Wendy Beer

Wendy Beer Email and Phone Number

Principal, Azimuth Governance @ New York, NY, US
New York, NY, US
Wendy Beer's Location
New York, New York, United States, United States
About Wendy Beer

Wendy Beer is an experienced independent director with a broad range of skills including business strategy, operations/organizational infrastructure, and legal/compliance. Former Senior Counsel with the SEC, with over two decades experience in financial services including legal and business roles, building and leading teams in business facilitation and risk mitigation. At Azimuth Governance (a boutique Cayman and US governance firm), Wendy currently sits on more than a dozen private fund boards. Formerly head of Wells Prime Services Business Consulting, I enjoy helping managers navigate myriad pre and post launch decisions including business strategy, fund structure, operations/organizational structure, and legal/compliance. Insights gleaned from varied legal and business roles in a heavily regulated financial services industry honed ability to help managers proactively identify and manage potential compliance issues. A vast network of relationships with top tier service providers, institutional investors and allocators, keeps me current on regulatory priorities, compliance and ODD best practices, and relevant industry trends. I bring a differentiated skill set, product knowledge, and philosophical orientation to the role of independent director, with a genuine interest in helping managers succeed. A cap on board seats enables me to provide hands on, consultative services to managers.

Wendy Beer's Current Company Details
Channel Capital Cayman

Channel Capital Cayman

Principal, Azimuth Governance
New York, NY, US
Wendy Beer Work Experience Details
  • Channel Capital Cayman
    Channel Capital Cayman
    New York, Ny, Us
  • Azimuth Governance
    Principal
    Azimuth Governance Jul 2022 - Present
  • Danesmead Partners
    Principal
    Danesmead Partners May 2020 - Aug 2022
    Grand Cayman, Ky
    CIMA registered, member of WomenCorporateDirectors Foundation (WCD). Offering strategic, operational and legal expertise to the Board of Directors. Providing senior level perspectives on industry best practices across organizational and business growth metrics.Danesmead is a fund fiduciary services firm established in 2014 offering independent directors and related governance services to the alternative funds industry. Danesmead is based in the Cayman Islands, holds a Company Managers license, and is regulated by the Cayman Islands Monetary Authority.
  • Wells Fargo Securities
    Managing Director
    Wells Fargo Securities Jan 2015 - Apr 2020
    San Francisco, California, Us
    The Business Consulting group partners with Prime Sales and Cap Intro to provide advice and vendor solutions for hedge funds from start-up mode to more established funds, hosts roundtables for CFOs and COOs and conferences on topical issues from Tax, Regulatory, and Compliance, to Cybersecurity. Cross-sells Wells Prime Services to internal and external clients.
  • Tiger Bay Advisors, Llc
    Consultant
    Tiger Bay Advisors, Llc Jun 2014 - Dec 2014
    New York, Us
    Tiger Bay Advisors, LLC provides supplemental, interim, and on-going subject matter solutions for hedge funds to manage and operate their key business functions. Services span consulting, transaction cost analysis, treasury management and strategic advisory.▪ Brought on to lead benchmarking survey, "Tiger Bay Insights - Counterparty Management Post Basel III", an initiative that will provide valuable insights and actionable recommendations on managing counterparty relations (prime brokers) post Basel III.▪ Draft and administer survey to broad client network, collect data on the changing landscape post Dodd-Frank and Basel III, conduct follow up client interviews and deliver individualized and customized reports to participating clients.▪ Introduce and sell Tiger Bay client solutions to hedge fund and private equity clients.
  • Credit Suisse
    Director - Global Credit Products
    Credit Suisse 2003 - 2013
    Zurich, Ch
    Launched total return swaps ("TRS") on bank loans business at CS in 2008. ▪ STRATEGIC BUSINESS DEVELOPMENT: Developed business/marketing plan and run sales and marketing. ▪ TRANSACTION MANAGEMENT AND STRUCTURING: Structure bespoke leverage facilities for clients, and facilitate solutions to tax, accounting, and credit issues. ▪ RELATIONSHIP MANAGER: Manage client relationships.▪ SPECIAL SITUATIONS AND ASSET MONETIZATION: Negotiation and closing of trade claims, and par and distressed private notes.
  • Credit Suisse
    Vice President - Legal Department
    Credit Suisse 2000 - 2003
    Zurich, Ch
    Advised high yield sales, trading, and research on capital markets transactions.Advised collateralized loan obligation group on structuring transactions and capital raising transactions.
  • Salomon Smith Barney
    First Vice President - Investment Banking, Legal
    Salomon Smith Barney 1998 - 2000
    Managed Information Barriers Group, oversaw regulatory exams, and advised on capital markets transactions including public and private offerings of equity and high yield debt, and M&A transactions in relation to sales, trading and research restrictions.
  • U.S. Securities And Exchange Commission
    Senior Attorney - Enforcement Division
    U.S. Securities And Exchange Commission 1995 - 1998
    Washington, Dc, Us
    Conducted extensive disovery, investigated and initiated appropriate sanctions in a wide range of complex transactions.
  • Furman Selz
    Attorney - Legal Department / Compliance Counsel
    Furman Selz 1994 - 1995
    Compliance advisor to internal clients.
  • Lehman Brothers
    Attorney - Legal Department
    Lehman Brothers 1992 - 1994
    Us
    Pre-litigation analysis and dispute resolution with clients.Prepared responses to regulatory inquiries.

Wendy Beer Education Details

  • London School Of Economics
    London School Of Economics
    International Business
  • Brooklyn Law School
    Brooklyn Law School
    Doctor Of Law (J.D.)
  • Northwestern University
    Northwestern University
    Communications

Frequently Asked Questions about Wendy Beer

What company does Wendy Beer work for?

Wendy Beer works for Channel Capital Cayman

What is Wendy Beer's role at the current company?

Wendy Beer's current role is Principal, Azimuth Governance.

What schools did Wendy Beer attend?

Wendy Beer attended London School Of Economics, Brooklyn Law School, Northwestern University.

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