Jason Schwartz

Managing Partner

  • Over 30 years of experience in investment banking, corporate advisory, and investment fund management. Held senior positions at Goldman Sachs and Lehman Brothers. Partner at $1b global hedge fund. Lived and worked in Asia for over 20 years; fluent in Japanese.

  • B.S. Wharton, University of Pennsylvania; M.A. University of Tokyo; and J.D. Columbia Law School.

Adam Zibly

Partner

  • Over 13 years of experience in capital raising and investor relations for alternative investments and financial services. Held senior position at Colony Capital (now DigitalBridge) as Investor Relations Executive for the Asia Pacific Region. Lived and worked in Asia for over 13 years; fluent in Mandarin.

  • B.S. College of Business, University of Rhode Island; M.S. School of Management, Zhejiang University.

Tom Herman

Senior Advisor

  • Over 30 years of experience in capital raising for alternative investments. Held senior positions at The Blackstone Group and Alliance Bernstein. Lived and worked in Europe for over 8 years.

  • B.A. University of Illinois.

Jeb J. Altonaga

Senior Advisor

  • Over 20 years of experience in capital raising for alternative investments and hedge funds management and operations. Held senior positions at Citadel Investment Group, Pinyin Capital, and Sandon Capital. Lived and worked and lived in Asia for over 10 years.

  • B.S. UCLA; MBA, NYU Stern.

JAMES MCCAFFREY

Senior Advisor

  • Over 30 years of experience in capital raising and portfolio management for alternative investments, and wealth management. Before joining UBS and Morgan Stanley, held senior positions at Hull Trading Company in the US and Europe. Lived and worked in Europe for over 5 years; fluent in French.

  • B.S. Providence College; MBA, The Owen School, Vanderbilt University.

James E. Scott

Senior Advisor

  • Over 25 years of experience in capital raising, private markets, investment banking, corporate advisory and law. Held senior positions at CBRE, Bank of America Merrill Lynch, UBS, J.P. Morgan, and Reboul, MacMurray (now Ropes and Gray). Built and led a leading private markets investment banking business with global funds placement, private capital advisory, asset management M&A and investment grade bonds.

  • B.A. Dartmouth College; J.D. Columbia Law School.