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Targeting Specific Investor Channels I
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Andrew Saunders
Head of Capital Introduction
Direct Access Partners
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Andrew Saunders is the head of Capital Introduction at Direct Access Partners. Direct Access Partners offers prime brokerage services, access to multiple clearing relationships, comprehensive trading solutions and capital introduction to single and multi-primed funds.
Prior to Direct Access Partners, Mr. Saunders held a similar role at EFX Prime Services, the prime brokerage business of First New York Securities. Prior EFX Prime Services, Mr. Saunders was a managing director at Hedge Connection. His leadership responsibilities included business development, client relations, investor liaison, media relations and strategic partnerships. His first position on Wall Street was with Taylor Rafferty, a boutique cross-border investor relations firm. During his 7-year tenure, Mr. Saunders assisted senior management implement all aspects of their investor relations programs including corporate strategy development, IPO/Secondary roadshows, media relations and led 12 ADR listings and IPOs on the NYSE and NASDAQ.
A graduate of Haverford College in 1993 with a B.A. in economics. Mr. Saunders holds the Chartered Alternative Investment Analyst designation (CAIA) and is a member of the International Association of Financial Engineers (IAFE). Prior to entering the financial services industry, Mr. Saunders spent four years in Malaysia and Indonesia as a teacher and entrepreneur. |
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Scott Glickman
Director of Marketing and Relationship Management
FRM Americas
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| Scott Glickman is responsible for Marketing and Relationship Management for clients in North America. Previously, Mr. Glickman was a Managing Director with Advent Capital Management, responsible for marketing Convertible Bond and credit hedge fund products to institutional investors and consultants. Prior to that, he spent eight years at Ivy Asset Management in a number of global marketing and relationship management roles including Co-Heading the North American Client Development team and helping to develop the European and Asian institutional businesses. Previous to Ivy, Mr. Glickman was a discretionary equity and fixed income Portfolio Manager for J.P. Morgan for five years. He started his career at Neuberger & Berman selling and servicing high net-worth mutual fund clients. Mr. Glickman holds a BSBA in Finance from Boston University and is a CFA and CAIA charter holder. Mr. Glickman joined FRM in 2010 and is based in New York. |
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Nan Mead
Director
Protocol Capital Management
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| Nan Eileen Mead is Vice President, Client Development at IAM Research LLC, the New York affiliate of London-based International Asset Management Ltd. IAM is an independent Fund of Hedge Funds investment management firm founded in 1989 specializing in tailor-made solutions. In her role at IAM, Ms. Mead is responsible for the marketing, consultant relations, and client relationship management efforts for the US, Canada, Bermuda and the Caribbean.
Prior to joining IAM in June 2010, Ms. Mead was Vice President, Client Development at Ivy Asset Management, where she was involved in all aspects of the institutional sales process, including consultant relations, and served as a liaison between Ivy and the various sales channels of Ivy's parent company, The Bank of New York Mellon. In addition, Ms. Mead worked closely with a number of institutional clients, including endowments and foundations, public plans and insurance companies allocated to Fund of Hedge Funds via customized portfolio solutions as well as proprietary Fund of Hedge Funds products.
Prior to joining Ivy in 2000, Ms. Mead was an Investor Relations Associate within the Private Equity group at Donaldson Lufkin & Jenrette (now Credit Suisse Asset Management). Prior to DLJ, Nan was a Client Service Officer at Credit Suisse Asset Management, where she held a variety of institutional marketing and client servicing roles in for Large Cap Equity, Fixed Income and Balanced accounts.
Ms. Mead graduated from New York University with B.A. in Politics. |
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Spencer Potts
Managing Director
Silver Creek Capital Management LLC
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| R. Spencer Potts is a Managing Director and Head of Business Development, based out of the New York office of Silver Creek Capital Management LLC. His responsibilities include business development and investor relations, as well as manager due diligence for Silver Creek’s fund-of-funds offerings. Prior to joining Silver Creek, Mr. Potts was a director within Merrill Lynch’s Hedge Fund Origination Group; this group focused on institutional hedge-fund transactions. Prior to Merrill Lynch, Mr. Potts was a portfolio manager with Pinnacle Asset Management, a New York-based fund-of-hedge-funds group. Mr. Potts holds a B.A. in history from the University of New Hampshire. |
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