Grant Birdwell

ADVISOR, CAPITAL MARKETS & ASSET MANAGEMENT

Grant is an entrepreneur with an institutional capital markets and asset management background who enjoys using unique applications of strategic partnership networks (SPN) to help solve big problems.   After six years with Morgan Stanley in their capital markets division, he joined Morgan Stanley Investment Management’s Institutional Advisory Group, where he helped deliver strategic solutions to institutional asset owners with over $10 billion in assets.  Within the Institutional Advisory Group, he was on the team that helped Morgan Stanley win the highly coveted $1 billion SPN GTAA mandate from the Teacher’s Retirement System of Texas (TRS) in 2007-2008.

Bringing knowledge of how large global banks are capable of organizing and delivering custom solutions across internal silos to their most important clients, he later joined TRS as a senior portfolio manager.   As a founding member of the TRS SPN team for six years, he was responsible for the investment results of the $6 billion GTAA portfolio using a highly innovative ‘network’ approach.  He was also responsible for leading the public strategic partner research program, where he collaborated with senior institutional research teams at Blackrock, JP Morgan, Morgan Stanley, and Neuberger Berman on asset allocation and risk management research.   Through the years, the TRS SPN program has been recognized by McKinsey & Co, Harvard Business School, and many others as the global standard for partnerships between leading asset managers and large global asset owners.   After TRS, he served as a Senior Advisor to McKinsey & Co., helping advise large global pension funds and sovereign wealth funds.

Moving back to the private sector, Grant used his investment bank and institutional asset management experience to create a unique application of a Strategic Partner Network in the single-family office space.   He successfully designed and set up a bespoke SPN for a U.S. family that had a multiple billion-dollar liquidity event.   Stanford University’s Global Project Center eventually recognized the investment results and innovative approach at their global family office event in 2019.

His most recent application for a Strategic Partner Network occurred in New Zealand, where he and his family lived for nearly four years.  There, he worked for a real estate development company, working closely with central and local governments to jumpstart a new community.  As the Chief Commercial Officer, he was responsible for securing over $100 million of financing from investors worldwide, a unique experience given all the jurisdictions involved.  On this project, he also worked with community builders and NGOs from the Middle East, Europe, United States, and Oceania to develop and implement a custom strategic framework that crossed the public, private, and non-profit sectors to unite various stakeholders for a common purpose.  Going from zero residents when he first started, the community is now estimated to have a couple of thousand residents with a fully operational public school and zoning for a 15-hectare town center adjacent to a new rail station.  Government planners now estimate it will grow to become New Zealand’s 5th largest city within 20 years.

Ultimately, Grant enjoys bringing together a diverse set of stakeholders in a manner that focuses them on solving big problems.    Grant holds a BBA in Finance from Texas A&M University and lives outside Washington DC in McLean, Virginia.  He enjoys going on new adventures with his wife and two teenage sons.