Extensive business development and strategic marketing experience, largely in the investment industry, at Amalgamated Bank, Aetos Capital/ AEA Holdings, Morgan Stanley, Ernst & Young, and Chase. Adept at driving initiatives within and across organizations, often employing consultative sales techniques.
Below is a sampling of the range of support I provide to investment teams/ funds/ firms:
• Validate commercial potential of a fund or fund business: Define target investor sets; Develop fund terms to balance investment characteristics and LP expectations.
• Business planning & execution: Develop/ refine cost structure, revenue plan & P&L model; Define ramp-up/ transition schedule; Manage implementation.
• Start-up assistance: Select service providers (lawyer, auditor, prime brokers, fund administrator); Interface with legal, audit and tax advisors to establish advisor and/ or fund offering; Develop infrastructure: Secure office space; Select technology; Manage technology integration vendor(s).
• Sales & marketing: Marketing planning and/ or execution; Develop/ refine marketing presentation and fact sheet.
Specialties: Alternative investments - hedge funds, private equity
Traditional "long only" investments
Strategic marketing & business development - business formation and growth
Business infrastructure development & vendor selection
Corporate development, viability assessment & product development