Firm |
Title |
Client/Product |
Assets Raised |
Channels |
| XT Capital |
|
|
|
|
| Frank Minard |
Managing Partner |
Forum Partners, European
Real Estate |
$135 Million |
Corp., Public, E& F,
Non-US Corp., Family Offices, Intermediaries |
|
| Lynne Minard |
Managing Partner |
| Julie Cochran
|
Managing Partner |
| Q2 2004 - present |
|
Airlie Opportunity Capital
Management - High Yield Fixed Income |
$85 Million |
US Tax Exempt |
| |
|
Knight Vinke Asset
Management - European Shareholder Activist |
$1.1 Billion |
Public, Family Offices,
Intermediaries, Tax Exempt |
| |
|
| |
|
| |
|
Knight Vinke Asset
Management - Co-Investment Program |
$600 Million |
Public, Tax Exempt |
| |
|
| |
|
| Lynne Minard |
Managing Partner |
GoldenTree Asset Management
High Yield, Middle Market, Absolute Return - HY Credit |
$1.2 billion |
Corp., Public, E& F, Consultants, Non-
US Corp, Family Offices |
| Julie Cochran |
ManagingPartner |
| Q2 2002-Q2 2004 |
|
| Lynne Minard |
|
|
|
|
| Pareto Partners: 1991-2001 |
Partner, Head of Global Marketing & Client
Service |
Currency Management
Global Fixed Income
High Yield
Core Plus
Credit Arbitrage
Core US Fixed |
$30 billion firm wide; $15.5 billion
personally |
US Corp, Public, E& F, Consultants,
Non-US Corp. |
| County Nat West:
1989-1991 |
MD, Head of N American Marketing/Client
Service |
Currency Risk Management |
$1.5 billion |
US Corp, Public, E& F, Consultants |
| Bankers Trust:
1978-1989 |
MD, Int’l products-Investment
Mgmt. Group |
Trust Services
Int’l Equity
Currency Mgmt
Small Cap
Int’l Index Plus |
$30 billion; personally and with team |
US Corp, Public, E& F, Consultants |
| Frank Minard |
|
|
|
|
| InvestorForce
1999 - 2004 |
Chairman |
Private Equity |
$74 Million |
Private Equity
Investors |
| Morgan Stanley
Investment Mgmt.
1998-1999 |
Managing Dir. Global Head of Sales
and Client Service |
Global Fixed
US EQ. Value
US EQ. Growth
US Fixed
US EQ. Quant.
Global EQ.
Tactical Asset
Allocation |
Led Team that Raised
$38 Billion in one year |
US. DB- Corp., Pub.,Taft Hartley,
Endowments
Foundations
UK, Europe, Far East
South America
Consultants
|
| Bankers Trust
1996 - 1998 |
CEO, Global Investment Management |
Index Funds
Int’l. Equity
Hedge Funds
US EQ. Quant
US Fixed
Stable Value
|
Led Team that Raised
$14 Billion
in 2 years |
DB- Corp., Pub.,
Taft Hartley,
Endowments
Foundations
UK, Eur., Japan
Consultants
|
| Mitchell Hutchins Asset Mgmt
1993 - 1996
|
CEO, Mitchell Hutchins Asset Management |
Paine Webber
Mutual Funds
US EQ. Quant
US Fixed
US EQ. Growth
Int’l. EQ.
Target Term Trusts
|
Led Team that Raised
$8 Billion
in 2 years |
DB- Corp., Pub.,
Taft Hartley,
Endowments
Foundations
UK, Eur.
Middle East
Consultants
|
| Oppenheimer Capital
1983 – 1993
|
Managing Dir., Head of Global Marketing
and Client Service |
US EQ. Large Cap. Value
US EQ. Small
Cap. Value
US Fixed |
Personally Raised
$20 Billion
in 9 years - Team raised $37 Billion in 9 years |
DB- Corp., Pub.,
Taft Hartley,
Endowments
Foundations
UK, Middle East
Consultants
|
| Julie Cochran |
|
|
|
|
| Pomona Capital:
2000-May 2001 |
Partner, Director of Marketing |
Primary and Secondary Private Equity
Funds |
Independently and with ING primary & secondary
funds raised. |
Consultants; endowments, foundations
and DB-Corp. |
| Rogge Global Partners: 1990-1999 |
Partner, Director of Mkt/Client Service |
Global Fixed Income |
Personally Raised $ 6 billion |
DB-Corp, Public Funds, E & F, Consultants |
| Kleinwort Benson: 1987-1990 |
VP Marketing & Client Service |
International Equity |
Re-established brand in US
Raised <$500 million |
Principally consultant driven marketing;
re-establishing credibility |
