James Kase Email & Phone Number

Providence, RI, US

Boston, MA, US

Head of Global Investor Relations for HarbourVest Partners – global private markets investment specialist – responsible for leading global sales, marketing communications and client relations functions. Accomplished senior executive with proven success in capital raising and new business development, global strategy, corporate branding and market.

London, England, GB

Responsible for all clients, new business development, marketing and product development for Firm. Member of Management Committee setting strategic direction for Firm. Capula is a global fixed income specialist firm located in London with affiliated entities in Greenwich, CT, Hong Kong and Tokyo. Co-founded in 2005 by Yan Huo, managing partner and co-CIO.

Business builder and change agent recruited to drive assets under management (AUM), to create strategic partnerships with clients, and to develop Board-driven key strategic initiatives while overseeing the Global Cash, Defined Contribution, and Exchange Traded Funds (ETFs) business lines. Accelerated branding of asset management business. Secured.

Amsterdam Zuidoost, NL

Managed North America Institutional asset management business. Chair, Global Distribution Committee, cross selling products around the world; member of Management Committee for Americas. Overhauled sales organization in the first 100 days. Institutionalized sales of fixed income capability, built out solutions business. Sold first portable alpha mandate.

Hired as product specialist for quant team, at end of first year became head of Americas institutional sales and then head of Americas institutional business. Raised $1 billion in multi strategy hedge fund. Sold first portable alpha mandate for the firm. Institutionalized retail large cap value product with $500mm in sales in first year. Managed the.

Head of structured equity derivative sales, promoted to co-head of America’s equity derivatives sales business. Went to Asia to run Asian equity sales and research. Created unified flow desk for all derivative products. Linked flow clients to structured derivative team to drive higher profitability sales. Recruited top talent in program trading effort to.

Head of fixed income institutional derivative sales. Ran sales team selling fixed income derivatives to all institutional money managers ranging from hedge funds, insurance companies, pension funds and endowment funds as well as traditional long only managers. Drove approach that focused on helping clients understand their risks.

Began as individual producer for all derivative sales to east coast corporations. Became head of team focused on east coast region. Became head of pension fund sales. Also managed structured finance group, arranging securitizations of real estate, and other items. Partnered with clients to create customized solutions to achieve their portfolio objectives.

Hired as financial analyst in equipment lease financing group of investment banking. Structured tax oriented leases for major corporations involving airplanes, satellite transponders, and navy ships. Promoted to associate without MBA.

Ba, Political Science

Education record