Lynx Capital provides institutional sales, marketing, distribution and client management consulting services to emerging and established real asset and private asset investment teams. Our strength is assisting specialty private equity real estate, private equity and infrastructure teams. Our services encompass placement, brand development and messaging.

Prospect Marketers, LLC is an independent third party marketing firm established in 2015. In partnership with Lynx Capital LLC, we provide institutional marketing consultation services, strategic sales and marketing advisory, institutional third party marketing services and client relationship management services to asset managers seeking to build, expand or enhance their institutional marketing and client service efforts. We represent hedge fund managers, value add real estate, distressed credit and long only US equity managers. For more information please contact me through the Linkedin portal.

Chief Marketing Officer, Head of Institutional Distribution and Client Relationship Management.Supervised marketing/client services staff of 4; directed all aspects of institutional sales, marketing, product development and client services; established new business development initiatives which resulted in significantly increasing institutional AUM and revenue. Developed and implemented client management policies and procedures, establishing on-boarding, client portfolio review standards and client account management procedures and systems. Developed DCIO distribution strategy including directing the listing of family of institutional mutual funds, developing separate account marketing strategy for stable value investment option and initiating NSCC membership process.

Institutional sales, marketing and client service role; Public Fund and Taft-Hartley institutional channel leader and responsible for relationship management of 23 clients with 31 accounts and combined AUM of $800M. Collaborated with senior management and investment professionals on key new products and investment solutions including the development and sales of separate account and commingled vehicles to both defined benefit and defined contribution channels.

As part of a three person team, grew Taft –Hartley client business from 26 clients and $350M in assets to nearly 100 clients with $1.1B in assets under management in separate account vehicles and institutional mutual funds; channel leader for all defined contribution full and investment only services. Additional market coverage included public funds and investment consultants. Collaborated with senior management and investment professionals in the product development, branding and positioning of several successful products including: Small Cap Growth, Small Cap Value, All Cap Growth, Core Small Cap Equity, Core Plus Fixed Income and Labor Select International Equity.

Sold and marketed 401k, 401a and 457 full service retirement plan solutions, Investment Only services and separate account management to the Taft-Hartley and Public Fund market segments.

Quasi-public agency with staff of over 300; responsible for local real estate planning and zoning and project approval. As COO, coordinated project planning for several high profile developments including the New England Aquarium project and the Customs House Tower development; coordinated community outreach and project communication, managed operations staff and executive office. Additionally, agency played critical role in regional economic development and planning for projects such as the Third Harbor Tunnel and Central Artery Projects.

City agency that is responsible for the administration of the 253 endowments and bequests totaling approximately $150M (1989) and governed by six different boards of trustees. Reported directly to the City’s Chief Administrative Officer and closely collaborated with City agencies, Commissions, Boards and Committees and community groups; departmental responsibilities included budgeting, general operations, administration and managing a in-house staff of 8 and legal, financial and IT consultants. Key results:• Working closely with each board of trustees, established policies for each fund’s financial and investment management including: o asset allocation plans, investment guidelines and investment policy statements and spending planso established manager search procedures, performance monitoring and fund financial reportingo initiated 7 manager searches and hired custodial bank for pooled trust accounts o conducted comprehensive legal and regulatory review of all trusts resulting in 4 trusts being modified under “cy pres” and making the proceeds available for grant makingEstablished and directed departmental disbursement procedures and policies for grant making, beneficiary awards and funding support for new public artworks and capital projects