David Allen

Executive summary

David Allen is a seasoned fund management executive, investor, and strategist with over 25 years of experience in deal origination, financing, mergers and acquisitions, valuations, restructurings, and expert witness testimony. He has a proven track record of building scalable operational infrastructure for investment funds, managing deal and origination teams, and mitigating risk in highly regulated industries. Mr. Allen is recognized for his transformational leadership and expertise in relationship management, working closely with Boards of Directors and General Partners as a trusted advisor.

Mr. Allen has served in Directorships with Navigant Consulting Inc., NextEra Energy Inc., and AIG Financial Products Corp. His prior leadership roles include Chief of Infrastructure and Operations for US Energy at Barclays Capital, Chief Investment Officer and Chief Operations Officer for energy credit at III Advisors, and Operating Partner for Energy and Infrastructure at Apollo Global Management. He began his career as an options trader at Spear, Leeds & Kellogg (now Goldman Sachs) and has provided senior advisory services to portfolio companies of Trilantic Capital Partners, Black Diamond Capital Management, and Warburg Pincus LLC. 

Currently, Mr. Allen holds board and advisory positions with Grant Thornton, CBRE Investment Management, and BC Partners, where he works directly with sponsor and insurance coverage teams, leads high net worth and family office coverage, and advises on credit and insurance fund strategy. 

Professional Qualifications and Memberships

• Member, Private Directors Association
• Member, Eleven Canterbury
• Series 7, 3, 63 licenses (inactive)
• Expert witness for valuation, contract breach, and commercial operations disputes
• Published in Risk Magazine, Automated Trader, and Global Finance journals

Education

• Bachelor of Science, Industrial and Labor Relations, Cornell University
• Certificate in Options and Derivatives, New York Institute of Finance