executive search for the global asset management community · 2014-01-13 · shorter off‐limits...

Executive Search for the Global Asset Management Community

Belinda Yan

September 8, 2011

150 East 52nd Street, 31st Floor

New York, NY 10022

tel 212.616.7400 fax 212.616.7499

101 California Street, Suite 1060

San Francisco, CA 94111

tel 415.391.4567 fax 415.391.4517

17A Vicarage Gate

London W8 4AA

tel 44.20.7368.0011 fax 44.20.7938.4477

____________________________________________________________________________________________________________

tel 6 6 00 fax 6 6 99 tel 5 39 56 fax 5 39 5 tel 0 368 00 fax 0 938

About JamesbeckSpecialization and CollaborationSpecialization and Collaboration

A boutique firm specializing in retained executive search for the traditional andalternative investment management community

Created with the mission of putting our clients’ interests first, enabling us todeliver superior results

Aphilosophy of developing long‐term relationships with a select group of clients

A belief that collective thinking yields better outcomes for clients thanindependent decision‐making

A team with more than 150 years combined investment management recruitmenta d i du t y e e ie eand industry experience

Offices in New York, San Francisco and London

Jamesbeck defined: The name “Jamesbeck” was derived by combining the first initials of the founding partners, underscoring the team‐oriented culture of our firm.

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The Advantages of a Boutique Firmg q

Although Jamesbeck is a premier brand in investment management recruiting, we don’t just trade on our name.We believe a solid track record of completing searches is the primary contributor to new business and fosterslong term relationships.

We have a concentrated client list and no ancillary financial services businesses. This allows us to maintain ashorter off‐limits list giving clients access to a broader pool of accessible candidates.

With fewer recruiters to support and lower overhead, we have the luxury of limiting the number of activesearches we take on. Your search isn’t one of many for us, allowing us to provide more personal and attentiveservice at a senior levelservice at a senior level.

Boutique firms tend to specialize in specific segments of an industry and often bring direct industry experience,providing more accurate and relevant candidate assessments.

The recruiter who wins the business is the recruiter working on your search.

We do not have a large staff of junior recruiters that make the calls to prospects Instead senior We do not have a large staff of junior recruiters that make the calls to prospects. Instead, seniorrecruiters control the messaging in the marketplace and represent your firm and the story on yourbehalf.

Most boutique firms are privately held and are not beholden to Wall Street or shareholder reporting. Thisallows us to put clients’ needs first.

Jamesbeck operates as a large team on all projects rather than individual silos which is more common at largefirms. This enables us to collaborate and collectively add value to every project.

At boutique firms, the principals can control the integrity and ethics of the firm more effectively. We do notbook searches that would conflict with current projects and always put the interests of the client first.

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Why We’re DifferentProcess DistinctionsProcess Distinctions

Specialization Our focus is exclusively asset management A broader and deeper network of contacts directly relevant t h

Distinction Client Benefit

to your search

Consultative Approach Up‐front consultation and discovery; industry experience

Quicker identification of “on target” candidates

Senior Focus Senior recruiters conduct every step of the search process; two senior recruiters lead every engagement

The individuals you consult with initially carry out all aspects of the search – “what you see is what you get”; multiple points of contact

Quality vs. Quantity A limited number of searches per recruiter conducted at any given time

Maximum attention and focus given to each search; limited conflicts; quick results

Collaboration All recruiters incentivized to contribute their best thinking to every search

You benefit from the collective network and strength of our entire firm

Limited Conflicts Boutique model obviates the need for a long client Broad access to the investment management industryq groster keeping off‐limits list minimal

Global Reach Offices in New York, San Francisco and London Ability to tap a global candidate pool

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A Proven Track Record in Asset ManagementDemonstrated SuccessDemonstrated Success

Our team has conducted over 200 asset management searches for both alternative and traditional firms over the past five years:

ChiefExecutive

Director of h

ChiefI e t e tExecutive

OfficerResearch Investment

OfficerPortfolio Manager

O i /

Head of Marketing/Sales

Operations/Finance

Product HeadAnalyst

TradingManager Selection

Private Equity

Marketing/SalesClient Services

Manager Selection

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Our Results Speak for Themselves

On more than 90% of our search assignments, Jamesbeck has identified the successful candidate in less than three weeks

p

We have completed approximately 90% of all search assignments

Since the founding of Jamesbeck in 2002:

Over 70% of our successful candidates are still employed by our clients

Over 80% of our searches have emanated from existing clients

O h lf f li t h hi d f lti l h Over half of our clients have hired us for multiple searches

Only one search has resulted in the need to conduct a replacement search

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The Jamesbeck ProcessIdentifying the Right CandidateIdentifying the Right Candidate

Situation Analysis

Understand your firm’s history, business goals and culture

Position Specification

Search St t

Define the position, including role, desired skills, experience and personal qualities

Develop a search strategy that defines the target universe of companies and did tStrategy

Candidate Identification

candidates

Identify qualified candidates, placing a strong emphasis on pre‐screening via trusted industry contacts

Candidate Assessment

Candidate I t d ti & F db k

Evaluate candidates through face‐to‐face meetings, using customized interview guidelines

Present a carefully selected pool of qualified candidates via a written assessment ensuring prompt and constructive feedbackIntroduction & Feedback

SearchCompletion

assessment ensuring prompt and constructive feedback

Assist in developing and negotiating a compelling compensation package, conduct formal reference checks and ensure a smooth transition

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Representative Client ListA Select GroupA Select Group

Allianz Global Investors Gramercy Advisors, LLC

hb d C l CBalyasny Asset Management

Black River Asset Management

BlackRock, Inc.

Highbridge Capital Management, LLC

Man Investments

Morgan Stanley Investment Management

Blackstone Group

Corbin Capital Partners, LLC

Crosslink Capital

Oaktree Capital Management

PIMCO

Passport Capital, LLCC o i Capi a

Eaton Vance

Everest Capital

Fi i l Ri k M t (FRM)

p p ,

Rockefeller Foundation

Satellite Asset Management

Se uoia Ca italFinancial Risk Management (FRM)

Fortress Investments

Golub Capital

Sequoia Capital

Symphony Asset Management

TPG Capital

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Investment Experience ‐ AlternativesRepresentative SearchesRepresentative Searches

Firm Position Location

Alfred I DuPont Capital Mgmt Director of Private Equity Jacksonville, FL

Alternative Investment Group Head of Investments * New York

Aragon Global Management Portfolio Manager/Analyst, Industrials, Capital Goods, Infrastructure Chicago

Balyasny Asset Management Portfolio Manager, Consumer/Retail New York

Black River Asset Management Senior Portfolio Manager, Commodity Long/Short Minnesota

Black River Asset Management Portfolio Manager, Credit Fund Minnesota

Bl kR k I H d f ETF Pl tf S F iBlackRock, Inc. Head of ETF Platforms San Francisco

BlackRock, Inc. Senior Due Diligence Analyst, Fixed Income Strategies, FOHF New York

BlackRock, Inc. Senior Due Diligence Analyst, Equity Strategies, FOHF New York

Calder Capital Partners Principal, Private Equity Fund of Funds (2) New York/Chicago

Corbin Capital Management Head of Portfolio Strategy New YorkCorbin Capital Management Head of Portfolio Strategy New York

Crosslink Capital Co‐Portfolio Manager/Analyst, Services San Francisco

Eastbourne Capital Management Senior Equity Analyst San Francisco

Foundation Director of Private Equity New York

Global Multi‐Channel Firm Head of US Portfolio Management, Fund of Hedge Funds New Yorkg g

Health Evolution Partners Senior Investment Professional San Francisco

Health Evolution Partners Investment Professional, Medical Devices San Francisco

Highbridge Capital Management Head of Credit New York

Highbridge Capital Management Portfolio Manager, Technology Long/Short New York

9Highbridge Capital Management Portfolio Manager, Credit New York

* In Process

Investment Experience ‐ AlternativesRepresentative Searches (Continued)Representative Searches (Continued)


Highbridge Capital Management Trader, Credit Opportunities Team New York

Investcorp Head of Quantitative Research New York

Man Global Strategies Investment Manager New York

Multi‐Strategy Hedge Fund Analyst, Business Services Chicago

Pantheon Ventures, Inc. Partner, Primary Funds San Francisco

Pantheon Ventures, Inc. Partner, Private Equity Secondaries New York

Pantheon Ventures, Inc. Principal, Infrastructure Fund San Francisco

Pantheon Ventures Inc. Principal, Global Secondary Team San Francisco

Pantheon Ventures, Inc. Senior Investment Professional, Co‐Investment San Francisco

Robeco‐Sage Capital Management Equity Long/Short Strategy Head New York

R k f ll F d i A i Di f I N Y kRockefeller Foundation Associate Director of Investments New York

Satellite Asset Management Portfolio Manager, Telco/Media New York

SEI Investments Head of Institutional Overlay Strategies, Europe London

Sequoia Capital Managing Director, Real Assets San Francisco

Sequoia Capital Director Heritage Fund San FranciscoSequoia Capital Director, Heritage Fund San Francisco

Symphony Asset Management Co‐Head of Event Driven Equities * San Francisco

Symphony Asset Management Head of Quantitative Equity Research San Francisco

Symphony Asset Management Senior Analyst/Co‐Portfolio Manager San Francisco

TPH Asset Management Portfolio Manager Energy Credit/Income * Houston

10TPH Asset Management Portfolio Manager, Energy, Credit/Income Houston

Wilshire Private Markets Chief Investment Officer, Private Markets San Francisco

* In Process

Investment Experience ‐ TraditionalRepresentative SearchesRepresentative Searches


BlackRock, Inc. Head of Global Cash Management San Francisco

BlackRock, Inc. Head of Fixed Income Trading San Francisco

BlackRock, Inc. Senior Portfolio Manager, Cash Management San Francisco

BlackRock, Inc. Portfolio Manager, International Alpha Tilts San Francisco

BlackRock, Inc. Strategist, Fixed Income San Francisco

BlackRock, Inc. Strategist, International Index San Francisco

BlackRock, Inc. Currency Researcher London

BNY Asset Management Head of Quantitative Equities New York

Century Capital Management Portfolio Manager/Analyst, Small/Mid Cap Boston

Chartwell Investment Partners Portfolio Manager/Senior Analyst Berwyn, PA

D l I H d f Hi h Yi ld Phil d l hiDelaware Investments Head of High Yield Philadelphia

Everest Capital Portfolio Manager, Long Only * Miami/Singapore

First Eagle Investment Management Senior Credit Analyst/Portfolio Manager New York

Fischer, Francis, Trees & Watts Chief Investment Officer New York

Franklin Templeton Investments Director of Portfolio Strategy San Mateo CAFranklin Templeton Investments Director of Portfolio Strategy San Mateo, CA

Fiduciary Trust Co. International Portfolio Manager/Analyst, International Small Cap New York

Fiduciary Trust Co. International Senior Analyst, Global Telecom New York

Fiduciary Trust Co. International Senior Analyst, Consumer New York

Global Multi‐Channel Firm Head of Small Cap Growth New York

11* In Process

Global Multi Channel Firm Head of Small Cap Growth New York

Global Institutional Firm Head of US Equity Product Management New York

Investment Experience ‐ TraditionalRepresentative Searches (Continued)Representative Searches (Continued)


Global Multi‐Channel Firm Head of Fund Operations, Guernsey Guernsey

Global Multi‐Channel Firm Head of UK Retail Equities London

Global Multi‐Channel Firm Portfolio Manager, Equities (2) London

Global Multi‐Channel Firm Portfolio Manager, European Equities London

Global Multi‐Channel Firm Portfolio Manager, UK Small Cap Equities London

Global Multi‐Channel Firm Portfolio Manager, Healthcare London

Schroder Investment Management Global Sector Specialist, Consumer Discretionary London

Harbor Capital Advisors Senior Manager Due Diligence Professional Chicago

Hartford Investment Management Company Chief Investment Officer Hartford

Hartford Investment Management Company Head of Core Plus Hartford

H f d I M C H d f Hi h G d C H f dHartford Investment Management Company Head of High Grade Corporates Hartford

Hartford Investment Management Company Sector Head of Global Rates Hartford

Kingsland Capital Senior Analyst New York

Legal & General Investment Mgmt Derivatives Fund Manager London

Loomis Sayles & Co L P Head of Municipals BostonLoomis Sayles & Co., L.P. Head of Municipals Boston

Loomis, Sayles & Company Product Manager, Relative Return Team Boston

Loomis, Sayles & Company Client Portfolio Manager, Full Discretion Product Team Boston

Lord, Abbett & Co. Head of Municipals New Jersey

Lord Abbett & Co Portfolio Manager Municipal Fixed Income (2) New York

12Lord, Abbett & Co. Portfolio Manager, Municipal Fixed Income (2) New York

Lord, Abbett & Co. Analyst, Technology New Jersey

Investment Experience ‐ TraditionalRepresentative Searches (Continued)Representative Searches (Continued)


Madison Square Investors Equity PM/Team, Emerging Markets * New York

Majedie Asset Management Fund Manager, Global Equities London

Morgan Stanley & Co. Inc. Global Head of Investment Management New York

Progressive Casualty Insurance Co. Portfolio Manager * Darien, CT

Rainier Investment Management Portfolio Manager, Global Equities Seattle

Robeco Investment Management Co‐Head of Fixed Income New York

Schroder Investment Management Consumer Analyst, Large Cap Team * New York

Security Global Investors All Cap Growth Team (9‐person) Stamford, CT

Silchester International Investors, Inc. Portfolio Manager, Head of US Equities New York

13* In Process

Market Observations

Despite the strong inflows into global macro strategies at the end of 2010, performance has continued to lag thebroader hedge fund market for the third consecutive year.

(Performance Figures through the end of June 2011)

Caxton Global Investment Fund ‐4.45%

Citadel Global Macro ‐1.83%

Fortress Macro Fund ‐3.65%

Graham Capital +1.45%Graham Capital +1.45%

Tudor’s BVI Global Fund ‐3.13%

Recent activity with Global Macro Hedge Funds:

Ashtok Bhatia who previously led Stark’s global macro team, launched Revellum Capital in mid‐2010 but in January2011, decided to partner with Balyasny and has been trading the $425 million BAM Revellum Global Macro Fund as astandalone strategy.

Caxton Global has taken a minority interest in London‐based Wadwhani Asset Management.

Galle Global Macro Partners, launched by Fortress alumnus S.P. Wijegoonaratna in February 2010, returned investor, y j g y ,capital in January 2011, and shut the fund down.

Citadel launched the $140 million Citadel Global Macro Fund in early 2009.

Round Table Investment Management launched Round Table Global Macro Fund in February 2010 with $287 million.

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Search AttributesMarket PerceptionMarket Perception

Attractive attributes of the position:

Ability to leverage StratFor’s extensive network of global intelligence into an alpha generating global macro vehicle.y g g g p g g g

An entrepreneurial opportunity to build and launch a new alternatives platform.

Opportunity to build one’s own team.

Since this is a new position, this individual can take ownership and help drive the structure of this platform.

Opportunity to receive a significant stake of the economics.

Expected challenges related to this search:

S F ’ l k f i i k f did Fi di i h StratFor’s lack of tenure in asset management may prove too risky for some candidates. Finding someone withsignificant experience and credibility in the global macro industry to lead this effort, will be a critical driver ofsuccess.

Candidates will need to feel comfortable with the firm’s ability to raise capital.

h l f IO h d f d h l d d d b d h f h h The pool of CIOs at hedge funds is somewhat limited. May need to consider broadening the scope of the search toinclude Portfolio Managers, Research Heads, etc.

Geography constraints may limit the candidate pool – flexibility on location would open up the talent poolsignificantly.

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Search Process/Approachpp

Develop a deeper understanding of StratFor’s vision for the growth of the asset management business.

Define the position with StratFor including role, desired skills, experience and personal qualities.p g , , p p q

Conduct initial research on the appropriate firms to target given StratFor’s strategy, targeted investor base,approach to investing (discretionary or systematic), AUM goals and compensation parameters.

In addition to targeting the obvious larger global macro funds, approach candidates with the requisite pedigree atsmaller‐sized hedge funds that may be having difficulty reaching critical mass given the challenging fundraisingsmaller‐sized hedge funds that may be having difficulty reaching critical mass given the challenging fundraisingenvironment.

Pre‐screen prospects via trusted industry contacts:

Given that FOHFs have been significant investors in hedge fund strategies, our extensive search experienceithi th FOHF it ill id i l bl t l i t th i t f d t t twithin the FOHF community will provide invaluable sources not only into the appropriate funds to target

but also the appropriate individuals.

Our recent President search for Passport Capital, a $5 billion global macro fund, enabled us to developstrong relationships at senior levels across a broad swath of hedge funds. These relationships will be usefulfor targeting senior investment professionals.o a ge i g e io i e e p o e io a

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Candidate Assessments

Assess candidates based on specific criteria including:

Experience building an investment management platform

Performance and track record investing with a global macro strategy

Experience investing through different cycles

Portfolio strategy experience

Strong risk management skills Strong risk management skills

Experience shorting

Gravitas and institutional presence

Entrepreneurial mindsetp

Cultural fit‐team‐oriented inclination

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A Select Group of Potential TargetsA Select Group of Potential Targets

Anchor Point Capital

AQR Capital Management

Graham Capital

Lyford Group Internationalp g

Argonaut Capital Management

Atlas Capital

Balestra Capital Partners

Moore Capital Management

Och‐Ziff Capital Management

Pantera Capital

Balyasny Asset Management

Brevan Howard Asset Management

Bridgewater Associates

C t A i t

Passport Capital

Round Table Investment Management

SAC Capital

Soros Fund ManagementCaxton Associates

Citadel Investment Group

Clarium Capital Management

D.E. Shaw & Co.

Soros Fund Management

Tiger Global

Touradji Capital

TPG‐Axon Capital ManagementD.E. Shaw & Co.

Duquesne Capital Management

Fortress Investments

Goldman Sachs Asset Management

p g

Tudor Investment Corporation

Two Sigma

Winton Capital Management

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Selected Biographiesg p

Kavey Alamouti, Head of Global Macro, Chief Executive Officer, Citadel Asset Management EuropeCitadel Investment Group

Kaveh Alamouti serves as the Chief Executive Officer at Citadel Asset Management Europe and is the Head of Global Macro andKaveh Alamouti serves as the Chief Executive Officer at Citadel Asset Management Europe and is the Head of Global Macro andPortfolio Manager at Citadel Investment Group. Alamouti joined the firm in 2008 and is responsible for developing new macrostrategies, which will feed into the firmʹs multi‐strategy funds. Prior to this, he was a Trader and Portfolio Manager at MooreCapital Management where he managed a global macro multi‐strategy and foreign exchange funds. Before this, he was the Founderand Chief Executive Officer at Optimum Asset Management and ran Tokai Bankʹs global proprietary trading and arbitrage group.He had launched his career at Salomon Brothers, where he ultimately led the European arbitrage and proprietary tradingbusinesses Alamouti holds a bachelor’s degree from Imperial College London and an MBA and Ph D from London Businessbusinesses. Alamouti holds a bachelor’s degree from Imperial College, London, and an MBA and Ph.D. from London BusinessSchool.

Kevin Harrington, Head of ResearchClarium Capital Management

Kevin Harrington is a Managing Director and Member of Investment Committee at Clarium Capital Management where he directsthe firmʹs research and analysis. Harrington is responsible for the research underpinning the firmʹs global macro strategy and hasled the analytic team since joining the firm in the spring of 2003. Prior to joining Clarium, he consulted for StanfordʹsCISAC/Institute for International Studies on fissile materials protection and national infrastructure security, and conductedmathematics research for the Department of Defense. Harrington holds a BS in Mathematics and Physics from the University ofIdaho and is currently a Ph.D. candidate in Physics at Stanford University.Idaho and is currently a Ph.D. candidate in Physics at Stanford University.

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Selected Biographiesg p

Daniel Morehead, Chief Investment OfficerPantera Capital Management

Dan Morehead is a senior partner and the Chief Investment Officer at Pantera Capital Management. Prior to founding the firm inMay 2004, Morehead was co‐founder and Chief Executive Officer of Atriax, a $100 million foreign exchange trading platform with110 employees in London, New York, and Tokyo. Previously, Morehead spent four years at Tiger Management, where he wasHead of Macro Trading and then Chief Financial Officer. Before joining Tiger, Morehead was Global Head of FX Options atDeutsche Bank in London. Prior to that, he spent six years at Bankers Trust, where he managed a $500 million global macro hedgefund with Andrew Lawrence and a third partner. At Bankerʹs Trust, he also managed the derivatives trading units in Northp g gAmerica and Japan. Morehead began his career as a mortgage‐backed securities trader for Goldman Sachs. He holds a BS in CivilEngineering, magna cum laude, from Princeton University and was awarded the Carmichael Prize.

Sri Wijegoonaratna, PrincipalFormerly with Galle Global Macro Partnersy

Sri Wijegoonaratna launched a global macro hedge fund, Galle Global Macro Partners in February 2010, which subsequently closedin January 2011. Previously, he was a Managing Director at Fortress Investment Group where he ran the Drawbridge Global Macrofund. Wijegoonaratna worked at Fortress for four years. In 1997 he teamed up co‐founded Banyan Fund Management, a $200million hedge fund focused on investing in Asia ex‐Japan which was closed in 2004 when the co‐founders opted to go their separateways and start new ventures. Wijegoonaratna previously worked at Citigroup Inc. and NewWorld Investments.

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The Jamesbeck TeamDefined by ExperienceDefined by Experience

Belinda YanSan Francisco

b li d @j b [email protected]

Belinda was formerly a director at Merrill Lynch where she spent five years in SanFrancisco selling US equities to the firmʹs top West Coast institutions and hedgefunds.

Prior to San Francisco, she spent nine years in New York as a sales trader forMerrill Lynch, trading international equities for US institutions. Belinda beganher career at Smith New Court, Inc., a London based firm that specializedexclusively in the international equity markets until they were acquired by MerrillLynch in 1995.

Belinda received a Bachelor of Arts degree in Economics from The University ofMichigan in 1991.g

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The Jamesbeck TeamDefined by Experience

Kirsty McAlpineLondon

kirsty@jamesbeck com

Defined by Experience

[email protected]+44 (0) 20.7938.1682

Kirsty is a founding principal of Jamesbeck Global Partners and heads Jamesbeck’sLondon office. She was formerly a partner and global co‐head of the investment

t ti t M t W ld id E ti S h b d i L dmanagement practice at Monster Worldwide Executive Search based in London.Kirsty joined Monster in this capacity via the firm’s acquisition of Highland SearchGroup in 1999, where she was a partner and led the investment managementpractice outside the U.S.

Prior to joining Highland Kirsty worked at Korn/Ferry International in LondonPrior to joining Highland, Kirsty worked at Korn/Ferry International in London,where she was one of the youngest principals elected to partnership withresponsibility for covering both asset management and investment banking clientson a cross‐border basis. Prior to Korn/Ferry, Kirsty was an executive director ofRussell Reynolds Associates based in Hong Kong covering Asia Pacific.

Kirsty received a Bachelor of Arts (Hons) in English Literature from the University ofDurham in 1988.

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Ashton S. McFaddenNew York

ashton@jamesbeck com


[email protected]

Ashton is a founding principal of Jamesbeck Global Partners. He formerly foundedand ran his own investment management recruiting firm, Wellspring Search. Priorto founding his own firm, Ashton was the co‐head of the investment managementg gpractice at Monster Worldwide Executive Search. Ashton joined Monster via thefirm’s acquisition of Johnson, Smith & Knisely in 1998, where he was the head of theasset management practice.

Ashton began his career in portfolio management and securities analysis at BankersT t C b f i i t l l f BT’ fi t ti fTrust Company, before moving into a sales role for BT’s first generation ofalternative investment products. Subsequently, he concentrated in the marketingand development of portfolio management analytics and security transactionproducts for Reuters America.

Ashton received a Bachelor of Science in Industrial and Labor Relations fromAshton received a Bachelor of Science in Industrial and Labor Relations fromCornell University in 1988, and completed two levels of the Chartered FinancialAnalyst program before entering the executive search field.

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Melissa L. NorrisSan Francisco

melissa@jamesbeck [email protected]

Melissa is a founding principal of Jamesbeck Global Partners and heads Jamesbeck’sSan Francisco office. She was formerly a partner at Monster Worldwide ExecutiveSearch, which she joined via the firm’s acquisition of Highland Search Group inj q g p1999, where she specialized in alternative investment management, investmentbanking and capital markets search.

Melissa’s prior experience was as an executive in the Banking and Debt CapitalMarkets group of ING Barings in London, where she developed and maintainedl ti hi ith th t 100 U K ti idi d bt d i irelationships with the top 100 U.K. corporations, providing debt advisory services,

advising clients on bond issues and helping to grow the proprietary leasing book.She began her career as a financial analyst in Kidder, Peabody & Co.’s corporatefinance program in New York.

Melissa received a Bachelor of Business Administration in General Business and aMelissa received a Bachelor of Business Administration in General Business and aBachelor of Arts in Economics from Southern Methodist University in 1990. Shecurrently serves on the board of the Bay Area Discovery Museum.

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Beth A. RustinNew York

[email protected]


Beth is a founding principal of Jamesbeck Global Partners. She was formerly amanaging director at Whitney Group in New York, where she founded and led the

[email protected]

g g y p ,U.S. investment management practice.

Prior to joining Whitney Group in 1995, Beth spent six years at InstitutionalInvestor, where most recently she was director of sales for Institutional Investor’sprominent membership organizations: The Institute, Trader Forum and FixedI F I hi i h k d l l i h i i d iIncome Forum. In this capacity, she worked closely with senior industry executives,portfolio managers, marketing professionals and equity traders at hundreds ofmoney management firms throughout the country. She began her career as afinancial analyst in Chemical Bank’s corporate finance division.

Beth received a Bachelor of Arts in Economics from the University of Vermont inBeth received a Bachelor of Arts in Economics from the University of Vermont in1986.

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Nadia GilLondon

nadia@jamesbeck [email protected]+44 (0) 20.7938.1678

Nadia joined Jamesbeck Global Partners in 2010 after having worked at theexecutive search firm PrinceGoldsmith LLC in New York. Previously, Nadiaworked at Goldman Sachs in the asset management division, and in managementconsulting with the Mitchell Madison Group.

She is a graduate of the Massachusetts Institute of Technology where she earned aBachelor of Science in Finance and Marketing.

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Susan C. LernerNew York

susan@jamesbeck [email protected]

Susan was formerly a director at Whitney Group where she focused primarily oninvestment management searches while also conducting capital markets and investmentb ki h H f ti i l d t diti l d lt ti i t tbanking searches. Her areas of expertise include traditional and alternative investmentmanagement, equity research, debt and equity capital markets, among others.

Prior to joining Whitney Group in 1998, she was a first vice president in investmentbanking at PaineWebber Incorporated where she specialized in serving the asset

i d P i di b i h l h fi i l lmanagement industry. Prior to attending business school, she was a financial analyst atPaineWebber.

Susan received a Bachelor of Arts degree in Economics from Washington University in St.Louis in 1980 and a Masters of Management from Northwestern Universityʹs KelloggSchool of Management in 1986.

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Sarah SeidmanNew York

sarah@jamesbeck [email protected]

Sarah previously spent two years in the Financial Services practice of a global retainedsearch firm, where she focused on senior‐level search execution across banking, asset

t d limanagement, and compliance.

Prior to her role in search, Sarah was with Bear, Stearns & Co. Inc. in New York as part ofthe Strategic Finance group within Investment Banking. She focused on providing capitalstructure and corporate finance advisory to clients within the technology, media, andl i i i d itelecommunications industries.

Sarah received a Bachelor of Science degree in Business from Indiana University,Bloomington.

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James L. Phillips, Jr.New York

jim@jamesbeck com


[email protected]

Jim is a founding principal emeritus of Jamesbeck Global Partners. He was formerlya partner and co‐head of the investment management practice at MonsterWorldwide Executive Search in New York. Jim joined Monster as a result of theirjacquisition of Highland Search Group in 1999, where he was a founding partnerand oversaw the establishment of the firm’s investment management and real estatepractices.

Prior to forming Highland, Jim was a managing director in the investmentt d l t t ti t R ll R ld A i t h h b iltmanagement and real estate practices at Russell Reynolds Associates where he built

their real estate investment practice. He began his career as a corporate lendingofficer with J.P. Morgan Interfunding Corporation, a subsidiary of J.P. Morgan & Co.in New York.

Jim received a Bachelor of Science from the University of Pennsylvania, WhartonJim received a Bachelor of Science from the University of Pennsylvania, WhartonSchool in 1970.

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executive search for the global asset management community · 2014-01-13 · shorter off‐limits...

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