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About
Brad Balter is the Head of Trading at TCGX, based in Boston, MA, where he is responsible for overseeing all trading operations and strategy execution within the firm. TCGX specializes in investments across the healthcare and life sciences sector, with a particular focus on innovative public and pre-IPO drug discovery companies, and Brad plays a key role in managing exposure and liquidity across these biotechnology and pharmaceutical assets.
Brad brings over three decades of investment experience, including prior roles as Executive Vice President at Bain Capital and Managing Partner at Balter Capital Management, LLC. At Balter Capital, he built a track record in constructing discretionary hedge fund portfolios and fund-of-fund products, with expertise in alternative strategies and early-stage hedge fund relationships, spanning multiple asset classes and strategies.
He holds degrees from Williams College and Reichman University, including specialized training in Cyber/Computer Forensics, and is also a Chartered Financial Analyst. Recognized for his deep knowledge of structurally inefficient markets and alternatives, Brad has contributed to the investment community through advisory roles and committee work for nonprofit organizations, consistently focusing on emerging opportunities within the biotech and healthcare space.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| TCGX | Head of Trading | Apr 2024 to Present | Head of Trading for Public-Private Life Science Investment Firm. |
| Bain Capital | Executive Vice President | Jan 2021 to Apr 2023 | Hired as initial and charter member of internal Portfolio Group for the Life Sciences vertical responsible for working with portfolio companies on capital markets, communication, and capital formation... |
| Balter Capital Management, LLC | Managing Partner | Jan 2006 to Jan 2020 | Built investment firm from scratch to $2B in peak assets. Led a team of 23 professionals spanning investment analysis, deal structuring, security execution, investment manager seeding, and capital rai... |
| Citigroup Global Capital Markets Inc. | Managing Director | Jan 2003 to Jan 2006 | Institutional sales and trading for dedicated middle-markets unit. Top 3 producer out of ~100 on a consistent basis. |
| Citigroup Global Capital Markets Inc. | Director | Jan 2001 to Jan 2003 | Hired to further penetrate middle-market institutional accounts for sales and trading needs. |
| UBS | Senior Vice President | Oct 1992 to Jan 2001 | Ran dual business': I built a dedicated following of small institutional accounts while managing a $1B peak assets book of ultra-high net worth investors.
Previous positions included Associate and V... |
Education
Reichman University
Cyber/Computer Forensics
2016 — 2016
Williams College
Skills & Expertise
Others at TCG Crossover Management, LLC (4)
| Name | Role | Location |
|---|---|---|
| Partner | New York, NY , United States | |
| Managing Partner | CA , United States | |
H Haithem Laaribi | Associate | New York, NY , United States |
| Associate | CA , United States |
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| VIce President Investment Advice | Rebalance, LLC | Danville, CA , United States |