisory consultation with senior
management and boards of directors on accounting and operational issues

EDUCATION
Yale University School of Management (2003)
Master of Business Administration (MBA) Finance

Fairfield University (1995)
Bachelor of Science Accounting; Minor English
Summa Cum Laude, GPA: 3.85/4.00
Top 1% Class Rank