Experience means not having to follow the crowd
The Consequent Capital Management Team includes members who have excelled at the largest & most respected investment management and advisory firms in the world.
Consequent Capital Management believes we’ve built the best investment management and investment consulting firm. Our team has excelled at some of the largest and most respected investment management and advisory firms in the world, including multi-billion dollar asset management firms such as Invesco, US Trust, Merrill Lynch and Aon Hewitt.
John C. Robinson, Chief Executive Officer
Education: MBA, Kennesaw State University; BS, Indiana University of Pennsylvania.
Mr. Robinson is the Chief Executive Officer of Consequent Capital Management. He has more than 21 years of global institutional financial services and capital markets experience. He has held senior management, investment consulting, marketing and product development roles in the private and public sectors. Mr. Robinson is a former board member of the District of Columbia Retirement Board and the Pan-American Development Foundation. Current, he is a member of the Africa Investor Emerging Manager Forum Advisory Board.
Mr. Robinson holds a Masters of Business Administration from Kennesaw State University, and Bachelor of Science degree in Business Administration from Indiana University of Pennsylvania. He is a member of the Association of Financial Professionals, holds the Certified Treasury Professional (CTP) designation.
Cyril Theccanat, President and Chief Investment Officer
Education: MBA, Wharton School of Business; ME, Rensselaer Polytechnic Institute; BE, Stony Brook University
Cyril Theccanat is the President and Chief Investment Officer of Consequent Capital Management. He leads the firm’s investment and institutional consulting activities. He is also chairman of the firm’s Investment Committee and holds a seat on the board of directors of the firm’s parent company.
Cyril has over 25 years of experience in the institutional investment management business as a portfolio manager, trader, quantitative analyst, strategist, and chief investment officer. He has experience in all facets of pension and endowment/foundation investment management from market analysis, investment strategy formulation, and portfolio management to asset allocation, investment manager selection/due-diligence evaluation, and asset/liability analysis.
Prior to joining Consequent, Cyril was President and Chief Investment Officer of Smith Graham & Company. During his tenure, the firm’s institutional assets under management grew from $2 billion to more than $5 billion over a period of ten years. He was also Chairman of the firm’s Investment Policy Committee and a member of the Executive Committee. Cyril directed and coordinated Smith Graham’s successful partnership with State Street Global Advisors to assist in the management, analysis, and disposition of the U.S. Treasury Department’s $250 billion MBS portfolio, which was established to help stabilize the financial and housing markets during the 2008 Credit Crisis. The successful disposition of the Treasury’s portfolio generated a profit of $25 billion for taxpayers.
Before joining Smith Graham, Cyril was a Managing Director and Senior Portfolio Manager with U.S. Trust Company, where he was directly responsible for managing $2.4 billion for institutional clients. Prior to U.S. Trust, Cyril was a Vice President at Drexel Burnham Lambert, where he was responsible for foreign exchange risk and interest rate risk management. Earlier in his career, Cyril was a Senior Consultant with Chase Econometrics, where he developed a variety of econometric-based models for clients in the financial, technology, utility, and consumer goods industries.
Cyril serves on the board of directors of the University of Houston’s Bauer College of Business Foundation and is Chairman of the Foundation’s Investment Committee. He also served for four years as a pension board member for the Houston Metropolitan Transit Authority’s Retirement Plan.
Cyril received a Bachelor of Engineering degree in Electrical Engineering from Stony Brook University, a Master of Engineering degree in Systems Engineering from Rensselaer Polytechnic Institute, and a Master of Business Administration degree in Finance from the Wharton School at the University of Pennsylvania.
Scott F. Cha-Choe, Managing Director & Executive Vice President
Education: Business Administration and Finance, Marshall School of Business at the University of Southern California
As a member of the Executive Management Team, Scott Cha-Choe is responsible for Finance and Business Strategy. He joined Consequent Capital Management during the post-asset purchase period to assist the Board of Directors with Organizational Transformation and Business Development.
Prior to joining Consequent, Scott was First Vice President at Bank of Hope overseeing the Georgia-Southeast Market. His prior experience includes working in various capacities at Strategic Global Capital, HSBC Bank, JPMorgan Chase, Morgan Stanley and AXA Advisors. He also has experience in governmental relations having served as a Legislative Aide to Quentin K. Kawananakoa in the Hawaii State Legislature covering Healthcare and Higher Education.
Scott is a graduate of the Marshall School of Business at the University of Southern California where he majored in Business Administration and Finance. He also has a dual bachelor’s degree in History-emphasis on East Asian Studies. He has served on various boards including being a founding Director of the LaGuardia Community College Foundation-CUNY in New York where he was the initial Chair of the Investment Committee. He was also a member of the University of Southern California’s Civic Engagement Advisory Board. Other civic roles include serving as the Executive Director for KASE (Korean American Society of Entrepreneurs) in Silicon Valley.
Kyle Gifford, Performance Analytics & Reporting
Years of Experience: 3
Mr. Gifford has 3 years of experience in the Finance/Investment industry and has recently joined Consequent Capital Management in Performance Analytics and Reporting. He formerly worked for Aon Hewitt as an Investment Analyst. Mr. Gifford earned his B.S. in Business Administration, Finance in December 2014 from Georgia Institute of Technology and is a CFA Level I Candidate.
DeLisa Peters Boyd, Business Development and Investor Relations Analyst
Years of Experience: 20
Education: AAS, The Craft Fashion Institute
DeLisa Peters Boyd is an Associate of Consequent Capital Management, serving in the firm’s Business Development & Investor Relations group.
Prior to Consequent, DeLisa was founder of D&E Consultants, a procurement and project management consultancy for expanding and early-stage companies.
Prior to D&E, DeLisa’s experience included roles in merchandising and operations for national consumer goods brands such as Vera Wang Lavender Label, Sam Edelman, J. Crew and American Eagle Outfitters. During her career at Polo Ralph Lauren Corporation, DeLisa managed multiple brands across several business units, ultimately serving as Senior Director of Merchandising for a unit generating revenue of over $150 million. She began her professional career with Donna Karan International.
DeLisa received an Associate of Applied Science degree in Design & Merchandising from The Craft Fashion Institute.
Jingwei Li, Sr Analyst
Years of Experience: 5
Education: MS (Finance) and MS (Accountancy), DePaul University; BS, Dongbei University of Finance and Economics
Jingwei Li is a Senior Analyst of Consequent Capital Management, focusing on traditional investment manager research and monitoring.
Prior to joining Consequent, Jingwei worked for Gray & Company as a Senior Research Analyst with the Manager Research and Due Diligence team, focusing on traditional equity and fixed income investments. Before Gray, she was a graduate assistant at DePaul University, where she worked closely with professors in the Finance Department on research projects and facilitated review labs for accounting courses. Jingwei also interned at China Construction Bank - Shenyang Branch and as an Accountant at Liaoning Publishing Group in China.
Jingwei received a Bachelor of Science degree in Financial Management from Dongbei University of Finance and Economics. She received a Master of Science degree in Finance and a Master of Science degree in Accountancy from DePaul University. She is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. She is also a CPA and a member of AICPA.
Kurt Lofters, Investment Consultant
Years of Experience: 17
Education: MPA, Syracuse University; BA, SUNY Buffalo
Kurt Lofters is a Managing Director of Consequent Capital Management, serving as an Investment Consultant.
Prior to joining Consequent, Kurt was a Senior Consultant at the investment advisory firm Gray & Company. He has served as an Investment Consultant at Merrill Lynch and an Investment Specialist at Invesco within their defined contribution retirement practice.
He currently serves as a member of the board of Cool Girls, Inc., a nonprofit organization dedicated to the empowerment of young girls from low-income communities in Atlanta.
Kurt received a Bachelor of Arts degree in Biology from the State University of New York at Buffalo and a Master of Public Administration degree from the Maxwell School at Syracuse University.
Brad E. Lyons, Investment Consultant
Years of Experience: 30
Education: MBA, Golden Gate University; BS, Iowa State University
Brad Lyons is a Managing Director of Consequent Capital Management, serving as an Investment Consultant.
Prior to joining Consequent, Brad was a Consultant at the investment advisory firm Gray & Company. He served as a Director, managing operations at Iron Capital Advisors, an Atlanta based Registered Investment Advisor. Before Iron Capital, Brad was the Director of IRA Rollover Services at AMVESCAP Retirement Inc., where he led the development of products and services designed to assist retiring and terminated employees in managing their retirement accounts. Brad’s career has also included management positions in marketing and strategic product development for SunTrust Banks, Inc. and Charles Schwab Corp.
Brad received a Bachelor of Science degree in Business Administration from Iowa State University and a Master of Business Administration degree from Golden Gate University. Brad is a CFP ® certificant.
Kenneth Simon, Chief Compliance Officer
Years of Experience: 30
Education: JD, University of Alabama; BA, University of South Alabama
Kenneth Simon is Chief Compliance Officer of Consequent Capital Management.
Prior to joining Consequent, Ken was a Partner at Christian & Small. He has represented numerous public agencies in bond transactions, serving as bond, underwriter’s, and issuer’s counsel in various transactions, including the issuance of more than $200 million in debt securities by the state of Alabama, the Alabama Public Finance Authority, the Alabama Water Pollution Control Authority, the Alabama Public School and College Authority, the State Industrial Development Authority, and the Alabama Corrections Institution Finance Authority.
Ken has served as the Assistant Director and Branch Chief of the U.S. Securities and Exchange Commission’s Division of Enforcement in Washington, D.C., supervising investigations of possible violations of federal securities laws.
He served as Chairman of the Governor of Alabama’s Tort Reform Advisory Committee. As a result of his work in advising and representing public agencies and private entities, Ken was named “Best of the Bar” in Governmental Relations by the Birmingham Business Journal.
Ken has served on the boards of numerous charitable organizations including Holy Family Cristo Rey Catholic High School, Cornerstone Schools of Alabama, Bay Area Food Bank, and Baptist Health System Foundation.
Ken received a Bachelor of Arts degree from the University of South Alabama and a Juris Doctorate degree from the University of Alabama School of Law. He was a White House Fellow.
Ademir Zeco, Portfolio Manager - Alternative Funds of Funds
Years of Experience: 15
Education: BS, Johnson & Wales University
Ademir Zeco is a Managing Director of Consequent Capital Management, serving as a Portfolio Manager focused on the firm’s Multi-Strategy Alternatives Funds of Funds vehicles.
Prior to joining Consequent, Ademir was a Managing Director in Alternative Investments at the investment advisory firm Gray & Company. Prior to his work at Gray, he was a Senior Research Consultant at Aon Hewitt, focusing on hedge fund due diligence. Before the Aon-Hewitt merger, he was Global Head of Alternatives Research at Aon Investment Consulting, spearheading the due diligence effort of alternative investment managers. Ademir began his career at Watson Wyatt Investment Consulting, where he was a Manager Research Analyst.
Ademir received a Bachelor of Science degree in Financial Services Management from Johnson & Wales University, and is a Chartered Alternative Investment Analyst (CAIA) charterholder. He is also a Level II CFA Candidate.