Biographies of Key Professionals

Transcription

1 BIOGRAPHIES OF KEY PROFESSIONALS

2 Matthew Frymier is a Partner and the Chief Executive Officer of Corrum Capital Management LLC. Prior to launching Corrum Capital in 2013, Matthew was the President of Stamos Capital Management. Previously, he spent 17 years at Bank of America Merrill Lynch ( BAML ), most recently as Head of Global Strategic Capital ( GSC ), the primary strategic investment arm of the bank and its subsidiaries. As Head of GSC, Matthew had executive management and investment approval responsibility for BAML s strategic direct investment program, Strategic Fund Investments and BAML Capital Access Funds. He also served as a member of Bank of America s Equity Risk Forum, which was responsible for managing the overall equity risk exposure across the Bank of America enterprise. Prior to being named Head of GSC in 2007, Matthew had eight years of strategic direct investment experience in GSC and its predecessor business units. While at BAML, Matthew served on the board of directors of more than 15 companies, including Value Asset Management, BATS Global Markets, FXall, Incapital, and Conversus Asset Management where he also served on the Investment Committee. Matthew began his career at Putnam Investments in Boston. Matthew currently serves on the board of imatchative Inc., is a member of the Editorial Board of Markit Magazine, and is a committee member for the San Francisco chapter of the Leukemia and Lymphoma Society. Matthew received a BA from Colby College. Jason Cipriani is a Partner and the Head of Private Capital at Corrum Capital Management LLC. Jason is responsible for managing the Firm s Private Capital business and investment activities, including the Private Equity and Real Assets Funds. Prior to launching Corrum Capital, Jason was co-head of Private Capital at Stamos Capital Management. Previously, he was Head of Strategic Fund Investments for Bank of America with responsibility for the company s proprietary investments in private equity funds and hedge funds. Jason was previously Chief Operating Officer of the Global Strategic Capital group at Bank of America and held other roles within Bank of America s Global Corporate and Investment Bank. Prior to joining Bank of America, he held corporate finance and accounting positions at Paramount/VIACOM, Time Warner Cable, and PL Industries where he had responsibility for financial operations in Mexico. Jason is a member of numerous limited partnership advisory boards across several private equity investment sectors. He currently serves on the Board of Trustees of the Urban Ministry Center where he is Chair of the Investment Committee and is a founding board member of The Gift of Adoption of the Carolinas. Jason received a BS from Virginia Polytechnic Institute and State University and an MBA from the University of North Carolina at Chapel Hill. He is a Certified Public Accountant (inactive). 1

3 Jonathan Mandle is a Partner and the Head of Credit and Absolute Return at Corrum Capital Management LLC. Prior to launching Corrum Capital, Jonathan was a Managing Director and the Head of Absolute Return and Credit strategies at Stamos Capital Management. Previously, he was a Director at the University of California, Office of the Treasurer of the Regents, where he managed a multi-billion dollar hedge fund portfolio with a global mandate. Prior to that, he built and managed customized investment portfolios for pension and endowment clients at New England Pension Consultants. Jonathan began his career as a Research Associate focused on domestic and international equity and fixed income strategies at Fidelity Investments. He currently serves on the board of Peace First, is an adjunct professor at the University of San Francisco, and is an Investment Committee member for the Silicon Valley Community Foundation. Jonathan received a BS and an MBA from Boston College and is a CFA Charterholder. Cathy Tse is a Partner and the Head of Public Equities at Corrum Capital Management LLC. Cathy is responsible for managing the Long/Short Equity and Long-Only Equity strategies. Prior to launching Corrum Capital, Cathy was Head of Public Equity strategies at Stamos Capital Management. Previously, she had over ten years of financial experience and spent more than four years as an Institutional Trader in the International Equities Division of Merrill Lynch. Her previous experiences also include positions with the Equity Derivatives Controller Group at Goldman Sachs and the Financial Institutions Group at Arthur Andersen. Cathy is fluent in Chinese. Cathy received a BS in Accounting and a minor in East Asian Studies from New York University, Stern School of Business, where she was a Stern Scholar. Cathy also received an MBA in Finance from The Wharton School at University of Pennsylvania. She is a Certified Public Accountant (inactive). 2

4 John Fulton is a Managing Director on the Investment Team at Corrum Capital Management LLC. John is responsible for sourcing, analyzing, executing, and managing private equity and illiquid credit strategies. His primary focus is on the domestic and international buyout market and illiquid credit strategies. Prior to joining Corrum Capital, John was a Managing Director at Stamos Capital Management. Previously, he was a Vice President in Bank of America Merrill Lynch s Global Strategic Capital group with responsibility for sourcing, evaluation, due diligence, and execution of private equity fund investments. John s previous experience also includes eight years in Global Corporate & Investment Banking with responsibility for underwriting, structuring, and executing senior bank debt transactions for clients primarily in the healthcare industry and financial sponsors. In this role, he managed a diverse credit portfolio and was an integral team member for multiple merger & acquisition, leveraged buyout, and leveraged recapitalization transactions. John received a BS from Clemson University and an MBA from The Fuqua School of Business at Duke University. Deanna Ho Montgomery is a Managing Director on the Investment Team at Corrum Capital Management LLC. Deanna is responsible for sourcing, analyzing, executing, and managing private equity strategies, with a primary focus on real assets. Prior to joining Corrum Capital, Deanna was a Managing Director at Stamos Capital Management. Previously, she was a Senior Manager at Deloitte & Touche LLP, as part of the Restructuring Advisory Group where she advised companies in Chapter 11 as well as outof-court restructurings. Prior to that, she was a Vice President at J.P. Morgan where she invested in early stage financial technology companies and served as head of the committee responsible for sourcing and screening deal flow. While at J.P. Morgan, Deanna was also responsible for raising capital for venture and growth stage companies, as well as private equity funds. Prior to that role, she was based in Hong Kong in the Equity Capital Markets Group, where she raised public equity and equity-linked securities for Asia-based companies from a global investor base. Before joining J.P. Morgan, Deanna worked in the Telecom, Media & Technology Investment Banking Group at Merrill Lynch & Co. where she focused primarily on executing equity underwritings and mergers and acquisitions transactions. She began her career with Chemical Bank, where she worked in the Metals and Mining Group and completed the credit training program. Deanna received a BS degree from Cornell University. 3

5 Allyson Kaufman is a Managing Director and Head of Investor Relations and Business Development at Corrum Capital Management LLC. She is responsible for overseeing investor relations, business development, and distribution strategies. Prior to joining Corrum Capital, Allyson was a Managing Director at Stamos Capital Management. Previously, Allyson was a Vice President at Oak Hill Investment Management, which evolved out of the Robert M. Bass family office, leading investor relations and client communications. Prior to Oak Hill, she spent seven years at Goldman Sachs Asset Management, most recently as a Vice President and Senior Product Manager/Client Portfolio Manager for U.S. equity strategies. Allyson received a BA from the University of Pennsylvania (summa cum laude) and an MBA from The Stern School of Business at New York University. John Matthews is the interim Chief Financial Officer of Corrum Capital Management. Prior to joining Corrum Capital, John was the Chief Financial Officer of Optcapital, a specialty financial services firm with $4 billion of AUA. Prior to that John was the Chief Financial Officer of Palmyra Capital Advisors, a Los Angeles based long/short value SEC Registered Investment Advisor to three hedge funds totaling $300 million of AUM. Before that John was the Controller of Chapman Capital a long/short equity activist hedge fund with $300 million of AUM. John started his career with KPMG in Chicago. John received a BA from Michigan State University and a Masters of Public Accountancy from Clemson University. John is a Certified Public Accountant. 4

6 Carlene Pollock is a Director at Corrum Capital Management LLC and is responsible for Operational Due Diligence. Prior to joining Corrum, Carlene was a Vice President at BNY Mellon in the Alternative Investments Division where she led a team that supported hedge fund and private equity administration impacting over $500 billion in assets. She conducted due diligence and regulatory oversight as part of the overall administrative service, which included providing solutions for newly implemented regulatory industry requirements. She frequently recommended operational strategies for her clients, many of which are the world s largest alternative investment platforms. Carlene has spearheaded many business efficiency projects including IT automation, improved client reporting, and major system conversions. Prior to working for BNY Mellon, Carlene also worked for Callahan and Associates and ICMA Retirement Corporation, both in Washington, D.C. and in Mutual Fund Administration. Carlene earned a BS in Finance at Shippensburg University and an MA in Management at College of Notre Dame of Maryland. Stuart Heffner is a Vice President on the Operations team at Corrum Capital Management. Stuart is responsible for the day-today operations of the funds, as well as, managing valuations and performance of the funds, performing internal and external reporting, and handling various accounting duties. Prior to launching Corrum Capital, Stuart was a Senior Associate at Sterling Stamos Capital Management. Previously, Stuart was a Senior Auditor at Ernst & Young, where he conducted financial statement audits for both private and major SEC clients. He has also worked as a financial services consultant for EMC Corporation. Stuart received a BS and Masters of Accountancy from the University of North Carolina at Chapel Hill. He is a Certified Public Accountant. 5

7 Ryan Batenchuk is a Vice President on the Investment Team at Corrum Capital Management LLC. Ryan is responsible for sourcing, analyzing, and monitoring global investments in private equity and illiquid credit strategies. Prior to joining Corrum Capital, Ryan was a Manager at Stamos Capital Management. Previously, Ryan was an Associate in the Global Strategic Capital group at Bank of America where he was responsible for originating, executing, and managing strategic private equity and hedge fund investments. Prior to joining Bank of America, Ryan held investment banking positions at CIT and KeyBank. Ryan received a BS (summa cum laude with honors) from The Ohio State University. Alex Hambacher is a Vice President on the Investment Team at Corrum Capital Management LLC. Alex is responsible for sourcing, analyzing, and monitoring global investments in private equity and natural resources strategies. Prior to joining Corrum Capital, Alex was a Senior Associate at Stamos Capital Management. Previously, Alex was a Private Equity Associate in the Global Strategic Capital group at Bank of America, a group charged with investing the bank s balance sheet capital in strategic private equity fund investments. Prior to joining Bank of America, he was an Analyst in the Syndicated Finance Group at SunTrust Robinson Humphrey, where he was responsible for originating, structuring, and syndicating leveraged loans for a broad range of industries. Alex received a BS from the University of North Carolina at Chapel Hill. 6

8 Additional Investment Professionals Andrew Lobas Associate Relevant Experience: 6 years Professional Background: Private Equity / Asset Management (Stamos Capital); Corporate Accounting (Sherwin-Williams); M&A (KeyBanc Capital Markets) Education: BS in Accounting and Finance, Xavier University (summa cum laude) Henry Glenn Associate Relevant Experience: 4 years Professional Background: Private Equity / Asset Management (Morgan Creek Capital Management); Oil & Gas (Chesapeake Energy Corporation) Education: BA in American History, University of North Carolina Luke Armistead Analyst Relevant Experience: 3 years Professional Background: Private Equity / Asset Management (Stamos Capital); Private Equity (CapitalSouth Partners) Education: BA in Economics and in Global Relations, Sewanee (summa cum laude with honors) Casey Dean, CFA Associate Relevant Experience: 6 years Professional Background: Private Equity / Asset Management (Private Advisors); Private Equity / Asset Management (Stamos Capital); Equity Research (Maxim Group); Investment Management Consultant (FactSet Research Systems) Education: Master in Economics, Binghamton University; BS in Financial Economics, Binghamton University Bryan Boehling Analyst Relevant Experience: 3 years Professional Background: Investment Banking, Mergers & Acquisitions (KippsDeSanto & Co.) Education: BS in Finance & Accounting, Virginia Tech (magna cum laude) 7