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Brian Heimowitz, CFA, CAIA
Alternative Investments for RIAs & Family Offices
Brian Heimowitz, CFA, CAIA is a financial professional with extensive experience in alternative investments and portfolio management. He is the Founder and Portfolio Manager of Birchwood Capital Management LLC, an investment management and consulting firm he established in June 2022.12
Professional Background
Brian's career in finance spans over a decade, with a focus on alternative investments:
Current Role::
- Founder and Portfolio Manager at Birchwood Capital Management LLC (since June 2022)2
Previous Positions::
- Chief Investment Officer at Crystal Capital Partners, LLC (October 2020 - December 2021)
- Director of Research at Crystal Capital Partners, LLC (November 2018 - October 2020)
- Investment Research Associate at Crystal Capital Partners, LLC (January 2015 - November 2018)2
Expertise and Responsibilities
At Birchwood Capital Management, Brian focuses on:
- Providing alternative investment solutions to Registered Investment Advisors, Family Offices, and Asset Management firms
- Offering Outsourced-CIO services in the alternative investment space
- Sourcing, underwriting, and raising capital for investment opportunities1
In his previous role as Chief Investment Officer at Crystal Capital Partners, he:
- Oversaw the firm's due diligence program for all new and existing investments
- Led the firm's quarterly investment committee
- Assisted clients in constructing and rebalancing portfolios based on their objectives and risk tolerances1
Education and Certifications
- Bachelor of Business Administration in Finance from the University of Miami
- Chartered Financial Analyst (CFA) designation
- Chartered Alternative Investment Analyst (CAIA) designation12
Additional Roles
Brian serves as a Chapter Executive for the CAIA Miami Chapter, contributing to the professional community in his field.1
Brian Heimowitz's career trajectory demonstrates his expertise in alternative investments, portfolio management, and financial analysis, making him a notable figure in the investment management industry.
Highlights
CAIA Association Miami is thrilled to announce its first panel discussion of 2023.
Please join us in Brickell on Thursday March 16th for a discussion regarding Managed Futures & CTA Funds.
Mark Shore of Shore Capital Research & DePaul University will moderate a panel that includes:
Todd Fulton or R.J. O'Brien
Glen Burella, PhD of Abbey Capital Limited
Jean Crousillat of Lighthouse Investment Partners, LLC, &
James Koutoulas of Typhon Capital Management
The event is free to attend for CAIA Members & Candidates.
Join us for what is sure to be a lively discussion!
Thank you to our sponsor Anduin Transactions
You can register at the following link:
https://lnkd.in/en-qVVpM
Gabriel Freund, CFA, CAIA Tyler Claus, CAIA Scott Greenberg, CAIA Karim Aryeh Eddy Augsten, CIMA, CAIA, MSF Miguel Zablah Jim Ulseth, CFA, CAIA Brigette Lumpkins, CAIA Chris Grizzard, CFA, CAIA
When I first launched my investment firm Cash Management was not exactly part of my business plan.
Let's be honest, its not the sexiest corner of the investment industry.
Having said that, due to the historic rise in interest rates this year it has become a lot more attractive.
For me it all started when an existing client (& friend) told me he had incremental capital to invest, but he didn't want to risk it.
He quoted the rates his online bank was offering him on HY savings accounts and CDs.
I took a look at the US Treasury curve (widely considered the Risk Free Rate) and quoted him some rates we could lock in for him at various maturities.
He added to his account the next day.
A new offering was born!
My friend called me on Saturday and told me he was buying a car and he needed to withdraw some cash for his down payment.
I liquidated some positions yesterday so he could make the withdrawal and the money already hit his bank account today.
Whether you have Cash sitting in the bank earning 0% or even if you already have a HY savings account, I'd love to quote you a rate.
Let's talk!
