Close $153 million in
hedge fund and commodity investments to fund a Bermuda reinsurance
company, under intense deadline pressure.
•
Retainer consultant for specialty
asset management company; serve as sounding board for CEO.
•
Negotiate term sheet for a strategic
partner to invest in small asset management firm.
•
Analyze lift-out vs. distribution
agreement options for 10-person investment team.
DUE DILIGENCE
•
Act as “scout” for
hedge fund of funds by sourcing, performing due diligence and
monitoring individual hedge funds. (Sinclair has advised on more
than $1 billion in hedge fund investments.)
•
Join merger and acquisition team
looking at purchase of asset management company.
•
Serve as outside investment counsel/antidote
for “group think” for investment committee of bank
treasury.
•
Join holding company senior management
in performing oversight of asset
management subsidiaries.
•
Examine potential sub-advisor
for distributor of asset management products.
PRODUCT DEVELOPMENT/PRODUCT FIX
•
Analyze
market for London-based swap product; enumerate risks and suggest
mitigations; size opportunities.
•
Risk
analyses of various alternative asset products.
•
Create
risk guidelines for various hedge funds and funds of funds.
•
Act
as “personal trainer” for hedge fund, performing
deep, institutional-depth due diligence to create strength,
weakness, opportunity, threat analysis.
•
Rationalize
distribution channels for Commodity Trading Advisor.
•
Develop
fix for struggling hedge fund, on behalf of merchant bank parent.
•
Serve
as mock institutional investor for presentation training
at asset management company.
INDEPENDENT FIDUCIARY
•
Member
of Official Creditor’s Committee in the WorldCom bankruptcy,
representing major debt holder.
•
Board
Member of a portfolio company, on behalf of mezzanine debt
lender.
