Patrick Briaud
Principal, AdvisoryPatrick loves to see an asset owner come alive. As Principal, Patrick helps individuals, foundations and corporations use a range of assets to achieve their social impact goals. He works closely with institutional funders to make strategic shifts in order to best steward their resources and confidently deploying capital to achieve their impact goals. As lead for °ÄÃÅ×ÊÁÏ´óȫ’s Impact Investing Practice, Patrick supports mission-driven asset-owners to build investment strategies aligned to their individual values or organizational mission. This support includes education and consensus building, Investment Policy Statement (IPS) development, operating plan implementation, and full-service outsourcing of Program Related Investments (PRIs). Patrick also manages five customized portfolios across direct debt, direct equity, and funds – including sourcing, diligence, execution, monitoring and exit. Patrick also leads °ÄÃÅ×ÊÁÏ´óȫ’s impact investing thought leadership including the 180-page and companion , as well as two primer guides: and .
Prior to °ÄÃÅ×ÊÁÏ´óÈ«, Patrick was head trader and investment analyst of Lee Financial’s $900M portfolio. As a professional tennis player, he earned a world doubles ranking of 125 and played in Wimbledon 2008. Patrick has a B.S. in Industrial Engineering and Operations Research from the University of California, Berkeley and an MBA from Yale’s School of Management. He serves on the board of Briaud Financial Advisors and Fifth Third Bank’s National Community Advisory Forum. Outside of work, Patrick can be found searching for the coziest NYC speakeasy with his wife Angela, and dancing with his son Louis.