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David L. Wagner
Mr. Wagner is the Chief Executive Officer, a Principal, a member of the Investment Committee of Evanston Capital Management, LLC and a member of its Board of Managers. He has over 30 years' experience as a Chief Investment Officer at a major research university (Northwestern University), a private foundation (C.W. Benedum Foundation) and two liberal arts colleges where he also served as Chief Financial Officer (Wheaton College and Bard College). In each of these capacities he has been the institution's senior investment officer responsible for developing, implementing and overseeing investment policy, asset allocation and investment manager selection and oversight. In addition, Mr. Wagner has over 10 years' experience both as an equity and fixed income portfolio manager. Most recently he spent 10 years as the CIO at Northwestern University where he successfully oversaw the shift from a traditional stocks-and-bonds portfolio to a fully diversified strategy that utilizes 20 asset classes, 80 managers and over 150 partnerships and was nearly 50% invested in non-traditional or alternative investment strategies. During his tenure the NU portfolio grew from just over $1 billion to approximately $4 billion. Mr. Wagner's hedge fund investing experience dates back to 1985 and nearly 20% of the Northwestern portfolio was dedicated to this asset class. Mr. Wagner received his B.A. and M.B.A from Dartmouth College and served four years in the U.S. Navy. He currently serves on the Board of Trustees and as Chairman of the Investment Committee of Wheaton College (Norton, MA), and he serves on The Kresge Foundation Investment Committee. Mr. Wagner has also previously served on over a dozen investment advisory, non-profit and family-office boards and is a frequent speaker on alternative assets and financial matters.
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Adam B. Blitz, CFA
Mr. Blitz is the Chief Investment Officer, a Principal, a member of the Investment Committee of Evanston Capital Management, LLC and a member of its Board of Managers. He has over ten years of institutional investment management experience with an emphasis in quantitative analysis, trading and risk management. Prior to helping establish Evanston Capital Management, Mr. Blitz worked in the Prime Brokerage area at Goldman, Sachs & Co., where he was responsible for developing, selling, and managing funding and financing products to offer to hedge funds. He also worked closely with the risk management group within Prime Brokerage, which is responsible for determining the appropriate amount of leverage to extend to hedge funds from both a regulatory and risk-based perspective. Before joining Goldman Sachs, Mr. Blitz was the Head Trader at AQR Capital Management, a multi-strategy quantitative investment manager. At AQR, Mr. Blitz was responsible for implementing all of AQR's market-neutral strategies and traded a wide variety of financial instruments, including equities, bonds, currencies, futures, and swaps. Mr. Blitz also assisted in risk management and strategy research at AQR, including extensive modeling and analysis of strategy and fund-level volatilities and correlations. Mr. Blitz also was previously employed in the Asset Management Division at Goldman Sachs, where he was a member of the Quantitative Research group. Mr. Blitz received his B.S. in Economics from the University of Pennsylvania's Wharton School. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Chicago.
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Kenneth A. Meister, CFA
Mr. Meister is the Chief Operating Officer, a Principal, and member of the Investment Committee of Evanston Capital Management, LLC. He has over sixteen years of institutional investment management experience with an emphasis in asset allocation, manager research/due diligence, and fund-level risk management. Prior to helping establish Evanston Capital Management, Mr. Meister was at William Blair & Company, where he was responsible for developing and implementing Wealth Management Services asset allocation capabilities, alternative investment strategy review and selection, and single stock risk management. He was also a member of the Wealth Management Services Asset Allocation Committee. Before his employment with William Blair & Company, Mr. Meister was Manager-Investment Analysis in the Ameritech Investment Management Department. During his tenure at Ameritech, Mr. Meister was responsible for Non-US Equity exposure and portfolio managers (including currency), aggregate fund level performance and risk reporting, and operational due diligence on new capital market investment. Mr. Meister has also worked at The Northern Trust Company, assisting large pension plans with asset allocation, manager selection, and risk and performance measurement services. Mr. Meister received a B.S. from Indiana University and an M.B.A. from Loyola University of Chicago. He is a CFA charterholder and a member of the CFA Institute, the CFA Society of Chicago, and Beta Gamma Sigma Business Honor Society.
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Ryan D. Cahill, CPA
Mr. Cahill is the Chief Financial Officer, a Principal, and a member of the Investment Committee of Evanston Capital Management, LLC. He has nearly twenty years of experience with an emphasis on business operations, fund control and reporting and operational due diligence. Prior to helping to establish Evanston Capital Management, Mr. Cahill was at Arthur Andersen LLP where he was responsible for managing audit and business advisory engagements for public and privately-held clients in a broad variety of industries. He currently serves on the Board of Directors of Thresholds Psychiatric Rehabilitation Institute, a non-profit agency that provides services to the mentally ill. Mr. Cahill received a B.S. from the University of Notre Dame, is a Certified Public Accountant and a member of the Illinois CPA Society and the AICPA.
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Don Fehrs, Ph.D.
Mr. Fehrs is the Director of Research, a Principal, and member of the Investment Committee of Evanston Capital Management, LLC. He joined the firm in May 2006. Mr. Fehrs is primarily responsible for topical hedge fund research and product development and he also serves as a portfolio manager. Prior to joining Evanston Capital Management he was the Chief Investment Officer at Cornell University, where he managed the University's investment assets, consisting of the endowment, other University funds, and accounts separately invested on behalf of donors, totaling in excess of $4 billion. Before joining Cornell in 1999, Mr. Fehrs was at the University of Notre Dame, first as a member of the finance faculty and later as a Senior Investment Director. He started his career in the auditing and treasury divisions of Prudential Insurance. Mr. Fehrs has a bachelor's degree in economics from Cornell, an MBA from Mercer University, and a Ph.D. in finance from Florida State University.
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Tracey Balderson
Mrs. Balderson is a Senior Associate - Investor Administration at Evanston Capital Management, LLC. Prior to joining the firm in August 2008, she was the head of client relations and Chief Compliance Officer at Continental Advisors LLC, an investment adviser managing long/short sector portfolios in Chicago. Her eight years of experience working with a self administrating investment adviser covers trading, client relations, marketing, accounting, and compliance issues. Before joining Continental Advisors LLC, she was a service manager at Bernardi Securities, Inc., a fixed income investment firm in Chicago. Mrs. Balderson received her B.S. in Mathematics from Clemson University.
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Stephen Cordy
Mr. Cordy is a Managing Director - Investor Relations at Evanston Capital Management, LLC. He joined the firm in January 2012 and is primarily responsible for supporting the firm's relationships with investors and consultants. Before joining the firm, Mr. Cordy was a Managing Director and Principal at Arden Asset Management for over 8 years where he was responsible for the firm's client service and development function. Prior to Arden, he was a Managing Director at Morgan Stanley for 18 years, working in both the investment banking and asset management divisions, where he was most recently in charge of a group covering North American institutional clients. Prior to returning to business school, he was a Manager in the consulting division of Arthur Andersen & Co. He holds a B.A. degree in Mathematics (with honors) from Dartmouth College and an M.B.A. with a concentration in Finance from the Tuck Graduate School of Business at Dartmouth.
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Maneesh Gandhi
Mr. Gandhi is a Vice President - Due Diligence at Evanston Capital Management, LLC. He joined the firm in June of 2008 and conducts business due diligence reviews of managers. In addition, he is involved with performing investment research and due diligence with a focus on managers with side pocket and/or illiquid investments. Prior to joining the firm, Mr. Gandhi worked in private equity at Svoboda, Collins and ICV Capital, both late-stage middle-market buyout firms. He was responsible for sourcing, evaluating and acquiring new investment opportunities and working with existing portfolio companies. Mr. Gandhi began his career at Merrill Lynch in the Mergers and Acquisitions group within Investment Banking. He received a BSBA from Washington University in St. Louis and an MBA from Harvard Business School, and serves as a board member of the Harvard Business School Club of Chicago.
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Kevin Holl
As of September 2011, through an outsourced staffing arrangement with Gravitas Chicago, LLC, Mr. Holl serves as Evanston Capital Management, LLC's Director of Technology. He is responsible for technology infrastructure, systems integration, and business recovery services. Prior to this arrangement, Mr. Holl served as a technology consultant to Evanston Capital Management for over 8 years through his role at Apogee Strategies, LLC, Evanston Capital Management's long-standing technology service provider. Mr. Holl remains a principal of Apogee Strategies, LLC. Mr. Holl received a B.S. in Network Technology from DePaul University. He currently serves on the Board of Directors of the Neighborhood Writing Alliance.
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Rob Joseph
Mr. Joseph is a Managing Director - Investor Relations at Evanston Capital Management, LLC. He joined the firm in July 2009 and supports investor and consultant relations functions. Before joining the firm, Mr. Joseph was Managing Director of institutional business development and consultant relations at Allegiant Asset Management. Before joining Allegiant, he worked at Northern Trust Global Investments as Senior Vice President and Product Manager for Quantitative Management, where he directed the production and distribution of all index and quantitative investment products. Mr. Joseph began his career with Ennis, Knupp & Associates, a national investment consulting firm. He holds a B.S. in Finance from the University of Illinois at Chicago and an M.B.A. with a concentration in Finance from DePaul University, Kellstadt Graduate School of Business.
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Missy Kotchey
Ms. Kotchey is the Office Manager at Evanston Capital Management, LLC. She joined the firm in June 2009, coming from a background in business communication and commercial real estate, and is primarily responsible for managing daily office operations.
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Brian Lease, CPA
Mr. Lease is an Associate - Fund Accounting at Evanston Capital Management, LLC. Prior to joining the firm in October 2010, he was an audit professional in the Financial Services group at Grant Thornton LLP for three years, where he spent much of his time providing audit services to manager and multi-manager clients. Mr. Lease graduated cum laude from Miami University with a B.S. in both Accounting and Finance. He is a Certified Public Accountant and a member of the AICPA.
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Michael E. Liddy, CFA
Mr. Liddy is a Vice President - Investments at Evanston Capital Management, LLC. He joined the firm in August 2006 and is primarily responsible for investment research, including the sourcing, evaluation, and due diligence of prospective investments as well as the ongoing monitoring of existing investments. He also assists in the portfolio management processes. Mr. Liddy received his B.A. in Economics and B.S. in Biology from Dartmouth College, where he was also a member of the varsity basketball team. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Chicago.
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Melanie Lorenzo
Ms. Lorenzo is a Vice President and Associate General Counsel and Chief Compliance Officer of Evanston Capital Management, LLC. Prior to joining the firm in December 2010, she was an Associate in the Investment Funds, Advisers and Derivatives practice group at the law firm of Sidley Austin LLP from August 2007 to December 2010, where she advised and represented investment manager clients in securities and regulatory matters. Before joining Sidley Austin LLP, she was an Associate at the law firm of Bingham McCutchen LLP in Boston, MA. Ms. Lorenzo received her A.B. in Psychology, magna cum laude, from Harvard University in 2001 and her Juris Doctor from the University of Pennsylvania Law School in 2005.
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Lauren Meisner, CPA
Mrs. Meisner is a Senior Associate - Fund Accounting at Evanston Capital Management, LLC. Prior to joining the firm in November 2009, she was an audit professional in the Investment Management Group at PricewaterhouseCoopers for three years. At PricewaterhouseCoopers she provided audit services to manager and multi-manager clients. Mrs. Meisner graduated with a B.B.A. in Accountancy from the University of Notre Dame and an M.B.A. with a concentration in Finance from Loyola University of Chicago. She is a Certified Public Accountant and a member of the AICPA.
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Christina Moore
Ms. Moore is an Associate - Investor Relations at Evanston Capital Management, LLC and joined the firm in February 2010. With a background in business communications and planning, Ms. Moore is responsible for supporting investor and consultant relations and assists with investor administration and operations. She received her B.S. in Journalism from the University of Illinois, Champaign-Urbana.
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Evan D. Newton
Mr. Newton is an Associate - Investor Relations at Evanston Capital Management, LLC and is primarily responsible for assisting the Vice President of Client Service and Consultant Relations in servicing the informational needs of investors, prospects, and investment consultants. Prior to joining the firm in January 2011, he was an Investor Relations Associate at Passport Capital for three years. Before joining Passport, he was a Senior Reporting Analyst for Hall Capital Partners. Mr. Newton graduated summa cum laude from Bradley University with a B.S. in Finance.
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G. Douglas Patterson III
Mr. Patterson is an Associate - Investments at Evanston Capital Management, LLC. He joined the firm in August 2010 and is responsible for oversight of manager data and performance information and assists in the investment research and due diligence process. Mr. Patterson received his B.A. in Economics from Northwestern University.
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Nadine E. Roggeman, CPA
Mrs. Roggeman is a Vice President and the Controller of Evanston Capital Management, LLC. She has over twenty years of accounting/audit experience in the investment management industry. Prior to joining Evanston Capital Management in November 2005, she was the Manager of Portfolio Accounting & Administration for Harris Alternatives, LLC where she was responsible for the accounting and operational aspects of all onshore/offshore funds under management. Before joining Harris, she was a Manager at Driehaus Enterprise Management where she was responsible for the accounting aspects of Richard H. Driehaus's family office. Mrs. Roggeman also worked at Driehaus Capital Management where she was responsible for the group performing the accounting and performance reporting of the domestic and international partnerships. Mrs. Roggeman graduated magna cum laude with university honors from Northern Illinois University with a B.S. in Accountancy. She is a Certified Public Accountant and is a member of the AICPA and the Illinois CPA Society.
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Richard "RJ" Schrik III
Mr. Schrik is a Senior Associate - Due Diligence at Evanston Capital Management, LLC. Prior to joining the firm in September 2007, he was a tax professional in the Alternative Investment Tax Practice at Deloitte & Touche for three years, where he spent much of his time providing tax services to manager clients of Deloitte's Chicago office. Mr. Schrik graduated cum laude from The Ohio State University with a B.B.A. in both Accounting and Finance.
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Lauren Sieckman
Ms. Sieckman is an Associate - Tax at Evanston Capital Management, LLC. Prior to joining the firm in February 2011, Lauren was a Senior Tax Associate at Ernst & Young, LLP for four years, where she spent much of her time providing tax services to manager clients. Lauren graduated summa cum laude, from DePaul University with a B.S. in Accountancy.
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William S. Steele III
Mr. Steele is a Vice President - Investments of Evanston Capital Management, LLC. He has over 12 years of investment management experience, including over 8 years researching, evaluating, and allocating to underlying managers. Prior to joining the firm in January 2011, he spent more than 8 years with Man Investments (fka Glenwood Capital Investments) in the firm's Chicago office sourcing, evaluating, and monitoring underlying managers for the firm's multi-manager portfolios. Before joining Glenwood, he was an Associate in the Credit Suisse (originally DLJ) Private Client Services group where he advised wealthy individuals, family groups and small institutions on their investment strategies. Mr. Steele earned a B.A. from Yale College and an MBA from the Yale School of Management.
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Kristen L. Van Gelder, CFA
Ms. Van Gelder is a Principal and member of the Investment Committee of Evanston Capital Management, LLC. She joined the firm in August 2003 and is primarily responsible for investment research, including the sourcing, evaluation, and due diligence of prospective investments as well as the ongoing monitoring of existing investments. She also assists in Evanston Capital's portfolio construction and risk management processes. Ms. Van Gelder received a B.A. in Economics from Northwestern University. She is a CFA charterholder and a member of the CFA Institute and the CFA Society of Chicago.
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Scott Zimmerman
Mr. Zimmerman is a Principal and the General Counsel of Evanston Capital Management, LLC. Prior to joining the firm in January 2006, Mr. Zimmerman was an Associate in the Investment Products and Derivatives Group at the law firm of Sidley Austin LLP from September 2002 to December 2005, where he advised and represented clients which sponsor and advise private investment funds. Mr. Zimmerman received his B.S. in Business Administration, with Distinction, from the University of Kansas in 1999 and his Juris Doctor, Order of the Coif, from the University of Kansas in 2002.
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