Henri Moudi, CFA
Henri Moudi, CFA is Managing Director of Mission Creek Capital Partners, Inc. He also leads Mission Creek’s private equity distribution management platform, among other strategies. Henri has many years of achievement managing and advising on public, private and alternative U.S. and international assets and excels at creating and managing customized solutions that best meet the most demanding needs of institutional and private clients.
Prior to co-founding Mission Creek, Henri developed and led Thomas Weisel Asset Management’s (Stifel, Nicolaus & Co., Inc.) private equity distribution management platform for over a decade and successfully managed over $2.0 billion in concentrated stock exposures, among other strategies, for some of the largest global institutional investors. Henri has substantial expertise evaluating, managing, hedging and monetizing concentrated, low-cost basis stock exposures leading to more resilient, tax efficient and well diversified portfolios. Mr. Moudi has also successfully designed and profitably implemented hedge and overlay strategies utilizing equity and index options to selectively enhance returns and mitigate risks on over $500 million in concentrated exposures and has significant experience managing restricted and control stock positions.
Henri was previously a Manager, Investments at Autodesk Ventures, where he sourced, evaluated and executed multiple early-stage private equity investments for the world’s fourth largest software company. Prior to joining Autodesk, Mr. Moudi was an Equity Analyst and Portfolio Manager at Harris Bretall Sullivan & Smith L.L.C., a San Francisco based $7 billion investment management firm which was later acquired by Federated Investors, Inc. While at Harris, Mr. Moudi contributed to the Harris Bretall Growth Equity Fund being awarded the Morningstar 5-Star rating in 1998 and in 1999. Henri was also previously associated with The World Bank in Washington, DC, where he contributed to the quantitative portfolio management of the Bank’s $30 billion global fixed-income portfolio.
Mr. Moudi received his MBA in Finance from The Wharton School of the University of Pennsylvania and his BS from Cornell University. He also holds a JD from Boston University and is a member of the State of California and District of Columbia Bars. Henri is also a holder of the Chartered Financial Analyst (CFA) designation, FINRA Series 7 and 63 registered and a member of the CFA Society of San Francisco.