Jerry Berman Email & Phone Number

- Provided key investor and institutional support for the IPO of Empire State Realty Trust (ESRT) as well as other M&A and proxy contests such as Dell, Hess, Eaton, and many REITs.- Rolled out proxy/consent solicitation outreach campaigns to instutional shareholders.- Set up teleconferences and meetings for shareholder dialogue with investment managers and compliance officers for corporate road shows.- Garnered support for portfolio managers by sharing key benefits for proposed M&A… Show more - Provided key investor and institutional support for the IPO of Empire State Realty Trust (ESRT) as well as other M&A and proxy contests such as Dell, Hess, Eaton, and many REITs.- Rolled out proxy/consent solicitation outreach campaigns to instutional shareholders.- Set up teleconferences and meetings for shareholder dialogue with investment managers and compliance officers for corporate road shows.- Garnered support for portfolio managers by sharing key benefits for proposed M&A transactions.- Maintained a deep understanding of financial markets and current and new regulations. Show less

New York, Ny

- Specialized in commodity and options trading support, with a focus on in-house consulting and analysis, and support to clients.- Responded to all clients' (hedge funds, financial advisors, and individual investors) requests for assistance in account setup, and provided balances, statements, daily P&L reports, margin requirements, position analysis, portfolio outlooks.- Developed a deep understanding of the financial and commodities markets, specializing in currencies, energy, and… Show more - Specialized in commodity and options trading support, with a focus on in-house consulting and analysis, and support to clients.- Responded to all clients' (hedge funds, financial advisors, and individual investors) requests for assistance in account setup, and provided balances, statements, daily P&L reports, margin requirements, position analysis, portfolio outlooks.- Developed a deep understanding of the financial and commodities markets, specializing in currencies, energy, and precious metals.- Provided key support to trading desk daily by reconciling and evaluating trades, and reviewing/monitoring orders for accuracy; cross referenced against daily equity reports.- Reported and amended inconsistencies to third party brokerage firms.- Ensured office activities met various regulatory bodies' standards, including National Futures Association (NFA), Financial Industry Regulatory Authority (FINRA), and Office of Foreign Assets Control (OFAC).- Implemented operational improvements while the firm more than doubled its assets under management. Show less