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Managers: Pitching Investors
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John M. Pagli, Jr.
WR Group Holdings, LP
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| Mr. Pagli has over 15 years experience in the alternative investments industry as both an investor and as a senior business development professional, where he has lead marketing, investor relationship management, new product development and strategic development. He has worked with the full spectrum of active investors globally and a with wide range of alternative investment strategies and products. Prior to his career in alternative investments, he was an investment banker, capital markets professional and private equity investor for 10 years. Before joining WR Group Holdings, Mr. Pagli was the Director of Strategic Business Development at Pursuit Partners LLC, a structured credit hedge fund manager; Managing Director for Alternative Investments Proctor Investment Managers LLC, where he sourced equity investments in, created strategic partnerships with, and lead business development for emerging and undiscovered hedge fund managers; Executive Vice President & Chief Operating Officer at Para Advisors, Inc., an event driven hedge fund manager; and Managing Partner, President & Director at Forest Investment Management LLC, a convertible arbitrage hedge fund manager, as well as Chief Executive Officer of Founders Financial LLC, an affiliate of Forest that developed insurance dedicated fund products. He earned his MBA degree with distinction from New York University Stern School of Business Administration with concentrations in Corporate Finance and Corporate Strategy and graduated cum laude from Boston University School of Management with a BSBA degree with concentrations in Finance and International Economics. Mr. Pagli is a recognized speaker on the international conference circuit and has been a contributing author to leading publications in the alternative investment industry. He is a candidate for the Chartered Alternative Investment Analyst (CAIA) designation. |
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Bruce Frumerman
Frumerman & Nemeth Inc.
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Bruce Frumerman is president of Frumerman & Nemeth Inc., a communications and sales marketing consultancy that helps financial services firms create brand identities for their organizations and develop and implement effective new marketing strategies and programs. His firm’s work has helped money management clients attract over $7 billion in new assets.
Bruce is a frequent speaker on the topic of marketing money management services and has been published addressing the subject in Hedgeworld’s Accredited Investor magazine and in Emerging Manager Focus. |
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Jim Marrone
Capital Z Asset Management
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| Jim Marrone is the Chief Executive Officer of Capital Z Asset Management
(CZAM), one of the largest dedicated sponsors of hedge funds, having
sponsored 17 funds totaling $7 billion since 1998. Prior to joining CZAM in
2008, Mr. Marrone had a 10 year career at Bear Stearns Asset Management
where, most recently he held the title of Senior Managing Director, Channel
Head - Institutional Corporate Business Development. As part of this role,
Mr. Marrone focused on corporate plan sponsors and other select segments
of the institutional market place to which he sold asset management products
inclusive of equities, fixed income, risk management, private equity and
hedge funds. At Bear Stearns, Mr. Marrone was also a managing director
focused on institutional sales and client service. Prior to joining Bear Stearns
in 1998, Mr. Marrone was a Senior Vice President, Partner and Director of
Marketing at Capital Management Associates, where he was responsible for
doubling the asset base during his four year tenure. From 1986 to 1993, Mr.
Marrone worked with Westpac Banking where he was Senior Vice President
and head of US Asset Securitization. From 1980 to 1986, Mr. Marrone
worked for Chase Manhattan Bank as a second vice president and credit
officer. Mr. Marrone has a B.A. from the College of the Holy Cross, and in
1993, completed executive education at the Wharton School, University of
Pennsylvania. Mr. Marrone holds Series 6, 7, 66 and 24 licenses. |
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Rachel Minard
Optima Fund Management
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Ms. Rachel S.L. Minard was most recently Partner, Executive Managing Director with Optima Fund Management, opening and running the firm's San Francisco office. Her responsibilities included building and managing the global institutional business and raising assets for the firm across all channels globally. Ms. Minard was also a member of the Investment Policy Committee and Chairman's Committee.
Ms. Minard has 20 years of institutional investment experience including the past 10 years building fund of hedge fund firms, notably her roles as Partner and Director of Global Marketing for Corbin Capital Partners (a firm she renamed) and Director of Marketing at Cadogan Management. Before Cadogan, Rachel was Vice President and Consultant Advisor for J.P. Morgan Investment Management and served as Director of Business Development for Dakin Partners, opening and managing their New York office. Earlier, Ms. Minard served as Assistant to the Director of Marketing and Client Service for Pareto Partners. Named "Non-Profit Marketer of the Year" (FEMM), Honored Member, Cambridge's Who's Who Among Executives (2005-2010) and a featured speaker on CNBC and global industry conferences, Ms. Minard started her marketing career in 1991 after her marketing company was hired to build the Ronald Reagan Presidential Library.
Ms. Minard holds a B.A. degree in Journalism with honors from Northeastern University with notable distinction as a Wesley W. Marple Distinguished Lecturer (2009) and Profiles in Leadership: Business Luminaries (2006-2011) by the university. A graduate of the AIMSE/Wharton Institute, Ms. Minard serves on the PAICR Advisory Board, The World Pension Forum and the Investment Management Institute (IMI). Ms. Minard also serves on the Executive Board and is a Founding Member of the Association of Women in Alternative Investing (AWAI) and sits on the Investment Sub-Committee of the Westover School Endowment. Ms. Minard is finishing her first book, Speaking in Thumbs: The Handbook of Empathy through XENIA MEDIA Publishing. |
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Andrew Saunders
Hedge Connection
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| Andrew Saunders is a Managing Director of Hedge Connection and manages the company’s New York office. His responsibilities include business development, client relations, investor liaison, media relations and strategic partnerships.
Hedge Connection is an internet-based platform that offers hedge funds direct access to a membership of "opt-in" qualified active hedge fund allocators. Investor members join for free and gain access to detailed information on hedge fund members. Saunders is a graduate of Haverford College in 1993 with a B.A. in economics. He holds the Chartered Alternative Investment Analyst designation (CAIA) and is a member of the International Association of Financial Engineers (IAFE). |
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