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MICHAEL DUFFY
Investment Portfolio Manager • Digital Assets • AI-Powered Research
michael.duffy.1987@gmail.com • LinkedIn • Twitter • Chicago, IL
Summary
Investment and portfolio management leader with 15+ years across corporate venture capital, private equity fund of funds, and institutional asset administration. Currently managing operations for a $600M+ corporate VC fund. Deep expertise in fund administration, portfolio construction, performance reporting, and operational scaling. Crypto-native investor and DeFi practitioner with hands-on experience across on-chain protocols, digital asset evaluation, and autonomous AI systems. Kellogg MBA.
Experience
Investment Portfolio Manager
American Family Ventures
2023 – Present
  • Manage end-to-end portfolio operations for a $600M+ AUM corporate venture fund spanning 50+ portfolio companies across fintech, insurtech, and emerging technology verticals
  • Engineer data integrity frameworks within portfolio management software (Cobalt), reducing reporting errors by 30%+ and enabling real-time performance dashboards
  • Negotiate and structure fund credit facilities, securing favorable terms that ensured $50M+ in available liquidity for time-sensitive investment activity
  • Collaborate cross-functionally with legal, compliance, and investment teams to facilitate seamless funding of private market transactions across venture equity, convertible notes, and SAFE instruments
  • Lead quarterly fund performance reporting and LP communications, delivering NAV calculations and IRR/TVPI analysis
VP, Front Office Solutions
Northern Trust
2020 – 2021
  • Launched and scaled a $2.5B+ private equity fund of funds administration service from inception, defining operational workflows, compliance procedures, and client onboarding processes
  • Developed bespoke reporting solutions for an $80B+ multi-generational family office spanning 120+ portfolios across equities, fixed income, alternatives, and real assets
  • Led a team of 10 analysts responsible for processing, indexing, and reconciling client activity across custodial platforms, improving data accuracy
  • Partnered with technology teams to prioritize and deliver software enhancements, reducing manual reporting effort and improving client service SLAs
Assistant Vice President, Private Equity
PPM America
2011 – 2020
  • Designed and maintained investment projection models for PE fund of funds clients, forecasting market values, sector exposure, J-curve analysis, and cash flow activity
  • Automated portfolio reporting processes using Excel VBA and database queries, increasing operational efficiency and eliminating recurring manual errors
  • Managed a full client custodial transition from BNY Mellon to HSBC, updating wire instructions and coordinating correspondence with counterparties to ensure zero disruption
  • Streamlined authorization workflows by implementing electronic signature processes, reducing turnaround time from 5 days to same-day execution
Digital Asset & AI Experience
  • DeFi Protocol Participation: Active on-chain user across Ethereum and Solana — liquidity provision, yield farming, and protocol engagement resulting in airdrop eligibility across 10+ protocols
  • On-Chain Analytics: Proficient with block explorers (Etherscan, Solscan), DEX aggregators (Jupiter, 1inch), and DeFi dashboards (DeBank, Zapper) for portfolio tracking and protocol evaluation
  • AI Agent Development: Deployed autonomous AI agent fleet using OpenClaw for financial research, market monitoring, and operational automation
  • Airbnb Superhost: Managed short-term rental properties — optimized dynamic pricing, achieved Superhost status through 4.9+ guest ratings and 95%+ occupancy
Ethereum
Solana
DeFi
Yield Farming
AI Agents
LLMs
Technical Skills

Portfolio & Fund Admin

Cobalt, Investran, Parilux, NAV calculation, capital calls, LP reporting, waterfall modeling

Data & Analytics

AWS, Microsoft Dynamics GP, Excel VBA, data visualization

AI & Automation

OpenClaw, LLM integration, workflow automation, prompt engineering

Digital Assets

DEX trading, liquidity provision, wallet management (MetaMask, Phantom), DeFi dashboards

Education
Northwestern University — Kellogg School of Management
MBA • Dean's List • Tech Club
2018
University of Illinois Urbana-Champaign
BS in Finance & Accountancy • Dean's List
2010