CLARENCE LEWIS, JR.

Detroit, MI 48207 248.789.7245 c.lewis@nextgenmanagement.net

EXECUTIVE SUMMARY
INVESTMENT MANAGEMENT | PORTFOLIO MANAGEMENT
EXECUTIVE LEADERSHIP | CLIENT SERVICE | BUSINESS DEVELOPMENT |INVESTMENT CONSULTING | CAPITAL MARKETS
Entrepreneurial executive skilled in deploying sophisticated investor strategies to expand revenue growth for
institutional asset managers. Uniquely qualified leader with hybrid skill set spanning portfolio management/trading,
relationship management, business development, corporate finance, due diligence, and asset allocation. Seasoned
investment professional adept at building enterprise-wide relationships across financial intermediary platforms.
CORE COMPETENCIES

Investment: Expertise in traditional, alternative and real assets as well as derivatives and portable alpha
Finance: Fluent understanding of asset management, investment banking, liquidity management, asset and
liability management, and global strategic/tactical asset allocation
Communications: Impactful presenter able to interface with C-level executives, consultants and trustees to
retain/grow profitable relationships
Leadership: Team-focused leader working closely with sales/trading, commercial/investment bank, legal,
finance, senior management, and capital market groups
PROFESSIONAL EXPERIENCE

Business Development Executive, June 2012 2014
Public Pension Plan Consultant, 2010 -2012
Next Generation Management, LLC, Detroit, MI
Sourced and secured seed capital from lead investor for first-time Green Real Estate Operating Fund. Built and
executed companys marketing, sales and fund-raising strategies. Consulted defined benefit public pension fund
client with $750M+ in assets. Developed and executed a liquidity and funding strategy. Quantified left tail portfolio
risk, style and capitalization biases that led to achieving portfolio optimization and downside protection.

Key Accomplishments:
Expanded pool of prospective investors beyond traditional public fund, eleemosynary, Taft Hartley, and
corporate sector to include impact investors, family office, high-net-worth, private equity, and consultants
Improved risk adjusted returns by lowering portfolio volatility, harvesting volatile assets, improving relative
performance, consolidating highly correlated assets, and recommending assets with lower correlations
Generated portfolio gains and cost savings that resulted in ~$21.25 million of net income in 12 months
Conducted manager searches and due diligence that led to the hiring and termination of investment managers

Client Advisor, 2004 2010
JPMorgan Asset Management, Detroit, MI
Interfaced with middle and large-market institutional clients to assess, analyze and translate needs into portfolio
and product solutions. Launched, sold and closed traditional, alternative, liquidity, absolute return and portable
alpha strategies. Facilitated multi-touch point service to clients to meet and exceed client goals and objectives.

Key Accomplishments:
Generated ~25% growth in book of business through development of creative and customized solutions
Retained ~ 90% of the assigned book of business through merger and transition of accounts

Investment Manager, 1998 2004
Bank One Investment Advisors, Detroit, MI
Executed investment management processes for assigned book of business in Georgia, Florida, Nevada, North
Carolina, Maryland, Michigan, and New York.

Key Accomplishments:
Increased AUM from ~$1.5B to $3.5B with 40-60 institutional clients that generated ~$2.2M in fees
Led and captured $1B+ in AUM via direction of public fund, Eleemosynary, and Taft Hartley initiatives



CLARENCE LEWIS, JR., PAGE 2
EARLY CAREER

Senior Portfolio Manager, First Chicago NBD, Chicago, IL
Inherited book of transitioned accounts across institutional market segments
Grew book to $750M over 3-year period

Portfolio Manager, Alpha Capital Management, Detroit, MI
Managed Fixed Income Portfolios, supported Equity and Balanced Portfolio Manager, marketed GARP and
Core Bond strategies, and managed firm compliance needs
Added three new accounts in 12 months and increased profitability by expanding existing relationships

Commissioned Bank Examiner, Federal Reserve Bank of Chicago, Chicago, IL
Lead examiner on multi-national examinations of holding companies and large commercial banks
Selected for international assignments; spearheaded various capital market examinations in Michigan

Portfolio Manager / Trader, Trustcorp, Inc., Toledo, OH
Managed 7 out of 13 bank investment portfolios approximating $550M; supported lead portfolio manager on
the remaining investment portfolios approximating $1.5B
Generated ~$1.8M in trading profits over 3-year period

TECHNICAL EXPERTISE

Bloomberg, FactSet, Barclays Yield Book, Thomson Reuters, Knight Ridder, Barra, Zephyr, Lipper, IPS Sendero, Value
Line, Morningstar, Money Market Directory, e-Vestment, Pertrac, INDATA, Ibbotson, Preqin, PERE, Microsoft Office
Suite and Database Tools

EDUCATION

BS, Business Administration, Florida Agricultural and Mechanical University School of Business and Industry

TRAINING & LICENSURE

J.P. Morgan Asset Management internal and external product and sales training
Completed Level 1 Chartered Financial Analyst Program
American Bank Association Professional Development Courses
Funds Management School, Chase Manhattan, London, UK
Commercial Lending School, University of Oklahoma
Options Institute, Chicago Board Options Exchange
FINRA Series 63, 65, and 7 licenses and NFA series 3 (has passed)

PROFESSIONAL AFFILIATIONS

International Foundation of Employee Benefit Plans
Michigan Association of Pension Employees and Retirement Systems
Municipal Treasurers Association
National Association of Securities Professionals
Government Finance Officers Association