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Alana Mag

Principal, Investment Research and Operational Due Diligence at Northside Capital Management, LLC

San Francisco, CA , United States

About

Alana Mag, CFA, CAIA, is Principal, Investment Research and Operational Due Diligence at Northside Capital Management, LLC, based in San Francisco. In this role, she leads investment research, manager diligence, operational risk assessment, and asset allocation for multi-asset portfolios, serving high net worth individuals, family offices, and institutional clients. Her expertise spans evaluating macro and market conditions, sourcing and monitoring investment opportunities, and conducting in-depth analysis across both traditional and alternative asset classes, including private equity and hedge funds.

Ms. Mag joined Northside Capital Management in 2012, progressing from Senior Research Analyst to Principal. Prior to Northside, she was part of the Alternative Investments & Manager Selection team in Goldman Sachs’ Investment Management division, where she evaluated both long-only and alternative strategies, and supported liquidity management and analytics for private equity fund-of-funds.

She holds a B.S. in Finance and Accounting from New York University’s Stern School of Business and is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). Ms. Mag is recognized for her operational due diligence leadership and her ability to identify opportunities across equity, fixed income, and alternative sectors for complex client portfolios.

Career History

OrganizationRoleDate RangeDetails
Northside Capital Management, LLCPrincipal, Investment Research and Operational Due DiligenceApr 2018 to Present
Northside Capital Management is an independent private wealth investment manager. The firm builds sophisticated, forward-looking investment portfolios of value-added strategies and securities across ...
Northside Capital Management, LLCSenior Research and Operational Due Diligence AnalystJul 2012 to Apr 2018
Goldman SachsAssociateJan 2010 to Jun 2012
Alternative Investments & Manager Selection
Goldman SachsAnalystJul 2007 to Jan 2010
Cash management for the private equity group
Goldman SachsSummer Analyst and Part Time EmployeeJun 2005 to Jul 2007
New York University PressMarketing InternJan 2004 to May 2005

Education

NYU Stern School of Business

Bachelors, Finance and General Accounting

2003 2007

Plainedge High School

1999 2003

Skills & Expertise

Alternative Investments
Cash Management
PowerPoint
Corporate Finance
Valuation
Portfolio Management
Financial Modeling
Capital Markets
Investments
Asset Allocation
Equities
Wealth Management
Equity Research
Risk Management
Asset Management
Microsoft Excel
Financial Analysis
Private Equity
Management
Investment Banking
Project Management
Due Diligence
Hedge Funds
Series 7
Securities
Financial Markets
Investment Management
Credit Derivatives
Strategic Planning
Finance
Microsoft Office
Sales
Public Speaking
Marketing

Others at Northside Capital Management, LLC (9)

NameRoleLocation
Diane Banta
Diane Banta
Senior Vice President, Investment ResearchKetchum, ID , United States
J
Jim DeWolfe
Managing PartnerHood River, OR , United States
S
Scott Wisenbaker
PrincipalJackson, WY , United States
S
Stephani Hendricks
Principal, Client Relationship ManagerHood River, OR , United States
T
Tim Itin
PrincipalBasalt, CO , United States
Martha Mead
Martha Mead
Investment AnalystKetchum, ID , United States
Martha Morgenthau
Martha Morgenthau
Investment AnalystKetchum, ID , United States
M
Mo Cheston
PartnerSan Francisco, CA , United States
Steven Carroll
Steven Carroll
Principal, Chief Technology Officer, FinanceHood River, OR , United States

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