John Estrada Email and Phone Number

• Helped launch equity long short healthcare focused hedge fund with investments across all sub sectors of healthcare excluding biotech• Center Pond is a concentrated “best ideas” fund (10-15 long positions) with a 1-3 year investment horizons• Since inception, the fund has been approximately 50% Healthcare Services, 35% Pharma/ Specialty Pharma, 15% Med Tech

• Four years focusing on Healthcare Services• Starting in mid 2012, began focusing on directly sourcing ideas in a number of sectors previously not covered at HealthCor. Ideas independently developed and maintained in all sectors outside of Biotech and Services• Focused primarily on Specialty Pharma starting in 2013, and was the lead Specialty Pharma analyst my last six months there• Highlights of the skills gained at HealthCor include: − The ability to independently source new ideas in almost every sector within healthcare and quickly ramp up on new sectors and/or geographies (e.g. consumer discretionary, Japan, Specialty Pharma, etc.) − Worked directly with every partner at the fund and both PMs − In depth knowledge of Healthcare Services and Specialty Pharma

General Industries Group focusing on transportation. Worked on equity, debt, and M&A deals in the aircraft leasing, airline, logistics, and shipping sectors

Equity Capital Markets group• Attended multiple pitches and client meetings and reported daily IPO and follow-on market updates to the Equity Capital Markets team • Created and updated pitch books by analyzing sizing, institutional demand, and marketing strategies• Actively participated in the execution of the Aircastle IPO

Large Cap Value funds• Wrote individual buy-side research reports for NWL, AVP, and AXP • Attended numerous face-to-face meetings with executive management of companies held in the portfolio