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.
Channel Capital Cayman
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Channel Capital CaymanNew York, Ny, Us
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PrincipalAzimuth Governance Jul 2022 - Present
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PrincipalDanesmead Partners May 2020 - Aug 2022Grand Cayman, KyCIMA 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. -
Managing DirectorWells Fargo Securities Jan 2015 - Apr 2020San Francisco, California, UsThe 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. -
ConsultantTiger Bay Advisors, Llc Jun 2014 - Dec 2014New York, UsTiger 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. -
Director - Global Credit ProductsCredit Suisse 2003 - 2013Zurich, ChLaunched 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. -
Vice President - Legal DepartmentCredit Suisse 2000 - 2003Zurich, ChAdvised high yield sales, trading, and research on capital markets transactions.Advised collateralized loan obligation group on structuring transactions and capital raising transactions. -
First Vice President - Investment Banking, LegalSalomon Smith Barney 1998 - 2000Managed 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.
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Senior Attorney - Enforcement DivisionU.S. Securities And Exchange Commission 1995 - 1998Washington, Dc, UsConducted extensive disovery, investigated and initiated appropriate sanctions in a wide range of complex transactions. -
Attorney - Legal Department / Compliance CounselFurman Selz 1994 - 1995Compliance advisor to internal clients.
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Attorney - Legal DepartmentLehman Brothers 1992 - 1994UsPre-litigation analysis and dispute resolution with clients.Prepared responses to regulatory inquiries.
Wendy Beer Education Details
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London School Of EconomicsInternational Business -
Brooklyn Law SchoolDoctor Of Law (J.D.) -
Northwestern UniversityCommunications
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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