Our Team
Our diverse and seasoned fundraising professionals are strategically located in cities around the world, providing regional expertise and a global perspective on the capital raising process.
Allan Majotra
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Managing Partner
Americas, Europe, Middle East, Asia
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Significant track record as an in-house and 3rd-party fundraiser, PE investor, banker and financier for funds and GPs
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AccessAlpha, Silicon Valley Bank, SVB Financial Group, Axon Partners, Union Bank (Mitsubishi UFJ), eBay Inc.
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Co-authored the Fund Finance Guide (published by the British Private Equity Association), the first resource of its kind in Europe
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25+ years of experience
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English, Spanish, and Hindi
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London Business School MBA, Sloan Fellow, UCLA, Eckerd
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Association of Asian American Investment Managers and Hispanic Heritage Foundation
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Series 63 and 82
​Linda Jordan
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North America
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Senior-level experience as institutional sales and alternatives in the United States
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25+ years of fundraising experience
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Mesirow Financial, NCM Capital
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English
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Duke University (MBA), Georgia Institute of Technology (MEE)
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Multiple board positions on pension funds and investment organizations
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Recipient of the NASP Joyce Johnson Award for her work in promoting women and minorities in the investments industry
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Board of Directors and Secretary to the Board, National Assoc. of Securities Professionals (NASP)
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FINRA Arbitrator
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Series 7 and 63
Chi-Pei Tseng
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North America and Asia
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Senior-level institutional sales and investor relations executive
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15+ years of experience across fundraising, finance and investment management
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The Carlyle Group, GTIS Partners, PeerStreet, and Deloitte
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Wharton MBA, Georgetown University
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Member of Association of Asian American Investment Managers
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Series 63 and 82
Evan Overcash​
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North America, Europe, Middle East, and Asia
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Experience in institutional & retail investing in the U.S. and the emerging markets
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Capital Group/American Funds, MMFG, Morgan Stanley
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English
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B.A. in Finance & Economics at Muhlenberg College
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4-Year Varsity Letter Winner/Captain- Muhlenberg College Golf
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Series 7 and 63
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Brian Valero
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North America
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Senior-level institutional sales and marketing executive across a variety of alternative investment firms in the United States.
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12+ years of experience
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Lyxor Asset Management, Ramius (Cowen), Permal Asset Management, Keel Harbour, Florida Alternative Investment Association.
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English, Spanish
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Columbia University, B.A. in Economics-Political Science
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NCAA Division 1 Varsity Baseball (Columbia University)
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Series 7 and 63
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Perry Inglis
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UK & Europe
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London-based highly experienced capital markets and funds placement executive
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BNP Paribas, Standard and Poor's, Deutsche Bank, Macquarie Bank, Milford Capital
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30+ years of experience
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English
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London Business School MBA
Shaun Treacy
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Australia and New Zealand
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Senior roles at leading investment banks
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Former roles have included Global Head of metals and mining at Lehman, Global Head of natural resources and power at Nomura and Co-Head of all Industries group at UBS
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Arete Capital Partners, UBS Investment Bank, Nomura Securities, Lehman Brothers, J.P. Morgan
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30+ years of experience
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English
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The University of Queensland
​Ittai Dissentshik​
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Israel
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Tel Aviv-based senior-level fundraising and investment track record in alternative assets
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Poalim Capital Markets, Bank Hapoalim, Giza Singer Even, M. Seligman & Co. (now, Goldfarb Seligman & Co.)
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15+ years of experience
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English and Hebrew
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IDC Herzliya
Sasha Mara
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UK & Europe
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Senior private markets professional with experience across investments, capital raising and research
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10+ years of experience
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Founder of Mara - democratizing access to private funds through technology, structuring, and regulatory solutions.
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Cambridge Associates, Europa Capital, Private Equity International (PEI)
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English, Serbian
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CFA Charter holder, University of Leeds
Craig Gribble​
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Australia and New Zealand
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Senior level funds placement and investment banking experience in Australia and New Zealand
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Allen Partners, Merrill Lynch Global Private Equity, Veda Advantage, Barclays de Zoete, Southpac Corporate Finance, Air New Zealand
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20+ years of experience
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English
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University of Auckland (Masters of Commerce)
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5Capital partners with Allen Partners, a regulated entity in Australia
Nicholas Allen
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Australia and New Zealand
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Senior level funds placement and c-level investment banking experience in Australia and New Zealand
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Allen Partners, Eaton Vance, Bank of America Merrill Lynch, Colonial First State Global Asset Management, Prudential, Deutsche Bank, Citibank
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25+ years of experience
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English
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Pepperdine University and UTS (Graduate Certificate in Banking)
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Fellow of Association of Superannuation Funds of Australia (AFSA) and a Fellow of the Australian Institute of Management
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5Capital partners with Allen Partners, a regulated entity in Australia
Federico Sgubbi
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Australia and New Zealand​
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Senior-level funds placement and investment banking experience in Australia and Europe
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Allen Partners, Allen & Overy, Freshfields Bruckhaus Deringer
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10+ years of experience
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English, Italian, French
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University of Sydney and University of Bologna (J.D. in law)
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5Capital partners with Allen Partners, a regulated entity in Australia
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Eliot Kalter
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Latin America​
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PhD
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Senior-level fundraising executive
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Currently, also Senior Fellow and Co-Head SovereignNet, The Fletcher Network of Sovereign Wealth and Global Capital at Tufts University
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10+ years of fundraising experience
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25+ years of leadership roles at the International Monetary Fund
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Kalorama Capital, International Monetary Fund
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English, Spanish
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University of Pennsylvania (PhD), The London School of Economics and Political Sciences (LSE) (MSc), University of Cincinnati
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Series 63 and 79
Sandor Valner
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Americas
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Senior-level institutional sales and investment banking
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30+ years of experience across fundraising, investment management and investment banking
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JP Morgan, Credit Suisse First Boston and Walton Street Capital
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English
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Stanford MBA, Stanford MS, Engineering
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David Haarmeyer​
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Global
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Marketing, content, communication and branding for alternative funds
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Senior-level communications and marketing executive within the asset management industry
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HarbourVest Partners, World Bank, Power Advocate and Cambridge Energy Resource Associates
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Numerous publications on sovereign wealth funds, family offices, private equity and infrastructure
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English and Spanish
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Clemson MA, Miami University
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Sven Soderblom
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Senior Advisor
Europe and Emerging Markets​
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Senior-level track record as a limited partner in both Europe and emerging markets
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IC-member of two emerging markets focussed Fund of Funds (South Suez Capital and Triple Jump) and a PE fund (Synergy Capital)
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Fundraising experience
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Arcano, CDC Group, South Suez Capital, Triple Jump, Synergy Capital Managers, European Investment Fund
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20+ years of experience
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English, Spanish, and Swedish
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IESE MBA, Stockholm University
Pau Bermudez
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Senior Advisor
Europe, Middle East, Latin America​
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Senior-level PE executive with track record in Latin America, Africa, Middle-East, and Europe
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Fundraising experience in Europe and Latin America
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Asma Capital, CDC Group, FACRA, Tagua, Barings Private Equity, Oliver Wyman
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20+ years of experience
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English, French, Spanish and Portuguese
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Stanford MBA, HEC, ESADE
Aimee (Geiger) Wight
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Senior Advisor
North America
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CAIA/CIMA
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Senior-level fundraising/investor relations executive with track record in the US
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20+ years of fundraising and investment management experience
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Monroe Capital, 50 South Capital, Northern Trust, Ritchie Capital Management
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Co-lead of CAIA Chicago chapter
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English
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Illinois Wesleyan
Joachim Merten
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Senior Advisor
Europe
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Senior-level private equity executive with track record in the UK, Germany, Switzerland and Austria
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Quadriga Capital, KPMG
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10+ years of experience
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German and English
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Johann Wolfgang Goethe-Universitat Franfurt am Main, Immanuel-Kant Gymnasium
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CFA