Michael Duffy
Investment Portfolio Manager • Digital Assets • AI-Powered Research
About
I manage portfolio operations for a $600M+ corporate venture fund — with 15+ years building expertise across PE fund of funds administration, institutional reporting, and crypto-native investing.
Currently at American Family Ventures, I lead portfolio operations and LP reporting. Previously at Northern Trust, I launched a $2.5B+ PE fund of funds administration service from scratch.
Beyond traditional finance, I'm a hands-on DeFi practitioner across Ethereum and Solana — evaluating protocols, providing liquidity, and participating in governance. I also build autonomous AI agent systems (using OpenClaw) for financial research and market monitoring.
Kellogg MBA (Northwestern) | UIUC BS Finance
Experience
- Deliver quarterly portfolio analytics — NAV, IRR/TVPI analysis — to institutional stakeholders
- Build AI-powered research systems using autonomous agent frameworks
- Negotiate fund credit facilities ($50M+ capacity) for time-sensitive investments
- Launched $2.5B+ PE fund of funds administration service from inception
- Built custom analytics for $80B+ family office across 120+ portfolios
- Led team of 10 analysts for data processing and reconciliation
- Designed investment projection models for PE fund of funds clients
- Automated reporting using Excel VBA and database queries
- Managed full client custodial transition with zero disruption