Ramius Trading Strategier Gjensidig Fond

1. Load Funds: Det er en front-end eller back-end last, bestemt av prospektet. 2. No-Load Funds: Det er en 21.95 provisjon å kjøpe eller selge. 3. FundVest reg No-Transaction-Avgiftsfond. oks Det er ingen provisjonsavgift å kjøpe. Det er ingen provisjonsavgift å selge, forutsatt at aksjene ble holdt i minst seks måneder, ellers kan en 50 kortsiktig innløsningsavgift gjelde. bull Over 5000 ikke-belastede ampload-midler tilgjengelig. Downloadview FundVest List som XLS-regneark eller en PDF. (Sist oppdatert 08222016). Bull List inkluderer både Retail (Focus) amp Institutional class midler. Institusjonelle midler kan kjøpes av enkeltpersoner, ofte med reduserte minimumsbeløp. Du trenger ikke å være en institusjon for å kjøpe institusjonelle aksjer gjennom Trading Direct. bull Note: Investorer bør nøye vurdere investeringsmålene, risikoen, kostnadene og utgiftene til investeringsselskapet før de investerer. For å sjekke dette eller andre opplysninger om et bestemt fond, vennligst be om et prospekt fra fondsselskapet eller Trading Direct, for å lese grundig før du legger inn en bestilling. bull Tusenvis av åpne fond, fra over 500 familier, er tilgjengelig via Trading Direct, en div. av York Securities, Inc. (Liste vist nedenfor). Mutual Fund Families tilgjengelig for kjøp fra 08222016: Bull 13D Aktivistfondene 1919 Funds (tidligere Legg Mason Investment Counsel) Bull 360 Funds (IMS Capital Management) Bull 361 Funds Bull AAM (Advisors Asset Management) Fondobligasjoner Bull Aberdeen Funds Bull Absolute Funds (Forum Funds) Bull Acadian Funds (Advisors Inner Circle) Bull ACM Dynamic Funds (Ascendant Capital Management) Bull Adams Harkness (Forum Funds) Bull Adaptive Allocation Fund Bull Adirondack Funds Bull AdvisorOne Bull Advisors Inner Circle Bull Advisory Research Funds Bull Affinity Small Cap Bull Aftershock Strategier Bull AI Funds Trust (American Indepedence Risk X) Bull Akre Focus Fund Bull Al Frank Funds Bull All Terrain Opportunity Bull Alfa Capital Bull AlphaCentric Funds Bull AlphaMark Investment Trust Bull AlphaOne Micro Cap (Advisors Inner Circle) Bull Alpine ACR Multi Strategi Bull Altegris Familie av gjensidig fond bull Amana Funds (Saturna) tyr AMCAP Fund tyr AmericaFirst Funds bull American Beacon Funds Bull American Century Investeringer Bull American Funds Bull American Independence Funds Trust (Risk X) Bull American Trust Allegiance Fund Bull AMG Funds Bull Anker Alternative Inntektsfond Anfield Universal Fixed Income Funds Bull Angel Oak Funds Bull Apex Funds Bull APEXcm Funds Bull API Funds oksen Appleseed Funds bull Arbitrage Funds, The Bull Ariel Funds Bull Aristoteles Funds Bull Armor Alternativ Inntekt (Granitt Havn) Bull Arrow Funds Bull Artio Funds (Aberdeen) Bull Ascendant Funds Bull Aston Funds Bull Astor Funds Bull Athena Value (Princeton Fund Advisors) Bull Aurora Horizon Investment Management Bull Auxier Asset Management AAM (Forum Funds) Bull Avatar Funds Bull Ave Maria Mutual Funds Bull B. Riley Diversified Equity Institutional (Verdensfond) Bull Babson Capital Management Bull Baird Funds (RW Baird Funds) Bull Balter Liquid Alternatives (Balter Discretnry Investeringer) Bull Bandon midler (Fortress Funds) Bull Baron Funds Bull Barrow All-Cap LongShort Funds Bull BBH (Brown Brothers Harriman) Fond BDC Income Fund (Forum Funds) Bull Beck Mack amp Oliver (Forum Funds) Bull Becker Funds (Profesjonelt Administrerte Porteføljer) Bull Beech Hill Total Return Bull BeeHive Fund (Forum Fond) Bull Belvedere Funds Bull Bernzott US Small Cap Verdien Bull Berwyn Funds Bull Big 4 Onefund Bull World Funds Trust Bull Biondo Funds oksen BNY Mellon-fondene Bull Blair (William Blair) Fondene Bull Blue Current Funds Bull BMO (Bank of Montreal) Midler Bull Bogle Investment Management Small Cap Vekst Bull Bond Fund of America Bull BPV Funds Bull Bradesco Latin America Funds (Fundvantage Trust) Bull Brandes Funds bull Brandywine Funds Bull Braver Taktisk Mulighet Bull Breithorn LongShort Bull Bridgehampton Verdi Strategier Bull Bridgeway Funds Bull Broadview Funds Bull Brown Advisory Funds Bul l Brown Capital Funds Bull BTS Funds Bull Buffalo Funds Bull Burnham Funds Bull C Taktisk Dynamisk Fund (Capital Advisors) Tyr Cadence Funds Bull Calamos Funds Bull Calvert Funds Bull CAM Bred Markeds Strategisk Inntekt Bull Cambriar Funds (Advisors Inner Circle) Bull Camelot Funds Bull Cane Alternative strategier bull CAN SLIM Velg vekst (NorthCoast Asset Mgmt) bull Kapitalrådgivere Vekstfond bull Kapital Inntekt Builder bull Kapitalstyringsgruppe (CMG) Fondene Bull Capital World Bull Capstone-fondet (Capstone Asset-Steward) Bull Carne Capital Funds (Forum Funds) Bull Castle Focus Fund (PFS-fond) Bull Catalyst Funds Bull Causeway Funds Bull CBRE Clarion (Advisors Inner Circle) Bull CCA Funds Bull Cedar Ridge Ubegrenset Kredittfond Bull Center Funds Bull Champlain Investment Partners (Advisors Inner Circle II) Bull Charles Schwab Funds Bull Chartwell Small Cap Value Bull Chase Funds (Chase Investment Council Corp) Bull Chesapeake Funds Bull Chicago Equity Partners Bull Ci ncinnati Asset Management (CAM) Bred Market Bull Clipper Funds (del av Davis Funds) Bull CLS Investeringer (AdvisorOne) Bull CM Advisors Bull CMG Funds (Capital Management Group) Bull CNI (City Nationale) Rochdale Funds Bull Collins Funds Bull Commerce Funds Bull Commonwealth Fond bull Kompass EMP Funds bull Dirigent Global Funds bull Conestoga Bull Kongressen Asset Management Fondforeninger Bull Consilium Emerging Market Bull Konvergens Investering Partnere Fondforeninger Bull Cook Amp Bynum Bull Copeland Funds Bull Counterpoint Mutual Funds Bull Covered Bridge Funds, Bull Cozad Small Cap Value Funds Bull CRA Funds (Fellesskap Reinvesteringsloven) Bull Crawford Mutual Funds (Crawford Investment Council) Bull Credit Suisse Kapitalforvaltning US Funds Bull CRM Funds Bull Crow Point Hedged Global Equity Bull Cullen Funds Bull Cutler Trust Bull CVR Porteføljefond (Forum Funds) Bull CWC Small Cap Aggressive Value Bull Dana Funds Bull Davenport Funds (Williamsburg Investment Trust) Bull Davis Fu NDS Bull Day Hagan Funds Bull Delaware Investments (Macquarie Group) Bull Destra Funds Bull DF Dent (Forum Funds) Bull DGHM Funds (The World Funds Trust) Bull Diamond Hill Capital Management Bull Direxion Investeringer Fondobligasjoner Bull Diskresjonær Managed Futures Bull Diversified Risk Bull Dodge amp Cox Funds Bull Domini Social Bull DoubleLine Funds Bull Dreyfus Bull Driehaus Fond Bull Dunham Funds Bull DWS Funds Bull Eagle Familie av fond bull Eagle MLP Stategy Bull EAS Crow PointGenesis Alternativ Bull Eaton Vance Bull Edgewood Funds (Advisors Inner Circle) Bull EIC Verdi Fondforeningsfondet) Elessar Fondene Bull Emerald Mutual Funds Bull Empiriske fondene Bull EP Funds Bull Epiphany Funds Bull Equinox MutualHedge Futures Strategi Bull Essex SmallMicro Cap Vekstfond Bull EuroPac Funds Bull EuroPacific Vekstfond Bull European Equity Fund Bull Even Keel Funds bull Eventide Funds bull Overskride Structured Shield (Forum Funds) bull Falcon Focus bull FA F fondene (Fenimore Asset Management) Bull FBP-fondene (Flippin, Bruce Amp Porter) Bull Federerte Investorer Bull Fidelity Investments Bull Første Investorer (Foresters Company) Bull Firsthand Funds Bull First Trust Funds Bull Flippin, Bruce Amp Porter (FBP) Funds Bull FMI Funds bull Footprints Oppdag Verden Bull Forester Kapitalstyring Bull Fortressfond (Bandon Funds) Bull Fortunatus Protaktiske fond Bull Forum Funds Bull Forward Funds Bull FPA Funds Bull FQ Funds Bull Franklin Templeton Funds Bull Franklin Templeton Offshore Funds Bull Frontier Funds Bull Frost Mutual Fund Family (Advisors Inner Circle II) Bull Fundamental Investors Bull FundVantage Trust Funds Bull FundX Funds Bull FX Strategy Fund, The Bull Gabelli Funds Bull Galapagos Partnere Bull GAMCO Investors (Gabelli) Bull GaveKal Kunnskap Ledere Bull Geneva Advisors Funds Bull Gerstein Fisher Funds Bull GinkGo Multi-Strategy Funds oksen Giralda Risikostyrt vekstbul GL Makro Ytelse tull Glenmede Portefølje bull Gol The Capital Management (Forum Fund) Bull Good Harbor Funds Bull Gotham Funds (Fundvantage Trust) Bull Grandeur Peak Funds Bull Granitt Harbor Funds Bull Grant Park Funds Bull Graty International Growth Fund Bull Grønn Century Bull Greenspring Fund (IndexIQ) Bull Vekstfond av Amerika Bull Guggenheim Investments bull GuideStone Funds Bull Guinness Atkinson Funds Bull GWampK Investment Management Bull Hamlin High Dividend (Advisors Inner Circle) Bull Hancock Horizon Funds (Advisors Inner Circle II) Bull Hanlon Funds Bull Hansberger International Series Bull Harbor Funds (Shenkman Funds) Bull Harding Loevner Funds for amerikanske investorer oksen Hartford Funds Bull Harvest Funds (Advisors Inner Circle) oksen Hatteras Alternative Funds Bull Haverford Kvalitetsvekst (Advisors Inner Circle) Bull HCM (Howard Capital Management) Midler Bull Heartland Funds Bull Henderson Global Funds Bull Hennessy Funds Bull Highland Funds Bull HM Payson Total Return (Forum Funds) Bull Hodges Fondforeninger Bull Homestead Fondene Bull Horizon Active Funds (AdvisorOne) Bull Horizon Kinetics Funds Bull Hotchkis Amp Wiley Bull HSBC Investor Funds Bull Huber Funds Bull Hussman Funds Bull Icon Funds Bull Iman Fund (Allied Asset Investors) Bull IMS Capital Management (360 Funds) Bull Inntektsfond i Amerika bull IndexIQ Funds bull Inflations Hedges Strategi Bull ING Investments (Se Voya) Bull Innealta Captial Funds Bull Integritet Viking Funds Bull Intermediate Bond Fund of America Bull Internasjonal Vekst - og Inntektsfond Bull Intrepid Capital Funds Bull Invesco AIM Funds Bull Investeringsselskapet America Bull Investment House Fond, The Bull Investment Managers Series Trust (IMST) Bull Investeringspartnere Muligheter Bull Iron Horse Fund Bull Ironclad Managed Risk Bull Issachar Fund, The Bull Ivy Funds (Waddell Amp Reed) Bull Jacob Funds Bull JAG Large Cap Vekst Bull James Alpha Funds (Saratoga Fond) Bull Janus Funds Bull Jensen Funds Bull John Hancock Funds Bull JP Morgan Funds Bull Jubak Global Equity b ull Kaizen Hedged bull KCM Makro Trend Bull Keeley Funds Bull Kellner Capital Funds Bull KF Griffin (KFG) Bull Kinetics Mutual Funds (Horizon) Bull Kopernik Global (Advisors Inner Circle II) Bull Larkin Point Equity Preservation Funds Bull Lateef Fund (Fundvantage Trust) Laudus Funds (Schwab) Bull Lazard Kapitalforvaltning Open End Funds Bull LKCM Funds Bull Leader Capital Fixed Income Funds Bull Leadsman Capital Bull Leland Funds (tidligere Good Harbor Funds) Bull Leuthold Funds (Rafferty Capital Markets) Ex Bond Fund of America Bull Linde Hansen Kontrarverdi Bull Litman Gregory Masters (Institutional Class Funds) Bull LJM Preservation Amp Vekstfond Bull LMCG Global Institutional (Forum Funds) Bull LoCorr Funds Bull LongBoard midler Bull LongLeaf Partners Funds Bull Loomis Sayles Bull Lord Abbett Bull LS Theta Bull LSV Mutual Funds (Advisors Inner Circle) Bull Lyrical US Funds Bull Madison Funds Bull Mainstay Investments b ull Mairs Amp Power Funds Bull Makefield Managed Futures Strategi Bull Managers Funds Bull Manning Ampere Napier Bull Marathon Verdi Portefølje Bull Mariner Managed Futures Strategi Bull Marsico Funds Bull Matrix Advisors Value Fund, Inc. Bull Matthew 25 Fund Bull Matthews Asia Funds Bull MD Sass Bull Meeder Fondene Bull Merger Funds Bull Meridian Funds Bull Merkfond (Forum Funds) Bull Metropolitan Met West Funds Bull MFS Funds Bull Midas Funds Bull Milestone Treasury Obligations (AdvisorOne) Bull Miller Convertible Funds (Wellesley Investment Advisors) Bull Monetta Trust Mutual Funds Bull Monongahela Capital Management (Forum Funds) Bull Moderne Teknologifondet (Belvedere Funds) Bull Monte Chesapeake Funds (Mariner Hyman) Bull Motley Fool Funds Bull Mount Lucas USA (Fundvantage Trust) Bull Muhlenkamp Fund Bull Bull Funds Bull Mundoval Funds Bull Mutual Funds Series Trust Bull Mutual Series Funds (Franklin Templeton) Bull MutualHedge Equinox Futures Strategi Bull Nationwide Funds bull Nat Ixis Funds bull Navigator Funds bull Nye økonomifond bull Newfound Funds bull Nytt perspektivfond Bull New World Fund Bull Nicholas Funds Bull Nile Capital Investors Trust Bull North Star Funds Bull Northern Funds (Northern Trust) Bull Northern Lights Fund Trust Bull Northern Lights Fund Trust II Bull Northern Lights Fund Trust III Bull Northern Lights Mutual Funds Serie Trust Bull Northern Lights To Veier Fellesskapet Bull NorthPointe Capital (Advisors Inner Circle Fund III) Bull Nuance Investeringer Fondforeninger Bull Nuveen Investeringer Bull Oak Ridge Funds Bull Oakmark Funds Bull OakTree Funds Bull Oakseed Opportunity bull OCM Gold Funds Bull Olstein Funds Bull Optimal Funds (Delaware Investments) Bull Orchard Small Cap Verdien Bull Orinda Mutual Funds Bull OShaughnessy Asset Management Bull Osterweis Capital Management Bull Stillehavsfinansieringsfondet oks Palmer Square Bull Panther Small Cap Fondene Bull Paradigm Funds Bull Parnassus Investments Bull Patriot Fund Bull Bull Pax World Funds bu ll Payden Ampel Rygel: Payden Mutual Funds Bull Payson Total Return (Forum Funds) Bull PCS Commodity Strategy Bull Pear Tree Funds Bull Penn Capital Funds Bull Perimeter Small Cap Opportunities Bull Perimeter Small Cap Vekst Bull Perkins Discovery (The World Funds Trust) Bull Permanent Portfolio bull Perritt Capital Management bull Persimmon LongShort bull PFS Funds - Castle Focus Fund Bull PIA (Pacific Investment Advisors) Bull PIMCO (Pacific Investment Management Co) Bull Pinnacle Taktisk Allokering Bull Plumb Funds (Wisconsin Capital) Bull Polaris Global Value (Forum Funds) Bull Polen Fond (Fundvantage) Bull Poplar Forest Funds Bull Portefølje 21 Global Equity Fund Bull Power Inntekt eller Utbytte Funds Bull Praxis Funds (MMA Praxis) Bull Pris, T Rowe Bull PRIMECAP Odyssey Funds Bull Princeton Fund Advisors (Athena Value) Bull Princeton Futures Strategi Bull Principal Fond bull Private Capital Management (Fundvantage) bull Problemer Fund bull Profesjonelt administrerte porteføljer - B ecker Funds bull Profitfond Investment Trust, The Bull ProFunds Bull Provident Mutual Funds Bull PSI Funds Bull PTA Omfattende Alternativer Bull Putnam Investeringer Bull Quaker Funds Bull Rainier Funds Bull Ramius Funds (Aristotle) ​​Bull Raylor Managed Futures Strategi (Taylor Xplor) Bull RBB Funds, The (Boston Partners) Bull RBC Funds Global Asset Management Bull Reaves Utility amp Energi (Advisors Inner Circle II) Bull Redwood Managed Volatility Funds Bull Regal Total Return Fund Bull REMS Eiendomsporteføljer (Verdensfondet Trust) Bull Renaissance Large Cap Vekstfond Bull RESQ Funds Bull Rice Hall James (RHJ) Fond (Advisors Inner Circle) Bull Ridgeworth Investeringer Bull Risk X (RX) Midler Bull Riverbridge Vekst Bull RiverNorth Funds Bull Riverpark Funds Bull Rivington Diversified Funds (Fundvantage Trust) Bull RMB Capital Management (tidligere Burnham) oksen RNC Genter Utbytte Inntekt Bull Robeco Boston Partners Bull Robert W Baird Funds (Baird Funds) Bull Roge Partners Fund Bull Rothschild Larch Lane (Advisors Inner Circle III) Bull Royce Funds Bull RPg Emerging Market Sector Bull RS-fondene Bull Rydex Funds (Guggenheim Investeringer) Bull RX Funds Trust (Risk X) Bull S1 Fund Bull Stolt Partnere Stolt MF Trust Bull Sandalwood Opportunity Bull Sands Kapital (Advisors Inner Circle) Bull Saratoga Funds Bull Satuit Funds (Tocqueville) Bull Schneider Funds Bull Schooner Funds Bull Schroders US Mutual Funds Bull Schwab Funds Bull Schwartz Value Fund (Ave Maria) Bull Scotia Dynamisk USA Vekst (RBB Funds) Bull Scout Funds Bull Seafarer Funds Bull Segall Bryant Amp Hamill Bull SEI Funds Bull Valgt Fond (del av Davis Funds) Bull Semper MBS Funds Bull Sextant Mutual Funds (del av AmanaSaturna Family) Bull SFG Futures Strategi Bull Shelton Funds Bull Shenkman Funds (se Harbor Funds) Bull SkyBridge Utbytteverdi (Fundvantage Trust) Tyr Sierra Funds Bull SignalPoint Global Alpha Bull SilverPepper Funds Bull Skyline Special Equities Portefølje Bull Smallcap Wor ld Fondstamme Smead Value Fund Bull Smith Group Funds Bull Snø Capital Fondets fond Bull Sound Shore Fund Bull SouthernSun Funds Bull Steinberg Asset Management (Forum Funds) Bull Steward Mutual Funds (Capstone Asset Planning) Bull Stewart Capital Bull Sten Toro Long Short Fund Bull Stralem Fund Bull Strategisk Latin-Amerika Fund Bull Summit Global Investeringer (RBB Funds) Bull SunAmerica Mutual Funds Bull SuperFund Managed Futures (Equinox) Bull Sustainable Opportunities Bull Svanen Definerte Risikofond Bull Systematic Funds Bull T Rowe Pris Bull Taktisk Asset Allocation Bull Tax-Emempt Funds av CAMDVA-tyren skattefritaket obligasjonsfond av amerika tyren Taylor Xplor Managed Futures Bull TCM (Tygh Capital Management) Vekstfonde Bull TCW Galileo-fondene Tebergfondet Bull TETON Westwood (GabelliGAMCO) Bull TFS-fondene Bull THB-Thomson Horstmann amp Bryant (Advisors Inner Sirkel) Tyren Third Avenue Bull Thomas White Funds Bull Thompson IM Bull Thornburg Investment Management Bull TimeSquare Intern Ation Small Cap Fund Bull Timothy Plan Bull TIP Funds (Turner Investeringer) Bull Tocqueville Funds Bull Toews Hedged Funds Bull Toreador International Funds (The World Funds Trust) Bull Torray Fund Bull Tortoise Capital Advisors Bull Touchstone Investeringer Bull Towle Deep Value Fund Bull Transamerica Funds bull Tributary Funds Bull Trilogi Funds Bull TSampW Equity Portfolio (Advisors Inner Circle) Bull Turner Investeringer (TIP Funds) Bull Tweedy, Browne Mutual Funds Bull To Oaks Diversified Growth Ampere Inntekt Bull Two Roads Delt Trust Bull US Global Investors Bull US Government Securities Fund Bull Ultimus Ledere Trust Bull Union Street Partners Verden Bull USA Forskjeller (tidligere Vicefond) Bull Valley Forge Fund Bull Verdi Line Bull Van Eck Funds Bull Vanguard Group Bull Vice Funds (se USA Mutuals) Bull Victory (VCM) Funds bull Villere Funds (Quaker) Bull Virtus Investment Partners Bull Vista (VRM) Notert Private Equity Bull Vivaldi Merger Arbitrage Bul l Voya Investment Management (tidligere ING) Bull Vulcan Value Partners Bull Waddell Amp Reed Advisors Bull Wasatch Funds Bull Washington Mutual Investors Bull Bølgelengde Bull WBI Investeringer Bull WCM Funds Bull Weitz Investment Management Funds Bull Wellesley Investeringsrådgivere (Miller Convertible Funds) Bull Wells Fargo Advantage Fondene Bull West Shore Real Return Income Funds Bull WestCore Funds (Denver Investeringer) Bull Westport Funds Bull Westwood Funds (Advisors Inner Circle) Bull WHV Funds (Fundvantage Trust) Bull William Blair Funds Bull Williamsburg Investment Trust: FBP Funds Bull Williamsburg Investment Trust: Davenport Fondene Bull Wilshire Fondene Bull Wintergreen Fund Bull Wisconsin Capital Funds (Plumb Funds) Bull World Funds (Pax) Bull World Funds Trust, The (First Dominion Capital) Bull Wright Managed Funds Wright Investors Service Bull Yacktman Funds Bull Zacks Funds Bull Zeo Strategic Income bull Zevenbergen Funds Note: Investorer bør vurdere investeringsobjektet ektiver, risikoer, kostnader og utgifter til investeringsselskapet nøye før investeringen. For å sjekke dette eller andre opplysninger om et bestemt fond, vennligst be om et prospekt fra fondsselskapet eller Trading Direct, for å lese grundig før du legger inn en bestilling. FundVest er et registrert servicemerk av Pershing, 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 finansinstitusjoner og alternativ kapitalforvaltere. 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 ble med i 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 bedriftersituasjoner. 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 hos 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 på 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 focuses on the distribution of the firms private equity, real estate and real assets offerings. He has 16 years of experience in the financial services industry, working in both the buy-side and the sell-side of the market. Prior to joining Eaton Partners, he was a Director at C6 Capital, a Moscow-based investor of renewable energy projects, where he was in charge of business development. Previously, he worked for Montrose Food and Wine in Shanghai, China, Invesco Funds Group and Citigroup Diners Club. He has several years of experience living and working in emerging market countries, namely China, Russia and Ukraine. Steve graduated from Bucknell University with a BA in Economics, and earned a Master of International Affairs degree from Columbia University, where he focused on Energy Policy and Business in Emerging Markets. He holds Series 7, 6, 63 and 106 licenses with FINRA. Leanne Erickson CCO Leanne is Chief Compliance Officer for the firm and manages the CRM database. She has over 17 years of experience in the financial services industry. Prior to joining Eaton Partners, she was an assistant at the law firm of Brody Wilkinson where she coordinated and handled all legal matters that included mergers, corporate employment and pension plans. In addition to her legal background, Leanne previously worked at Walter C. King Associates, providing assistance in financial planning and corporate tax returns. Leanne received her BS in Office Administration from Southern New Hampshire University. She holds Series 7, 63, 24, and 99 licenses with FINRA. Megan B. Felipe Accounting Clerk Megan provides accounting support for the firm. She has over 15 years of experience in accounting and administration. Prior to joining Eaton Partners, Megan was a Consultant and an Associate at Pequot Capital Management, where she was responsible for coordinating documentation for completion of financial statements and maintaining financial, legal, and accounting files. Megan began her career as an Office Assistant with Titanus, where she was responsible for processing accounts payable and receivable and coordinating the full order chain process for clients. John focuses on the distribution of the firms hedge fund and public market strategies and has more than 12 years of institutional marketing and business development experience within alternative investments. Prior to joining Eaton Partners, John was a senior member of the investor relations and marketing team for Select Equity Group, Inc. a multi-billion dollar equity hedge fund sponsor where he focused on institutionalizing the firms investor relations and marketing efforts. Previously, John held various business development roles within asset management and prime brokerage at J. P. Morgan Asset Management and Bear Stearns amp Co. John was an associate with Citigroups Corporate Client Advisory Group, where he was responsible for marketing the teams traditional and alternative multi-manger investment platform. He began his career as a marketing specialist for OutlookSoft Corporation, a former GE Capital, Merrill Lynch Ventures, and FirstMark Capital portfolio company which was sold to SAP in 2007. John received a BA from Colgate University and an MBA from Columbia Business School, where he earned Deans Honors. He holds both Series 7 and 63 licenses with FINRA. Marie Ferreira provides marketing distribution support for the firms public market strategies fundraising team. Prior to joining Eaton Partners she was a Marketing Assistant at Barnum Financial Group, an office of MetLife where she provided ongoing support for two of the firms leading Certified Financial Planners. She began her career as a Fund Accountant II at The Gemini Companies on Long Island where she was responsible for daily monitoring of mutual funds and nightly NAV calculation. Marie received her BA in Marketing from Hofstra University. C. Ulises Flores Partner Ulises focuses on fund origination, screening, due diligence and packaging of various alternative products for distribution with an emphasis on real estate and real assets. He has 16 years of financial services and corporate experience, ten of which have been spent in the private equity industry. During his time at Eaton Partners, he has covered primarily real estate, real assets and hedge fund strategies. Prior to joining Eaton, he worked at Servicios Quirurgicos, an exclusive distributor for Tyco Healthcare, a U. S.-based public conglomerate where he oversaw logistic and distribution efforts. He began his career at Grupo Alza in their production and operations units overseeing system implementations and production execution. Ulises received an MBA in Finance from Fordham University, where he graduated with honors and was recipient of the Hitachi Scholarship for Academic Merit. He has a degree in Industrial Engineering from Universidad Rafael Landivar. He holds Series 7 and 63 licenses with FINRA. Ulises also holds Mexican citizenship and is fluent in Spanish and English. Scott Froehlich leads Eatons Public Markets Origination effort where he focuses on sourcing, building and strengthening Eatons relationships with top Hedge Fund and Long Only managers. He has 20 years of financial services experience, 8 of which have been spent directly allocating to hedge funds and marketing single strategy hedge fund products. In addition, he has 10 years combined experience across fixed income derivatives trading and equity research. Prior to joining Eaton Partners, Scott led Marketing and Investor Relations at Artha Capital, a LS Emerging Markets manager with a peak assets in excess of 2B. Previously, he spent 4 years at UBP as an Executive Director responsible for manager research and portfolio construction in the LS Equity space. Prior, Scott spent 5 years in Equity Research at ING Investments and CKM Investments. He spent the first 5 years of his career trading Fixed Income Derivatives at HSBC in New York and London. Scott received an MBA in Finance from Columbia Business School and a BA in English from Boston College. He holds Series 7 and 63 licenses with FINRA. Meg is an Analyst dedicated to the firms hedge fund and public market strategy offerings. She has over seven years of marketing experience and four years of financial services experience. Prior to joining Eaton, she worked as an associate for an event based marketing firm. She began her career as a legal patent associate where she collaborated and worked alongside a team of senior partners. Meg received her BA in Political Science and Criminal Justice from The University of Connecticut. During her time at UConn, she spent a semester abroad studying in Australia, and was an active member of many sports clubs and organizations. Nicole provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraises. She has held various marketing and support roles in the sales industry and has over 10 years of marketing experience. Prior to joining Eaton Partners, she worked in the sports television industry as a senior marketing manager with NBC Sports and Comcast Networks. Nicole received a BS in Business Administration with a minor in Retailing from York College of Pennsylvania. Tom leads the hedge fundpublic market strategies fundraising team at Eaton Partners. His responsibilities include originating funds, managing GP relationships, distributing funds to institutions in the northeast U. S. and managing the hedge fundpublic market strategies team. Tom has over 33 years of institutional marketing and financial markets experience. Prior to joining Eaton Partners in 2004, Tom spent 22 years in institutional fixed income sales and sales management most recently at J. P. Morgan where he was a Managing Director and Institutional Sales Manager for liquid debt and derivative products. At Morgan, Toms responsibilities included managing a group of 14 sales professionals and maintaining an institutional client base consisting of insurance companies, banks and asset managers. Tom received his MBA from Boston College in Finance and his BA in Economics from Colgate University. He holds Series 7, 63, 24, 31 and 99 licenses with FINRA. He serves on a number of charitable boards including Domus Kids in Stamford, CT and the Fairfield Museum in Fairfield, CT. Sharon is the firms controller. She has more than 15 years of experience in the financial accounting services. Prior to joining Eaton Partners, she was an AVP at Citi Private Equity Services in New York, where she provided accounting outsourcing services to private equity and broker dealer clients. Previously, she was a Senior Associate at Bisys Private Equity, and Dalessio, Miller amp Leben, LLP. Sharon received a BS in Economics and Business amp Management from Stony Brook University. She holds Series 28 and 99 licenses with FINRA. Elaine Leung Accounts Payable Elaine provides accounting support for the firm. She has over 10 years of experience in full cycle accounts payable. Prior to joining Eaton Partners, Elaine was an Accounts Payable Supervisor at Shared Mutual Services, where she was responsible for managing the Accounts Payable team that handled 15 hotels in the US and UK. Elaine began her career as an Accounts Payable Associate with The Western Hotel and earned her AS degree in Accounting from Norwalk Community College. Will focuses on the firms private equity, real asset and real estate fund distribution. He has over 10 years of experience in the financial services industry. Prior to joining Eaton Partners, Will was an associate at Galatioto Sports Partners, where he focused on professional sports franchise MampA transactions, franchise financing advisory and franchise valuations. He also worked on the firms proprietary credit platform, analyzing professional sports credit opportunities in both the primary and secondary market. Previously, Will worked as an equity analyst at Fred Alger Management. He began his career as an equity analyst at Fulcrum Global Partners before moving onto BBampT Capital Markets. Will received an MBA from Columbia Business School and a BA in History from Princeton University. He holds Series 7 and 63 licenses with FINRA. Megan Markus provides marketing distribution support for our Real Estate, Private Equity and Real Asset Fundraises. She started her career at Colangelo Synergy Marketing working as an Account Executive and Senior Administrative Assistant supporting the creative department. She brings to the firm a strong background in marketing, administrative coordination and sales experience. Megan received a BA in Communications from Keene State College. Al is the Technology Officer at Eaton Partners and is responsible for all aspects of the firms global technology, including communications, networks, applications, tech security and help desk support. With over 20 years of experience in high-level, technical positions, Al spent the last 10 years as VP of Technology for a private equity firm specializing in real estate opportunities. Previously, he has held such positions in a variety of industries, including a technical consulting firm, an international sales and service organization, and a national specialty retail chain. Al began his career working as an engineer, focusing on research and development areas for Fortune 500 companies such as Pitney Bowes, Perkin-Elmer and Applied Bio Systems. He also is named in several patents used in the bio-technology industry. Al received his BS in Electrical Engineering from Fairfield University and his MBA from Sacred Heart University. Wesley Payne is the firms Desktop Support Specialist. In this role, Wesley provides operational and technical support to computer users and interacts with external suppliers of technology. His focus is on installing and configuring personal computers, printers and peripheral equipment, assist with capacity planning for computers and networks. Wesley joined Eaton Partners in 2014 and has more than 10 years of experience in Information Technology. Prior to joining the firm, he held a variety of IT positions including, deployment enterprise technician at Hewlett Packard, and desktop support technician at Unger Enterprises. He began his career in the United States Navy serving 10 years of active duty as an Information Specialist. Wesley received his AS in Network Administration from the University of Phoenix, and A, Network, and MCSE certifications from Porter and Chester Institute of Technology. Michael focuses on advising clients on both the purchase and sale of assets in the secondary market. Previously, he was a Director and Senior Portfolio Manager in the Private Markets Group at DuPont Capital Management, where he helped to manage the DuPont Pension Trusts multi-billion dollar alternative assets portfolio, including private equity and real estate investments, as well as the Wilton Private Equity Fund and DCM Private Equity Fund II, two private equity fund-of-funds. Additionally, Michael was responsible for US and European partnership and secondary investments as well as co-investments, establishing the long-term and tactical investment strategy for the Private Markets Group. He was a member of the Private Markets Group investment committee, which reviewed and approved in excess of 3.5 billion of investments during his tenure, and served on the DCM Fiduciary committee. Previously, Michael was a Vice President in the Private Equity Finance group at Deutsche Banc Alex. Brown and an Associate in the investment banking division at Cowen amp Company. Michael received a BA in Finance from Loyola College and an MBA in Finance from the Johnson Graduate School of Management at Cornell University. He holds Series 7 and 63 licenses with FINRA. Andrew focuses on the distribution of the firms hedge fund and public market strategies. He has 13 years of experience in the financial services industry, mostly in institutional sales and marketing. Prior to joining Eaton Partners, Andrew was Vice President at RBS Securities, working in their high yield amp distressed credit group. At RBS, he was responsible for covering a broad group of institutional credit investors, including hedge funds, mutual funds and CLO managers. Andrew ha s also held similar institutional sales positions at Nomura Securities, Putnam Lovell NBF and Lehman Brothers, where he began in the private investment management group, before transitioning to market the firms private equity fund strategies. Andrew earned his MBA from the University of Virginias Darden Graduate School of Business and his BA in History from Colgate University. He holds both Series 7 and 63 licenses with FINRA. Ryan Still Vice President Ryan Still focuses on the execution of various illiquid funds marketed by the firm and has over 6 years of financial services experience. Prior to joining Eaton Partners, he was an associate at Champlain Advisors, a boutique fund placement agent, where he was responsible for the firms project management efforts. Previously, he spent time in the venture lending space at Square 1 Bank, where he worked as an underwriting analyst and later in strategic planning. Ryan graduated from Georgetown University with a BA in Government. Sean H. Taraz Business Support Administrator Sean is responsible for operational and business support aspects of the firm, including coordinating and assisting with recruiting, training and staffing needs. She has more than 12 years of communications experience, over five of which have been spent in the finance industry. Prior to joining Eaton Partners, she worked for Cablevision as part of their Government and Public Affairs group. Previously, she has worked as a public relations professional for agencies such as Ruder Finn and Dan Klores Communications, working with an array of media, sports, and travel industry clients. Sean received a BS in Television, Radio, and Film Studies from the S. I. Newhouse School of Public Communications at Syracuse University. She also holds a Professional in Human Resources (PHR) Certification. Melissa Teague provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraises. Prior to joining Eaton Partners, she was an Associate Buyer with Lord and Taylor, Inc. in New York City and the Contemporary Buyer for Dillards, Inc. in Fort Worth, Texas. She also interned for Conde Nasts VOGUE Magazine. She has over 7 years of support, marketing and sales experience. Melissa earned her BA in Apparel and Merchandising with a minor in Business Administration from Louisiana State University. Danielle is a Project Management and Origination Analyst with seven years of experience working in the financial services industry. She returns to Eaton from Omega Advisors, where she worked as an Investor Relations Associate. Danielle originally joined Eaton Partners as a Marketing Associate, providing hedge fund distribution support. Prior to Eaton Partners, she worked for Consolidated Contractors Company in Athens, Greece as a plant procurement administrator. Previously, she worked at Hobbs, Inc. as a project estimator and began her career at GVA Williams Commercial Real Estate as a commercial real estate broker and marketing associate. Danielle received a BA in Corporate and Organizational Studies from The University of Connecticut. Jeff leads worldwide origination for Eaton Partners out of our Houston office. He primarily manages the consideration and acquisition of new clients across all investment strategies for the firm. Jeff additionally directs project management efforts for funds focused on energy and other real asset strategies. He has a diverse background in energy investments and over 16 years of experience in the financial industry. Prior to joining Eaton Partners, he was a Director at Constellation Energy Commodities Group leading principal transactions for their natural gas structuring and trading division. Jeff graduated from Duke University with degrees in Economics and History, and received his MBA from Dukes Fuqua School of Business. He recently joined the inaugural Board of Visitors for Dukes new Innovation and Entrepreneurship Initiative. He holds Series 7, 63, 57 and 24 licenses with FINRA and is also licensed with the Financial Conduct Authority (FCA) in Europe. Cortney Meza Marketing Associate Cortney Meza provides marking distribution support for our Private Equity, Real Estate, and Real Asset fundraises. Prior to joining Eaton Partners, she worked for Genesys Works, a non-profit organization, supporting the CEO. She also has a background in law and entrepreneurship. 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. We use cookies on our website. If you continue to browse our website without taking any action, we will assume that you are happy to receive all cookies from our website. Read More Dismiss Trustnet Limited (we, our, us and derivatives) are committed to protecting and respecting your privacy. This Privacy Policy, together with our Terms of Use, sets out the basis on which any personal data that we collect from you, or that you provide to us, will be processed by us relating to your use of any of the below websites (sites). 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