Michelle Davidson, CAIA

Michelle Davidson is a Partner and Co-Head of Advisory Americas at Aksia, a prominent financial services firm.12 She has an extensive background in the financial industry, with over 37 years of experience, including more than 31 years specifically focused on private equity.14

Professional Experience

At Aksia, Michelle oversees the firm's Americas Portfolio Advisory team alongside Patrick Adelsbach.1 Her responsibilities include:

• Program governance
• Strategy allocation
• Portfolio construction
• Supporting the ongoing management of alternative investment programs

Michelle has comprehensive expertise in various aspects of private equity investment, such as portfolio management, strategic program development, and serving on partnership-advisory committees.1

Career History

Before joining Aksia, Michelle's career included:

• Co-founder of TorreyCove Capital Partners
• Managing Director at PCG Asset Management for 12 years
• Involvement in constructing CalPERS's first private equity program
• Representing PCG Asset Management on the Private Equity Steering Committee for the UN Principles for Responsible Investment

Education and Qualifications

• Bachelor of Science in Business Administration (with honors) from San Diego State University
• Master's degree from the Sloan School of Management at Massachusetts Institute of Technology
• Holds the Chartered Alternative Investment Analyst (CAIA) designation
• CPA (inactive)

Recognition and Involvement

• Recognized as a Knowledge Broker by Chief Investment Officer in 20211
• Serves on the Advisory Board of the Robert Toigo Foundation1
• Moderates panels at industry events, such as the Family Office Summit3

Michelle Davidson's extensive experience and leadership role at Aksia position her as a respected figure in the private equity and alternative investments sector.