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| OCTOBER 21, THE METROPOLITAN CLUB, NEW YORK CITY |
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Managers - Pitching Investors
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Cathleen Rittereiser
Writer, Marketing Consultant
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| Cathleen M. Rittereiser informs and educates institutional investors as a writer, speaker and marketing consultant. Ms. Rittereiser is the co-author, with Larry Kochard, the Chief Investment Officer of Georgetown University, of the books "Foundation and Endowment Investing" (Wiley, 2008) and "Top Hedge Fund Investors: Stories, Strategies, and Advice" (Wiley, 2010). An alternative investments marketing executive with over twenty years experience in financial services, Ms. Rittereiser has held positions with leading asset management, research and brokerage firms. Her hedge fund marketing experience includes stints in marketing and business development for Alternative Asset Managers and Symphony Asset Management. She began her career with Merrill Lynch. Ms. Rittereiser received a B.A. from Franklin and Marshall College in Lancaster, Pennsylvania, and an MBA from New York University’s Stern School of
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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 marketing strategies and programs. His firm’s work has helped money management clients attract over $7 billion in new assets, yet they are not third-party marketers. Mr. Frumerman has thirty years' experience in helping money management firm clients to educate and persuade people to understand and buy into how they invest. His clients include hedge funds, institutional money management firms, funds of funds, mutual funds, SMA money managers, private equity investment firms and financial planning firms serving the high net worth market. Mr. Frumerman is a frequent speaker at various events and also has been published addressing the subject for HedgeWorld, Canadian Hedgewatch, Emerging Manager Focus, Investor Relations Newsletter and Hedge Connection. Additionally, he wrote the chapter on marketing for the Thomson Reuters IFR Market Intelligence special report, "Which Way Next For Hedge Funds? A Guide For Managers, Banks and Investors". |
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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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Daniel Solomon
Lyford Group International
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| Daniel Solomon is President and Chief Operating Officer of Lyford Group International Ltd. And oversees Lyford’s non-investment activities. He has 17 years of investment industry experience and joined Lyford Group International Ltd. in 2009. Mr. Solomon graduated Princeton University magna cum laude and joined Goldman Sachs as a fixed-income product specialist in 1992. After seven years on the Corporate bond and Municipal bond trading desks, he moved within Goldman Sachs to lead a Private Wealth Management team, advising ultra-high-net-worth families on strategic investment issues including asset allocation, portfolio construction and risk management. He also managed fixed-income and cash-management portfolios for a few key clients. Mr. Solomon left Goldman Sachs in 2003 to join Drake Management as a Director, holding senior roles in the Portfolio Management and Client Management Groups. Mr. Solomon earned his CFA charter in 1999 and has passed level 1 of the CAIA examination. |
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