The practice has an impressive client portfolio which includes names such as Apollo, Equistone, Macquarie Capital, Oakley Capital and Oaktree; and has now acquired DBAG and Emeram
Capital as new clients.
Not exact matches
Prior to joining GMI Ratings, he served
as the head of the financial communications practice at Waggener Edstrom (now WE Communications), where his
clients included Microsoft, BMC Software, Ener1 and
New Stream
Capital.
New clients could bring fresh growth to Och - Ziff
Capital Management Group, according to Serge Berger, better known
as The Steady Trader.
«We are always looking for
new approaches
as well
as access to
new market segments that bring innovative investments to our
clients» investment portfolios,» said James Price, Director, Investment Services and
Capital Markets at Richardson GMP.
I love investing, but the experience of connecting with
new friends,
clients, and investors has been —
as one wide moat / high return on
capital credit card company likes to say — priceless.
The Berkshire week is valuable not necessarily for the
new information you learn but rather for its affirmation of your beliefs and reminder of your responsibilities
as a steward of our
clients»
capital.
Allen & Overy (A&O) has won a role advising
new client Ibstock on its upcoming initial public offering (IPO)
as parent company Bain
Capital Europe turns to longstanding advisor Ropes & Gray.
«Joining forces with Elevate provides us with growth
capital and technology expertise to better serve our existing
clients and to reach
new clients,» said Nancy Fraser Michalski, Founder and CEO of Med Legal, who joined the Elevate executive management team
as part of the acquisition.
Several law firms have taken advantage of this
new approach to accessing
capital, establishing boutique firms staffed by premier firm refugees, adopting more modern business practices... and notably establishing a foothold in the U.S. And while U.S. - based firms are unable to capitalize in this fashion, some have nonetheless adopted an approach to
client service, billing and legal services delivery that will position them
as solid investments with appealing multiples and significant growth potential if legislation of this type comes to the states.
Chancellor
Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct
client reviews and
new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New Y
new business presentations on a regular basis • Serve
as point person for key strategic partnerships based out of
New Y
New York
Executive Management Duties & Responsibilities Provide effective solutions to complex issues such
as cost budgeting, pricing strategies, vendor negotiations, revenue projections, purchasing and sales negotiations, business development tactics and industry competition Identify and develop talent among team members with targeted recruitment, focused training efforts and the promotion of a performance - based work environment that leverages individual talents for group benefit Utilize needs - and situation - based assessments to manage costs and
capital outlays and determine potential ROI Participate heavily in all marketing, branding, public relations and communications activities Develop leadership team and support staff to aid in efficient business operations, sales and marketing functions, and
client service execution, delegating important tasks and assignments while monitoring for effective resolution Lead through example with consistent work ethic, attitude, and professionalism, while performing sales presentations, overseeing market operation and business development, creating
new revenue channels and managing key vendor and
client relationships Collaborate in all phases of strategic planning with senior - level management, while furnishing oversight and guidance regarding effective acquisition strategies, pricing, market trends, and operational structures Assess and expand key markets and potential business ventures while ensuring operational efficiency and solid execution of corporate mission Create and implement marketing and sales strategies while tracking progress versus established internal and external benchmarks, focusing on both revenue generation
as well
as cost control Maintain a strong working knowledge of the products, services and respective marketplace, including pricing and regulatory trends, competitor strategies, general economic conditions and other business metrics Act
as a liaison between staff,
clients, and other management members to resolve issues in a timely manner
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture
capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all
client relationship management efforts while cultivating
new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing
new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going
client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies,
as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generati
as well
as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generati
as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served
as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generati
as second point of contact for computer inquiries and troubleshooting efforts
as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generati
as well
as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generati
as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly
AS / 400 backup and report generati
AS / 400 backup and report generation
In many relationships between venture
capital firms and their
clients, it's the venture
capital firm that often takes the lead in matters such
as finding space, at least until the
new business gains the necessary experience.
As Principal at Conlon
Capital, Tom is responsible for identifying and procuring
new clients and business, he oversees the day to day operations and works closely with leadership with respect to Conlon
Capital's expansion into
new products and markets.
He provides strategic consulting services to a wide range of
clients on issues such
as mortgage market policy reforms,
capital market financing, corporate governance reviews, regulatory compliance matters, and
new mortgage market product innovations.