Management
Angelo J. Robles
Founder and Chief Executive Officer,
Family Office Association
Angelo J. Robles is the Founder and Chief Executive Officer of the Family Office Association. Mr. Robles has been in financial services for over twenty years. He started the executive benefits division for Arthur J. Gallager & Co. where he was a director and served in similar senior roles at Metlife/New England Financial and UBS.
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Joseph W. Reilly Jr.
President,
Family Office Association
Joseph W. Reilly Jr. is the President of the Family Office Association. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an Investment Manager for six years.
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Special Advisor to FOA
Timothy Bello
Special Advisor to FOA
Tim’s background lies in alternative investments, with a past focus on hedge fund of funds and private equity distressed real estate. Currently, as Head of Global Platforms for SkyBridge Capital, Mr. Bello is in charge of initiating, coordinating and maintaining relationships with institutional, wealth management, and independent distribution platforms for the SkyBridge product suite.
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FOA Advisory Board
Mr. Allin is Managing Director, Head of Strategy & Client
Experience for Invesco - Atlantic Trust.
Mr. Allin was Senior Vice President and Manager of Business and Operations Strategy
for the Wealth Management Division of City National Bank in Beverly Hills, California.
Mr. Allin was with PricewaterhouseCoopers National Family Office Advisory as
a Director in Financial Services Advisory and a leader in the Investment Management
Practice in Los Angeles. He played a leadership role in their wealth management
advisory as one of the lead authors in PwC’s Global Private Banking / Wealth
Management Report and is a frequent speaker at industry conferences and author
of several white papers.
Previously Mr. Allin was a Partner at EMC managing a portfolio of national accounts
and assisting in the development of geographies including the western and southern
U.S. and Europe. There he developed the firm’s financial services industry offerings
and provided thought leadership. He began his career as a Manager at Capgemini
in wealth management.
Mr. Allin has a BA in Public Policy and Economics from Duke University.
Candice Beaumont is a Managing Director who runs L Investments, a family office with a vast portfolio of public and private equity that is primarily focused on commodities. She oversees all capital allocation decisions for the fund of funds as well as the direct investment portfolio. She is also a financial consultant to Genoil Inc, (www.Genoil.net) an emerging heavy oil technology and portfolio company of L Investments. Ms. Beaumont is a member of the Independent Petroleum Association of America.
Candice Beaumont has well over a decade of experience in the investment business. She started her career in Corporate Finance at Merrill Lynch. Ms. Beaumont worked as an investment banker at Lazard Frères for several years, executing over $20 billion of merger and acquisition advisory assignments. While at Lazard she advised clients globally on a wide array of transactions including mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, hostile takeovers and hostile defense. She left Lazard to work as a private equity principal at Argonaut Capital, where she was responsible for all aspects of new investment execution for the firm and its portfolio companies, including sourcing and screening potential investment candidates, conducting industry and market analyses, determining valuations, and structuring and negotiating term sheets. Ms. Candice Beaumont attended Rice University, and obtained a Bachelor in Business Administration from the University of Miami, graduating first in her class with a major of International Finance & Marketing. Candice was Captain of the Miami Varsity Tennis team earning Academic All American honors and is also a former world ranked professional tennis player.
Following graduation with honors from Princeton University, Howard Cooper established an educational supply business. As the business flourished in the 1980's, he began aggressively trading equities in his spare time. After a few years he found trading to be more profitable than his supply business. By the mid 80's Mr. Cooper had become a full-time equities trader. Trading only his own assets, he worked out of his trading room everyday. Mr. Cooper eventually established a single-family office to manage his family assets, which were derived solely from his stock trading endeavors. The family has transitioned to investing primarily in alternative investments, including hedge funds and private equity funds, both domestic and foreign.
Mr. Cooper dedicates his spare time to his favorite philanthropic endeavor of supporting music and art education among underprivileged students, and has established a family foundation to support these causes. He is a trustee and advisor to the Princeton University Department of Astrophysical Sciences, Chairman of the University of Florida Department of Astronomy Advisory Council, and a member of the Board of Directors of the Foundation of Florida Atlantic University; an advisor to university endowments, the Princeton University Schools Committee and several university academic advisory councils. He serves on several investment advisory committees for non-profit organizations and foundations. Howard Cooper resides in Palm Beach with his wife and 4 children.
The Cooper Family Office was established in Palm Beach, Florida for Howard Cooper and his immediate family. The Office is invested in over 70 hedge and private equity funds, in North and South America, Europe and Asia, as limited partners, in managed accounts and as direct equity investors. With his background as a full-time trader, Howard Cooper oversees all the family investments, aided by a support staff of analysts. The office's research associates include MBAs specializing in each of Asian, European and US investments. The Cooper Family Office also partners with a number of Asian and European family offices, with which they research and invest in opportunities in China, Hong Kong and Singapore, along with frontier markets. The Office is especially proud of working with numerous other family offices throughout the world in evaluating funds, building family office investment committees, seeking new opportunities and funding direct investments.
Mr. Coules is currently a Senior Consultant at Hunter Advisors Corp. where he runs the Family Office and Endowment practice. Previously, he was a Portfolio Manager of event driven strategies at Brencourt Advisors. He has also held positions at JP Morgan and at Morgan Stanley where Mr. Coules was named by Institutional Investor Magazine as the Best Up and Coming Analyst across all industry specialties. Mr. Coules began his career as an attorney at Skadden, Arps, Slate, Meagher and Flom.
Mr. Coules is an Advisor to the Gruss Lipper Family Foundation where he focuses on major philanthropic projects both domestically and internationally. Areas of focus include: education, medical research, scientific research, and preservation of Jewish culture.
Mr. Coules has an MBA from Harvard Business School, a JD from the University of Chicago Law School, and a BA in Economics with honors from the University of Chicago. Greg is a member of the Visiting Committee of the University of Chicago Law School.
Susan Cunniffe is currently advising her family’s interests in alternative investments. Prior to that she was an executive at Greenwich Alternative Capital, where she was involved in all aspects of capital raising for hedge fund managers. Through the Connecticut office and its affiliate in Geneva, Switzerland, Susan made extensive introductions to private equity groups, family offices, foundations, and hedge fund of funds. Mrs. Cunniffe was a Family Office Investment Administrator allocating funds for a family office in Greenwich and also previously served a similar function for a significant New York family office.
Earlier in her career Mrs. Cunniffe worked at several major investment firms in Boston including the Pioneer Group, and The New England. Mrs. Cunniffe graduated from The University of South Carolina with a B.S. in Business Administration.
Mr. Derosa-Farag is a Principal on the investment team at Morgan Creek Capital Management. Prior to joining Morgan Creek, Mr. Derosa-Farag was President of Ore Hill Partners, where he was responsible for new initiatives including structured products and risk management. Prior to joining Ore Hill Partners, Mr. Derosa-Farag was Managing Director of the Global Leveraged Finance Strategy and Portfolio Products Group and co-head of the High Yield Research Department for Credit Suisse. He joined the firm from Donaldson, Lufkin and Jenrette, which CSFB acquired in 2000, where was Managing Director and Head of Fixed Income Research.
Prior to joining DLJ in 1997, Mr. Derosa-Farag was Head of High Yield Portfolio and Strategic Research at Chase Securities. He also developed and managed the High Yield Quantitative and Portfolio Strategies Group at CS First Boston. Mr. Dersoa-Farag was a member of the Institutional Investor “All-American Fixed Income Research Team” for 13 consecutive years from 1993 – 2006.
Mr. Derosa-Farag received a Master of Science degree in Computer Science from Boston University and a Bachelors of Science in Physics from Cairo University.
Mr. de Visscher is President of de Visscher & Co. in Greenwich, CT. A native of Belgium, Mr. de Visscher has been an active advisor to business owning families for over twenty years, mostly in the United States, Canada, Europe, the Middle East and Latin America. In 1990, he founded de Visscher & Co., one of the world’s leading independent financial consulting and investment banking firms for family and closely-held companies. Over the last 18 years, he and his team have advised over 300 family companies and family offices worldwide on issues of liquidity of shareholders or capital needs of their business. Prior to opening his own firm he was a partner at Smith Barney, where he founded and ran Wall Street’s first Family Business Group. In 1998, Mr. de Visscher founded “Family Capital Growth Partners”, a private equity fund focused on making equity investments in family-owned and closely held companies. In 2006, he co-founded the Business Growth Alliance, an alliance of middle-market advisory firms based in Pittsburgh, PA, Greenwich, CT and Washington D.C.
Mr. de Visscher is a director and shareholder of his own family’s global enterprise, N.V. Bekaert S.A. Headquartered in Belgium, Bekaert was founded by his great-grandfather in 1880. Today, the Bekaert Group has sales of $3.0 Billion in over 80 countries manufacturing and marketing a wide variety of steel wire and related products.
Mr. de Visscher is a partner, investor, advisor or director of several private corporations including Olympia Chimneys, Epic Brands in the U.K., and Ambridge Corp. in Colombia. He is a member of the Global Advisory Council to PlayPumps International and an advisor to J.H. Whitney Pan Asian Fund.
Mr. de Visscher is Honorary Consul of Belgium in the United States and Chairman of the Society of Friends of Belgium in New York.
Mr. de Visscher is the past president of the Family Firm Institute, current Chairman of the European Family Office Conference, and a contributor to many publications, including The Wall Street Journal, LA Times, NY Times and many others. He is a full-time contributing editor of Family Business Magazine. Mr. de Visscher is the recipient of the ‘Richard Beckhart Award” from the Family Firm Institute in Boston, recognizing his many valuable contributions to the Field of Family Businesses.
Mr. de Visscher is a Certified Public Accountant and a member of the American Institute of CPA’s. Mr. de Visscher holds a Bachelor of Economics honors degree from Université Catholique de Louvain (Belgium) and MBA from Rutgers University (USA).
Eiljah Duckworth-Schachter |
Elijah Duckworth-Schachter has spent his career in the investment and strategy consulting industries. His primary focus has been in the private equity arena and his experience includes working for many years in the Private Equity and Mergers and Acquisitions Practice at Mercer Management Consulting, now Oliver Wyman. Additional past experience includes working at a mezzanine debt fund sourcing and structuring lower middle market buyouts and working as a financial analyst in the Investment Banking Division of Lehman Brothers.
Today, Elijah divides his time between managing his family's office and acting as a principal at Point One Percent, a strategy consulting and branding firm focused on the luxury goods industry. Elijah is a graduate of Columbia College, Johns Hopkins School of Advanced International Affairs and Columbia Business School. He is active philanthropically and sits on the Alumni Council of Kent School.
Christopher Falkenberg is President of Insite Security, a security and investigations firm focused on high net worth families. He is a former Special Agent of the U.S. Secret Service and an attorney. While with the Secret Service, Mr. Falkenberg conducted numerous protective advances for the President of the United States and other government officials here and abroad. He led investigations of major fraud cases and worked several cases through trial and sentencing.. Among his awards and citations, he received the Treasury Department's Special Service Award and was recognized for heroism following the 1993 World Trade Center bombing. As a litigator with the New York law firm Davis Polk & Wardwell, Mr. Falkenberg conducted corporate internal investigations and was involved in a wide variety of civil and criminal matters. Prior to that, Mr. Falkenberg clerked for a judge of the U.S. District Court for the Southern District of New York. He holds a Bachelor's degree from Kenyon College and a J.D. from Columbia University, both with honors.
Lisa currently is the Treasurer & Investment Committee member for the Firestone Foundation & Family Interests. Lisa serves as a trustee and member of the investment committees for The Taft School in Watertown, CT; The African Wildlife Foundation based in Nairobi, Kenya; and the Challengers Boys and Girls Club of LA. Lisa has a vast network of family office and investment groups, and is very involved in community outreach and philanthropic organizations. A Cum Laude graduate of Princeton University, Lisa is an active alumnus. Lisa is also a writer. In 2006, she was named an Honorary Friend of Rwanda after reporting on the country's mountain gorillas and the capital city of Kigali
With over 30 years of experience advising family businesses in the UK, Middle East, Europe and Asia, Peter established Peter Leach LLP to support and advise family businesses.
He is an independent business advisor, teacher and facilitator who works with family business owners around the world. Now seen as the "founding father" of family business thinking in the UK, Mr. Leach was the first professional to address the needs of family owned businesses. He has pioneered research with London Business School since the mid 80s.
Mr. Leach spent 37 years at BDO Stoy Hayward, where he was a senior partner, and has now established Peter Leach LLP to concentrate on his true passion: family businesses. While he advises family enterprises of all types and sizes, he specialises in advising large multi-national, multi-generational family businesses, and guiding them through the particular challenges they face.
Mr. Leach is author of Family Businesses: The Essentials, published by Profile Books. He has written a number of other books on the subject, some of which have been published in several languages. He is also frequently quoted in the UK national and international press and lectures at business schools and universities all over the world.
As a much sought after speaker, Mr. Leach has addressed a wide range of organisations on the significance and contribution of the family business sector, including the CBI and the European Commission. He has been a visiting fellow at Cranfield School of Management and a regular lecturer at Henley Management College and London Business School. He currently sits on the Advisory Board of the UK Institute for Family Business, and is a Fellow of the Family Firm Institute of the USA, the international body for family business advisers. He is also a Fellow of the Institute of Chartered Accountants in England and Wales.
Bradford R. Orben has been Executive Director of Finance and Family Office for Building and Land Technology for the past 3 years. Building and Land Technology is a second-generation real estate development company based in Connecticut which has completed ventures worth more than $3 billion including over 4 million square feet of commercial development and 4,500+ residential units. BLT trophy properties host the headquarters for Gen Re, GE Commercial Finance, Diageo, GE Real Estate, Xerox, GE Energy Financial Services, IMS Health, Hewitt, Starwood Hotels and Resorts and Cornell University. BLT’s numerous office parks, apartment complexes, single family subdivisions, common interest communities and adaptive reuse projects total in excess of 8,000,000 square feet of development throughout Fairfield County. BLT is the majority owner of William Pitt/Julia B. Fee/Litchfield Hills Sotheby’s International Realty comprised of 28 offices and 1,100 sales associates covering Westchester County, Fairfield County, Litchfield County and the Shoreline of Connecticut.
Mr. Orben has responsibilities for overseeing all aspects of BLT’s finances including managing the overall investment portfolios. Mr. Orben is also the Executive Director of Family Office for the firm and the family. Prior to joining BLT, Mr. Orben was Senior Vice President of Bank of New York Mellon’s Private Client Investment Services division. He also served as National Sales Manager of The Dreyfus Corporation which was a subsidiary of Mellon Financial. Prior to that position, Mr. Orben spent 6 years with Quick and Reilly as a branch manager and financial consultant. Mr. Orben is a securities principal, registered options principal and a Registered Investment Advisor. Mr. Orben is a graduate of Dickinson College with a Bachelors Degree in Economics with a concentration in Financial and Business Analysis. He currently has the following licenses: Series 7; Series 63; Series 65; Series 4; Series 8; Series 24 and insurance. Mr. Orben serves on the Investment Committee for St. Vincent’s Medical Center Foundation. Brad lives in Fairfield, CT with his wife and four children.
Mr. Oster is the former Chairman and CEO of A.J. Oster & Company, a family business that was founded by his late father in 1922 and later sold to a UK multi-national in 1979. He left A.J. Oster in 1983 to organize as Chairman & CEO the Oster Group, Inc., specializing in equity investing and turnaround management consulting.
Mr. Oster’s success has been punctuated by a variety of unique business experiences including: dealing extensively in Europe and in South America; starting a new company for his parent firm (Cookson Group plc); being an officer or director of many companies of the $350,000 American Group; as well as helping build the family company from $3 million in sales in 1966 to $40 million in 1979 and $90 million in 1983.
Mr. Oster is former Chapter President and National Director for The Turnaround Management Association, is trustee of Cushing Academy in Ashburnham, MA, and a Commodore of the State of Rhode Island appointed by former Governor Frank Licht. Mr. Oster was appointed by former Secretary of Commerce Malcolm Baldridge as special advisor to the U.S. Department of Commerce on International Trade and Tariffs regarding non-ferrous metals.
Mr. Oster teaches last year MBA students at NYU Stern’s School of Business and has lectured at Yale University’s School of Management.
Mr. Oster holds a degree in business administration from the University of Rhode Island.
Mr. Parnell is a member of the legal firm of Norris McLaughlin and Marcus, P.A. where he devotes his practice to corporate law with a focus on mergers and acquisitions, corporate governance, regulatory requirements and organizational requirements.
Mr. Parnell has represented consumer products companies, including major brands, pharmaceutical and medical device companies, and global funds. He has completed transactions in more than twenty two countries including England, Germany, France, Switzerland, Japan and Australia. His representation has included operating as outside general counsel to both public and private companies.
As an undergraduate Mr. Parnell studied law, politics, philosophy and economics at St. Claire’s Hall in Oxford, England. As a professional, he studied finance at Rutgers Graduate School of Business and Harvard Business School.
In addition to his professional affiliations, Mr. Parnell, a nationally ranked tournament player and former college varsity tennis player, is a member of the United States Tennis Association and currently serves on its Constitutions & Rules Committee. He is a member of the American Bar Association and the New York City Bar Association as well as the American Corporate Counsel Association.
Mr. Parnell has a J.D. from Tulane and a B.A. from New England College.
Natasha Pearl, CEO and Founder of Aston Pearl has more than 15 years of unique global industry experience with the ultra-high-net-worth and family office marketplace while at firms including Sotheby's, American Express, Mercer Management Consulting and Booz Allen & Hamilton.
In 2001, she founded Aston Pearl, "the family office for everything except money. "Her relationships with a worldwide network of clients and experts throughout the art, luxury, and family office areas proceed Aston Pearl with a strong foundation. In July 2006, as part of Institutional Investor's Fifth Annual High-Net-Worth Awards, Aston Pearl was nominated by Private Asset Management as "Family Group of the Year."
Prior to founding Aston Pearl, Ms. Pearl served as Senior Vice President and Worldwide Director of Relationship Marketing at Sotheby's and as Chief Marketing Officer for Circline, a global art firm. Before that, she spent a number of years in management consulting with Booz Allen and Mercer Management Consulting, advising top-tier global financial institutions, and held positions at America Express in operations and marketing.
Amelia Renkert-Thomas founded Fisher Renkert LLC, a US-based consulting firm focused on multi-generational family business succession planning and wealth preservation, in November 2009. Fisher Renkert LLC assists families facing a generational transition – whether in ownership, leadership or management, whether for their businesses, their family offices or family trust structures – to evaluate strategic alternatives and develop comprehensive plans for succession.
Prior to founding Fisher Renkert LLC, Amelia was a partner at Withers Bergman LLP, an international private client law firm, and remains Of Counsel to the firm. Amelia’s practice at Withers focused on tax-sensitive wealth planning for individuals, their families and their family offices, including structuring of family trusts and investment holding companies, and development of multi-generational governance mechanisms to support and strengthen long-term family relationships. During her tenure at Withers Bergman, Amelia chaired the US Families and Business practice group, and co-chaired the firm’s Family Office Special Interest Group.
From 1990 - 2002, Amelia served as President and CEO of Ironrock, Inc., a 5th generation family-owned and –managed producer of ceramic tile and thin brick located in Canton, Ohio, succeeding her father. She remains closely involved with Ironrock as a director and officer.
Amelia received her B.A. cum laude from Yale College, her J.D. cum laude from Harvard Law School, and her L.L.M. in Taxation from Case Western Reserve University College of Law. She currently serves in leadership roles on several non-profit boards. Amelia lives in Woodbridge, Connecticut with her two teenaged daughters.
Mr. Roux has some 28 years of experience working with families and family offices worldwide. Activities range from strategic wealth management – family legacy and stewardship, family dynamics and organization, family office construction and coordination, and consulting, to international asset management, asset allocation, portfolio management, manager selection, performance reviews, mutual fund administration and global custody.
He was a Director and Managing Director at Pictet & Cie, Private Bankers, Geneva, Switzerland and a number of its international affiliates during his 25 years at his family’s firm. In 2005 he returned to the US and founded Gallatin Wealth Management, a Wyoming LLC. The firm is a wealth management advisory and consultancy whose objective is to act as the trusted advisor, personne de confiance, to a limited number of families, family offices and mfo’s.
Mr. Roux holds a JD degree from California Western School of Law in San Diego (1980), received a BA from the Univ of Colorado with majors in History and Political Science in 1976, and attended the Graduate Institute of International Studies Masters program in Geneva. He was a member of the Cal Western International Law Journal, received several Dean’s Awards and Advocacy Honors Board Awards.
He joined Pictet in 1980, worked in Geneva and London, established and headed Pictet’s Asian presence in Hong Kong in 1986, worked throughout the region nine years, headed the Group’s EU operations in Luxembourg, and returned to Geneva in 1998. His responsibilities there included strategic group projects, single and multi-family office services, coordination of Pictet’s international offices, and more.
Mr. Roux is a past board member and now President's Advisory Board member of the East West Institute, a global conflict prevention think and do tank, the Family Firm Institute, the Jackson Hole Center for Global Affairs. He has spoken at numerous forums in Asia, Europe and the US, and was an advisor/participant in the Far Eastern Economic Review ‘Where To Put Your Money’ Quarterly’s in Asia. He has written several articles on private banking and the concept/role of personnes de confiances.
Mr. Tase is the Founder & CEO of DT Advisors LLC. DT Advisors is an independent firm specializing in derivative solutions and money management, with an emphasis on capital preservation. DT Advisors creates various investment and hedging solutions, applying derivatives to provide customization for individual portfolios.
Mr. Tase was Managing Director, Head of Capital Markets and Brokerage Advisory for U.S Trust, the largest private wealth management firm in the U.S with assets exceeding $225 billion. His team was responsible for developing capital market and brokerage solutions for clients that best leverage the intellectual capital at the firm, including derivatives, foreign exchange, hedging and structured products.
Prior to joining U.S Trust in December 2005, Mr. Tase was head of Capital Markets for Latin America at the Citigroup Private Bank. In that position he was responsible for all securities sales for private banking and client trading activity. During his 13 years at Citigroup, Mr. Tase was also head of Foreign Exchange for US and Latin America for private clients. From 1988 to 1992 he served as senior currency trader for the British Bank of the Middle East, a wholly owned subsidiary of HSBC, Dubai.
Mr. Tase earned his B.Com and MBA from the University of Pune in India.
Ms. Tillotson is the Managing Partner and Head of Research at Scorpio Partnership in London. Ms. Tillotson heads the research team overseeing all of Scorpio’s extensive research projects. Her key focus is on qualitative client research, which is undertaken with HNW clients, family offices, private banks and key industry participants internationally. She also oversees intermediary research, market research and competitor profiling and benchmarking studies.
Ms. Tillotson is a co-founder of Scorpio Partnership. Before establishing the firm with Sebastian Dovey in 1998 she was a senior journalist, then managing editor, with Waters Information Services and Institutional Investor. She was responsible for global coverage of wealth management, capital markets and banking operations.
Ms. Tillotson holds a MA (Hons.) degree in English Language and Literature from Oxford University and was awarded a Diploma in Periodical Journalism from City University.
Angelo J. Robles is the Founder and Chief Executive Officer of the Family Office Association. Mr. Robles has been in financial services for over twenty years. He started the executive benefits division for Arthur J. Gallager & Co. where he was a director and served in similar senior roles at Metlife/New England Financial and UBS. He is the founder and past president of the New England chapter of the Hedge Fund Association, and was an internet pioneer in retirement planning for Fortune 1000 executives with 401KRollover.com and IRARollovers.com, both of which he founded. Angelo has written several books and numerous independently published articles. Angelo is the author of the white paper, "Creating a Single Family Office for Wealth Creation and Family Legacy Sustainability," and co-author of "The Lawsuit Lottery and Protecting Assets." Angelo is a contributor for quotes on the benefits of creating a successful single family office for families of wealth for Luxury Institute, Institutional Investor, Registered Rep, Investment News, Greenwich Times, Accounting Today, Web CPA, EurekaHedge, Accounting Crossing, and other newspapers, websites, magazines and journals.
Joseph W. Reilly Jr. is the President of the Family Office Association. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an Investment Manager for six years. He was an Energy Specialist focused on options and futures trading at Crédit Agricole Indosuez in New York prior to that, and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at conferences and been quoted in such media as the Financial Times. Mr. Reilly has an A.L.B. from Harvard University and is a member of the Economic Club of New York and the Harvard Club of Fairfield.
Tim’s background lies in alternative investments, with a past focus on hedge fund of funds and private equity distressed real estate. Currently, as Head of Global Platforms for SkyBridge Capital, Mr. Bello is in charge of initiating, coordinating and maintaining relationships with institutional, wealth management, and independent distribution platforms for the SkyBridge product suite. Prior to SkyBridge, in 2008 he was a founding member of Fides Capital Management LLC based in Pasadena, a firm which focuses on distressed real estate transactions west of the Rockies. Before Fides Tim co-lead the Permal Group’s US platform distribution operation, where he helped coordinate the launch of Permal’s first US taxable hedge fund of funds into the marketplace. He has been involved with over $2bn worth of alternative investment transactions.
