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Brad Balter

Brad Balter

Head of Trading at TCG Crossover Management, LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
TCGXHead of TradingApr 2024 to Present
Head of Trading for Public-Private Life Science Investment Firm.
Bain CapitalExecutive Vice PresidentJan 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, LLCManaging PartnerJan 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 DirectorJan 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.DirectorJan 2001 to Jan 2003
Hired to further penetrate middle-market institutional accounts for sales and trading needs.
UBSSenior Vice PresidentOct 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

Financial Services
Leadership
Hedge Funds
Project Management
Management
Investments
Capital Markets
Alternative Investments
Asset Management
Portfolio Management
Valuation
Equities
Investment Management
Private Equity
Fixed Income
Due Diligence
Financial Modeling
Microsoft Office
Risk Management
Business Strategy
Capital Management

Others at TCG Crossover Management, LLC (4)

NameRoleLocation
Giuliano Marostica
Giuliano Marostica
PartnerNew York, NY , United States
Cariad Chester
Cariad Chester
Managing PartnerCA , United States
H
Haithem Laaribi
AssociateNew York, NY , United States
Suan Tuang
Suan Tuang
AssociateCA , United States

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