Ramius Trading Strategier Llc

ET ERFARET TEAM Ajay Ahuja CFO COO Ajay er Eaton Partners Chief Operating Officer og finansdirektør med over 20 års yrkeserfaring innen økonomi, økonomi og drift for finansielle institusjoner og alternative forvaltere. Han har hatt lederroller som støtter finans og operasjonelle funksjoner innen kapitalforvaltning og handelsinstitusjoner (korrespondent clearing, global forvaring og råvarer) og støtte private equity og hedgefond firmaer for flere strategier, inkludert småkapital aksjer, global makro, strukturerte produkter og distressed eiendeler (CDOer) og renteinntekter. Ajay begynte sin karriere som finansdirektør på Morgan Stanley og i offentlig regnskap hos KPMG. Ajay fikk sin MBA fra Stern School of Business ved New York University i økonomi og ledelse og en BBA (Magna Cum Laude) fra Baruch College, med hovedfag i Regnskap. Han er også akkreditert som sertifisert revisor og har serie 28 og 99 lisenser med FINRA. Chrystalle leder prosjektstyringsarbeidet for selskapene Hedge Funds amp Public Market Strategies gruppen, samt direkte Investerings tilbud. Hun jobber tett med kunder på markedsføringsstrategi, sikkerhetsdesign og produktposisjonering. Hun har over 15 års erfaring i finansiell tjenesteyting, hvorav 13 har vært brukt til å markedsføre investeringsprodukter til institusjonelle investorer. Chrystalle er forfatter og medforfatter av flere artikler om å heve institusjonell kapital, som har vært omtalt i Absolute Return, Bloomberg Markets og HFM Investor Relations. Før han begynte i Eaton Partners, var Chrystalle Senior Investor Relations Associate hos QFS Asset Management, et 1,4 milliarder systematisk globalt makro hedgefond. Tidligere var hun en del av Business Development Services og Fixed Income Product Management-teamene ved Goldman Sachs Asset Management, hvor hun fokuserte på markedsføring og kundeservice. Hun begynte sin karriere hos Lazard Asset Management i regnskap og senere ble med i den institusjonelle markedsføringsgruppen. Chrystalle uteksaminert cum laude fra New York University Stern School of Business, hvor hun fikk en bachelor i økonomi og internasjonal virksomhet og var en Stern Scholar. Hun er en Chartered Financial Analyst og har serie 7, 63 og 31 lisenser med FINRA. Caroline Applegarth Origination Marketing Associate Caroline fokuserer på Eaton Partners kreative og opprinnelige markedsføringsarbeid. Hun bringer firmaet en sterk bakgrunn i hendelsesledelse og administrativ samordning, med erfaring fra Atlanterhavsmediet i Washington, DC, Duke University Athletics i Durham, NC og Winston Flowers i Greenwich, CT. Caroline var en PR-intern for det amerikanske departementet for statskontor i den globale AIDS-koordinatoren, og hun har hatt en rekke freelance - og konsulentstillinger i design, sosiale medier og markedsføringsfelt. Caroline fikk sin BA i biologisk antropologi og anatomi fra Duke University. Hun mottok et digitalt grafisk design sertifikat fra Pace University, med ekstra design kurs fra New York School of Visual Arts. John Baclawski fokuserer på distribusjonen av selskapene private equity, eiendomsmegler og eiendeler tilbud. Han har over 7 års erfaring innen investeringsbank og kapitalforhøyelse. Før han begynte i Eaton jobbet John som en Associate at Wells Fargo Securities i eiendomsmarkedet for eiendomsmarkedet. Han har også jobbet i HFF, LP-oppkjøp av egenkapital og gjeldsfinansiering for næringseiendomskunder. Tidligere jobbet han som Senior Investment Banking Analyst hos Cantor Fitzgerald, rådgivning og kapitalforhøyelse for kunder i finansinstitusjonene, eiendomsmegling og fornybar energi. John begynte sin karriere som Investment Banking Analyst for Bear, Stearns Amp Co som en del av Strategic Finance Group. John fikk sin Bachelor of Arts-grad fra Colgate University og var medlem av History Honors Society (Phi Alpha Theta). John er en Eagle Scout og tilbrakte en vinter som profesjonell skiinstruktør i Beaver Creek, CO. John har serien 7, 79 og 63 lisenser med FINRA. Josh Barenbaum fokuserer på fordelingen av firmaene private equity, eiendomsmegling og eiendomsmeglingstilbud. Han har 13 års mangfoldig leder - og investeringserfaring. Før han kom til Eaton Partners, var han en visepresident på Kayne Anderson, der han fokuserte på direkte mezzanininvestering. Tidligere jobbet han som en Associate i Versa Capital hvor han fullførte kontrollinvesteringer i bedriftsforstyrrelser. Josh har også erfaring med å jobbe med investment banking med Merrill Lynch og strategisk rådgivning med Booz Allen Hamilton. Josh ble uteksaminert fra Yale University med BA i statsvitenskap, fullførte et Fulbright-stipend i Sør-Korea, og han tjente sin MBA fra Wharton School ved University of Pennsylvania hvor han hovedrollerte i økonomi og regnskap. Josh har serie 7 og 63 lisenser med FINRA. Sarah er en del av prosjektledelsen og fokuserer på firmaets opprinnelsesarbeid og gjennomføring av de ulike alternative fondene markedsført av firmaet. Hun har over 11 års erfaring i finansielle tjenester, inkludert seks års markedsinvesteringsprodukter. Før hun ble med i Eaton Partners, tilbrakte hun fem år på Goldman Sachs Asset Management, hvor hun fungerte som Vice President og Client Portfolio Manager. I denne rollen var hun ansvarlig for å øke aktiva fra institusjonelle, private rikdom og tredjepartsinvestorer i de utviklede og fremvoksende aksjemarkeder og eiendomsstrategier, totalt over 7,0 milliarder i forvaltningskapital. Tidligere jobbet hun hos JPMorgan Private Bank som Assistant Portfolio Manager, der hun fokuserte på porteføljestyring av firmaets private kundekontoer. Hun begynte sin karriere som en intern for Thomas G. Labrecque Smart Start Program ved JPMorgan Chase etter å ha mottatt et fullt utdannet stipend. Sarah fikk en bachelor i økonomi og regnskap fra New York University Stern School of Business, hvor hun uteksaminerte Magna Cum Laude. Hun er CFA Charterholder og har lisenser i serien 7 og 63 med FINRA. Zack Craumer fokuserer på gjennomføring av ulike alternative investeringsprodukter markedsført av firmaet. Han har 6 års erfaring i finansiell tjenesteyting. Før han begynte i Eaton Partners, jobbet Zack som analytiker hos J. P. Morgan Investment Bank utviklet en ny dekningsprosess som rådgav familieinvesteringsfirmaer fokusert på direkte investeringer. Zack begynte sin karriere på J. P. Morgan Private Bank hvor han rådgav Ultra High Net Worth-personer i Financial Sponsor-samfunnet på tvers av alle aspekter av deres personlige rikdom. Zack uteksaminert fra Colgate University med en BA i psykologi. Han har serie 7, 79 og 63 lisenser med FINRA. Michael Crawford leder eiendomsfondet og fokuserer på flere av private equity og real asset strategier hos Eaton Partners. Han har over 28 års erfaring i alternative investeringer. Før han ble med i Eaton Partners, var han hovedleder i Private Capital Markets Group på Robertson Stephens, hvor hans bransjedekning inkluderte offentlige eiendoms - og helsevesen selskaper, spesielt å øke private equity kapital for offentlige REITs og private investeringer i offentlige aksjer (PIPES). Tidligere jobbet han som visepresident, Institutional Equities hos Paine Webber. Han begynte sin karriere på Cabot, Cabot amp Forbes i Boston, hvor han var ansvarlig for forretningsutvikling av firmaene eiendomsrådgivning og kapitalforvaltningstjenester. Michael fikk en MBA i finans og eiendomsmegling fra Columbia University Graduate School of Business og en BA på engelsk fra Brown University. Han har serie 7 og 63 lisenser med FINRA. Han er i overvåkningsorganet for Joslin Diabetes Center i Boston, Massachusetts. Jeffrey S. Davis Partner Jeff leder gjennomføring og prosjektledelse globalt for Eaton Partners ut av vårt Rowayton-kontor. I tillegg til posisjonering og pakking av bestemte produkter for distribusjon, fokuserer Jeff på produktopprinnelse innenfor Eatons Private Equity og Real Asset-siloer. Han har 20 års erfaring innen finansiell tjenesteyting, hvorav 16 er brukt i alternativer. Før han ble med i Eaton Partners jobbet han hos Capital Dynamics, en sveitsisk-basert private equity-rådgiver og fondplattform. Der fokuserte han på screening og anbefaling av private equity-strategier for institusjonell kundekreds. Tidligere jobbet han hos GE Equity i ny virksomhet, tegningsgaranti og kapitalforvaltningskapasitet med hensyn til GEs direkte venturekapitalinvesteringer. Han begynte sin karriere i 1994 med Bankers Trust i kapitalforvaltning, etterfulgt av tre år i eiendomsinvesteringsbank i Deutsche Bank. Jeff fikk en MBA i finans fra Fuqua School of Business ved Duke University og en BA fra Brandeis University. Han har også serie 7 og 63 lisenser med FINRA. Eric fokuserer på opprinnelse og prosjektledelse for ulike alternative investeringsprodukter med vekt på private equity, eiendomsmegling og eiendeler. Han har 11 års kapitalmarkeder og finansiell rådgivende erfaring, hvorav åtte har blitt brukt til å jobbe med alternative investeringer. Før han begynte å delta i Eaton Partners i 2015, hjalp han med å lansere LB Group, LLC, et private placement firma hvor han oppsto, pakket og hevet institusjonell kapital for alternative investeringsfond. Tidligere var Eric tilknyttet Lehman Brothers med fokus på investeringsbank, distribusjon og strukturering i Global Commercial Real Estate Group. Mens Lehman ledet Eric CMBS, CRE CDO og andre strukturerte finanstilbud. Han begynte sin karriere hos Ernst amp Young LLP hvor han jobbet med institusjonelle klientengasjementer for strukturerte finansrådgivningstjenester. Eric mottok en B. S. grad med en konsentrasjon i økonomi og lov, og en minor i økonomi fra Ithaca College. Han er CAIA Charterholder, CFA Level III kandidat og holder Series 7, 24, 63, 79 lisenser med FINRA. Olivia tilbyr markedsføringsdistribusjonsstøtte for firmaets offentlige markedsstrategier. Før hun begynte å delta i Eaton Partners jobbet hun som assistent for McQuay International hvor hun ga resepsjon og administrasjon. Hun begynte sin karriere som mediebibliotekarens intern ved Madison Square Garden. Olivia fikk en BA i kommunikasjons - og kunsthistorie fra Marist College. Charlie grunnla Eaton Partners i 1983 og var en pioner av plasseringsagentbegrepet. Tidligere var han i forskning og institusjonelt salg hos Mitchell Hutchins, Morgan Stanley og H. C. Wainwright amp Company, hvor han var en partner på det tidspunktet Wainwright ble rangert som det øverste institusjonelle forskningsfirmaet i landet. Han begynte sin karriere som investeringsforsker ved Morgan Guaranty Trust Company (forløper til J. P. Morgan Investment Management). Charlie uteksaminert fra Washington og Jefferson College og fikk en MBA fra Columbia University Graduate School of Business. Han har serie 7,63 og 99 lisenser med FINRA. Han tjente som første løytnant i US Army Armor-avdelingen. Charlie er tidligere administrerende direktør i Washington og Jefferson College. Han har også tjent som kampanjeformann for Darien fellesskapsfond, og er aktivt involvert i driftskomforten i San Antonio og The Wounded Warrior Project, både for alvorlig skadede dyr. Steven D. Eaton Partner Steve fokuserer på distribusjonen av selskapene private equity, eiendomsmegler og eiendeler tilbud. Han har 16 års erfaring innen finansiell tjenesteyting, som arbeider både i kjøp og salgssiden av markedet. Før han begynte i Eaton Partners, var han direktør i C6 Capital, en Moskva-basert investor av fornybare energiprosjekter, der han var ansvarlig for forretningsutvikling. Tidligere jobbet han for Montrose Food and Wine i Shanghai, Kina, Invesco Funds Group og Citigroup Diners Club. Han har flere års erfaring med å leve og jobbe i fremvoksende land, nemlig Kina, Russland og Ukraina. Steve ble uteksaminert fra Bucknell University med BA i økonomi og tjent en Master of International Affairs grad fra Columbia University, der han fokuserte på energipolitikk og næringsliv i Emerging Markets. Han har serie 7, 6, 63 og 106 lisenser med FINRA. Leanne Erickson CCO Leanne er Chief Compliance Officer for firmaet og styrer CRM-databasen. Hun har over 17 års erfaring innen finansiell tjenesteyting. Før hun ble med i Eaton Partners, var hun assistent i advokatfirmaet Brody Wilkinson, der hun koordinert og håndterte alle juridiske saker som omfattet fusjoner, bedriftsarbeid og pensjonsordninger. I tillegg til hennes juridiske bakgrunn har Leanne tidligere jobbet hos Walter C. King Associates, som bistår med økonomisk planlegging og selvangivelse. Leanne fikk sin BS i Office Administration fra Southern New Hampshire University. Hun har serie 7, 63, 24 og 99 lisenser med FINRA. Megan B. Felipe Regnskapsfører Megan gir regnskapsstøtte til firmaet. Hun har over 15 års erfaring innen regnskap og administrasjon. Før han begynte i Eaton Partners, var Megan konsulent og tilknyttet Pequot Capital Management, hvor hun var ansvarlig for å koordinere dokumentasjon for gjennomføring av regnskap og vedlikehold av finansielle, juridiske og regnskapsmessige filer. Megan begynte sin karriere som kontorassistent med Titanus, hvor hun var ansvarlig for å behandle kundefordringer og fordringer og koordinere hele ordrekjeden prosessen for klienter. John fokuserer på distribusjonen av firmaets hedgefond og offentlige markedsstrategier og har mer enn 12 års institusjonell markedsføring og forretningsutvikling erfaring innen alternative investeringer. Før han ble med i Eaton Partners, var John et ledende medlem av investorrelasjoner og markedsføringsgruppe for Select Equity Group, Inc. en sponsor med flere milliarder dollar-aksjesikringsfond hvor han fokuserte på institusjonalisering av selskapets investorrelasjoner og markedsføringsarbeid. Tidligere har John hatt ulike forretningsutviklingsrolle innen kapitalforvaltning og toppmegling hos JP Morgan Asset Management og Bear Stearns amp Co. John var tilknyttet Citigroups Corporate Client Advisory Group, hvor han var ansvarlig for markedsføring av lagene tradisjonelle og alternative multi-manger investeringsplattform. Han begynte sin karriere som markedsføringsspesialist for OutlookSoft Corporation, tidligere GE Capital, Merrill Lynch Ventures og FirstMark Capital porteføljeselskap som ble solgt til SAP i 2007. John fikk en BA fra Colgate University og en MBA fra Columbia Business School, hvor han tjente Deans Honours. Han har både serie 7 og 63 lisenser med FINRA. Marie Ferreira tilbyr markedsføring distribusjonsstøtte for firmaene offentlige markedsstrategier fundraising team. Før hun ble med i Eaton Partners var hun markedsassistent hos Barnum Financial Group, et kontor i MetLife, hvor hun ga løpende støtte til to av selskapets ledende Certified Financial Planners. Hun begynte sin karriere som fondskonsulent II på The Gemini Companies på Long Island hvor hun var ansvarlig for daglig overvåking av verdipapirfond og nattlig NAV-beregning. Marie fikk sin BA i markedsføring fra Hofstra Universitetet. C. Ulises Flores Partner Ulises fokuserer på fondets opprinnelse, screening, due diligence og pakking av ulike alternative produkter for distribusjon med vekt på fast eiendom og eiendeler. Han har 16 års finansielle tjenester og bedriftserfaring, hvorav ti har vært brukt i private equity-bransjen. I løpet av sin tid hos Eaton Partners har han hovedsakelig dekket eiendomsmegler, eiendeler og sikringsfondsstrategier. Før han begynte i Eaton, jobbet han hos Servicios Quirurgicos, en eksklusiv distributør for Tyco Healthcare, et USA-basert offentlig konglomerat hvor han overvåkte logistikk og distribusjonsarbeid. Han begynte sin karriere hos Grupo Alza i sine produksjons - og driftsenheter som overvåker systemimplementeringer og utførelse av produksjon. Ulises mottok en MBA i finans fra Fordham University, hvor han uteksaminert med æresbevisning og var mottaker av Hitachi Scholarship for Academic Merit. Han har en grad i industriell ingeniørfag fra Universidad Rafael Landivar. Han har serie 7 og 63 lisenser med FINRA. Ulises har også meksikansk statsborgerskap og er flytende i spansk og engelsk. Scott Froehlich leder Eatons Public Markets Originations innsats hvor han fokuserer på å kjøpe, bygge og styrke Eatons relasjoner med topp Hedge Fund og Long Only-ledere. Han har 20 års erfaring i finansiell tjenesteyting, hvorav 8 har blitt brukt direkte til å overføre til hedgefond og markedsføre single strategy hedge fund produkter. I tillegg har han 10 års kombinert erfaring på tvers av derivathandel og egenkapitalforskning. Før han ble med i Eaton Partners ledet Scott Marketing og Investor Relations hos Artha Capital, en leder for LS Emerging Markets med topptilskudd på over 2B. Tidligere brukte han 4 år på UBP som administrerende direktør med ansvar for lederforskning og porteføljekonstruksjon i LS Equity-rommet. Tidligere brukte Scott 5 år i Equity Research på ING Investments og CKM Investments. Han tilbrakte de første 5 årene av sin karrierehandel med faste inntektsavledninger ved HSBC i New York og London. Scott fikk en MBA i finans fra Columbia Business School og en BA på engelsk fra Boston College. Han har serie 7 og 63 lisenser med FINRA. Meg er en analytiker dedikert til firmaets hedgefond og offentlige markedsstrategi tilbud. Hun har over syv års markedserfaring og fire års erfaring i finansiell tjenesteyting. Før hun begynte i Eaton jobbet hun som en medarbeider for et eventbasert markedsføringsfirma. Hun begynte sin karriere som juridisk patentforening hvor hun samarbeidet og jobbet sammen med et team av senior partnere. Meg tok sin BA i statsvitenskap og strafferettsligdom fra University of Connecticut. I løpet av sin tid ved UConn tilbrakte hun et semester i utlandet for å studere i Australia, og var et aktivt medlem av mange idrettsforeninger og organisasjoner. Nicole tilbyr markedsføringsdistribusjonsstøtte til våre eiendomsmegler, Private Equity og Real Asset fundraises. Hun har hatt ulike markedsførings - og støttetillatelser i salgsbransjen og har over 10 års markedserfaring. Før hun ble med i Eaton Partners jobbet hun i sports fjernsynsindustrien som senior markedsføringsjef med NBC Sports og Comcast Networks. Nicole fikk en bachelor i bedriftsøkonomi med en minor i retailing fra York College of Pennsylvania. Tom leder Hedge FundPublic Market Strategies fundraising team på Eaton Partners. Hans ansvar omfatter opprinnelige midler, forvalter GP-relasjoner, distribuerer midler til institusjoner i det nordøstlige USA og forvalter hedge fundpublic market strategistam. Tom har over 33 års institusjonell markedsføring og finansmarkedserfaring. Før han begynte å delta i Eaton Partners i 2004, brukte Tom 22 år i institusjonell rentesalg og salgsadministrasjon nylig ved J. P. Morgan, hvor han var administrerende direktør og institusjonell salgsforvalter for likviditetsgjeld og derivater. På Morgan var Toms ansvar inkludert å styre en gruppe på 14 salgsfagfolk og opprettholde en institusjonell kundebase bestående av forsikringsselskaper, banker og kapitalforvaltere. Tom mottok sin MBA fra Boston College i finans og sin BA i økonomi fra Colgate University. Han har serie 7, 63, 24, 31 og 99 lisenser med FINRA. Han serverer på en rekke veldedige styrer, inkludert Domus Kids i Stamford, CT og Fairfield Museum i Fairfield, CT. Sharon er firmaets kontroller. Hun har mer enn 15 års erfaring i de finansielle regnskapstjenestene. Før hun ble med i Eaton Partners, var hun en AVP på Citi Private Equity Services i New York, hvor hun ga regnskapsutsalgstjenester til private equity og brokerforhandlere. Tidligere var hun en Senior Associate hos Bisys Private Equity, og Dalessio, Miller Amp Leben, LLP. Sharon fikk en bachelor i økonomi og forretningsforvaltning fra Stony Brook University. Hun har Serie 28 og 99 lisenser med FINRA. Elaine Leung-kontoer betalbare Elaine gir regnskapsstøtte til firmaet. Hun har over 10 års erfaring i full syklus leverandørgjeld. Før han ble med i Eaton Partners, var Elaine en kontoansvarlig veileder hos Shared Mutual Services, hvor hun var ansvarlig for å administrere kontoselskapet som håndterte 15 hoteller i USA og Storbritannia. Elaine begynte sin karriere som en regnskapsberettiget assosiert med Western Hotel og fikk sin AS-grad i regnskap fra Norwalk Community College. Vil fokusere på selskapene private equity, eiendel og eiendomsfond distribusjon. Han har over 10 års erfaring innen finansnæringen. Før han ble med i Eaton Partners, var Will en tilknyttet Galatioto Sports Partners, hvor han fokuserte på MampA-transaksjoner for profesjonell sportsfranchise, franchisefinansiering rådgivende og franchise verdivurderinger. Han jobbet også med firmaets egen kredittplattform, og analyserte profesjonelle sportskreditt muligheter både i primær - og sekundærmarkedet. Tidligere har Will jobbet som egenkapitalanalytiker ved Fred Alger Management. Han begynte sin karriere som egenkapitalanalytiker hos Fulcrum Global Partners før han flyttet til BBampT Capital Markets. Får en MBA fra Columbia Business School og en BA i historie fra Princeton University. Han har serie 7 og 63 lisenser med FINRA. Megan Markus tilbyr markedsføringsstøtte til eiendomsmegling, Private Equity og Real Asset Fundraises. Hun startet sin karriere hos Colangelo Synergy Marketing, som jobber som Account Executive og Senior Administrative Assistant som støtter kreativ avdeling. Hun bringer firmaet en sterk bakgrunn i markedsføring, administrativ koordinering og salgserfaring. Megan fikk en BA i kommunikasjon fra Keene State College. Al er teknologibesideren hos Eaton Partners og er ansvarlig for alle aspekter av firmaets global teknologi, inkludert kommunikasjon, nettverk, applikasjoner, teknisk sikkerhet og help desk support. Med over 20 års erfaring på høyt nivå, tekniske stillinger, brukte Al de siste 10 årene som VP of Technology for et private equity-firma som spesialiserer seg på eiendomsmuligheter. Tidligere har han hatt slike stillinger i en rekke bransjer, blant annet et teknisk konsulentfirma, en internasjonal salgs - og serviceorganisasjon og en nasjonal spesialkjedetekjede. Al begynte sin karriere som en ingeniør, med fokus på forskning og utvikling for Fortune 500-selskaper som Pitney Bowes, Perkin-Elmer og Applied Bio Systems. Han heter også i flere patenter som brukes i bioteknologiindustrien. Al fikk sin bachelor i elektroteknikk fra Fairfield University og hans MBA fra Sacred Heart University. Wesley Payne er firmaet Desktop Support Specialist. I denne rollen gir Wesley operativ og teknisk støtte til datautbrukerne og samhandler med eksterne leverandører av teknologi. Hans fokus er på å installere og konfigurere datamaskiner, skrivere og perifert utstyr, bistå med kapasitetsplanlegging for datamaskiner og nettverk. Wesley kom til Eaton Partners i 2014 og har mer enn 10 års erfaring innen informasjonsteknologi. Før han ble med i firmaet, holdt han en rekke IT-stillinger, inkludert distribusjonstekniker ved Hewlett Packard, og desktop support tekniker hos Unger Enterprises. Han begynte sin karriere i United States Navy som betjener 10 års aktiv plikt som informasjonsspesialist. Wesley mottok sin AS i nettverksadministrasjon fra University of Phoenix, og A, Network, og MCSE sertifiseringer fra Porter og Chester Institute of Technology. Michael fokuserer på å gi kunder råd om både kjøp og salg av eiendeler i annenhåndsmarkedet. Tidligere var han direktør og senior porteføljeforvalter i Private Markets Group ved DuPont Capital Management, hvor han bidro til å styre DuPont Pension Trusts multi-milliarder dollar alternativ eiendomsportefølje, inkludert private equity og eiendomsinvesteringer, samt Wilton Private Equity Fund og DCM Private Equity Fund II, to private equity fondskasser. I tillegg var Michael ansvarlig for amerikanske og europeiske partnerskap og sekundære investeringer samt medinvesteringer, etablering av langsiktig og taktisk investeringsstrategi for Private Markets Group. Han var medlem av Private Markets Group Investeringsutvalget, som gjennomgikk og godkjente over 3,5 milliarder av investeringer i løpet av hans opptjening, og tjente på DCM Fiduciary Committee. Tidligere var Michael Vice President i Private Equity Finance-konsernet på Deutsche Banc Alex. Brown og en assosiert i investment banking divisjonen på Cowen amp Company. Michael fikk en BA i finans fra Loyola College og en MBA i finans fra Johnson Graduate School of Management ved Cornell University. Han har serie 7 og 63 lisenser med FINRA. Andrew fokuserer på distribusjonen av firmaets hedgefond og offentlige markedsstrategier. Han har 13 års erfaring innen finansiell tjenesteyting, hovedsakelig innen institusjonell salg og markedsføring. Før han ble med i Eaton Partners, var Andrew Vice President på RBS Securities, som jobber i sin høyavkastningsforstyrrede distriktsgruppe. På RBS var han ansvarlig for å dekke en bred gruppe institusjonelle kredittinvestorer, inkludert hedgefond, fond og CLO-ledere. Andrew har også hatt lignende institusjonelle salgsstillinger hos Nomura Securities, Putnam Lovell NBF og Lehman Brothers, der han begynte i den private investeringsforvaltningsgruppen, før overgangen til markedsføringen av private equity fondsstrategier. Andrew tjente sin MBA fra University of Virginias Darden Graduate School of Business og sin BA i historie fra Colgate University. Han har både serie 7 og 63 lisenser med FINRA. Ryan fortsatt visepresident Ryan fokuserer fortsatt på gjennomføring av ulike illikvide midler markedsført av firmaet og har over 6 års erfaring med finansielle tjenester. Før han ble med i Eaton Partners, var han tilknyttet Champlain Advisors, en plasseringsagent for boutiquefond, hvor han var ansvarlig for prosjektets prosjektledelse. Tidligere tilbrakte han tid i venture utlånsrommet på Square 1 Bank, hvor han jobbet som underskriveranalytiker og senere i strategisk planlegging. Ryan uteksaminert fra Georgetown University med en BA i regjeringen. Sean H. Taraz Business Support Administrator Sean er ansvarlig for operasjonelle og forretningsmessige støtteaspekter av firmaet, herunder koordinering og bistand med rekruttering, opplæring og bemanningsbehov. Hun har mer enn 12 års kommunikasjonserfaring, hvorav over fem har vært brukt i finansbransjen. Før hun ble med i Eaton Partners jobbet hun for Cablevision som en del av deres Government and Public Affairs-gruppe. Tidligere har hun jobbet som PR-profesjonell for byråer som Ruder Finn og Dan Klores Communications, som jobber med en rekke medie-, sports - og reiselivskunder. Sean fikk en bachelor i fjernsyn, radio og filmstudier fra S. I. Newhouse School of Public Communications på Syracuse University. Hun har også en sertifisering for profesjonell human resources (PHR). Melissa Teague tilbyr markedsføringsdistribusjonsstøtte til våre eiendomsmegling, Private Equity og Real Asset fundraises. Før hun ble med i Eaton Partners, var hun en assosiert kjøper med Lord and Taylor, Inc. i New York City og Contemporary Buyer for Dillards, Inc. i Fort Worth, Texas. Hun internerte også for Conde Nasts VOGUE Magazine. Hun har over 7 års støtte, markedsføring og salgserfaring. Melissa fikk sin BA i Klær og Merchandising med en minor i Business Administration fra Louisiana State University. Danielle er en prosjektledelse og opphavsrettsanalytiker med syv års erfaring i finansiell tjenesteyting. Hun vender tilbake til Eaton fra Omega Advisors, hvor hun jobbet som Investor Relations Associate. Danielle begynte opprinnelig Eaton Partners som markedsføringsassistent, og leverte støtte til sikringsfond. Forut for Eaton Partners jobbet hun for konsolidert entreprenørvirksomhet i Athen, Hellas som en anskaffelsesadministrator for anlegg. Tidligere jobbet hun hos Hobbs, Inc. som prosjektberegner og begynte sin karriere hos GVA Williams Commercial Real Estate som en kommersiell eiendomsmegler og markedsføringsassistent. Danielle fikk en BA i bedrifts - og organisasjonsstudier fra University of Connecticut. Jeff leder verdensomspennende opprinnelse til Eaton Partners ut av vårt Houston-kontor. Han styrer primært vederlag og kjøp av nye kunder over alle investeringsstrategier for firmaet. Jeff styrer i tillegg prosjektstyringsarbeid for midler med fokus på energi og andre virkelige eiendomsstrategier. Han har en variert bakgrunn i energiinvesteringer og over 16 års erfaring i finansbransjen. Før han begynte i Eaton Partners, var han en direktør i Constellation Energy Commodities Group som ledende hovedtransaksjoner for sin naturgassstruktur og trading divisjon. Jeff uteksaminert fra Duke University med grader i økonomi og historie, og fikk sin MBA fra Dukes Fuqua School of Business. Han ble nylig med i det innledende styret for Visitors for Dukes nye innovasjons - og entreprenørskapsinitiativ. Han har serie 7, 63, 57 og 24 lisenser med FINRA og er også lisensiert med Financial Conduct Authority (FCA) i Europa. Cortney Meza Marketing Associate Cortney Meza tilbyr markedsfordelingsstøtte for våre Private Equity, Real Estate og Real Asset fundraises. Før hun begynte i Eaton Partners jobbet hun med Genesys Works, en ideell organisasjon som støttet konsernsjef. Hun har også en bakgrunn i lov og entreprenørskap. Cortney fikk en JD fra South Texas College of Law og en BA fra George Washington University. David fokuserer på selskapene private equity, eiendel og eiendomsfond distribusjon. Han har fjorten år med private equity-erfaring, inkludert syv år som institusjonelt fond investor. Før han ble med i Eaton Partners, var han en direktør i Morgan Creek Capital Management, hvor han var medlem av det private investeringsfondet og spionerte lagets globale salgs - og markedsføringsarbeid. I denne rollen økte Davids team 1,5 milliarder kroner i private eiendeler fra institusjonelle investorer. Tidligere jobbet han for Lehman Crossroads (nå NB Alternatives), hvor han var medlem av investeringslaget som dekker private equity fondsstrategier over hele Nord-Amerika og Asia som en institusjonell 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. Ansvarsfraskrivelse. Sussex Partners UK Limited is Authorised regulated by the Financial Conduct Authority. 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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. Soroban Capital Partners - Investor Profile Institutional Investor Background Soroban Capital Partners is a hedge fund manager that was founded in 2010 by Eric Mandelblatt, Gaurav Kapadia and Scott Friedman. Mr. Mandelblatt began at Goldman Sachs in 1998. Login now or Register for a Free Account to access full Institutional Investor Background Investor Regional andor Country Focus . Europe, United States Founders and Key Executives of Soroban Capital Partners . Eric Mandelblatt Gaurav Kapadia Scott Friedman Steve Johnson Entities related to Soroban Capital Partners . Soroban Fund LLC Soroban Capital Partners LLC TPG-Axon Capital Management Relevant Firms: Goldman Sachs Principal Strategies Denotes that the person or entity is no longer related to the firm. 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