Areas of Expertise
- Best practices for large internal investment offices
- Integrating investment solutions with back office and risk management technology
- Strategic elements of institutional asset management and operations
Pat Carlevato leads business development for SEI’s Enhanced CIO platform, which opens our technology, operating infrastructure and investment capabilities to institutional investors.
Prior to joining SEI, Pat was a Partner at a Chicago-based long short hedge fund, Sheffield Asset Management, where he was an analyst, oversaw the funds idea sourcing engine and managed the global, multi-asset trading desk. Previously, he served as Vice President of Business Development at FactSet, where he led a consultative sales process to serve institutional investors, long only investment managers and hedge funds. Pat has been in the investment industry since 1996, and has also worked for Bloomberg and JP Morgan.
Pat has a master’s degree in business administration from the University of Chicago Booth School of Business, and a bachelor’s degree in business administration from University of Notre Dame.
He is a CFA Charterholder and a CFA Institute Member at the CFA Society of Chicago.
Legal Note
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.
Recent Articles from Patrick Carlevato, CFA
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Alternative Investing Process Review: 5 Areas to Consider
Suggestions for increasing operational efficiency and helping reduce risk in 5 key areas
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From Operational Patchwork to a Streamlined Investment Office
How one client simplified their operations across its complex portfolio
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Operational Due Diligence: Identify Red Flags Before Committing to an Alternative Investment
Operational due diligence on new investments can reveal troublesome risks
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Q&A: 3 Things You Should Know about Unitization
Key uses and ways institutional investors can benefit from this process
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Questions Institutional Investors Should Ask When Considering an Investment Management Partner
How to ask right questions about operational due diligence
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Institutional Investor Operational and Due Diligence Survey Results
Can financial technology to help overcome operational challenges in large investment pools?
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The Benchmark Timing Mismatch for Performance Reporting on Private Equity Investments
How to collect the most accurate and up-to-date information for your reporting
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Institutional Investment Offices Face a Growing Set of Operational Challenges
How can you prepare yourself for the evolving investment landscape?