Michael spent the last 25 years exploring and analyzing global investment opportunities across various asset classes and industries. Through a rigorous process of understanding macroeconomic trends, industry dynamics, company specific fundamentals, and commodity supply/demand balances, Michael constructed and managed portfolios at leading hedge funds and asset management firms.
Prior to Primary Commodity Fund, Michael was Co- Founder & Managing Member of Caip Partners, LLC, a Delaware limited liability company, and hedge fund which implemented an opportunistic investment approach globally.
As a managing member at Caip Partners, his responsibilities included overall asset allocation assessment, individual company analysis and developing deep relationships with investment companies. Michael constructed extensive due diligence to target investments in Latin America, Asia, Europe, Middle East & Africa, providing unique perspective and insight into global trends.
Before Co-founding Caip Partners, Michael was a Managing Director focused on global technology investments at Maverick Capital, Ltd., a $10 billion Long/Short Equity hedge fund. Prior to Maverick Capital, Ltd., Michael was a senior analyst at Pequot Capital Management, Inc. with a focus on the semiconductor industry.
Immediately prior to starting Primary Commodity Fund, Michael was a senior portfolio manager within Morgan Stanley’s Private Wealth Management division. In this role, Michael directly managed a portfolio of $2 billion of assets across both public and private markets, as well as a host of industries ranging from energy, metals, industrials, and technology.
Michael received his B.A. in Economics from Colgate University.