Soroban Capital Partners - Investorprofil Institutionell Investor Background Soroban Capital Partners är en hedgefondschef som grundades 2010 av Eric Mandelblatt, Gaurav Kapadia och Scott Friedman. Herr Mandelblatt började på Goldman Sachs 1998. Logga in nu eller registrera dig för ett gratis konto för att få tillgång till hela institutionell investerare Bakgrund Investor Regional andor Country Focus. Europa, USAs grundare och nyckelpersoner i Soroban Capital Partners. Eric Mandelblatt Gaurav Kapadia Scott Friedman Steve Johnson Entiteter relaterade till Soroban Capital Partners. Soroban Fund LLC Soroban Capital Partners LLC TPG-Axon Capital Management Relevanta företag: Goldman Sachs Huvudstrategier Anger att personen eller enheten inte längre är relaterad till företaget. Soroban Capital Partnerss Top 10 Equity HoldingsE ER ERFARET TEAM Ajay Ahuja CFO COO Ajay är Chief Operating Officer och Chief Financial Officer i Eaton Partners med över 20 års yrkeserfarenhet inom hantering av redovisning, finans och verksamhet för finansiella institut och alternativa förvaltare. Han har haft ledarroller som stöder finansiella och operativa funktioner inom kapitalförvaltning och handelsinstitut (korrespondent clearing, global förvaring och råvaror) och stöder private equity - och hedgefondföretag för flera strategier, inklusive småkapital aktier, globala makrostrukturerade produkter och distressed tillgångar (CDO) och räntebärande intäkter. Ajay började sin karriär som ekonomichef på Morgan Stanley och i offentlig redovisning hos KPMG. Ajay fick sin MBA från Stern School of Business vid New York University i ekonomi och management och en BBA (Magna Cum Laude) från Baruch College, med huvudämne i Accounting. Han är också ackrediterad som certifierad revisor och innehar serie 28 och 99 licenser med FINRA. Chrystalle leder projekthanteringsinsatserna för företagens Hedge Funds amp public group strategies grupp samt dess direkta investeringserbjudanden. Hon jobbar nära kunder med marknadsstrategi, säkerhetsdesign och produktplacering. Hon har över 15 års erfarenhet av finansiella tjänster, varav 13 har tillbringat marknadsföring av investeringsprodukter till institutionella investerare. Chrystalle är författare och medförfattare av flera artiklar om att höja den institutionella kapitalen, som har presenterats i Absolute Return, Bloomberg Markets och HFM Investor Relations. Innan han gick med i Eaton Partners var Chrystalle Senior Investor Relations Associate vid QFS Asset Management, en 1,4 miljarder systematisk global makro hedgefond. Tidigare var hon en del av Business Development Services och Fixed Income Product Management-team på Goldman Sachs Asset Management där hon fokuserade på marknadsföring och kundservice. Hon började sin karriär hos Lazard Asset Management i redovisning och gick senare till den institutionella marknadsföringsgruppen. Chrystalle examen cum laude från New York University Stern School of Business, där hon fick en BS i ekonomi och internationellt företag och var en Stern Scholar. Hon är en Chartered Financial Analyst och innehar serie 7, 63 och 31 licenser med FINRA. Caroline Applegarth Origination Marketing Associate Caroline fokuserar på Eaton Partners kreativa och originella marknadsföringsinsatser. Hon tar med företaget en stark bakgrund i händelsehantering och administrativ samordning, med erfarenhet från Atlantic Media Company i Washington, DC, Duke University Athletics i Durham, NC och Winston Flowers i Greenwich, CT. Caroline var en PR-intern för US Department of States Office i den globala AIDS-koordinatorn och hon har haft ett antal frilans - och konsulttjänster inom design, social media och marknadsföring. Caroline fick sin BA i biologisk antropologi och anatomi från Duke University. Hon fick ett digitalt grafiskt designcertifikat från Pace University, med ytterligare designkurser från New Yorks School of Visual Arts. John Baclawski fokuserar på distributionen av företagens eget kapital, fastigheter och fastighetserbjudanden. Han har över 7 års erfarenhet av investment banking och kapitalhöjning. Innan han gick med i Eaton arbetade John som en associerad med Wells Fargo Securities på fastighetsmarknaden. Han arbetade också vid HFF, LP-aktiekapital och skuldfinansiering för kommersiella fastighetskunder. Tidigare arbetade han som Senior Investment Banking Analyst hos Cantor Fitzgerald, som rådde och samlade kapital för kunder inom finansinstitut, fastighets - och förnyelsebar energi. John började sin karriär som Investment Banking Analyst for Bear, Stearns Amp Co som en del av Strategic Finance Group. John vann sin kandidatexamen från Colgate University och var medlem i History Honors Society (Phi Alpha Theta). John är en Eagle Scout och tillbringade en vinter som professionell skidlärare i Beaver Creek, CO. John har serie 7, 79 och 63 licenser med FINRA. Josh Barenbaum fokuserar på distributionen av företagens eget kapital, fastigheter och fastighetserbjudanden. Han har 13 års diversifierad förvaltnings - och investeringserfarenhet. Innan han gick med i Eaton Partners var han vice vd på Kayne Anderson, där han fokuserade på direkt mezzanininvestering. Tidigare arbetade han som en associate på Versa Capital där han slutförde kontrollinvesteringar i företagssituationer. Josh har också erfarenhet av investment banking med Merrill Lynch och strategisk rådgivning med Booz Allen Hamilton. Josh utexaminerades från Yale University med en BA i statsvetenskap, han fullföljde ett Fulbright-stipendium i Sydkorea, och han tjänade sin MBA från Wharton School vid University of Pennsylvania där han huvudämne i ekonomi och redovisning. Josh håller serie 7 och 63 licenser med FINRA. Sarah är en del av projektledningsgruppen och fokuserar på företagens ursprungsarbete och genomförande av de olika alternativa fonder som marknadsförs av företaget. Hon har över 11 års erfarenhet av finansiella tjänster, inklusive sex års marknadsinvesteringsprodukter. Innan hon gick med i Eaton Partners tillbringade hon fem år vid Goldman Sachs Asset Management, där hon fungerade som vice president och kundportföljförvaltare. I den här rollen var hon ansvarig för att höja tillgångar från institutionell, privat rikedom och investerare från tredje part i de utvecklade företagen och nya marknadsaktier och fastighetsstrategier, totalt över 7,0 miljarder i förvaltat kapital. Tidigare arbetade hon hos JPMorgan Private Bank som Assistant Portfolio Manager där hon fokuserade på portföljhantering av företagens privata kundkonton. Hon började sin karriär som en intern för Thomas G. Labrecque Smart Start Program på JPMorgan Chase efter att ha fått ett helt college stipendium. Sarah fick en BS i ekonomi och redovisning från New York University Stern School of Business, där hon tog examen Magna Cum Laude. Hon är CFA Charterholder och innehar serie 7 och 63 licenser med FINRA. Zack Craumer fokuserar på genomförandet av olika alternativa investeringsprodukter marknadsförda av företaget. Han har 6 års erfarenhet av finansiella tjänster. Innan hon började delta i Eaton Partners arbetade Zack som analytiker hos J. P. Morgan Investment Bank utvecklade en ny täckningsinsats som rådde till familjeinvesteringar som fokuserade på direkta investeringar. Zack började sin karriär hos J. P. Morgan Private Bank där han rådde Ultra High Net Worth-individer inom Financial Sponsors community över alla aspekter av deras personliga rikedom. Zack utexaminerades från Colgate University med en BA i psykologi. Han innehar serie 7, 79 och 63 licenser med FINRA. Michael Crawford leder fondbolaget för fastighetsverksamhet och fokuserar på flera av de egna kapital - och realtillgångsstrategierna hos Eaton Partners. Han har över 28 års erfarenhet av alternativa investeringar. Innan han gick med i Eaton Partners var han huvudansvarig i Private Capital Markets Group i Robertson Stephens där hans branschdekning omfattade offentliga fastighets - och sjukvårdsföretag, särskilt att höja private equity kapital för offentliga REITs och privata investeringar i offentliga aktier (PIPES). Tidigare arbetade han som Vice President, Institutionella Equities hos Paine Webber. Han började sin karriär på Cabot, Cabot Amp Forbes i Boston, där han var ansvarig för affärsutveckling av företagens fastighetsrådgivning och kapitalförvaltningstjänster. Michael fick en MBA i finans och fastigheter från Columbia University Graduate School of Business och en BA på engelska från Brown University. Han innehar serie 7 och 63 licenser med FINRA. Han är i övervakningskommittén för Joslin Diabetes Center i Boston, Massachusetts. Jeffrey S. Davis Partner Jeff leder genomförande och projektledning globalt för Eaton Partners från vårt kontor i Rowayton. Förutom att placera och förpacka vissa produkter för distribution, fokuserar Jeff på produktuppkomst inom Eatons Private Equity och Real Asset-silor. Han har 20 års erfarenhet av finansiella tjänster, varav 16 har spenderats i alternativ. Innan han gick med i Eaton Partners arbetade han hos Capital Dynamics, en schweizisk baserad private equity-rådgivare och fondplattform. Där fokuserade han på screening och rekommendation av private equity-strategier för institutionell kundkrets. Tidigare arbetade han hos GE Equity i ny affärs-, försäkrings - och kapitalförvaltningskapacitet avseende GEs direkta riskkapitalinvesteringar. Han började sin karriär 1994 med Bankers Trust i kapitalförvaltning, följt av tre år i investment banking på Deutsche Bank. Jeff fick en MBA i ekonomi från Fuqua School of Business vid Duke University och en BA från Brandeis University. Han har också serie 7 och 63 licenser med FINRA. Eric fokuserar på originering och projektledning för olika alternativa investeringsprodukter med inriktning på privat kapital, fastigheter och fastigheter. Han har 11 års kapitalmarknader och ekonomisk rådgivande erfarenhet, varav åtta har spenderats med alternativa investeringar. Innan han gick med i Eaton Partners 2015, hjälpte han till att lansera LB Group, LLC, ett privatiseringsföretag där han stammar, packade och höjde institutionell kapital för alternativa investeringsfonder. Tidigare var Eric en associerad med Lehman Brothers med fokus på investment banking, distribution och strukturering i Global Commercial Real Estate Group. Medan Lehman ledde Eric ledde CMBS, CRE CDO och andra strukturerade finansiella erbjudanden. Han började sin karriär hos Ernst amp Young LLP, där han arbetade med institutionella kundansvar för strukturerad finansiell rådgivning. Eric fick en B. S. grad med en koncentration i ekonomi och juridik, och en minor i ekonomi från Ithaca College. Han är CAIA Charterholder, CFA Level III kandidat och innehar Series 7, 24, 63, 79 licenser med FINRA. Olivia tillhandahåller marknadsföringsstöd till företagets marknadsföringsstrategi för fondföretag. Innan hon gick med i Eaton Partners arbetade hon som assistent för McQuay International där hon tillhandahöll mottagning och administrativt stöd. Hon började sin karriär som mediebibliotekarutbildare på Madison Square Garden. Olivia fick en BA i kommunikations - och konsthistoria från Marist College. Charlie grundade Eaton Partners 1983 och var pionjär för placeringsagentkonceptet. Tidigare var han i forskning och institutionell försäljning hos Mitchell Hutchins, Morgan Stanley och H. C. Wainwright Amp Company, där han var en partner vid den tiden var Wainwright rankad som det högsta institutionella forskningsföretaget i landet. Han började sin karriär som investeringsforskare vid Morgan Guaranty Trust Company (föregångare till J. P. Morgan Investment Management). Charlie tog examen från Washington och Jefferson College och fick en MBA från Columbia University Graduate School of Business. Han har serie 7,63 och 99 licenser med FINRA. Han tjänade som en första löjtnant i US Army Armor-filialen. Charlie är en före detta förvaltare i Washington och Jefferson College. Han har också fungerat som Campaign Chair of Darien Community Fund och är för närvarande aktivt involverad i Operation Comfort of San Antonio och The Wounded Warrior Project, både för allvarligt skadade veterinärer. Steven D. Eaton Partner Steve fokuserar på distributionen av företagen privat kapital, fastigheter och fastighetserbjudanden. Han har 16 års erfarenhet inom finansbranschen, som arbetar både på köpsidan och på försäljningssidan av marknaden. Innan han gick med i Eaton Partners var han direktör på C6 Capital, en investerare i förnybar energi i Moskva, där han var ansvarig för affärsutveckling. Tidigare arbetade han för Montrose Food and Wine i Shanghai, Kina, Invesco Funds Group och Citigroup Diners Club. Han har flera års erfarenhet som bor och arbetar i tillväxtmarknadsländer, nämligen Kina, Ryssland och Ukraina. Steve utexaminerades från Bucknell University med en BA i ekonomi och fick en civilingenjörsexamen från Columbia University där han fokuserade på energipolitik och näringsliv i tillväxtmarknader. Han har serie 7, 6, 63 och 106 licenser med FINRA. Leanne Erickson CCO Leanne är Chief Compliance Officer för företaget och hanterar CRM-databasen. Hon har över 17 års erfarenhet inom finansbranschen. Innan hon gick med i Eaton Partners var hon assistent vid advokatbyrån Brody Wilkinson, där hon samordnade och hanterade alla juridiska frågor som omfattade fusioner, företagsanställning och pensionsplaner. Förutom sin juridiska bakgrund har Leanne tidigare arbetat vid Walter C. King Associates, som bistår med finansiell planering och företagsbeskattning. Leanne fick sin BS i Office Administration från Southern New Hampshire University. Hon har serie 7, 63, 24 och 99 licenser med FINRA. Megan B. Felipe Accounting Clerk Megan tillhandahåller bokföringsstöd till företaget. Hon har över 15 års erfarenhet av redovisning och administration. Innan hon gick med i Eaton Partners var Megan en konsult och en associerad med Pequot Capital Management, där hon var ansvarig för att samordna dokumentation för slutförandet av bokslut och upprätthålla finansiella, juridiska och bokföringsdokument. Megan började sin karriär som en kontorassistent med Titanus, där hon var ansvarig för att hantera leverantörsskulder och fordringar och samordna hela orderkedjan för kunder. John fokuserar på distributionen av företagens hedgefond och offentliga marknadsstrategier och har mer än 12 års institutionell marknadsföring och affärsutveckling inom alternativa investeringar. Innan han anslöt sig till Eaton Partners var John en ledande medlem av Investor Relations och Marketing Team för Select Equity Group, Inc. en sponsor med flera miljarder dollar hedgefond, där han fokuserade på att institutionalisera företagens investerarrelationer och marknadsföringsinsatser. Tidigare hade John olika affärsutvecklingsroller inom kapitalförvaltning och prime mäklare vid JP Morgan Asset Management och Bear Stearns Amp Co. John var en associerad med Citigroups Corporate Client Advisory Group, där han ansvarade för marknadsföring av lagens traditionella och alternativa multikanter investeringsplattform. Han började sin karriär som marknadsföringsspecialist för OutlookSoft Corporation, en tidigare GE Capital, Merrill Lynch Ventures och FirstMark Capital-portföljbolaget som såldes till SAP 2007. John fick en BA från Colgate University och en MBA från Columbia Business School, där han tjänade dekaner hedrar. Han innehar både serie 7 och 63 licenser med FINRA. Marie Ferreira tillhandahåller marknadsföringsstöd till företagets marknadsföringsstrategi för marknadsföringsstrategier. Innan hon gick med i Eaton Partners var hon marknadsassistent på Barnum Financial Group, ett kontor i MetLife där hon gav löpande stöd till två av de företag som ledde Certified Financial Planners. Hon började sin karriär som fondrevisor II på The Gemini Companies på Long Island där hon var ansvarig för daglig övervakning av fonder och nattlig NAV-beräkning. Marie tog sin BA i marknadsföring från Hofstra University. C. Ulises Flores Partner Ulises fokuserar på fondets uppkomst, screening, due diligence och förpackning av olika alternativa produkter för distribution med betoning på fastigheter och fastigheter. Han har 16 år av finansiella tjänster och företagserfarenhet, varav tio har spenderats i private equity-industrin. Under sin tid hos Eaton Partners har han huvudsakligen täckt fastigheter, fastigheter och hedgefonder. Innan han gick med i Eaton arbetade han hos Servicios Quirurgicos, en exklusiv distributör för Tyco Healthcare, ett USA-baserat offentligt konglomerat där han övervakade logistik - och distributionsinsatser. Han började sin karriär hos Grupo Alza i sina produktions - och verksamhetsenheter som övervakade systemimplementeringar och produktionstillverkning. Ulises fick en MBA i finans från Fordham University, där han tog examen med hedersbetygelser och var mottagare av Hitachi Scholarship for Academic Merit. Han har examen inom industriell teknik från Universidad Rafael Landivar. Han innehar serie 7 och 63 licenser med FINRA. Ulises har också mexikanska medborgarskap och är flytande på spanska och engelska. Scott Froehlich leder Eatons Public Markets Originationsinsats där han fokuserar på att köpa, bygga och stärka Eatons relationer med topp Hedge Fund och Long Only managers. Han har 20 års erfarenhet av finansiella tjänster, varav 8 har tilldelats direkt till hedgefonder och marknadsföring av enskilda strategiska hedgefondsprodukter. Dessutom har han 10 års samlad erfarenhet av handel med räntebärande derivat och aktieforskning. Innan han gick med i Eaton Partners ledde Scott marknadsförings - och investerarrelationer hos Artha Capital, en LS Emerging Markets-chef med en högsta tillgång på över 2B. Tidigare tillbringade han 4 år vid UBP som en verkställande direktör med ansvar för chefsforskning och portföljkonstruktion i LS Equity-utrymmet. Tidigare tillbringade Scott 5 år i Equity Research hos ING Investments och CKM Investments. Han tillbringade de första 5 åren av sin karriärhandel med fastinkomstderivat vid HSBC i New York och London. Scott fick en MBA i finans från Columbia Business School och en BA på engelska från Boston College. Han innehar serie 7 och 63 licenser med FINRA. Meg är en analytiker som är dedikerad till hedgefonden för företag och marknadsstrategier. Hon har över sju års marknadserfarenhet och fyra års erfarenhet av finansiella tjänster. Innan hon gick med i Eaton arbetade hon som en associerad för ett evenemangsbaserat marknadsföringsföretag. Hon började sin karriär som juridisk patentförening där hon samarbetade och arbetade tillsammans med ett team av ledande partners. Meg tog sin BA i statsvetenskap och straffrätt från University of Connecticut. Under sin tid vid UConn spenderade hon en termin utomlands att studera i Australien och var en aktiv medlem i många idrottsföreningar och organisationer. Nicole tillhandahåller marknadsföringsstöd för våra fastighets-, private equity - och real asset fundraises. Hon har haft olika marknadsförings - och supportroller i försäljningsindustrin och har över 10 års marknadserfarenhet. Innan hon gick med i Eaton Partners arbetade hon inom sport-TV-industrin som senior marknadschef med NBC Sports and Comcast Networks. Nicole fick en bachelor i företagsekonomi med en minderårig i Retailing från York College of Pennsylvania. Tom leder hedge fundpublic marknadsstrategier fundraising team på eaton partners. Hans ansvar innefattar ursprungsmedel, hantering av GP-relationer, fördelning av medel till institutioner i nordöstra USA och hantering av hedgefondspublikationsmarknadsstrategi laget. Tom har över 33 års erfarenhet av institutionell marknadsföring och finansmarknader. Innan han gick med i Eaton Partners 2004, ägde Tom 22 år i institutionell ränteförsäljning och säljledning senast hos J. P. Morgan, där han var verkställande direktör och institutionell försäljningschef för likvida skulder och derivatprodukter. Vid Morgan ingår Toms ansvar att hantera en grupp av 14 säljare och upprätthålla en institutionell kundbas bestående av försäkringsbolag, banker och kapitalförvaltare. Tom fick sin MBA från Boston College in Finance och hans BA i ekonomi från Colgate University. Han har serie 7, 63, 24, 31 och 99 licenser med FINRA. Han tjänar på ett antal välgörande styrelser inklusive Domus Kids i Stamford, CT och Fairfield Museum i Fairfield, CT. Sharon är företagets controller. Hon har mer än 15 års erfarenhet av finansiella bokföringstjänster. Innan hon gick med i Eaton Partners var hon en AVP på Citi Private Equity Services i New York, där hon tillhandahöll bokföringstjänster till privatkunder och mäklarehandlare. Tidigare var hon Senior Associate hos Bisys Private Equity och Dalessio, Miller Amp Leben, LLP. Sharon fick en bachelor i ekonomi och affärsförvaltning från Stony Brook University. Hon har serie 28 och 99 licenser med FINRA. Elaine Leung-konton som betalas Elaine tillhandahåller bokföringsstöd till företaget. Hon har över 10 års erfarenhet av hela cykelskulder. Innan hon gick med i Eaton Partners var Elaine en betalningsansvarig för konton hos Shared Mutual Services, där hon var ansvarig för att hantera det betalningsbara kontot som hanterade 15 hotell i USA och Storbritannien. Elaine började sin karriär som en betalningsbar associerad med Western Hotel och fick sin AS-examen i redovisning från Norwalk Community College. Kommer att fokusera på företagens eget kapital, realtillgångar och fastighetsfördelning. Han har över 10 års erfarenhet inom finansbranschen. Innan han gick med i Eaton Partners var Will en associerad med Galatioto Sports Partners där han fokuserade på MampA-transaktioner för professionell sportfranchise, franchisefinansieringsrådgivning och franchise-värderingar. Han arbetade också på företagets egna kreditplattform och analyserade professionella sportkreditmöjligheter på både primär - och sekundärmarknaden. Tidigare arbetade Will som aktieanalytiker på Fred Alger Management. Han började sin karriär som aktieanalytiker hos Fulcrum Global Partners innan han gick på BBampT Capital Markets. Kommer att få en MBA från Columbia Business School och en BA i historia från Princeton University. Han innehar serie 7 och 63 licenser med FINRA. Megan Markus tillhandahåller marknadsföringsstöd för våra fastigheter, Private Equity och Real Asset Fundraises. Hon började sin karriär hos Colangelo Synergy Marketing som arbetar som Account Executive och Senior Administrative Assistant som stöder den kreativa avdelningen. Hon tar med företaget en stark bakgrund i marknadsföring, administrativ samordning och försäljningserfarenhet. Megan fick en BA i kommunikation från Keene State College. Al är teknikansvarig hos Eaton Partners och ansvarar för alla aspekter av företagets globala teknik, inklusive kommunikation, nätverk, applikationer, teknisk säkerhet och helpdesk support. Med över 20 års erfarenhet av höga tekniska positioner har Al tillbringat de senaste 10 åren som VP of Technology för ett private equity-företag som specialiserat sig på fastighetsmöjligheter. Tidigare har han haft positioner inom en rad branscher, bland annat ett tekniskt konsultföretag, en internationell försäljnings - och serviceorganisation och en nationell specialkedja. Al började sin karriär arbeta som ingenjör med fokus på forskning och utveckling för Fortune 500-företag som Pitney Bowes, Perkin-Elmer och Applied Bio Systems. Han heter också i flera patent som används inom bioteknikindustrin. Al fick sin BS i elektroteknik från Fairfield University och hans MBA från Sacred Heart University. Wesley Payne är företagen Desktop Support Specialist. I den här rollen tillhandahåller Wesley operativt och tekniskt stöd till datoranvändare och interagerar med externa teknikleverantörer. Hans fokus är på att installera och konfigurera persondatorer, skrivare och kringutrustning, hjälpa till med kapacitetsplanering för datorer och nätverk. Wesley gick med i Eaton Partners 2014 och har mer än 10 års erfarenhet inom IT. Innan han anslöt sig till företaget hade han en mängd olika IT-positioner, bland annat utbyggnadsföretagstekniker vid Hewlett Packard och skrivbords supporttekniker hos Unger Enterprises. Han började sin karriär i Förenta staterna Navy som tjänstgör 10 års aktiv tjänst som informationsspecialist. Wesley fick sin AS i nätverksadministration från University of Phoenix, och A, Network, och MCSE-certifieringar från Porter och Chester Institute of Technology. Michael fokuserar på att ge kunder råd om både köp och försäljning av tillgångar på sekundärmarknaden. Tidigare var han en direktör och Senior Portfolio Manager i Private Markets Group vid DuPont Capital Management där han hjälpte till att förvalta DuPont Pension Trusts multi-miljarder dollar alternativa tillgångar portfölj, inklusive private equity och fastighetsinvesteringar, samt Wilton Private Equity Fund och DCM Private Equity Fund II, två private equity-fondfonder. Dessutom var Michael ansvarig för amerikanskt och europeiskt partnerskap och sekundära investeringar samt saminvesteringar, som fastställde den långsiktiga och taktiska investeringsstrategin för Private Markets Group. Han var medlem i Private Markets Group Investeringskommitté, som granskade och godkände över 3,5 miljarder investeringar under hans tjänstgöring och tjänstgjorde i DCM Fiduciary Committee. Tidigare var Michael Vice President i Private Equity Finance-koncernen på Deutsche Banc Alex. Brown och en associerad i investment banking divisionen på Cowen Amp Company. Michael fick en BA i finans från Loyola College och en MBA i finans från Johnson Graduate School of Management vid Cornell University. Han innehar serie 7 och 63 licenser med FINRA. Andrew fokuserar på distributionen av företagens hedgefonds och offentliga marknadsstrategier. Han har 13 års erfarenhet inom finansbranschen, främst inom institutionell försäljning och marknadsföring. Innan hon gick med i Eaton Partners var Andrew Vice Vice President på RBS Securities, som arbetade i sin högavkastningsfördröjda kreditgrupp. Vid RBS var han ansvarig för att täcka en bred grupp av institutionella kreditinvesterare, inklusive hedgefonder, fonder och CLO-chefer. Andrew ha s innehade också liknande institutionella försäljningsställen hos Nomura Securities, Putnam Lovell NBF och Lehman Brothers, där han började i den privata placeringshanteringsgruppen innan han övergick till marknadsföring av företagens kapitalbasstrategier. Andrew fick sin MBA från University of Virginias Darden Graduate School of Business och hans BA i historia från Colgate University. Han innehar både serie 7 och 63 licenser med FINRA. Ryan fortfarande vice vd Ryan fokuserar fortfarande på genomförandet av olika illikvida medel marknadsförda av företaget och har över 6 års erfarenhet av finansiella tjänster. Innan han gick med i Eaton Partners var han associerad med Champlain Advisors, en placeringsagent för boutiquefond, där han var ansvarig för företagens projektledning. Tidigare spenderade han tid i venture-utlåningsutrymmet på Square 1 Bank, där han arbetade som försäkringsanalytiker och senare i strategisk planering. Ryan tog examen från Georgetown University med en BA i regeringen. Sean H. Taraz Business Support Administrator Sean ansvarar för verksamhets - och affärsstödsaspekter av företaget, bland annat samordna och bistå med rekrytering, utbildning och personalbehov. Hon har mer än tolv års erfarenhet av kommunikation, varav fem är tillbringade i finansbranschen. Innan hon gick med i Eaton Partners arbetade hon för Cablevision som en del av sin regering och offentliga angelägenheter. Tidigare har hon arbetat som public relations professionell för byråer som Ruder Finn och Dan Klores Communications, som arbetar med en rad media-, sport - och resebranschsklienter. Sean tog en bachelor i tv-, radio - och filmstudier från S. I. Newhouse School of Public Communications på Syracuse University. Hon har även en certifiering för professionell personalhantering (PHR). Melissa Teague tillhandahåller marknadsföringsstöd för våra fastighets-, private equity - och real asset fundraises. Innan hon gick med i Eaton Partners var hon en associerad köpare med Lord and Taylor, Inc. i New York City och Contemporary Buyer for Dillards, Inc. i Fort Worth, Texas. Hon internerade också för Conde Nasts VOGUE Magazine. Hon har över 7 års support, marknadsföring och försäljning erfarenhet. Melissa fick sin BA i Kläder och Merchandising med en minor i Företagsekonomi från Louisiana State University. Danielle är en projektledare och originalanalytiker med sju års erfarenhet inom finanssektorn. Hon återvänder till Eaton från Omega Advisors, där hon arbetade som Investor Relations Associate. Danielle började ursprungligen Eaton Partners som marknadsföringsassistent och tillhandahöll hedgefonder distributionsstöd. Före Eaton Partners arbetade hon för konsoliderade entreprenörsföretag i Aten, Grekland som anläggningsupphandlingsadministratör. Tidigare arbetade hon hos Hobbs, Inc. som en projektberäkare och började sin karriär hos GVA Williams Commercial Real Estate som kommersiell fastighetsmäklare och marknadsföringsassistent. Danielle fick en BA i företags - och organisationsstudier från University of Connecticut. Jeff leder världens ursprung för Eaton Partners från vårt Houston-kontor. Han hanterar främst övervägande och förvärv av nya kunder över alla investeringsstrategier för företaget. Jeff styr dessutom projekthanteringsinsatser för medel inriktade på energi och andra verkliga tillgångsstrategier. Han har en mångsidig bakgrund i energiinvesteringar och över 16 års erfarenhet inom finansbranschen. Innan han gick med i Eaton Partners var han direktör för Constellation Energy Commodities Group som huvudkontrakt för sin struktur för naturgasstruktur och handel. Jeff examen från Duke University med examen i ekonomi och historia, och fick sin MBA från Dukes Fuqua School of Business. Han gick nyligen in i det inledande Board of Visitors for Dukes nya innovations - och entreprenörskapsinitiativ. Han innehar serie 7, 63, 57 och 24 licenser med FINRA och är också licensierad med Financial Conduct Authority (FCA) i Europa. Cortney Meza Marketing Associate Cortney Meza tillhandahåller markeringsdistributionsstöd för våra Private Equity, Real Estate och Real Asset fundraises. Innan hon gick med i Eaton Partners arbetade hon för Genesys Works, en ideell organisation som stödde VD. Hon har också en bakgrund i lag och entreprenörskap. Cortney received a JD from South Texas College of Law and a BA from George Washington University. David focuses on the firms private equity, real asset and real estate fund distribution. He has fourteen years of private equity experience including seven years as an institutional fund investor. Prior to joining Eaton Partners, he was a Director at Morgan Creek Capital Management, where he was a member of the private asset investment team and spearheaded the teams global sales and marketing efforts. While in this role, Davids team raised 1.5 billion in private assets from institutional investors. Previously, he worked for Lehman Crossroads (now NB Alternatives), where he was a member of the investment team covering private equity fund strategies across North America and Asia as an institutional investor. David received an MBA from the University of Texas at Austin and a BE in Electrical Engineering from Vanderbilt University. He holds Series 7 and 63 licenses with FINRA. Shannon provides marketing distribution support. Prior to joining Eaton Partners, she worked for Irish DreamTime, a Los-Angeles based production company, as the Executive Assistant to Pierce Brosnan. Previously, she worked in support of various executives at Bluegrass Films and at Creative Artists Agency. Shannon received a BA (Hons) in Theatre Studies from California State University of Northridge. Allie Flint provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraising team. She has over 6 years of experience in the Financial Industry and she was a partial owner of a Jersey Mikes franchise in Northern California prior to joining Eaton Partners. Allie has previously held the roles of Executive Assistant to the Executive Vice President of Trading at LPL Financial, as well as Research Assistant at Metropolitan West Capital Management in Newport Beach, CA. Allie received her BBA from the University of San Diego with a minor in History. Keith focuses on the distribution of the firms Hedge Fund and Public Market Strategies and has more than 15 years of finance experience. Prior to joining Eaton Partners, he worked as a Senior Vice PresidentCredit Analyst for HSBC Securities. Previously, Keith served as a Senior Vice PresidentCredit Analyst on the Proprietary Trading Desk at Macquarie Capital, a Vice PresidentCredit Analyst at RBS Greenwich Capital Markets, and a Corporate Bond TraderCredit Analyst for Metropolitan West Asset Management. He began his finance career with Patterson Capital Corporation as a Corporate Bond TraderCredit Analyst. Keith earned a BS in Mechanical Engineering, with merit, from the United States Naval Academy in Annapolis, MD and a MBA in Finance from UCLA Anderson in Los Angeles, CA. Notably, Keith served in the United States Navy as a Submarine Officer, where he was awarded two Navy Achievement Medals for outstanding performance of duties. He holds his Series 7 and 63 licenses with FINRA. Keith is also a volunteer US Naval Academy Blue amp Gold Officer, a Qualified Submarine Officer by the US Navy, and a Nuclear Engineer Officer by the United States Department of Energy. Dave is a Senior Advisor for Eaton Partners. Previously, he held the role of Partner, leading Eaton Partners efforts in San Diego, Shanghai, and Hong Kong. Dave has been involved in the full spectrum of the investment management business for over 47 years, with more than 17 years spent with Eaton Partners. During his ten years as an investment analyst and Senior Vice President with H. C. Wainwright amp Co. Dave earned a national reputation and was twice named to a first team position on Institutional Investors All American Research Team. Prior to joining Eaton Partners, he was President of Kenmar Institutional Investment Management President of Marathon Asset Management Co. Senior Vice President for AtalantaSosnoff Capital Corporation and Executive Vice President of RSF Investment Advisers. Dave graduated from the University of Michigan with a BBA degree in Economics and an MBA in Finance. He holds Series 7, 24, and 63 licenses with FINRA and is registered with the SFC in Hong Kong. He was a competitive triathlete who completed 20 full Ironman Triathlons and is a fundraiser for the Challenged Athletes Foundation. Dave is a former member of the Board of Directors of the San Diego County Employees Retirement Association and he is a Chartered Financial Analyst. Peter focuses on fund distribution, monitoring, client servicing and execution of the various alternative funds marketed by the firm. He has over 20 years of diversified management and investment experience, which includes 15 years of direct private equity funds investment experience. Prior to joining Eaton Partners, he was a Managing Director with Macquarie Funds Management, where he led a team of investment professionals structuring, fundraising and investing fund of funds and separate accounts into global PE opportunities. Previously, he was a Director with Pacific Corporate Group, where he advised large and small institutional investors on structuring and investing their private equity programs. He began his career as an Operations Officer in the United States Navy within the surface warfare community. Peter received an MBA from Yale University in New Haven, CT and a BS in Oceanography from the United States Naval Academy in Annapolis, MD. He is also a graduate of the U. S. Naval War College in Newport, RI. He holds Series 7, 63 and 24 licenses with FINRA. Chris focuses on the firms private equity, real asset, and real estate fund distribution. He has 13 years of professional management experience and five years of direct private equity and real estate experience. Prior to joining Eaton Partners, he was a Vice President at Triton Pacific Capital, where he provided strategic advisory and private equity placement services to top-tier private equity real estate and infrastructure managers. Previously, he worked for Heitman, where he was responsible for identifying potential investments for programmatic joint ventures, separate account clients and in-house investment funds. Chris received an MBA from the University of Missouri in Columbia, MO and a BS in Economics from the University of Missouri. He is a CPA and holds Series 7 and 63 licenses with FINRA. Peter Purcell focuses on the firms private equity, real asset, and real estate fund distribution. He has 13 years of experience in the financial services industry. Prior to joining Eaton Partners, Peter was an Assistant Vice President at GE Antares Capital, providing debt and equity capital to private equity owned businesses. Previously, he served as an Investment Banking Associate with Duff amp Phelps, providing MampA and corporate advisory services to the middle market. He also has experience working in strategic finance roles at Fannie Mae and Illumina, where he played a key role in the formation of GRAIL. Peter began his career as an Associate, Assurance amp Advisory with PriceWaterhouseCoopers. Peter received an MBA from the University of Chicago Booth School of Business where he majored in finance and accounting, and a BA in Economics amp Management from Albion College in Albion, MI. He holds Series 7 and 63 licenses with FINRA. Mike focuses on the firms private equity, real asset and real estate fund distribution. He has over 11 years of experience in the financial services industry. Prior to joining Eaton Partners, Mike was Vice President at Altegris Investments, where he was responsible for the distribution of alternative investment strategies in both private and public offerings. Previously, he worked at Goldman Sachs, where he focused on relationship management and fund distribution to top-tier registered investment advisors and brokerdealers. Mike began his career in the financial services industry as a Wealth Management Associate at Rydex Investments, where he educated financial advisors on the importance of implementing alternative investment solutions into their portfolios. Mike received his Bachelor of Arts in Business Management from Gustavus Adolphus College. He holds his NFA Series 3 and FINRA Series 7, 63 amp 65 licenses. Jessica Akyaa provides marketing distribution support for our Private Equity, Real Assets, and Real Estate fundraises. She brings over 10 years of multi-sector support in marketing, and service experience. Prior to joining Eaton Partners. she served as the Office Manager at Sensornet, where she supported the sales, manufacturing, and technology teams in addition to manag ing the office, logistics, and HampS. Previously, Jessica has worked in marketing and business-oriented support roles in the oil amp gas, manufacturing, and retail banking sectors. Jessica earned her BA (Hons) in Human Resource Management from Kingston University. Gianluca DAngelo leads the origination, execution, and distribution of alternative funds for Eaton Partners in Europe. He has over 15 years of financial service experience and has led various entrepreneurial initiatives in different sectors. Prior to joining Eaton Partners, he was a Partner for Probitas Partners UK, a global placement agent, where he was responsible to originate, execute and distribute private equity and real assets funds. Previously, he worked at Credit Suisse Italy in their Private Banking unit in Rome. Gianluca began his career at UBS-Paine Webber in New York. Gianluca received an MBA from University of Geneva and a Masters Degree in Economics from University of Rome La Sapienza and University of Stockholm. He also earned a Certificate in Corporate Finance from the Securities and Investment Institute and a Certificate in Business Accounting from the Chartered Institute of Management Accountants. Gianluca is fluent in English and Italian and has a good knowledge of Spanish. He is licensed with the Financial Conduct Authority (FCA) in Europe. Kaiser Jasrai Managing Director Kaiser focuses on European distribution of the firms private equity, real assets, real estate and hedge fund offerings with over nine years of financial services experience. Prior to joining Eaton Partners, he was a Director for Wedge Alternatives in London, a global boutique placement agent raising institutional capital for private equity, real assets, real estate and hedge funds. Previously, he was Director at Scimitar Private Equity, an emerging markets private equity firm, and at Standard Chartered Bank as Associate Director of Global Institutional Sales in Dubai. Kaiser began his career at UBS Investment Bank in London. Kaiser holds a Masters from the London School of Economics and a BA from the University of Oxford, Hertford College. He is a native English speaker and has basic knowledge of German and Arabic. He is licensed with the FCA in Europe. Patrick ODolan works out of the London office as a Vice President for our Origination team. Prior to joining Eaton Partners, Patrick was an investment manager at Connection Capital, where he was responsible for sourcing, executing and managing Connection Capitals third party alternative fund investments. Prior, Patrick worked for Campbell Lutyens in private equity Fund placement, focusing on origination and execution of buyout, infrastructure and venture capital mandates for European General Partners. He began his career at ING working in Leverage Finance. Patrick earned his Bachelor of Commerce degree from University College Dublin and spent his Erasmus at EDHEC Business College in Nice, France. He is also licensed with the FCA in Europe. Lucy provides marketing distribution support for our Private Equity, Real Assets, Hedge Fund and Real Estate fundraises. She also assists the Origination team in Europe. She brings over 7 years of experience in marketing and client services. Prior to joining Eaton Partners, Lucy held account management positions at advertising agencies including J. Walter Thompson and Proximity London, as well as working within the marketing teams at BSkyB and ITV. Lucy graduated with a first class BA (Hons) Politics Degree from the University of Leeds and also holds a Post-Graduate Diploma in Direct and Interactive Marketing from the Institute of Direct Marketing. James Townend focuses on European distributiondevelopment of firms hedge fund and public market strategies. He has over twelve years experience in the European Financial Services Markets. Prior to joining Eaton Partners he was a Business Development Director for Nomura Asset Management in London, responsible for building a European presence and raising institutional capital for the firms hedge funds. Previously he was an International Financial Advisor at Merrill Lynch, a member of the Multi Manager Team at Global Asset Management, and was also a Consultant at Statistical Decisions Ltd. James holds a Masters MSc (Distinction) in Investment Management from CASS Business School, and a BA from the University of Westminster. He is licensed with the Financial Conduct Authority (FCA) in Europe. Nancy provides marketing distribution support and has over 21 years of administrative support experience with multi-national corporations. Prior joining Eaton Partners, she was administrative assistant at Bank of America Merrill Lynch. Previously, she was office manager at Urban Land Capital Alexander Mann and Stephens Associates, where she provided overall business administration including accounting to financial markets expatriates. She also worked as the business administration executive at Alliance Boots Group for five years, within the retail section on their Healthcare amp Beauty unit. Prior, she was involved in international trading businesses and foreign direct investments in China market. Nancy received a BA (Hons) in Business Administration from the University of Greenwich. She is fluent in Cantonese, Mandarin and English. Jackson focuses on the distribution of the firms alternative assets offerings in Asia. He has more than 15 years of institutional sales and marketing experience in the alternative space. Prior to joining Eaton Partners, Jackson headed the business development function at Hamilton Lane in Asia, where he was responsible for the sales and marketing and client servicing of all the groups alternative solutions and products to Asian investors. Previously, he held similar positions at Ramius, SGAM and SAIL Advisors. Jackson began his career as an investment consultant, working at both Pricewaterhouse Coopers and Tower Watsons, assisting a number of Asian institutional investors in developing their investment strategies, with a focus on alternative assets. Jackson received his Bachelor of Commerce degree in Actuarial Studies from Macquarie University in Sydney, Australia. He has also served as committee member for a number of non-profit associations in HK the most recent one being the Finance and Administration Committee Member for the HK YWCA. Liana provides marketing distribution support in the Hong Kong Office and has over five years of experience in the Financial Industry. Prior to joining Eaton Partners, she was an administrative assistant at Angelo, Gordon Asia Limited. Previously, she was an administrative customer service assistant at Fisher amp Paykel Healthcare Limited. She also worked as a customer service manager at Pureheart Capital Asia Limited for over three years, where she handled professional investor accounts and provided support to the settlement department. Liana started her career at Standard Chartered Bank as a personal financial consultant. Liana received a BA in Business Administration from Jinan University. She is fluent in English, Mandarin and Cantonese. Liana is a licensed representative to conduct Type 1 (Dealing in Securities) regulated activities by the Hong Kong Securities and Futures Commission. Dennis Corcoran Analyst Dennis Corcoran focuses on advisory of both purchase and sale of assets in the secondary market. Dennis first joined Eaton as an Intern assisting the firms project management and origination efforts in China. Prior to joining Eaton, he worked as an account manager and project coordinator in media and communications where he was responsible for raising sponsorship and funds for companys television platform. Dennis also has experience in commercial real estate and in government relations, where he worked as an assistant to a Federal Member of Parliament in Canada. Dennis holds a B in accounting and finance from McGill University. Hitesh Gumnani focuses on the origination and execution of alternative funds in Asia. He has six years of investing and private equity experience. Prior to joining Eaton Partners, Hitesh worked as an associate for HQ Capital, where he invested in private equity funds in Asia across primary and secondary transactions. Previously he served as a Research Associate at Mergermarket Ltd. Hitesh earned his BSc in Financial Management from Upper Iowa University. Hitesh speaks English, Cantonese, Hindi and Sindhi. Chris Lerner leads the origination and execution of alternative funds for Eaton in Asia. He has over 15 years of investment banking and direct investment experience with over 10 billion in completed transactions. Prior to joining Eaton Partners, he was a Managing Partner for Mercer Street Capital, an independent strategic advisory and investment firm. Chris began his career with Citigroup and its predecessor firm, Salomon Smith Barney. He was the firms first investment banking expatriate based in Mainland China and helped established the Asia Pacific Financial Institutions Group. Later, he worked on the corporate buy-side in strategic planning and business development, including for The Timberland Company where he completed the first four acquisitions in that companys history. Chris received an MBA from Columbia Business School and a BA from Tufts University. He also earned a Certificate in Mandarin Chinese from the College of Foreign Languages in Beijing. He holds Series 7, 63, 24 and 79 licenses with FINRA and is also licensed with the SFC in Hong Kong. Ye focuses on fundraising execution in Asia. Prior to joining Eaton Partners, Ye worked at Aurora Capital, a New York-based boutique investment bank, as an Analyst. Ye graduated from the University of Rochester with a BA in Economics and a BS in Applied Mathematics. Ye also attended the London School of Economics in the UK where he interned at a global boutique placement agent, Wedge Alternatives. Robin focuses on the origination and execution of alternative funds in Asia. He has nine years of investing and private equity experience with 900 million in completed transactions. Prior to joining Eaton Partners, he was an Associate at Capital Dynamics in New York, a global private equity asset manager. He began his career with Sterling InfoSystems, where he worked on MampA opportunities and joint ventures to build the firms international capabilities. Robin received a BA from Brandeis University, where he also completed his MA in International Economics and Finance. As part of his studies he also attended the London School of Economics and ESSEC Business School in Paris, France. Robin speaks English, German, Mandarin Chinese, French and Hebrew. Viki Zhong provides marketing distribution support. She has over 3 years marketing management and administration experience in the real estate and education industry. Prior to joining Eaton Partners, she was an assistant to the managing director at an UK-headquartered company PRC in Shanghai, providing accounting support and innovative marketing solutions. Previously, she was a department manager at SISU (Shanghai International Studies University), providing office management, customer service and training program. Viki received a BA in English Language and Literature from SISU (Shanghai International Studies University), where she also studied accounting during her free time. Eaton Partners, LLC, is a Registered Broker-Dealer and a member of FINRA (FINRA. org ), and is also registered as an Introducing Broker with the Commodity Futures Trading Commission and member of the National Futures Association (NFA). Eaton Partners (UK) LLP is authorized and regulated by the Financial Conduct Authority (FCA). Eaton Partners Advisors (HK) Limited is approved as a Type 1 License company under the Securities and Futures Commission (SFC) in Hong Kong. Eaton Partners and the eaton partners logo are trademarks of Eaton Partners, LLC, a limited liability company reg Eaton Partners, LLC, 2017. Eaton Partners, LLC is a wholly owned subsidiary and affiliate of Stifel Financial Corp. Patrick Ghali Managing Partner, Co-founder Prior to co-founding Sussex Partners, Mr. Ghali worked for Bear Stearns where he was part of a team that established a Global Private Banking operation in London, and where he advised hedge funds and funds of hedge funds on institutional and pension fund mandates. Prior to Bear Stearns, Mr. Ghali was the founder of Strategic Solutions International, a firm specialized in capital introduction, due diligence and MA through which he launched and sold a number of businesses in Europe and the United States. Mr. Ghali is a frequent speaker at industry conferences and contributor to the financial press. He has written articles for Bloomberg, the Hedge Fund Journal and InvestHedge amongst others, and he was also named as one of Financial News 40 under 40 Rising Stars in Hedge Funds 2015. Mr. Ghali is also a member of the Board of Directors of Alpinum Investment Management AG, a Swiss based alternative asset manager. Mr. Ghali received a B. S. in Finance from the Stern School of Business, New York University and is a Swiss national. Robin Nydes Senior Advisor, Co-founder Mr. Nydes spent most of his career working for investment banks in London. These included Salomon Brothers (now a part of Citigroup), Bankers Trust (now a part of Deutsche Bank), where he was the Managing Director responsible globally for European fixed income sales and trading and Daiwa Europe Limited, where he was a Managing Director and member of the Executive Committee, founding the Structured Finance Group. Mr. Nydes received a BS Economics degree, Summa Cum Laude, from the Wharton School, University of Pennsylvania, and received his MBA from Harvard Business School. John Bills Prior to joining Sussex Partners, Mr. Bills worked for Pamplona Capital, a London based Alternatives asset manager, where he was Head of Business Development and Sales, responsible for business development strategy and fund raising for Fund of Hedge Fund portfolios and single Hedge Funds. Prior to Pamplona, Mr. Bills worked for FC, the listed institutional fund management group, Via Capital, a start up real estate investment management group and originally worked for many years in the investment banking industry with Commerzbank, ING Barings and BZW (now part of Credit Suisse) in both Equity Capital Markets and MA in London and Asia. Mr. Bills received an MA in Classics from Cambridge University and is a member of the Securities Institute. Mr. Bills is a Director of Sussex Partners UK LTD. Pablo Urreta Senior Partner, Head of Research Mr. Urreta is responsible for hedge fund research, selection and due diligence at Sussex Partners. Mr. Urreta has spent the last 10 years performing analysis on a large number of hedge funds and has a successful track record in identifying high-quality funds across different strategies. Previously, he was a founding partner and director of Colombitana Ltd, an international trade business in the agriculture sector funded by venture capital investors. Prior to this, he spent several years in the management consultancy and market research sectors in London, primarily involved in financial services and economic research. Mr. Urreta received a BSc in Economics from Universidad Javeriana (Colombia) and a MA in International Management from Regents Business School, London, and is fluent in Spanish and English. Mr. Urreta is a director of Sussex Partners UK Ltd. Frederic Neefs Mr. Neefs has over 30 years of experience in the financial services industry. Prior to joining Sussex Partners he was a partner at Loz Associes a capital introduction company and the parent company of fund of fund management business Alternative Leaders, for which Mr. Neefs acted as CIO. Previously Mr. Neefs had been Head of Investments for Credit Agricole Asset Management where he co-headed the development of a series of fund of hedge funds, the Greenway Funds totalling over 20 billion Euros under management. Frederic has a BA in Economics, Social and Politic Sciences and a Master in Applied Economics and Business Sciences from University of Louvain-La-Neuve in Belgium, and is a Belgian national. Filippo Montalbano Prior to joining Sussex Partners, Mr. Montalbano was one of the first team members of Credit Suisses Private Banks Alternative Investment department which provides fund of hedge fund advisory services, including manager selection. During his tenure, the advisory business grew from 3 to 50 staff, and from zero to 10 billion Swiss Francs of assets. Since 2010 his focus has been on single manager hedge funds, funds of hedge funds, the creation of customized advisory portfolios and advising on the selection of private equity funds. Prior to Credit Suisse he worked in a business development capacity for a Swiss asset management start-up which focused on alternative investments. During his time there the company grew its assets to over 5 billion Swiss Francs, and was subsequently sold to the Vontobel Group. Mr. Montalbano started his career working in corporate identity and corporate design. Mr. Montalbano studied at the Universities of St. Gallen, Vienna and Fribourg, where he received a bilingual Master of Arts in Management. He is fluent in German, French, English and Italian. Jim Neumann Prior to Sussex, Mr. Neumann was a FounderManaging Partner of BN Capital, a structured credit alternative asset manager. As part of that effort Mr. Neumann was also a Board Member, Head of Capital Markets, and Principal at Vendor Assistance Program (VAP), a FinTech firm founded to provide funding to vendors getting paid late by US government entities (beginning with Illinois). Mr. Neumann ran North Fork Capital, a hedge fund advisory firm after leaving Ramius Capital. At Ramius, Mr. Neumann was Managing Director and Co-Head of Investments at Ramius Alternative Solutions LLC, which began as a joint venture between Ramius Capital Group and Unicredit Hypovereinsbank (HVB). At Ramius he served on the Investment Management Committee and was also responsible for underlying manager selection, due diligence, and portfolio and risk management activities. Additionally, Mr. Neumann was responsible for major institutional client relationships including a 1 Billion co-managed fund with Unicredit HVB. Prior to the joint partnership, he was Managing Director and interim CEO and CIO at HVB Alternative Advisors with similar duties, working on both the buy and sell sides of the securities industry for fifteen years, primarily in fixed income trading portfolio management. Prior to HVB Mr. Neumann, was a Portfolio Manager and Trader for Aubrey G. Lanston Co. for six years, prior to which he was Vice President at Bank of New York Mellon for six years. Mr. Neumann holds a BS from Providence College, Rhode Island, and an MBA in Finance from Fordham University in New York. Richard Stevenson Mr Stevenson began his career as a trainee investment analyst in the commodities sector for Henderson Crosthwaite in London. He subsequently moved to Merrill Lynch where he traded on behalf of institutional clients for over ten years as a Commodities VP. In the nineties he relocated to the Middle East as an executive for an engineering conglomerate, establishing links with government entities in the newly independent states of Central Asia. At that time, Mr Stevenson was also a reporter for CRU International in Almati, covering the mining metals industry of Kazakhstan, when he established a publishing joint venture with Kazakhstans Ministry of Trade. On moving to Moscow, Mr Stevenson became the co-editor of a quarterly publication reviewing privatised Russian companies, and the Markets Editor of Russia Review. He was later a stockbroker and a managing partner at Moscow-based Marcuard Spectrum, investing in CIS equities. Before joining Sussex Partners, Mr Stevenson was a director of Capdistributors, a specialist marketer of hedge funds. He holds MBAs from ESCP Europe and Tias universities. Mr Stevenson is a British national. Masashi Hirose Mr. Hirose has 30 years experience in financial services where he has held multiple senior positions and managed his own hedge fund. Prior to joining Sussex Partners Mr. Hirose worked for Pinebridge Investments (formerly AIG) and AIG Japan as a Managing Director (2002 2011). Before this Mr. Hirose was a Director of HVB Capital (2000-02) and managed his own CTA (1996 1997). Before running his own fund, Mr. Hirose was a Director of Barclays Capital in their capital marker division as well as working for BZW Barclays Securities, both roles where in Japan. At the beginning of his career he worked for BNP Paribas Capital, Tokyo, and for the former investment bank, Morgan Grenfell, where he has based in London. Aside from his financial career, Mr. Hirose stood as a parliamentary candidate in the 2012 Japanese elections and founded an English language school in the 1990s. Mr. Hirose holds a BA in Politics and Economics from Waseda University, Tokyo. N. B: Sussex Partners has a partnership with Teneo in Japan and through this Masashi Hirose is working with Sussex Partners in Japan. Christine Godfray Ms Godfray is a director of JTC Fund Services (Cayman) Ltd. the Administrator. Ms Godfray was previously employed by Julius Baer Group from 1993 to 2009 in its fund administration business. Following the restructuring of the Julius Baer Group, Ms Godfray became the CEO of Swiss Global Fund Administration (Cayman) Ltd. which was acquired by the JTC Group in December 2015 and changed its name to JTC Fund Services (Cayman) Ltd. Ms Godfray has a BA (Hons) in Accounting and Finance and is a member of the Institute of Chartered Accountants in England and Wales. Ms. Godfrey is a Director of Sussex Partners LTD. Paul Nathan Mr Nathan is a director of JTC Fund Services (Cayman) Ltd. the Administrator. Mr Nathan was employed by the Julius Baer Group from 1982 to 2009. Following the restructuring of the Julius Baer Group, Mr Nathan became a director of Swiss Global Fund Administration (Cayman) Ltd. which was acquired by the JTC Group in December 2015 and changed its name to JTC Fund Services (Cayman) Ltd. Mr Nathan has a BA from Claremont McKenna College and an MBA from New York University. Mr. Nathan is a Director of Sussex Partners LTD. Stuart Pinnington Mr. Pinnington has over 15 years experience in the financial services industry and joined JTC in 2013. Prior to this, Stuart was the Managing Director of TMF Group in Jersey between 2008 2013, prior to which he practised as a lawyer in London, the BVI and Jersey specialising in banking, asset finance and fund formation. Stuart holds an LLB from University of Leicester. Mr. Pinnington is a Director of Sussex Partners LTD. Sussex Partners 2013 All rights reserved. Varning . Sussex Partners UK Limited is Authorised regulated by the Financial Conduct Authority. Disclaimer PLEASE READ CAREFULLY BEFORE CONTINUING TO OTHER AREAS OF THE WEBSITE Information on this Site The information on this site is issued inside and outside the United Kingdom by Sussex Partners UK Ltd, which is regulated by the Financial Conduct Authority (FCA). To the extent this information is accessed by a person in the United Kingdom, the sales restriction set out below shall apply. The information on this site is not directed at any person in the United States and this site is not intended to be used by any person in any jurisdiction where it is unlawful to access and use such information. United Kingdom: the investment funds referred to on this site are not recognized collective investment schemes for the purposes of the Financial Services and Markets Act 2000 of the United Kingdom (the Act). The promotion of such investment funds and the distribution of offering materials in relation to such funds in the United Kingdom are accordingly restricted by law. The information contained on this site is directed only at persons to whom such investment funds may lawfully be promoted by a person authorised under the Act (an authorised person) by virtue of Section 238(5) of the Act and Annex 5 of Chapter 3 of the FCA Conduct of Business Sourcebook. Shares in the investment funds referred to on this site are only available to such persons and information on this site must not be relied or acted upon by any other persons. Investors in the investment funds referred to on this site will not benefit from the rules and regulations made under the Act for the protection of investors, nor from the Financial Services Compensation Scheme. Shares in the investment funds referred to on this site are not dealt with in or on a recognized or designated investment exchange for the purposes of the Act, nor is there a market maker in such share, and it may therefore be difficult for an investor to dispose of his shares otherwise than by way of redemption. Where access to any part of this site is restricted and requires possession of a valid password, no other person should attempt to gain access to such a part of the site. An application for shares in any of the investment funds referred to on this site should only be made having read fully the relevant prospectus. It is your responsibility to use such prospectus and by making an application you will be deemed to represent that you have read such prospectus and agree to be bound by its contents. Nothing contained in this site constitutes investment, legal, tax or other advice, nor is it to be relied upon when making investment or other decision. The information on this site is provided solely on the basis that you make your own investment decisions. Should you have any queries about the investment funds referred to on this site, you should contact your financial adviser. Past performance may not be repeated and should not be seen as a guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the amount they originally invested. Because of this, you are not certain to make a profit on your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income arising from them to rise or fall. The levels and bases of and relief from taxation may change. Any tax relief referred to are those currently available and their value depends on the circumstances of the individual investor. Investors should consult their own tax adviser in order to understand any applicable tax consequences. Accuracy of Information The information contained on this site (including and expression of opinion or forecast) has been obtained from, or is based on, sources believed by Sussex Partners UK Ltd and its associated companies to be reliable, but is not guaranteed as to its accuracy or completeness. Such information is provided without obligation on the part of Sussex Partners UK Ltd and its associated companies and on the understanding that any person who acts upon it or changes his investment position in reliance on it does so entirely at his own risk. The information contained on this site does not constitute an offer to buy or sell or an invitation to make an offer to buy or sell shares in any investment fund referred to herein. Information posted on this site is currently only as at the date it is first posted and may no longer be true or complete when viewed by you. All information contained on this site may be changed or amended without prior notice although neither Sussex Partners UK Ltd nor any of its associated companies undertakes to update this site regularly. This information on this site has been prepared, approved and issued by Sussex Partners UK Ltd. The information and opinions contained in this site have been compiled, or arrived at, in good faith and on the basis of publicly available information, internally developed data and sources believed to be reliable as at the date of publication. However, no representation, warranty or undertaking, express or implied, is made by Sussex Partners UK Ltd, its associated companies or any other person as to the reliability, accuracy or completeness of the information contained on this site and no liability is accepted by such persons for the reliability, accuracy or completeness of such information. In no event will Sussex Partners UK Ltd or any of its associated companies or any of their directors or other employees be liable to any person for any direct, indirect, special or consequential losses or damages of any kind arising out of any use of this site or any other hyper-linked site or in reliance on the information and opinions contained in it from time to time, including without limitation, any loss of profit, business interruption, loss of programs or data on your equipment or otherwise. This does not exclude or restrict any duty or liability that Sussex Partners UK Ltd has to its customers under the regulatory system in the United Kingdom. You should be aware that the internet is not a completely reliable transmission medium. Neither Sussex Partners UK Ltd nor any of its associated companies accepts any liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to any direct, indirect or consequential damage, arising out of the use of the products or services referred to herein. In addition, neither Sussex Partners UK Ltd nor any of its associated companies accept any responsibility for the security or confidentiality of information transmitted across the internet to or from Sussex Partners UK Ltd or any of its associated companies and any such transmission of information is entirely at your own risk. This does not exclude or restrict any duty or liability that Sussex Partners UK Ltd has to its customers under the regulatory system in the United Kingdom. Sussex Partners UK Ltd, its associated companies and its and their members andor directors, officers, andor employees may have holding in the investment funds referred to on this site and may otherwise be interested in transactions that you effect in those funds. This site may be linked to third party websites or contain information provided by third parties. Neither Sussex Partners UK Ltd nor any of its associated companies makes any representation as to the accuracy or completeness of such websites or information, have not and will not review or update such websites or information, and caution browsers that any use made of such websites or information is at their own risk. Neither Sussex Partners UK Ltd nor any of its associated companies accepts any liability arising out of the information contained on any linked website or information on this site provided by a third party and the use of such sites and information is at your own risk. This does not exclude or restrict any duty or liability that Sussex Partners UK Ltd has to its customers under the regulatory system in the United Kingdom. Copyright, Trademarks and Other Rights Copyright, trademarks, database rights, patents and all similar rights in this site and the information contained in it are owned by Sussex Partners UK Ltd, its associated companies, their licensors or relevant third party content providers. You may use the information on this site and reproduce it in hard copy for your personal reference only. Such information may not otherwise be reproduced, distributed, stored in a data retrieval system or transmitted, in any form or by any means ndash electronic, mechanical, photocopying, recording or otherwise ndash without the prior written permission of Sussex Partners UK Ltd. Nothing on this site should be considered as granting any licence or right under any trademark of Sussex Partners UK Ltd, its associated companies or any third party. You agree that your use of the site and any dispute arising in relation to this site is subject to English law and you submit to the jurisdiction of the English courts in connection with any such dispute.
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