John Linder, CFA, CPA: Leading Investment Organizations with Strategic Expertise and Integrity

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    John Linder, CFA, CPA, is a highly accomplished financial professional based in Portland, OR, with an illustrious career spanning over two decades. Renowned for his strategic leadership and expertise in financial management, John has played pivotal roles in driving the growth and success of investment organizations catering to a diverse clientele including private wealth, public funds, sovereign wealth funds, endowments, and foundations. His professional journey has been marked by a relentless commitment to excellence, innovation, and client-centricity.

    With a comprehensive skill set encompassing advisory services, client relationship management, business development, and complex sales, John has consistently demonstrated his ability to deliver tangible value to clients while fostering long-term partnerships. Throughout his career, he has been instrumental in developing and executing bespoke investment strategies tailored to the unique objectives and risk profiles of institutional investors.

    John’s tenure at Paulson Investment Company, LLC, where he serves as Managing Director, Registered Representative, and Investment Banker, exemplifies his prowess in brokering private placement securities to accredited investors and raising capital for high-growth companies. Prior to this, his role as Managing Director of Business Development at Sun Life Capital Management (SLCM) saw him successfully market and sell fixed income management services to institutional investors, expanding and retaining a robust client network.

    Before joining Sun Life Capital Management, John served as a General Consultant and Managing Director at Pension Consulting Alliance, LLC, where he provided invaluable advice to public pensions and private foundation boards and staff as a board consultant. Notably, he created the Crisis Risk Offset strategic class, allocating over $20 billion across multiple clients, and consulted on over $500 billion in total client assets, cementing his reputation as a trusted advisor in the investment management landscape.

    John’s expertise extends beyond traditional investment management, as evidenced by his role as Senior Investment / Tax Strategist and Partner at CTC Consulting, LLC. Here, he advised clients on tax location strategies and deferral versus tax arbitrage strategies, demonstrating a nuanced understanding of complex financial concepts. Additionally, his experience as a Senior Analyst in Equity Manager Research at CTC Consulting equipped him with the skills to research and recommend equity managers, negotiate fees, and establish capacity agreements with selected managers.

    Throughout his distinguished career, John has consistently pursued professional excellence and continued education. He holds a Master of Accountancy (MACC) from the Kenan-Flagler Business School at the University of North Carolina, Chapel Hill, and a Bachelor of Arts (BA) in Economics from Middlebury College. His financial accreditations include being a CFA Charterholder, a Certified Public Accountant (CPA), and holding various licenses such as Series 63, Series 7, Series 79, Series 3, and Series 30. Moreover, John is fluent in French and Spanish, further enhancing his ability to connect with diverse clients and stakeholders on a global scale.

    In addition to his professional endeavors, John actively contributes to professional associations such as the CFA Society of Portland, where he has been a member for 15 years, and serves as a Board Member Emeritus of the Portland Alt Investment Association, demonstrating his commitment to industry leadership and community engagement. He is also a sought-after speaker at prestigious events and conferences, including the Talking Hedge, SACRS, MFA Network, and Pension Bridge, where he shares his insights and expertise with industry peers and aspiring professionals alike. Through his multifaceted contributions to the field of institutional investments, John Linder continues to exemplify excellence and drive positive impact in the financial services industry.

    Character: John Linder embodies integrity, professionalism, and dedication, evident throughout his distinguished career in institutional investments and financial management.

    Knowledge: With extensive expertise in financial analysis, investment management, and tax strategies, John possesses a deep understanding of complex financial concepts and regulatory frameworks.

    Strategic: John demonstrates strategic acumen in developing bespoke investment strategies, fostering client relationships, and driving growth for investment organizations, showcasing his ability to navigate dynamic market conditions.

    Communication: Proficient in articulating complex financial concepts and building rapport with diverse stakeholders, John excels in effective communication, whether in client interactions, public speaking engagements, or collaborative settings.


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