Ivanhoe Smith Email & Phone Number

Harrisburg, Pennsylvania, United States

Greater Philadelphia Area

Global Hedge Fund, Private Equity, Venture Capital, International Fixed Income

investment firm specializes in the following:Trading and placement of medium term notes, currency swaps, bank guarnatees, precious metal, diamonds and oil products.Securing private and institutional investment capital.Sourcing private eguity,venture capital and all types of financing options for entrepenerus and corporations.Institutional investment counseling .Evaluating investment opportunities.Introducing clients to the capital markets and… Show more investment firm specializes in the following:Trading and placement of medium term notes, currency swaps, bank guarnatees, precious metal, diamonds and oil products.Securing private and institutional investment capital.Sourcing private eguity,venture capital and all types of financing options for entrepenerus and corporations.Institutional investment counseling .Evaluating investment opportunities.Introducing clients to the capital markets and evaluating the potential of successfully securing private equity or debt financing.Producing the private placement memorandum, business plan, financial forecasts and investment strategies. these activities include:Originating structuring, evaluating and managing private placements.Investment and financial consultant with Noel Mayo Associates.Lecturer on all aspects of the capital markets.Consultant to the Department of Housing and Urban DevelopmentConsultant for the redevelopment of Progress PlazaCreated a Philadelphia-based Community Development Corporation and continue to sit on the board of directors Show less

Co-Founder and Managing DirectorChief architect in the founding of a 300 million asset management firm in which Aetna Life and Casualty Company owned 33.3% of equity.Responsible for marketing all Smith Whiley and Aetna investment products to public and corporate pension funds.Attended conferences on behalf of Smith Whiley and lectured on many financial topics specializing in Venture Capital, Private placements and Derivatives.Consultant to the Department of… Show more Co-Founder and Managing DirectorChief architect in the founding of a 300 million asset management firm in which Aetna Life and Casualty Company owned 33.3% of equity.Responsible for marketing all Smith Whiley and Aetna investment products to public and corporate pension funds.Attended conferences on behalf of Smith Whiley and lectured on many financial topics specializing in Venture Capital, Private placements and Derivatives.Consultant to the Department of Housing and Urban Development for the Empowerment Zones.Responsible for directing the firms marketing and institutional relations efforts.Portfolio Manager responsible for deal organization and exit strategies for the $200 million Smith Whiley mezzanine and equity fund. Also directed the firms marketing efforts. Show less

1991 to 1992 Morgan Stanley & Company, Inc.New York, NYVice President Regional Dealer GroupLed the group’s marketing of unconventional and high margin products such as principal exchange rate linked securities, non-dollar bonds, foreign currency, private placements and Euro dollar bonds.Sold $1.5 billion in fixed income products to regional dealer firms, including mortgage-backed bonds, corporate bonds, medium term notes, asset backed securities and government… Show more 1991 to 1992 Morgan Stanley & Company, Inc.New York, NYVice President Regional Dealer GroupLed the group’s marketing of unconventional and high margin products such as principal exchange rate linked securities, non-dollar bonds, foreign currency, private placements and Euro dollar bonds.Sold $1.5 billion in fixed income products to regional dealer firms, including mortgage-backed bonds, corporate bonds, medium term notes, asset backed securities and government securities.Trained broker/dealer firms in the use and marketing of foreign currencies, currency options and futures. Efforts resulted in 50% increase in the group’s sales volume.1985 to 1991 Morgan Stanley & CompanyChicago, ILVice President, Institutional Corporate Bond SalesProficiency in marketing private placements, corporate bonds and options, medium term notes, foreign currencies, mortgage backed securities, CMOs, asset backed securities, principal exchange rate linked securities and interest rate swaps.Sold $9 billion of fixed income products to an institutional client base of 25 insurance companies, bank trust department and money managers.Assisted in developing municipal bond business through personal contacts, resulting in increased volume of $700 million.1984 to 1985 Morgan Stanley & Company, Inc.Associate, Institutional Money Market SalesChicago, ILDirectly sourced $4 billion in short term instruments from financial institutions.Raised the first $50 million from public pension funds for Morgan Stanley Asset Management Company. Show less

1980 to 1982 Standard Oil of CaliforniaNew York, NYInitiated sales of $700 million of Petrochemical products to major industrial clients in North America.Introduced and developed markets for highly technical new products.Top regional sales producer for three consecutive years.

Mba, Business

Activities and Societies: The Century Club Studied Investment Banking and prepared myself to work for Morgan Stanley selling Corporate.

Bs, Chemistry

Treasurer and Parlimentarian of Student Governrnent Marching Band Chemistry Society