Jonathan Graham Email & Phone Number

Greater London, England, United Kingdom

London, England, United Kingdom

London, United Kingdom

Secondary Advisory

New York, New York

Greater New York City Area

- Managed the liquidation of Ivy Asset Management LLC.- Developed and oversaw strategic initiatives and processes to wind down portfolios in an efficient manner. - Led secondary market sales process, including analyzing portfolio positions, maintaining relationships with both managers and potential buyers and executing transactions.- Conducted manager due diligence on remaining hedge fund holdings.

London, United Kingdom

- Responsible for new product initiatives including research and development, execution and supporting client distribution- Led Ivy’s managed account platform project, including due diligence of platform providers, systems integration, oversight of the manager pipeline and implementation of the platforms within Ivy’s investment strategy- Managed the firm’s secondary market activity; developing the buyer universe and designing the internal transaction process- Supervised the execution of fund corporate activity across the Ivy platform, which included fund restructuring, liquidations, payments in kind and side-pocketing- Developed and managed Ivy’s liquidity review process; responsible for portfolio asset/liability analysis and presenting an action plan to the Management Committee- Organized and led the firm’s middle-office outsourcing project

Greater New York City Area

Developed and managed the firm’s Investment Bank-related activities- Structured, launched and helped market a variety of fund-linked hedge fund products including CPPI notes, levered notes, and regulatory structures- Managed the day-to-day operations of Ivy’s fund-linked fund of hedge fund products- Key member of the firms product development process, including research and development of new product concepts such as Collateralized Fund Obligations and exchange listed fund of funds products- Maintained key relationships with Investment Banks in both London and New York- Helped provide customized client solutions to optimize currency, regulatory or asset allocation requirements- Supported the Ivy sales team globally, including primary responsibility for some key European clients with over $700 million in assets under management

Greater New York City Area

- Supported the management of key client relationships in Japan, Hong Kong and Singapore- Developed and managed monthly reporting for strategic investors- Wrote monthly letters, including general strategic outlooks and review in addition to manager commentaries