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In addition to the high quality fund tax services that FTS provides, we have created a new service -- FTS PLUS -- that provides access to the specialized expertise of three strategic advisory partners. Each of these alliance partners complement FTS' core alternative investment fund services. We expect our clients will be able to meaningfully benefit from their individual and collective industry expertise. The specialized capabilities of the senior leadership people at these firms, whom we know well and trust, can help alternative managers achieve their highest-priority strategic growth objectives.
www.InvestBizAdvisors.com pae@InvestBizAdvisors.com (212) 920-6042 or (202) 333-2324
www.RTHausler.com bob@rthausler.com (201) 745-9071
oconnellbp@comcast.net (781) 864-1480 |
Investment Business Advisors LLC.
Paul Ehrhardt has 30+ years of experience in executive leadership & strategic advisory positions with global asset management firms with investment teams located in the US, UK, Tokyo, Beijing, Hong Kong and Singapore. His experience spans private equity, real estate, fund of hedge funds & long-only managers. The focus of his work has been on managing and enhancing the transparency, effectiveness and efficiency of investment processes supporting business process of GP managers and their funds and helping them meet the expectations of institutional investors, regulators & "Best Practice" standards.
Paul has served as Managing Director/ Chief Operating Officer/ Strategic Advisor to firms including:
-Arden Asset Management
-Legg Mason International Equities
-Citigroup Asset Management London
-American Century Investments
-Landmark Partners
-Aetna and CIGNA Investments
Education:
Assesments
-Firm/Fund Governance
-Strategic Plans/Projects
-Readiness:
-Due Diligence
-Regulatory Audit
-Global Expansion
-Organization Structure
Strategy
-Growth: Organic / Acquisition
-New Investment Strategies / Products
-New Investor Geography / Platform
-New Partner Investment
Best Practice
-Investment Committee
-Investment Processes
-Business Support Processes / Role Alignment
-Third Party Services Provider
-Lessons Learned '08-'09
Bob Hausler is an accomplished asset management and financial services marketing executive with a proven track record of success spanning the Institutional, Retail, RIA and HNW private client channels. During the course of his career, Bob has helped raise more than $45 billion in new AUM for investment product campaigns that he and his marketing teams brought to the market.
A creative and conceptual idea generator, Bob's past industry experience includes CMO / head of distribution roles at:
-Bernstein Private Client
-AllianceBernstein
-Oppenheimer Capital -CIBC Oppenheimer
-Beck, Mack & Oliver
Education:
AUM Growth
-Business Plan Development
-Implementation of Growth Strategy and Tactics
-Positioning / Branding
-Distribution
-Communications Product
Product
-Market Research
-Product Assessment
-Competitive Analysis
-Channel & Product Expansion
-Product Development
-Pricing
Strategy
-Creative Growth Strategies
-Trade-Off Decision-Making
-"Different and Better"
-Key Benefits and Advantages
-Budget Optimization
Click to go to Website : www.rthausler.com
Brian O'Connell is a senior investment distribution professional. Brian has developed deep relationships with institutional investors (corporate, public and union/pension plans, foundations, endowments, hospital/healthcare organizations) consulting firms and family offices. Over the course of his career, he has consistently helped firms grow AUM.
Brian has held senior distribution positions at leading firms including:
-Cole Real Estate
-DDJ Capital
-CRA Rogers Casey
-Evergreen Investment Management
Education:
Channel Sales
-Institutional Plans
-Consultants
-Family Offices
-Endowments
-Foundations
Best Practices
-Presentation Content & Design
-Coaching
-Sales Training
-Vendor Selection & Support
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