Graham Ballard, CAIA, is an experienced finance professional currently serving as the Director of Investor Relations at CBC Group since February 2023, with a focus on capital formation. Prior to this role, Graham held the position of Vice President in Marketing & Investor Relations at Portfolio Advisors, LLC from March 2021 to January 2023, and served as Director of Business Development at Lunia Capital LP, where involvement included market-neutral hedge fund activities from May 2018 to March 2021. Earlier experience includes leading client services and marketing at Fifth River Capital, LLC, and working as an Analyst at Crestline Investors, a private investment firm managing $7.5 billion. Graham also contributed as an Alternatives Investment Analyst at the Texas Permanent School Fund, a $25 billion educational endowment. Initial professional experience began as a Research Assistant in Investments at National Western Life. Graham holds a degree from The University of Kansas, obtained between 2002 and 2006.
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