Experience

Agecroft Partners

• United States
• Financial Services
• 1 - 100 Employee

• Founder and CEO

  • May 2007 - Present

  Agecroft Partners is a global, award-winning hedge fund consulting and marketing firm that has been selected 12 years in a row as the Hedge Fund Marketing Firm of the Year by Hedgeweek and/or HFM and have helped their clients raise on average over $1 billion per year. Agecroft strives to be a thought leader in the hedge fund industry and frequently writes white papers relative to trends they see by leveraging the knowledge they gain through the thousands of investors they are in contact with on a regular basis. These investors include pension funds, endowment funds, foundations, insurance companies, private banks, fund of funds, family offices, investments consultants and sovereign funds located globally. Additionally, Agecroft has emerged as one the most sought after firms by industry conferences and the media for the company’s views on the capital markets, hedge fund industry and institutional investors. Their Hedge Fund Industry Insight Newsletter has over 27,000 subscribers. Members of the Agecroft Partners team have spoken at over 100 alternative investment conferences, have appeared in hundreds of industry articles and are regular guests on business television including Bloomberg and CNBC. Show less



Gaining the Edge - Alternative Investment Conferences, Webinars and Cap intro events

• CEO and Founder

  • Dec 2015 - Present

  Gaining the Edge was created as a conference to help educate institutional investors about alternative investments and raise money for charities that benefit at risk youth. Gaining the Edge and Agecroft Partners’ have donated over $3 million to these organizations. We now have since expanded to 3 lines of businesses. Gaining the Edge Alternative Investment Conferences, considered one of the top industry conferences, has sold out all 6 events with over 2,000 unique alternative investment industry professionals. These conferences showcases some of the world’s most influential investors in alternative investments where the objective is to have candid, robust comments and debates about which investment strategies look the most attractive given current capital market valuations and economic forecasts. Gaining the Edge-Alternative Investment Educational Webinar Series: We have hosted 22 webinars, which had over 7,000 unique alternative investment industry participants. Prominent alternative investment industry professionals discuss trends and opportunities they see in specific sectors or strategies within the capital markets. Gaining the Edge webinars are live and interactive. Participants are encouraged to submit questions. Gaining the Edge Alternative Investment Cap intro, We have hosted 2 events, with the 2021, being the largest virtual cap intro event in the history of the alternative investment industry with over 1,900 registrations. These events bring together alternative investment managers (hedge funds, private equity funds, real estate funds and long only funds) to network with Gaining the Edge’s global network of leading, high quality investors including, endowments, foundations, pensions, institutional consulting firms, insurance companies, OCIOs, fund of funds, family offices, private banks among others. Alternative industry Service providers are also well represented. Show less



Help For Children/Hedge Funds Care

• Global Board of Directors

  • Nov 2016 - Present

  Help for Children is a global foundation that provides grants to the most effective and efficient child abuse prevention and treatment interventions in six countries, making the world a safer place for children. The foundation is supported by the generosity of Hedge Funds Care and the broader alternative investment community. Help For Children has a two-fold approach: The foundation supports proven methods that are effective in preventing and treating child abuse while also acting as venture philanthropists by supporting promising practices that have shown a strong track record and providing seed money to launch larger public investments. Show less



Virginia Home for Boys and Girls (VHBG)

• Board Of Directors Endowment Fund

  • Nov 2016 - Present

  Responsible for providing objective and prudent investment advice for all investments of the Endowment Fund. This includes helping with investment manager selection and review. Responsible for providing objective and prudent investment advice for all investments of the Endowment Fund. This includes helping with investment manager selection and review.



University of Richmond’s Robins School of Business

• United States
• Higher Education
• 1 - 100 Employee

• Executive Advisory Council Emeritus

  • Jan 2008 - Present

  Served 2 terms on the Executive Advisory Council for The Robins School of Business which is ranked #16 for top undergraduate business programs and one of the top 25 part-time MBA programs in the nation by Bloomberg Businessweek. Served 2 terms on the Executive Advisory Council for The Robins School of Business which is ranked #16 for top undergraduate business programs and one of the top 25 part-time MBA programs in the nation by Bloomberg Businessweek.



ChildSavers

• United States
• Mental Health Care
• 1 - 100 Employee

• Endowment Fund Trustee

  • Dec 2015 - Present

  Responsible for providing sophisticated, objective and prudent investment advice for all investments of the Childsavers’ Endowment Fund. This includes helping to determine the strategic asset allocation along with investment manager selection and review. ChildSavers’ mission is addressing the mental health and developmental needs of children who have experienced server trauma through clinical treatment, education and training services that offer reassurance, healing, and the skills necessary to achieve normal life and development. During 2015 Childsavers will help over 750 children. Show less



Hedge Fund Association

• United States
• Financial Services
• 1 - 100 Employee

• Member Board of Directors

  • Aug 2012 - Dec 2016

  The Hedge Fund Association, HFA, is an International not for profit industry trade and nonpartisan lobbying organization devoted to advancing transparency, development and trust in alternative investments. Membership in HFA includes hedge fund firms, global financial institutions with hedge fund offerings including private banks, asset management firms and broker dealers, investors including funds of hedge funds, family offices, public and private pension funds, endowments and foundations, high net worth individuals, allocators, and service providers including prime brokers, administrators, custodians, auditors, lawyers, risk managers, technologists and third party marketers Show less



City of Richmond Retirement System

• Investment Advisory Committee

  • Jan 2005 - Jul 2016

  Investment Advisory Committee (IAC) is responsible for providing sophisticated, objective and prudent investment advice for all investments of the The City of Richmond Retirement System. This includes helping to determine the strategic and tactical asset allocation for the City’s pension fund assets. In addition to investment manager selection and review. Investment Advisory Committee (IAC) is responsible for providing sophisticated, objective and prudent investment advice for all investments of the The City of Richmond Retirement System. This includes helping to determine the strategic and tactical asset allocation for the City’s pension fund assets. In addition to investment manager selection and review.



Lewis Ginter Botanical Garden

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Board of Directors

  • Jan 2008 - Apr 2016

  Served 3 terms on the Board of Directors and also serve on the Finance Committee. The Lewis Ginter Botanical Gardens was selected by the readers of USA Today as the #2 Best Garden in North America in 2014. Served 3 terms on the Board of Directors and also serve on the Finance Committee. The Lewis Ginter Botanical Gardens was selected by the readers of USA Today as the #2 Best Garden in North America in 2014.



Hedgeopolis New York

• Chairman

  • Apr 2013 - Nov 2015

  Hedgeopolis New York is one of the world's premier hedge fund conferences organized by Agecroft Partners and the Hedge Fund Association (HFA). Our first conference in 2013 was completely sold out and had both CNBC and Barron’s Magazine as lead media sponsors. The 2015 conference will take place in NYC on November 9th and 10th. This conference brings together many of the leading institutional investors including endowments, foundations, funds of hedge funds, family offices, and pension funds to discuss their views on what hedge funds strategies look the most attractive based on current valuation levels and their economic forecasts. Please see our website http://www.hedgeopolis.com/ for the agenda and more details. Show less



Science Museum of Virginia

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Board of Directors and Member of Investment Committee of the Foundation

  • Jun 2007 - Jun 2013

  Served 2 terms on the Board of Directors and as a member of the Investment Committee, which is responsible the investments of the endowment fund. Served 2 terms on the Board of Directors and as a member of the Investment Committee, which is responsible the investments of the endowment fund.



The Richmond Ballet (The State Ballet of Virginia)

• Board of Directors

  • Jun 2006 - Jun 2012

  Served 2 terms on the Board of Directors Served 2 terms on the Board of Directors



Sports Backers

• United States
• Spectator Sports
• 1 - 100 Employee

• Board of Directors

  • Jun 2006 - Jun 2012

  Served 2 terms on the Board of Directors. Also served on the Investment Committee for the scholarship fund Served 2 terms on the Board of Directors. Also served on the Investment Committee for the scholarship fund