Tavneet is Head of Project Management and Due Diligence. Tavneet spent the majority of her career with Morgan Stanley in London and Hong Kong. Most recently, Tavneet worked with Pioneer Alternative Investments (Hong Kong) as a Senior Analyst in Fund of Hedge Funds business with responsibility for Asia Hedge Fund Managers. Tavneet received a BSc(Hons) in Economics from the London School of Economics.
Bruce is a Principal focused on credit strategy, origination and distribution. He has over 20 years of capital raising experience in credit and alternative investments with senior business development roles at Seer Capital, Private Advisors, Highland Capital and DLJ/Credit Suisse, where he helped launch CSAM's Bank Loan/CLO business. Bruce holds an M.B.A. from the Wharton School and a B.S. in Accounting from the University of Southern California.
Christian serves as a Senior Advisor to FIRSTavenue. Prior to co founding FIRSTavenue, Christian worked principally at GLG Partners LP in London. Christian has developed extensive coverage of Germanic speaking Europe including a particular reach into the family office market. Christian graduated as Diplom Kauffmann from Westfalische Wilhelms-Universitat in Munster.
Philip sits on the Advisory board of First Avenue Partners LLP and brings with him a wealth of experience in the Asian markets. Mr. Young also serves as the advisor to NOAH Holdings in Shanghai, China and as an independent director on the board of directors of TransGlobe Life Insurance Ltd in Taiwan. Prior to these non-executive positions, Mr. Young was appointed the Chief Investment Officer of multiple life insurance companies located within Mainland China, including the China Pacific Insurance Group and Ping An Insurance Group. Mr. Young has also spent 4 years in Tokyo as the managing director and CIO of Aetna Heiwa Life Insurance Company, and was the director and CIO of MassMutual Japan. In addition to his employment in Japan, Mr. Young has represented large multinational financial companies such as the Bank of America, the Continental Illinois National Bank, and Nomura Asset Management and for multiple local companies within Taiwan. Mr. Young holds an MBA from the University of Chicago. He took an International Investment Management Program in Stanford University in 1989.
Clenia joined First Avenue in August 2011 to support the finance team. She has a breadth of experience in financial services and in particular the hedge fund industry, enjoying stints at Man Investments and RAB Capital. Clenia holds a BA in International Business and is currently studying towards becoming a Chartered Accountant.
Rachael is responsible for the coordination of logistical and administrative aspects of fundraising campaigns. Rachael has coordinated over 20 global campaigns since joining First Avenue in 2009. Prior to joining FIRSTavenue, Rachael worked at Houlihan Lokey Investment Bank in the Finance team.
David is Co-Head of Americas Sales and leads all distribution efforts in the Western United States and Northwest Canada. Prior to joining FIRSTavenue, he was a Managing Director in the Private Capital Solutions Group at Madison Williams. Previously, was with Deutsche Bank/RREEF in San Francisco, Cohen Esrey Real Estate and BT Commercial Real Estate. David received a B.A. from the University of California at Berkeley, and thereafter spent 7 years in the United States Navy flying the F-14 Tomcat.
Michelle is a member of the campaign management team with a focus on origination. Prior to joining FIRSTavenue, Michelle worked for over ten years at Atlantic-Pacific Capital as their Director of Marketing and was part of their Project Management and Origination teams. Michelle received an AA in Business Administration from Berkeley College .
Jo-Anne joined First Avenue at inception to assist the Partners in setting up the company. She has since moved to become Head of Administration. Prior to First Avenue, Jo-Anne worked at Standard Chartered Bank and Bank of New York and has 20 years experience working in the financial sector.
Paul is Partner and Chief Executive Officer. Prior to
co-founding First Avenue Partners LLP, Paul worked in the European
capital markets principally at Credit Suisse First Boston in
London. He has covered investors and run coverage groups across
every region of Europe since 1987. Paul also serves on the Board of
the Wilderness Foundation and is Chairman of Plastic Energy.
Nick is responsible for preparing private equity managers for institutional fundraising. This includes defining and differentiating the investment proposition; and, creating the marketing and due diligence materials necessary for a successful fund raise. Prior to First Avenue, he held similar roles as an independent fundraising adviser and as head of research at Helix Associates. Nick has a post graduate degree in Finance from London Business School.
Jonathan is Chairman of and provides corporate governance to First Avenue Partners LLP. He has operated in a number of senior roles across Credit Suisse and its predecessor organisations. Most recently, he served as Vice Chairman of Credit Suisse (formerly Credit Suisse First Boston). Jonathan is a full time operating partner while also serving as Chairman of the Board of IG Group plc and on the board of Persimmon plc.
Derek is Head of Real Assets and is responsible for distribution in Northeastern US and Canada. Prior to joining FIRSTavenue, Derek was a Managing Director at Madison Williams Private Capital Solutions. He has been raising institutional capital for alternative investment products for over 12 years, with each of Fortress Investment Group, Lehman Brothers, Deutsche Bank and Allianz Hedge Fund Partners. Derek received a B.A. from Yale University and an M.B.A. from the Wharton School.
Martin is responsible for coverage of Australia and New Zealand. Prior to joining First Avenue, Martin was a Managing Director of Blackstone's Hedge Fund Solutions Group were he focused on business development and client relations in Australia and the Pacific Rim. Before joining Blackstone, he was Deputy Chief Executive Officer and Head of Distribution at ING Investment Management Australia, where he was responsible for the coordination of the firm's sales, marketing, and served as a member of ING's Private Equity Investment Committee. Martin has almost 20 years' experience in alternative assets having also worked at Barclays Global Investors and Deutsche Asset Management were he led institutional capital raising for private equity and was a member of the DB Capital Partners investment team. Martin received a Bachelor of Commerce and a Master of Commerce (Economics) from the University of Wollongong.
Alasdair serves as a Senior Advisor to FIRSTavenue. He is also a member of PATRIZIA Immobilien AG's team, where he is responsible for institutional clients, internationally. Previously, Alasdair held similar roles at Citigroup Property Investors and Henderson Global Investors. Prior, he was Head of FIG at HVB in Munich, following an investment banking career in New York at Merrill Lynch and Bankers Trust. Alasdair has a M.A. in Modern Languages from St. Andrews University (Scotland) and an MBA from INSEAD.
Nick Ganz serves as the firm's Chief Compliance Officer and General Counsel responsible for maintaining oversight for all regulatory aspects of the firm.
Previously, Nick was the General Counsel and Chief Compliance officer for Madison Williams and Company LLC, a boutique energy-focused Investment Bank. Before joining Madison Williams, Nick was Deputy General Counsel and Managing Director for Cowen and Company LLC, a full service Healthcare and Technology oriented Investment Bank. In that role, Nick managed the Legal and Compliance function for Cowen's Investment Banking, Equity and Research Divisions.
Nick was Co-Head of the Equity Capital Markets Legal Group of Banc of America Securities (in both New York and San Francisco) and also was Executive Director of UBS Warburg serving both in Investment Banking and as Senior Counsel to the Corporate Finance Division. Nick began his career at S.G.Warburg & Co. Nick received a B.S. from the State University of New York and his J.D. from the Benjamin N. Cardozo School of Law in New York.
Sacha is a member of the project management team responsible for private equity and infrastructure fundraisings. Prior to joining FIRSTavenue, Sacha worked at IFC Metropol as an Investment Professional and earlier, at Merrill Lynch in the CEE Mergers and Acquisitions team. Sacha started her career at Lehman Brothers in the European Mergers and Acquisitions team in London. Sacha holds an MBA from INSEAD and a Master's degree from ESSEC Business School in Paris, France.
Francesca is responsible globally for project administration. In this capacity, she manages the interface with our clients. In addition, her role is to enhance and institutionalise our understanding of investors. Francesca joined First Avenue from National Australia Bank in Sydney where she worked within the Wholesale Banking Division.
Alan joined First Avenue in September 2007 from Cambridge Place Investment Management (CPIM), a specialist credit-oriented investment manager. Prior to that he worked for Citigroup Asset Management in their long-only investment management business. Sometime CFO of international Financial Markets Trading. Alan has an MSc from The London Business School, is a Chartered Accountant and a member of the Securities Institute.
Jennifer is responsible for the coordination of logistical and administrative aspects of fundraising campaigns. Jennifer joined First Avenue in 2011 and has 7 years of previous finance experience working for Citigroup, London and Russell Investment Group, Sydney.
Stephen has primary responsibility for origination of private funds. Stephen was formerly a Managing Director at Madison Williams where he was responsible for new business development. Stephen has more than thirty years' experience in mergers and acquisitions, corporate finance and private equity investing. He spent the first twelve years of his career at Goldman Sachs with subsequent time at Donaldson, Lufkin & Jenrette (where he also served on the Operating Committee for Investment Banking) and Lane Berry, Stephen was also the partner responsible for origination at C.P. Eaton, and a general partner of J.H. Whitney, a private equity firm. Stephen holds a BA in Economics from Harvard College and an MBA from Harvard University.
David is responsible for First Avenue's consultancy relationships. With over 20 years' in institutional investment consulting, fund manager research, selection and ratings, David qualified as an actuary with Mercer. At Aon, he was responsible for UK asset-liability management and worldwide manager research. David also advised S&P on Asset Manager and Sponsor Covenant Assessment Services. He sits on the advisory council of AIMSE International. David holds a B.Sc. in Mathematics and Computing from King's College, University of London.
Mike is Co-Head of Americas Sales and responsible for distribution in the Mid-Atlantic and Southeastern US. Prior to joining FIRSTavenue, Mike was a Managing Director for Mallory Capital where he co-led the firm's activities in private equity fundraising and advisory work. Previously, Mike was Head of Investor Relations at Blum Capital based in San Francisco. Mike began his career as a portfolio manager at the Florida State Board of Administration. He received a B.S. in Finance from Florida State University.
Caroline is responsible for the private markets coverage of the UK and Netherlands. Prior to First Avenue Caroline worked as a surveyor for the Valuation Office Agency, an agency of HMRC. Prior to the Valuation Office Agency, Caroline served as Business Coordinator for the Global Asset Management and Private Banking business of Arab Bank London. Caroline started her career at Baring Asset Management in operations and client services. Caroline is a Member of the Royal Institution of Chartered Surveyors. Caroline holds a n M.Sc. in Estate Management from the London South Bank University and a B.A. (Hons) from the University of Greenwich. Caroline is a member of the Royal Institution of Chartered Surveyors.
David is responsible for the coverage of the UK, Middle East and Asia ex-Japan. He joined First Avenue from Deloitte Consulting where he worked in the M&A Strategy team and advised private equity firms and large corporations on their acquisition strategies and provided commercial due diligence on potential acquisition targets. Prior to this, David spent time in JP Morgan, working with derivatives and foreign exchange trading. David has a Ph.D in Computer Sciences from Cambridge and a Master of Engineering from Imperial College.
Vicky is responsible for the coverage of the UK and greater China. Vicky joined First Avenue Partners from Hundredstone, a corporate finance firm engaged in facilitating China and European fund placement, where she was a founding partner. Vicky is a qualified solicitor in England & Wales and has previously worked at Linklaters and Norton Rose. Vicky speaks and writes fluent Mandarin, Cantonese and English. Vicky received her honors degree in law by Zhong Nan University of Economics and Law, and was awarded her Master's degree by the University of Manchester.
Chris is Co-Head of International Sales including coverage of Europe, Australia, Asia and the Middle East and is responsible for origination and marketing of private equity funds. Prior to joining FIRSTavenue, Chris was with Park Hill Group, where he was a Managing Principal and senior coverage officer for Europe and Asia. Previously, he was an Executive Director at UBS in their Private Funds Group. Chris earned a BA from Middlesex/Reutlingen University and a MSc in Finance from London Business School.
Kate joined First Avenue in June 2008 initially in the fund accounting team before moving to the corporate accounting area. Kate started her career at Martin Currie Investment Management in Edinburgh, a specialist investment manager, where she was the Client Service Accountant for a variety of major offshore funds, including hedge funds, Asian based equity funds and US Mutual Funds. Kate has an MA in Accountancy & Finance and is a Certified Chartered accountant.
Ayesha joined First Avenue in 2012 as Senior EA to Jonathan Davie, Chairman and Paul Buckley, CEO. Prior to joining First Avenue Ayesha has worked in both the private equity and investment banking arenas for the past 10 years. Ayesha holds an LLB (Hons) from the University of London.
Kim Martini, Head of US Administration, brings over 15 years of operations, and administrative experience to her position at First Avenue Partners. Previously Kim was a Director of Administration for a large residential property management company. Originally from Pittsburgh, PA, Kim earned a bachelor's degree from Duquesne University.
Jim is Head of Real Assets (includes energy, infrastructure and natural resources) and also Head of the Americas business. Prior to First Avenue, Jim founded the Private Capital Solutions Group at Madison Williams in New York. For seven years prior to that, he was a Partner at CP Eaton responsible for global real asset fundraising. Jim also worked in the fund raising groups of Lehman Brothers, Banc of America and Farrell Marsh where he raised capital over a wide range of private equity, real estate, real asset and hedge fund offerings. Over the last 18 years, Jim has helped raise over fifty funds, many of which were first-time funds. Jim earned an MBA in finance from Fordham University and BE in chemical engineering from Manhattan College.
Philippe is a member of the project management team focusing on due diligence. Previously, Philippe worked as an Analyst at JER Partners' real estate private equity unit. Prior roles include property valuation and financial due diligence at PricewaterhouseCoopers and financial audit at Deloitte in Paris. Philippe received a Master's degree in Real Estate Development from Columbia University and a B.B.A. from the University of Georgia.
Frédéric is responsible for the coverage of Scandinavia, France and Southern Europe. Frédéric's background includes time at Old Mutual Asset Managers (OMAM) in London in charge of Hedge Fund Sales to European Investors. Prior to OMAM, Frédéric worked for Barclays Global Investors where we he was in charge of Business Development for France and Iberia across all of BGI products and solutions. Frederic has a Master in International Business Management from CESEM (Reims) and ICADE Madrid.
Clive is Head of Private Equity and primarily responsible for
origination and marketing of private equity funds. Clive was
formerly a Managing Director at Helix Associates and Co-Head of the
Fund of Funds Group at Goldman Sachs covering Europe and Asia.
Prior to Goldman Sachs Clive worked in
the Private Equity Group at Merrill Lynch.
John concentrates on the UK and Ireland institutional markets. John began his career as a pensions manager before moving to consultancy where he provided advice on all aspects of pension fund benefit design and investment strategy. For the last 20 years John has worked for a variety of asset managers responsible for investment sales, client service and consulting relationship teams across a wide range of market segments. John has a B.A. in Law and Economics from the University of Strathclyde.
Eugene is a member of the project management team. Prior to joining FIRSTavenue, Eugene covered healthcare services in the equity research departments at BB&T Capital Markets and Madison Williams. Prior to that, Eugene was a Technology Analyst at Friedman, Billings, Ramsey and Prudential Securities. Eugene holds a B.S. with concentrations in finance and management information systems from Binghamton University.
Phil is Co-Chairman of First Avenue Partners LLP. He formerly was a Partner of Willis Stein & Partners and has served in senior roles at Credit Suisse, Donaldson, Lufkin & Jenrette, Merrill Lynch and Kidder Peabody. Phil also serves as Chairman of Institutional Capital Network.
Rachel is a member of the campaign management team. In this capacity, she is responsible for campaign management, project administration and managing the interface with our clients. Prior to joining FIRSTavenue, Rachel worked within the Healthcare Investment Banking team at Madison Williams. She holds a B.A. in International Studies from the University of California at Irvine.
Claudia is responsible for distribution in Latin America and the East Coast of the US. She covers both institutional and family offices accessing investment opportunities in and outside of the region. Prior to er role at FIRSTavenue, she worked at Strategic Value Partners, a distressed Hedge Fund. Claudia began her career at PricewaterhouseCoopers in its distressed debt fund and restructuring practice. Claudia is fluent in German, English, Spanish, French and Portuguese.
Stefan Sarles has practiced law for over 20 years in the US and the UK.
Stefan Sarles has an extensive background in domestic and international mergers and acquisitions, capital markets and general business transactions.
Stefan Sarles worked with Mayer Brown in Chicago from 1990 to 1994, then in the London office until 1999. Before starting his own firm in 2003. Stefan was the Managing Partner of the London office of Fredrikson & Byron. Stefan received a B.S. with distinction from the University of Wisconsin and received his J.D., cum laude, from the University of Minnesota Law School.
Ben is responsible for the distribution and origination of private equity and credit funds. Prior to joining FIRSTavenue Partners, Ben was with Albourne Partners, where he led the Firm's coverage of private credit. Prior to Albourne, he was a management consultant at Blue Ridge Partners, where he focused on company-level due diligence for private equity firms. He began his career at PWC. Ben graduated with Highest Honors from the University of Florida and was a Visiting Scholar at the University of Cambridge.
Whitney is a member of the campaign management team responsible for project administration in the Americas. Whitney joined FIRSTavenue from Madison Williams where she worked as an analyst for the Private Capital Solutions Group. Whitney received her B.A. from the University of North Carolina in Chapel Hill in 2009.
Rebecca is a member of the campaign management team. In this capacity, she is responsible for campaign management and managing the interface with our clients. In addition, her role is to enhance and institutionalise our understanding of investors. Rebecca joined FIRSTavenue from Wood & Company where she worked as Marketing Co-ordinator for the Equities division. Rebecca graduated from University of Glasgow with BaHons in Business and Management.
Kaz covers investors in Japan, Korea and Australia. Prior to joining First Avenue, Kaz was a Director of Nomura Funds Research responsible for private equity fund investments. Prior to Nomura, he had a range of experiences in manager research, investment product marketing and pension advisory at Watson Wyatt and ABN AMRO. Kaz holds an B.S. from Tokyo University and an MBA from the University of Michigan.
Daniel is responsible for the coverage of Germany, Austria and Switzerland. Daniel was formerly at Citigroup's Alternatives Distribution Group in London where he was responsible for German speaking Europe. He planned and executed capital raising campaigns for a number of private equity, infrastructure and real estate funds. Daniel received a B.B.A. from the Faculty of Business Darmstadt.