Experience

Monimus Capital Management, LP

• Investment Management
• 1 - 100 Employee

• Partner and Chief Business Officer

  • Sep 2020 - Present

  Monimus Capital Management employs a fundamental research process to invest in public equities with a long/short strategy. Monimus Capital Management employs a fundamental research process to invest in public equities with a long/short strategy.



InfraSight Software

• United States
• Information Services
• 1 - 100 Employee

• Chairman of the Board of Directors

  • Dec 2019 - Present

  InfraSight is an AI-powered SaaS platform that helps C-Suite executives manage their cloud compute assets and improve operational efficiency. It helps them see their cloud usage and financial data all in one place in an easy-to-understand format, and make better decisions that can drive profitability, reduce risk, and create significant competitive advantage. InfraSight is an AI-powered SaaS platform that helps C-Suite executives manage their cloud compute assets and improve operational efficiency. It helps them see their cloud usage and financial data all in one place in an easy-to-understand format, and make better decisions that can drive profitability, reduce risk, and create significant competitive advantage.



Bridgeton Research Group LLC

• Westport, CT

• Member of the Board of Directors

  • Mar 2016 - Present

  Bridgeton's TradeFlow Radar™ is a proprietary technology platform that delivers differentiated and actionable insights into algorithmic trade flows across global energy, metals, agricultural and financial markets. Our clients use our predictive analytics and unique data sets to complement their own fundamental-trading models. Bridgeton's clients include many prominent global macro and multi-strategy hedge funds, physicals traders, and commodity producers. Now that algorithmic trading has become such a large part of today’s markets, TradeFlow Radar™ is an essential platform for the fundamental trader to capture additional alpha, minimize risk, and gain competitive advantage. See www.bridgetonresearchgroup.com Show less



PivotalPath Inc.

• New York, NY

• Member of the Advisory Board

  • Jun 2017 - Present

  PivotalPath is a leading hedge fund research and intelligence platform. Its cloud-based portal delivers a proprietary ratings system and other customized analytical tools to evaluate over 2,000 hedge funds across 40 distinct strategies. The Company's predictive data and unique PivotalBase research platform empower allocators to make better investments and fund managers to more effectively raise capital. PivotalPath is a leading hedge fund research and intelligence platform. Its cloud-based portal delivers a proprietary ratings system and other customized analytical tools to evaluate over 2,000 hedge funds across 40 distinct strategies. The Company's predictive data and unique PivotalBase research platform empower allocators to make better investments and fund managers to more effectively raise capital.



Institutional Investment Research

• Princeton, NJ

• Early Stage Investor

  • Jan 1997 - Present

  Early investor in investment research companies such as Intralinks, Inc. (NYSE: IL), Gerson Lehrman Group (backed by Silver Lake Partners, Bessemer Ventures and SFW Capital), Majestic Research (acquired by ITG), CallStreet (acquired by FactSet), Maven Research (backed by Accel Partners and GSV Capital), PivotalPath Inc., and Bridgeton Research Group LLC. Early investor in investment research companies such as Intralinks, Inc. (NYSE: IL), Gerson Lehrman Group (backed by Silver Lake Partners, Bessemer Ventures and SFW Capital), Majestic Research (acquired by ITG), CallStreet (acquired by FactSet), Maven Research (backed by Accel Partners and GSV Capital), PivotalPath Inc., and Bridgeton Research Group LLC.



Evermore Global Value Fund

• United States
• Financial Services
• 1 - 100 Employee

• Member of the Board of Directors

  • Jun 2016 - Apr 2023

  Evermore was an investment manager primarily focused on investing in companies that are undergoing strategic changes yet trade at substantial discounts to intrinsic value. Evermore was the advisor to Evermore Global Value Fund (EVGBX) and several institutional managed accounts. Evermore was acquired by MFP Investors LLC, an entity affiliated with the Michael Price family office. Evermore was an investment manager primarily focused on investing in companies that are undergoing strategic changes yet trade at substantial discounts to intrinsic value. Evermore was the advisor to Evermore Global Value Fund (EVGBX) and several institutional managed accounts. Evermore was acquired by MFP Investors LLC, an entity affiliated with the Michael Price family office.



Raging Capital Management, LLC

• Financial Services

• Senior Advisor

  • Apr 2006 - Jun 2020

  Raging Capital Management managed long/short equity funds. Raging Capital sought to uncover emerging growth companies and deep value investments with a catalyst, while managing a diverse and eclectic short book. Assets under management reached $900 million. Raging Capital Management managed long/short equity funds. Raging Capital sought to uncover emerging growth companies and deep value investments with a catalyst, while managing a diverse and eclectic short book. Assets under management reached $900 million.



Princeton Equity Group, LLC

• Princeton, NJ

• Venture Partner

  • Oct 2012 - Feb 2020

  Princeton Equity Group (fka Princeton Ventures) leads growth equity investments ranging in size from $10 million to over $100 million that position expansion-stage companies for long-term success. Entrepreneurs use PEG's capital to fuel growth, make acquisitions, strengthen balance sheets, and provide liquidity to shareholders. Princeton Equity Group (fka Princeton Ventures) leads growth equity investments ranging in size from $10 million to over $100 million that position expansion-stage companies for long-term success. Entrepreneurs use PEG's capital to fuel growth, make acquisitions, strengthen balance sheets, and provide liquidity to shareholders.



Resource America, Inc.

• Philadelphia, PA

• Member of the Board of Directors

  • Mar 2012 - May 2014

  Resource America, Inc. (NASDAQ: REXI) was a specialized asset management company that originated and managed nearly $22 billion in investments through its real estate and financial fund management subsidiaries. Mr. Lerner was a member of the Board's Investment Committee. REXI was acquired by C-III Capital Partners. Resource America, Inc. (NASDAQ: REXI) was a specialized asset management company that originated and managed nearly $22 billion in investments through its real estate and financial fund management subsidiaries. Mr. Lerner was a member of the Board's Investment Committee. REXI was acquired by C-III Capital Partners.



DPT Capital Management, LLC

• Princeton, NJ

• Managing Director and Co-Founder

  • Sep 2010 - Apr 2013

  Partnered with FTSE International, Ltd. to develop the FTSE Target Exposure Commodity Index Series. Developed and launched UCITS product. Partnered with FTSE International, Ltd. to develop the FTSE Target Exposure Commodity Index Series. Developed and launched UCITS product.



WoodAllen Capital Management

• Princeton, NJ

• President and COO

  • Mar 2003 - Sep 2005

  Managed the successful launch and oversaw business development and operations of this global macro and quantitative investment fund. Assets under management grew to $1.2 billion. Managed the successful launch and oversaw business development and operations of this global macro and quantitative investment fund. Assets under management grew to $1.2 billion.



Partners Capital

• United Kingdom
• Financial Services
• 200 - 300 Employee

• President and Co-Founder

  • Jan 2000 - Mar 2003

  Leading international private investment office serving investment professionals, endowments, foundations and high net-worth families. Provides independent advice on asset allocation and access to best-in-class managers across all styles of hedge funds and private equity. Assets under management are approximately $50 billion. Member of External Investment Committee, Mar 2003-Mar 2012. Current shareholder. Leading international private investment office serving investment professionals, endowments, foundations and high net-worth families. Provides independent advice on asset allocation and access to best-in-class managers across all styles of hedge funds and private equity. Assets under management are approximately $50 billion. Member of External Investment Committee, Mar 2003-Mar 2012. Current shareholder.



Mt. Lucas Management Corporation

• Newtown, PA

• Senior VP and Co-Founder

  • 1986 - 1992

  Mt. Lucas provides investment management products to institutional and high net-worth investors. Mt. Lucas provides investment management products to institutional and high net-worth investors.



Commodities Corporation (USA), NV

• Princeton, NJ

• Trading Development Manager/Associate General Counsel

  • 1983 - 1986

  Conducted due diligence on emerging managers, assisted in development of futures investment products, and advised management on legal and regulatory issues. Conducted due diligence on emerging managers, assisted in development of futures investment products, and advised management on legal and regulatory issues.