About Daniel J. Ford, CFA, PRM™
Dan Ford is a Managing Director and Oxford Investment Fellow with Oxford Financial Group, Ltd. In this role he is responsible for investment manager sourcing, due diligence, asset allocation research, evaluating niche investment opportunities and portfolio construction. His expertise includes alternative investments, derivative products, quantitative analysis and financial engineering.
Before joining Oxford, Dan served as Director of Multi-Asset Strategies at the Indiana Public Retirement System. Dan had management and oversight responsibility for approximately $6 billion invested across absolute return hedge funds, risk parity and illiquid opportunistic strategies. He was also responsible for overseeing asset allocation research and risk management analytics for the $32 billion defined benefit pension plan.
Prior to INPRS, Dan was a member of the Portfolio Management team within CNO Financial Group’s insurance asset management subsidiary, where he was responsible for product hedging, carry strategies, hedge fund investments and portfolio analytics for the firm’s $27 billion general account. Dan began his career as an Associate Portfolio Manager at Fifth Third Asset Management where he was responsible for credit research, risk modeling and liquidity management.
A graduate of the University of South Carolina, Dan holds a Bachelor of Science degree in Business Administration with an emphasis on Investment Finance and Economics. Dan is an active member of the National Futures Association (NFA) and previously served on the Board of Directors of the CFA Society of Indianapolis.
Approaching every client relationship with a calculated and careful view, Dan is passionate about seeing his clients’ wealth enhancement strategies succeed and thrive.
