Ramius Negociação Estratégias

Soroban Capital Partners - Perfil do Investidor Institucional Fundador Soroban Capital Partners é um gestor de fundos de hedge que foi fundado em 2010 por Eric Mandelblatt, Gaurav Kapadia e Scott Friedman. O Sr. Mandelblatt começou na Goldman Sachs em 1998. Entre agora ou Registre-se para uma Conta Gratuita para acessar o Investidor Institucional Plano de fundo Investidor Regional e norte-americano. Europa, Estados Unidos Fundadores e Executivos-Chave da Soroban Capital Partners. Eric Mandelblatt Gaurav Kapadia Scott Friedman Steve Johnson Entidades relacionadas com Soroban Capital Partners. Soroban Fund LLC Sociedades Relevantes: Goldman Sachs Estratégias Principais Indica que a pessoa ou entidade não está mais relacionada com a empresa. Ajay é o Diretor de Operações da Eaton Partners e Diretor Financeiro, com mais de 20 anos de experiência profissional em gerenciamento de contabilidade, finanças e operações para instituições financeiras e gerentes de ativos alternativos. Ele tem exercido funções de liderança em financiar e operar funções dentro de instituições de gestão de ativos e comércio (correspondente compensação, custódia global e commodities) e apoiar empresas de private equity e hedge fund para várias estratégias, incluindo pequenas capitalização, macro global, produtos estruturados e angustiado Ativos (CDOs) e renda fixa. Ajay começou sua carreira como gerente de finanças no Morgan Stanley e em contabilidade pública na KPMG. Ajay recebeu seu MBA da Stern School of Business na Universidade de Nova York em Finanças e Gestão e um BBA (Magna Cum Laude) de Baruch College, com uma especialização em Contabilidade. Ele também é credenciado como um Contador Público Certificado e detém Series 28 e 99 licenças com FINRA. Chrystalle lidera o esforço de gerenciamento de projetos para as empresas Hedge Funds e grupo de Estratégias de Mercado Público, bem como suas ofertas de Investimento Direto. Ela trabalha em estreita colaboração com os clientes sobre estratégia de marketing, design de garantia e posicionamento do produto. Ela tem mais de 15 anos de experiência em serviços financeiros, 13 dos quais foram gastos com produtos de investimento de marketing para investidores institucionais. Chrystalle é autor e co-autor de vários artigos sobre o levantamento de capital institucional, que foram apresentados em Absolute Return, Bloomberg Markets e HFM Investor Relations. Antes de ingressar na Eaton Partners, a Chrystalle foi Associada de Relações com Investidores na QFS Asset Management, um fundo de hedge global sistemático de 1,4 bilhões de dólares. Anteriormente, ela fazia parte das equipes de Desenvolvimento de Negócios e de Gerenciamento de Produto de Renda Fixa da Goldman Sachs Asset Management, onde se concentrou em marketing e atendimento ao cliente. Começou sua carreira na Lazard Asset Management em contabilidade e mais tarde se juntou ao grupo de marketing institucional. Chrystalle graduou-se cum laude da Stern School of Business da Universidade de Nova York, onde obteve um BS em Economia e Negócios Internacionais e foi um Stern Scholar. Ela é Analista Financeiro e possui as licenças Série 7, 63 e 31 com a FINRA. Caroline Applegarth Origination Marketing Associate Caroline se concentra em Eaton Partners criativa e originação marketing esforços. Ela traz à empresa uma sólida experiência em gerenciamento de eventos e coordenação administrativa, com experiência na Atlantic Media Company em Washington, DC, Duke University Athletics em Durham, NC e Winston Flowers em Greenwich, CT. Caroline foi estagiária de Relações Públicas para o Departamento de Estados Unidos do Escritório de Estados da Coordenadora Global de Aids e ocupou vários cargos de consultor e freelancer nos campos de design, mídia social e marketing. Caroline ganhou seu BA na antropologia e na anatomia biológicas da universidade de Duke. Ela recebeu um certificado de design gráfico digital da Pace University, com cursos de design adicionais da Escola de Artes Visuais de Nova York. John Baclawski centra-se na distribuição das empresas private equity, bens imóveis e ofertas de ativos reais. Possui mais de 7 anos de experiência em banca de investimento e captação de capital. Antes de se juntar à Eaton, John trabalhou como Associado na Wells Fargo Securities em mercados de capital imobiliário. Ele também trabalhou na HFF, LP levantando capital e financiamento de dívida para clientes imobiliários comerciais. Anteriormente, trabalhou como Analista de Bancos de Investimento na Cantor Fitzgerald, assessorando e angariando capital para clientes de instituições financeiras, imobiliárias e de energia renovável. John começou sua carreira como Analista de Investimento Bancário para Bear, Stearns amp Co como parte do Grupo de Finanças Estratégicas. John obteve o Bacharelado em Artes pela Colgate University e foi membro da Sociedade de Honras da História (Phi Alpha Theta). John é um Eagle Scout e passou um inverno como instrutor de esqui profissional em Beaver Creek, CO. John detém as séries 7, 79 e 63 licenças com a FINRA. Josh Barenbaum centra-se na distribuição das empresas private equity, imobiliário e ofertas de ativos reais. Ele tem 13 anos de experiência em gestão e investimento diversificada. Antes de ingressar na Eaton Partners, ele foi vice-presidente da Kayne Anderson, onde se concentrou no investimento direto no mezzanine. Anteriormente, trabalhou como Associado na Versa Capital, onde realizou investimentos de controle em situações de crise corporativa. Josh também tem experiência trabalhando em banco de investimento com Merrill Lynch e estratégia de consultoria com Booz Allen Hamilton. Josh se formou na Universidade de Yale com um BA em Ciência Política, completou uma bolsa Fulbright na Coréia do Sul e obteve seu MBA pela Wharton School da Universidade da Pensilvânia, onde se formou em finanças e contabilidade. Josh detém as licenças Série 7 e 63 com a FINRA. Sarah faz parte da equipe de gerenciamento de projetos e se concentra nos esforços de originação de empresas e execução dos vários fundos alternativos comercializados pela empresa. Ela tem mais de 11 anos de experiência em serviços financeiros, incluindo seis anos de marketing de produtos de investimento. Antes de ingressar na Eaton Partners, ela passou cinco anos na Goldman Sachs Asset Management, onde atuou como vice-presidente e gerente de carteira de clientes. Neste papel, ela foi responsável por levantar ativos de instituições, riqueza privada e investidores de terceiros nas empresas desenvolvidas e nas ações de mercado emergente e estratégias imobiliárias, totalizando mais de 7,0 bilhões em ativos sob gestão. Anteriormente, trabalhou no JPMorgan Private Bank como Assistente de Gestor de Carteiras, onde se concentrou na gestão de carteiras das contas de clientes privados das empresas. Ela começou sua carreira como estagiária para o programa de início inteligente Thomas G. Labrecque no JPMorgan Chase após receber uma bolsa de estudos completa. Sarah recebeu um BS em Finanças e Contabilidade da New York University Stern School of Business, onde se formou Magna Cum Laude. Ela é uma CFA Cartaholder e detém Série 7 e 63 licenças com FINRA. Zack Craumer centra-se na execução de vários produtos de investimento alternativo comercializados pela empresa. Ele tem 6 anos de experiência em serviços financeiros. Antes de ingressar na Eaton Partners, Zack trabalhou como analista no J. P. Morgan Investment Bank desenvolvendo um novo esforço de cobertura aconselhando empresas de investimento familiar focadas em investimentos diretos. Zack começou sua carreira em J. P. Morgan Private Bank, onde ele aconselhou os indivíduos Ultra High Net Worth dentro da comunidade do Patrocinador Financeiro em todos os aspectos de sua riqueza pessoal. Zack graduou-se da Universidade de Colgate com um BA em Psicologia. Ele detém as séries 7, 79 e 63 licenças com a FINRA. Michael Crawford lidera a equipe de captação de recursos imobiliários e se concentra em várias estratégias de private equity e ativos reais da Eaton Partners. Ele tem mais de 28 anos de experiência em investimentos alternativos. Antes de ingressar na Eaton Partners, ele era diretor do Private Capital Markets Group da Robertson Stephens, onde sua indústria abrangeu empresas públicas de bens imobiliários e de saúde, especificamente levantando capital de private equity para REITs públicos e investimentos privados em ações públicas (PIPES). Anteriormente, trabalhou como vice-presidente de ações institucionais em Paine Webber. Ele começou sua carreira na Cabot, Cabot amp Forbes em Boston, onde foi responsável pelo desenvolvimento de negócios da consultoria de imóveis e serviços de gestão de ativos da empresa. Michael recebeu um MBA em Finanças e Imóveis da Columbia University Graduate School of Business e um BA em Inglês da Brown University. Ele detém a série 7 e 63 licenças com FINRA. Ele está no Conselho de Supervisores do Joslin Diabetes Center em Boston, Massachusetts. Jeffrey S. Davis Sócio Jeff lidera Execução e Gerenciamento de Projetos globalmente para Eaton Partners fora de nosso escritório de Rowayton. Além de posicionar e embalar certos produtos para distribuição, Jeff se concentra na originação de produtos nos silos Eatons Private Equity e Real Asset. Ele tem 20 anos de experiência em serviços financeiros, 16 dos quais foram gastos em alternativas. Antes de ingressar na Eaton Partners, ele trabalhou na Capital Dynamics, uma consultora de private equity e plataforma de fundos com sede na Suíça. Lá, ele se concentrou na triagem e recomendação de estratégias de private equity para a clientela institucional. Anteriormente, trabalhou na GE Equity em novos negócios, subscrições e capacidades de gestão de activos em relação aos investimentos directos de capital de risco da GE. Ele começou sua carreira em 1994 com Bankers Trust na gestão de ativos, seguido por três anos em banco de investimento imobiliário no Deutsche Bank. Jeff recebeu um MBA em Finanças da Fuqua School of Business na Duke University e um BA da Universidade Brandeis. Ele também detém a série 7 e 63 licenças com FINRA. Eric concentra-se na originação e gerenciamento de projetos para vários produtos de investimento alternativo, com ênfase em private equity, imóveis e ativos reais. Ele tem 11 anos de mercado de capitais e experiência em consultoria financeira, oito dos quais foram gastos com investimentos alternativos. Antes de ingressar na Eaton Partners em 2015, ele ajudou a lançar o LB Group, LLC, uma empresa de investimentos privados onde ele gerou, empacotou e levantou capital institucional para fundos de investimento alternativos. Anteriormente, Eric era um Associado na Lehman Brothers focado em banca de investimento, distribuição e estruturação no Global Commercial Real Estate Group. Enquanto na Lehman, Eric levou CMBS, CRE CDO e outras ofertas de financiamento estruturado. Começou sua carreira na Ernst amp Young LLP onde trabalhou em contratos de clientes institucionais para serviços de consultoria de finanças estruturadas. Eric recebeu um B. S. Graduado em Finanças e Direito, e mestrado em Economia pelo Ithaca College. Ele é um Charter Charter, CFA nível III candidato e detém Series 7, 24, 63, 79 licenças com FINRA. A Olivia fornece suporte à distribuição de marketing para a equipe de angariação de fundos das empresas do mercado público. Antes de ingressar na Eaton Partners, trabalhou como assistente da McQuay International, onde prestou apoio administrativo e de recepção. Ela começou sua carreira como estagiária de Bibliotecário de Mídia no Madison Square Garden. Olivia é licenciada em Comunicação e História da Arte pela Marist College. Charlie fundou a Eaton Partners em 1983 e foi pioneira no conceito de agente de colocação. Anteriormente, ele estava em pesquisa e vendas institucionais em Mitchell Hutchins, Morgan Stanley, e H. C. Wainwright amp Company, onde ele era um parceiro na época Wainwright foi classificada como a principal empresa de pesquisa institucional no país. Iniciou sua carreira como diretor de pesquisa de investimentos na Morgan Guaranty Trust Company (antecessora da J. P. Morgan Investment Management). Charlie formou-se em Washington e Jefferson College e recebeu um MBA da Columbia University Graduate School of Business. Ele detém série 7,63 e 99 licenças com FINRA. Serviu como um primeiro tenente no ramo da armadura do exército dos E. U.A. Charlie é um antigo administrador de Washington e Jefferson College. Ele também atuou como Presidente da Campanha do Fundo da Comunidade Darien e atualmente está ativamente envolvido com a Operação Conforto de San Antonio eo Projeto Guerreiro Ferido, tanto para veteranos gravemente feridos. Steven D. Eaton Sócio Steve se concentra na distribuição das empresas de private equity, imóveis e ofertas de ativos reais. Ele tem 16 anos de experiência na indústria de serviços financeiros, trabalhando tanto no buy-side quanto no sell-side do mercado. Antes de ingressar na Eaton Partners, foi Diretor da C6 Capital, um investidor com sede em Moscou de projetos de energia renovável, onde era responsável pelo desenvolvimento de negócios. Anteriormente, trabalhou para Montrose Food and Wine em Xangai, China, Invesco Funds Group e Citigroup Diners Club. Ele tem vários anos de experiência vivendo e trabalhando em países emergentes, nomeadamente China, Rússia e Ucrânia. Steve formou-se em Bucknell University com um BA em Economia, e obteve um Mestrado em Assuntos Internacionais da Columbia University, onde se concentrou em Política Energética e Negócios em Mercados Emergentes. Ele detém as séries 7, 6, 63 e 106 licenças com a FINRA. Leanne Erickson CCO Leanne é Chief Compliance Officer da empresa e gerencia a base de dados do CRM. Ela tem mais de 17 anos de experiência na indústria de serviços financeiros. Antes de ingressar na Eaton Partners, foi assistente do escritório de advogados Brody Wilkinson, onde coordenou e tratou todos os assuntos legais que incluíam fusões, emprego corporativo e planos de pensão. Além de sua formação legal, Leanne trabalhou anteriormente na Walter C. King Associates, fornecendo assistência em planejamento financeiro e declarações de imposto corporativo. Leanne recebeu seu BS em Administração de Escritório da Southern New Hampshire University. Ela detém as séries 7, 63, 24 e 99 licenças com a FINRA. Megan B. Felipe Contabilista Megan fornece apoio contábil para a empresa. Ela tem mais de 15 anos de experiência em contabilidade e administração. Antes de ingressar na Eaton Partners, Megan foi Consultora e Associada na Pequot Capital Management, onde foi responsável pela coordenação da documentação para a conclusão das demonstrações financeiras e pela manutenção dos arquivos financeiros, legais e contábeis. Megan começou sua carreira como Assistente de escritório com Titanus, onde era responsável para processar contas a pagar e receber e coordenar o processo cheio da cadeia de ordem para clientes. John centra-se na distribuição das empresas hedge fundo e estratégias de mercado público e tem mais de 12 anos de marketing institucional e experiência de desenvolvimento de negócios em investimentos alternativos. Antes de ingressar na Eaton Partners, John era um membro sênior da equipe de relações com investidores e marketing da Select Equity Group, Inc., um patrocinador de fundos de hedge de ações de vários bilhões de dólares, onde se concentrou em institucionalizar as relações com investidores e esforços de marketing. Anteriormente, John desempenhou vários cargos de desenvolvimento de negócios no gerenciamento de ativos e corretagem primária da JP Morgan Asset Management e Bear Stearns amp Co. John era um associado do Citigroups Corporate Client Advisory Group, onde era responsável pelo marketing das equipes tradicionais e alternativas Plataforma de investimento. Ele começou sua carreira como especialista em marketing para a OutlookSoft Corporation, uma antiga empresa GE Capital, Merrill Lynch Ventures e FirstMark Capital, que foi vendida para a SAP em 2007. John recebeu um BA da Colgate University e um MBA da Columbia Business School, onde Ele recebeu Deans Honors. Ele possui as licenças Série 7 e 63 com a FINRA. Marie Ferreira fornece suporte à distribuição de marketing para a equipe de angariação de fundos das empresas do mercado público. Antes de ingressar na Eaton Partners, ela foi Assistente de Marketing no Barnum Financial Group, um escritório da MetLife, onde prestou apoio contínuo a duas das empresas líderes em Planejamento Financeiro Certificado. Ela começou sua carreira como Contador de Fundo II em The Gemini Companies, em Long Island, onde ela era responsável pelo monitoramento diário de fundos mútuos e cálculo de NAV noite. Marie é licenciada em Marketing pela Hofstra University. C. Ulises Flores Sócio Ulises concentra-se na origem de fundos, rastreio, due diligence e embalagem de vários produtos alternativos para distribuição, com ênfase em imóveis e ativos reais. Ele tem 16 anos de serviços financeiros e experiência corporativa, dez dos quais foram gastos na indústria de private equity. Durante seu tempo em Eaton Partners, ele cobriu principalmente imóveis, ativos reais e estratégias de fundos de hedge. Antes de ingressar na Eaton, trabalhou na Servicios Quirurgicos, um distribuidor exclusivo da Tyco Healthcare, um conglomerado público norte-americano, onde supervisionava os esforços de logística e distribuição. Iniciou sua carreira no Grupo Alza em suas unidades de produção e operações, supervisionando as implementações de sistemas e execução de produção. Ulises recebeu um MBA em Finanças da Fordham University, onde se graduou com honras e foi beneficiário da Hitachi Scholarship para Academic Merit. É formado em Engenharia Industrial pela Universidade Rafael Landivar. Ele detém a série 7 e 63 licenças com FINRA. Ulises também tem cidadania mexicana e é fluente em espanhol e inglês. Scott Froehlich lidera o esforço de Originação de Mercados Públicos da Eatons, onde ele se concentra na terceirização, construção e fortalecimento das relações Eatons com os principais gerentes de fundos de hedge e de longo prazo. Ele tem 20 anos de experiência em serviços financeiros, 8 dos quais foram gastos diretamente alocando fundos de hedge e marketing de estratégia única fundos de hedge produtos. Além disso, ele tem 10 anos de experiência combinada em negociação de derivativos de renda fixa e pesquisa de capital. Antes de ingressar na Eaton Partners, Scott liderou Marketing e Relações com Investidores na Artha Capital, gerente de LS Emerging Markets com um pico de ativos acima de 2B. Anteriormente, passou 4 anos na UBP como Diretor Executivo responsável pela pesquisa de gerentes e construção de portfólio no espaço LS Equity. Antes, Scott passou 5 anos em Equity Research na ING Investments e CKM Investments. Ele passou os primeiros 5 anos de sua carreira negociando derivativos de renda fixa no HSBC em Nova York e Londres. Scott recebeu um MBA em Finanças da Columbia Business School e um BA em Inglês da Boston College. Ele detém a série 7 e 63 licenças com FINRA. A Meg é analista dedicada ao hedge fund e às ofertas de estratégia de mercado público. Ela tem mais de sete anos de experiência em marketing e quatro anos de experiência em serviços financeiros. Antes de se juntar à Eaton, ela trabalhou como associada de uma empresa de marketing baseada em eventos. Ela começou sua carreira como associada de patentes legais onde ela colaborou e trabalhou ao lado de uma equipe de parceiros sênior. Meg recebeu seu BA em Ciência Política e Justiça Criminal da Universidade de Connecticut. Durante seu tempo na UConn, ela passou um semestre no exterior estudando na Austrália, e foi um membro ativo de muitos clubes e organizações esportivas. A Nicole oferece suporte à distribuição de marketing para nossos fundos de investimento imobiliário, patrimônio e patrimônio real. Ela tem vários papéis de marketing e suporte na indústria de vendas e tem mais de 10 anos de experiência em marketing. Antes de ingressar na Eaton Partners, ela trabalhou na indústria de televisão esportiva como gerente sênior de marketing da NBC Sports e da Comcast Networks. Nicole recebeu uma BS em Administração de Empresas com um menor em Varejo do York College of Pennsylvania. Tom lidera a equipe de angariação de fundos de hedge fund publicitária no Eaton Partners. Suas responsabilidades incluem originar fundos, gerenciar relações de GP, distribuir fundos para instituições no nordeste dos EUA e gerenciar o fundo hedge equipe de estratégias de mercado público. Tom tem mais de 33 anos de marketing institucional e experiência de mercados financeiros. Antes de ingressar na Eaton Partners em 2004, Tom passou 22 anos em vendas de renda fixa institucional e administração de vendas mais recentemente na J. P. Morgan, onde foi Diretor Geral e Gerente de Vendas Institucionais para dívidas líquidas e produtos derivativos. Na Morgan, as responsabilidades da Toms incluíram a gestão de um grupo de 14 profissionais de vendas e a manutenção de uma base de clientes institucionais composta por companhias de seguros, bancos e gestores de activos. Tom recebeu seu MBA da Boston College em Finanças e seu BA em Economia da Colgate University. Ele detém as séries 7, 63, 24, 31 e 99 licenças com a FINRA. Ele atua em uma série de placas de caridade, incluindo Domus Kids em Stamford, CT e do Fairfield Museum em Fairfield, CT. Sharon é a controladora das empresas. Possui mais de 15 anos de experiência nos serviços de contabilidade financeira. Antes de ingressar na Eaton Partners, ela era uma AVP no Citi Private Equity Services em Nova York, onde prestou serviços de terceirização contábil para clientes de private equity e corretores. Anteriormente, foi Associada Sênior da Bisys Private Equity, e Dalessio, Miller e Leben, LLP. Sharon recebeu um bacharelado em Economia e Gerência de Negócios da Stony Brook University. Ela detém licenças da Série 28 e 99 com a FINRA. Elaine Leung Contas a Pagar Elaine fornece apoio contábil para a empresa. Ela tem mais de 10 anos de experiência em contas a pagar do ciclo completo. Antes de ingressar na Eaton Partners, Elaine era Supervisora ​​de Contas a Pagar na Shared Mutual Services, onde era responsável pelo gerenciamento da equipe de Accounts Payable que administrava 15 hotéis nos Estados Unidos e no Reino Unido. Elaine começou sua carreira como um associado de contas a pagar com The Western Hotel e obteve seu grau de AS em Contabilidade de Norwalk Community College. A Will concentra-se no mercado de private equity, distribuição de ativos reais e distribuição de fundos imobiliários. Ele tem mais de 10 anos de experiência no setor de serviços financeiros. Antes de ingressar na Eaton Partners, Will foi associado da Galatioto Sports Partners, onde se concentrou nas transações MampA de franquias esportivas profissionais, em avaliações de franquias de consultoria e franquias. Ele também trabalhou na plataforma de crédito proprietário das empresas, analisando oportunidades de crédito esportivo profissional tanto no mercado primário quanto no secundário. Anteriormente, Will trabalhou como analista de capital na Fred Alger Management. Ele iniciou sua carreira como analista de ações da Fulcrum Global Partners antes de se mudar para o BBampT Capital Markets. Will recebeu um MBA da Columbia Business School e um BA em História da Princeton University. Ele detém a série 7 e 63 licenças com FINRA. Megan Markus fornece suporte de distribuição de marketing para nossos Fundraises de Real Estate, Private Equity e Real Asset. Começou sua carreira no Colangelo Synergy Marketing, trabalhando como Account Executive e Senior Administrative Assistant, auxiliando o departamento criativo. Ela traz à empresa uma sólida formação em marketing, coordenação administrativa e experiência em vendas. Megan foi bacharel em Comunicação pela Keene State College. Al é o Diretor de Tecnologia da Eaton Partners e é responsável por todos os aspectos da tecnologia global das empresas, incluindo comunicações, redes, aplicações, segurança tecnológica e suporte técnico. Com mais de 20 anos de experiência em cargos técnicos de alto nível, Al passou os últimos 10 anos como VP de Tecnologia para uma empresa de private equity especializada em oportunidades imobiliárias. Anteriormente, ocupou tais cargos em uma variedade de indústrias, incluindo uma empresa de consultoria técnica, uma organização internacional de vendas e serviços e uma cadeia nacional de varejo especializado. Al iniciou sua carreira trabalhando como engenheiro, com foco em áreas de pesquisa e desenvolvimento para empresas Fortune 500, como Pitney Bowes, Perkin-Elmer e Applied Bio Systems. Ele também é nomeado em várias patentes utilizadas na indústria de biotecnologia. Al recebeu seu BS em Engenharia Elétrica da Fairfield University e seu MBA da Sacred Heart University. Wesley Payne é o Especialista em Suporte Desktop da empresa. Nesse papel, a Wesley fornece suporte operacional e técnico aos usuários de computadores e interage com fornecedores externos de tecnologia. Seu foco é instalar e configurar computadores pessoais, impressoras e equipamentos periféricos, auxiliar no planejamento de capacidade para computadores e redes. Wesley juntou-se a Eaton Partners em 2014 e tem mais de 10 anos de experiência em Tecnologia da Informação. Antes de ingressar na empresa, ocupou diversos cargos de TI, incluindo o técnico de implantação da empresa na Hewlett Packard e o técnico de suporte de desktop da Unger Enterprises. Ele começou sua carreira na Marinha dos Estados Unidos servindo 10 anos de serviço ativo como um Especialista em Informação. Wesley recebeu seu AS em Administração de Rede da Universidade de Phoenix, e A, Rede e MCSE certificações de Porter e Chester Institute of Technology. Michael se concentra em aconselhar os clientes sobre a compra e venda de ativos no mercado secundário. Anteriormente, foi Diretor e Gerente de Portfólio Sênior no Grupo de Mercados Privados da DuPont Capital Management, onde ajudou a gerenciar a carteira de ativos alternativos da DuPont Pension Trusts de vários bilhões de dólares, incluindo investimentos em private equity e investimentos imobiliários, bem como a Wilton Private Equity Fund e DCM Private Equity Fund II, dois fundos de private equity de fundos. Além disso, Michael foi responsável pela parceria dos EUA e da Europa e investimentos secundários, bem como co-investimentos, estabelecendo a estratégia de investimento tático e de longo prazo para o Grupo de Mercados Privados. Ele foi membro do comitê de investimentos do Grupo de Mercados Privados, que analisou e aprovou mais de 3,5 bilhões de investimentos durante seu mandato e serviu no comitê fiduciário da DCM. Anteriormente, Michael era um vice-presidente no grupo Private Equity Finance no Deutsche Banc Alex. Brown e um associado na divisão de banca de investimento da Cowen amp Company. Michael recebeu um BA em Finanças da Loyola College e um MBA em Finanças da Johnson Graduate School of Management na Cornell University. Ele detém a série 7 e 63 licenças com FINRA. Andrew se concentra na distribuição do hedge fund das empresas e estratégias de mercado público. Ele tem 13 anos de experiência no setor de serviços financeiros, principalmente em vendas institucionais e marketing. Antes de ingressar na Eaton Partners, Andrew foi vice-presidente da RBS Securities, trabalhando em seu grupo de crédito de alto rendimento e crédito em dificuldades. Na RBS, ele foi responsável por cobrir um amplo grupo de investidores de crédito institucional, incluindo hedge funds, fundos mútuos e gerentes da CLO. Andrew ha s também ocupou posições de vendas institucionais semelhantes na Nomura Securities, Putnam Lovell NBF e Lehman Brothers, onde começou no grupo de gestão de investimentos privados, antes de transição para o mercado de empresas estratégias de fundos de private equity. Andrew obteve seu MBA pela Universidade de Virginias Darden Graduate School of Business e seu BA em História pela Colgate University. Ele possui as licenças Série 7 e 63 com a FINRA. Ryan ainda vice-presidente Ryan ainda se concentra na execução de vários fundos ilíquidos comercializados pela empresa e tem mais de 6 anos de experiência em serviços financeiros. Antes de ingressar na Eaton Partners, ele era associado da Champlain Advisors, um agente de colocação de fundos de boutique, onde era responsável pelos esforços de gerenciamento de projetos das empresas. Anteriormente, ele passou um tempo no espaço de empréstimo de risco na Square 1 Bank, onde trabalhou como analista de subscrição e mais tarde em planejamento estratégico. Ryan graduou-se da Universidade de Georgetown com um BA em Governo. Sean H. Taraz Gerente de Suporte de Negócios Sean é responsável por aspectos de suporte operacional e operacional da empresa, incluindo coordenação e assistência com recrutamento, treinamento e necessidades de pessoal. Ela tem mais de 12 anos de experiência em comunicação, mais de cinco dos quais foram gastos no setor financeiro. Antes de ingressar na Eaton Partners, ela trabalhou para a Cablevision como parte de seu grupo de Governo e Relações Públicas. Anteriormente, trabalhou como profissional de relações públicas para agências como Ruder Finn e Dan Klores Communications, trabalhando com uma variedade de mídia, esportes e clientes da indústria de viagens. Sean recebeu um BS na televisão, na rádio, e nos estudos da película da escola de S. I. Newhouse das comunicações públicas na universidade de Syracuse. Ela também possui um Profissional em Recursos Humanos (PHR) Certificação. Melissa Teague fornece apoio de distribuição de marketing para nossas angariações de fundos de Imóveis, Private Equity e Real Asset. Antes de ingressar na Eaton Partners, ela foi compradora associada da Lord and Taylor, Inc. em Nova York e compradora contemporânea da Dillards, Inc. em Fort Worth, Texas. Ela também internou para Conde Nasts VOGUE Magazine. Ela tem mais de 7 anos de apoio, marketing e experiência de vendas. Melissa obteve seu BA em Vestuário e Merchandising com um menor em Administração de Empresas da Louisiana State University. Danielle é Analista de Gerenciamento e Origem de Projetos com sete anos de experiência no setor de serviços financeiros. Ela retorna à Eaton da Omega Advisors, onde trabalhou como Associada de Relações com Investidores. Danielle juntou-se originalmente a Eaton Partners como um Associado de Marketing, fornecendo suporte para distribuição de fundos de hedge. Antes da Eaton Partners, trabalhou para a Consolidated Contractors Company em Atenas, na Grécia, como administradora de compras de plantas. Anteriormente, trabalhou na Hobbs, Inc. como estimadora de projetos e começou sua carreira na GVA Williams Commercial Real Estate como corretora de imóveis comerciais e associada de marketing. Danielle recebeu um BA em Estudos Corporativos e Organizacionais da Universidade de Connecticut. Jeff lidera a produção mundial de parceiros Eaton fora de nosso escritório em Houston. Ele gerencia principalmente a consideração e aquisição de novos clientes em todas as estratégias de investimento para a empresa. Jeff também dirige esforços de gerenciamento de projetos para fundos focados em energia e outras estratégias de ativos reais. Ele tem uma experiência diversificada em investimentos em energia e mais de 16 anos de experiência no setor financeiro. Antes de ingressar na Eaton Partners, foi Diretor da Constellation Energy Commodities Group, responsável pelas principais transações para sua divisão de estruturação e comercialização de gás natural. Jeff graduou-se da Duke University com graus em Economia e História, e recebeu seu MBA da Dukes Fuqua School of Business. Ele recentemente se juntou ao Conselho de Inauguração de Inovação e Iniciativa Empreendedorismo Dukes. Ele detém as séries 7, 63, 57 e 24 licenças com a FINRA e também é licenciado com a Autoridade de Conduta Financeira (FCA) na Europa. Cortney Meza Marketing Associado Cortney Meza fornece apoio de distribuição de marcação para o nosso Private Equity, Real Estate, e Real Fundos de recursos. Antes de ingressar na Eaton Partners, ela trabalhou para a Genesys Works, uma organização sem fins lucrativos, apoiando o CEO. Ela também tem formação em direito e empreendedorismo. 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. Aviso Legal . Sussex Partners UK Limited is Authorised regulated by the Financial Conduct Authority. 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