Kurt Odegard directs the firm’s asset allocation and private equity research areas and is also a member of Convergent’s Investment Committee, which focuses on developing the firm’s investment strategy, investment recommendations, and portfolio implementation strategies. In this capacity, he is responsible for developing and evaluating client policy portfolios as well as producing asset class return forecasts and quarterly economic commentary.
Kurt is involved in the creation and application of Convergent’s quantitative analytical models and programs used in implementing investment strategies for private, taxable, and sophisticated institutional investors. Additionally, Kurt oversees the selection of Convergent’s private equity managers and strategies, and he assists in research and due diligence across multiple alternative investment strategies. Kurt is located in the Portland, OR office.
Prior to joining Convergent, Kurt held a similar role as Director of Asset Allocation and Private Equity with Windermere Investment Associates. Prior to that, he was a member of the Loss Management Department for U.S. Bancorp. Kurt graduated with a Bachelor of Science degree in Finance from Oregon State University. Kurt also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.