About Adam

Adam serves as the President of FundingShield, LLC, a loan level fraud prevention & risk management company that provides technology based solutions to help mortgage lenders manage the funding process and avoid wire fraud schemes. The firm has a unique loan level verification approach that has been used on over $900 Billion of closings.

Adam J. Chaudhary is currently the President of Pelican Point Investments Group LLC ("PPI"), a boutique Private Equity & Merchant Bank in Newport Beach, California. Prior to PPI, he was the Managing Director for Pelican Point Capital Partners, LLC, Vice President at Royal Bank of Scotland (RBS) responsible for US Dollar structured funding and managed the cross asset solutions team.

At RBS, he also conducted the successful workout and renegotiation of a USD 9 billion loan portfolio while living between London and New York and worked with Her Majesty's Treasury risk consultants in defining the scope and need for portfolio insurance products. Previously, Adam was a trader in the Fund Derivatives Group at Greenwich Capital where he risk managed a USD 5 billion portfolio of loan and derivative products secured by fund equity for global hedge funds & fund of hedge funds.

Adam holds Series 7 and 63 licenses from FINRA and obtained a Bachelor of Science in Finance and International Relations from Bentley College in Waltham, Massachusetts. He has also obtained certificates in credit products & derivatives from the New York Institute of Finance.

Industry Involvement

  • chevron_rightMBA Associate Advisory Council