Resume · Asset Management & Tokenization

Research, diligence, and decision frameworks for tokenized products, digital-asset infrastructure, and institutional capital allocation.

For asset managers, risk committees, custodians, and tokenization teams evaluating whether a tokenized product preserves the rights, structure, and stress behavior of the traditional asset.

Decision lens

Evaluates whether a tokenized product is institution-ready by translating structural and technical questions into clear investment gates: rights parity, operational resilience, auditability, settlement behavior, and named thresholds for what should change the view. Diligence across ~250 investments and ~$500M in assets under management, with decision-ready research and monitoring workflows built for investment committees.

What the diligence lens answers

Institutional diligence Tokenized products Liquidity and custody Monitoring systems
  • Frames tokenization in institutional terms: rights parity, operational resilience, settlement behavior, evidence standards, and what should move a capital allocation decision
  • Nine-category MVEP diligence framework tested against the failure modes Circle's SVB weekend exposed
  • Continuous monitoring tracking whether controls hold post-approval
Does the tokenized version preserve equivalence under stress?

Rights parity, custody structure, settlement behavior, auditability, and whether the product can survive a stress event without revealing hidden mismatches.

What should an investment committee monitor after launch?

Liquidity pathways, reserve and custody dependencies, control-layer metrics, reporting quality, and which thresholds should trigger closer review or a changed position size.

Where can value leakage or hidden concentration build?

Routing defaults, gateways, off-chain dependencies, and product structures that appear efficient until institutions rely on them under real conditions.

Supporting research

These papers are the closest match for how the diligence lens frames the work.

Minimum Viable Equivalence Packs cover

Minimum Viable Equivalence Packs

Nine-category checklist reverse-engineered from the six failure modes the USDC/SVB weekend exposed, structured around what risk committees actually ask.

Read
Routing the Dollar cover

Routing the Dollar

A view of how routing design shapes concentration, resilience, and where hidden dependencies sit.

Read
Dollar v3 policy map cover

Dollar v3: Policy Map

Settlement, custody, and the control layer behind digital-dollar and cash products, plus what institutions should track before a new money object becomes an operating assumption.

Read

Contact

Asset management, tokenization diligence, or investment research. Tell me what you're evaluating and I'll send the most relevant paper, resume version, or supporting material.