Clive L.

Skills

Strategic leadership, new business development, capital formation, investor relations, institutional relationship management, fundraising strategy, alternative investments, private equity, infrastructure finance, real assets strategy, thought leadership, market research, product development, investment strategy design, cross-border team management, financial strategy, private markets, strategic marketing, brand positioning, LP engagement, CIO-level relationship development, fund structuring, capital markets, due diligence, multi-asset class investment strategies, emerging markets, operational improvement, risk mitigation, cost reduction initiatives, governance best practices, real estate finance, structured finance, credit markets, co-investment structuring, joint ventures, hedge funds, private credit, public-private partnerships, sovereign wealth funds, pension funds, high-net-worth investor engagement, asset allocation strategy, portfolio management, tactical opportunities, economic policy research, corporate finance, urban infrastructure policy, institutional sales, thought leadership publication, debt financing, direct lending, investor due diligence, strategic advisory, financial modeling, economic analysis, regulatory compliance, fundraising for alternative assets, multi-product investment mandates, liquidity solutions, special situations investing, venture capital structuring, investment banking, M&A strategy, distressed asset investment, structured products, financial consulting, stakeholder engagement, and executive leadership.

About

Experienced Capital Formation & Strategic Advisory Executive in Alternative Investments, Private Equity, and Infrastructure Finance

I am a results-driven executive with a proven track record in capital formation, investor relations, private equity, and alternative asset management. With extensive experience in strategic business development, institutional fundraising, and investment strategy design, I have successfully led initiatives that have secured over $100 billion in AUM across multiple asset classes.

Key Skills & Expertise:
Capital Formation & Fundraising Strategy: Secured over $1 billion in investor interest at Greystone, led CIO-level institutional investor engagement at Brookfield and Actis, and launched numerous capital formation campaigns.
Investor Relations & Institutional Business Development: Developed and executed strategic initiatives targeting pension funds, sovereign wealth funds, insurance companies, and family offices globally.
Private Equity & Alternative Investments: Played a key role in launching and structuring 30+ investment businesses across infrastructure, credit, special situations, and real estate.
Product Development & Strategic Growth: Spearheaded market research, investment strategy design, and go-to-market execution for alternative investment platforms at Credit Suisse, Brookfield, and iCapital.
Cross-Border Leadership: Managed multidisciplinary teams and investment initiatives across the U.S., Canada, Europe, Asia, Latin America, and the Middle East.
Infrastructure & Real Assets Finance: Co-authored research and policy recommendations on infrastructure finance and pension investment strategies, influencing public and private sector decision-making.
Career Achievements & Experience:
Managing Partner, Tradewind Interstate Advisors: Advised leading asset managers, private equity firms, and institutional investors on capital formation, marketing strategies, and investment structuring.
Managing Director, Greystone: Led institutional investment management efforts, securing over $1 billion in life insurance company commitments for CRE debt strategies.
Head of Research & Thought Leadership, Brookfield: Drove capital formation initiatives through strategic investor insights, enhancing multi-product mandates.
Co-Head of Strategy & Product Development, Credit Suisse: Developed and launched 30+ new investment strategies, including infrastructure, private credit, and alternative asset platforms.
Strategic Consultant, Carlyle Group: Restructured the institutional distribution function for Carlyle’s Solutions business.
Head of Capital Markets, iCapital Network: Established feeder fund structures into alternative investment vehicles, enhancing capital access for institutional and high-net-worth investors.
With deep expertise in capital raising, fund structuring, and institutional investor engagement, I excel at developing and executing fundraising strategies, structuring investment vehicles, and fostering relationships that drive long-term growth. My career is built on bridging strategic insights with actionable investment solutions, helping firms optimize their capital formation and business expansion efforts.