Wednesday, July 16, 2008

Agecroft Partners LLC

Agecroft Partners is a consulting and third party marketing firm which specializes solely in the alternative investment arena with a particular focus on hedge funds. Agecroft received the 2008 Third Party Marketer of the Year award by Opal Financial Group. Our Mission is to raise assets on a global basis for successful hedge fund managers through intelligent deployment of our industry knowledge and utilizing a consultative approach with in the institutional investor community.

The characteristics that distinguish Agecroft from its competition are the founder's experience, industry reputation, quality of sales team, strong knowledge of the institutional market place and the quality of the hedge funds we represent. Our founder, Donald A. Steinbrugge, CFA, has a 24 year career in institutional investment management sales, which includes having been a founding principal and head of sales for the 2nd largest hedge fund firm and a managing director and head of institutional sales for one of the largest asset management firms (Merrill Lynch) in the world. Agecroft Partners LLC is a registered broker-dealer, and member of FINRA and SIPC.


Donald A. Steinbrugge, CFA
Managing Partner

James B. Hart, CFA
Managing Director

Timothy B. Driscoll
Managing Director

Douglas R. Rothschild
Managing Director



Contact Information

Agecroft Partners LLC
103 Canterbury Road, Richmond, VA 23221

Donald A. Steinbrugge, CFA, Managing Partner
donsteinbrugge@agecroftpartners.com
804.355.2082

Timothy B. Driscoll, Managing Director
timdriscoll@agecroftpartners.com
617.448.3030

James B. Hart, CFA, Managing Director
jimhart@agecroftpartners.com
804.475.6728

Douglas R. Rothschild, Managing Director
dougrothschild@agecroftpartners.com
312.259.8576

http://www.agecroftpartners.com/

Tuesday, May 20, 2008

Erin Callan-CFO Lehman Brothers - Television Interview

Television interview of Erin Callan on 18th March 2008 after Quarter's announcement


http://www.1440wallstreet.com/index.php/site/comments/erin_callan_a_star_is_born/

Monday, May 5, 2008

Security Markets Law blog

http://lawprofessors.typepad.com/securities/

Indians in Wall Street Firms

Ravi Akhoury: chairman and chief executive officer of MacKay Shields, a multi-product investment management firm, affiliated with New York Life, with approximately $ 40 billion of assets under management.

Rohit D'Souza: is head of global equity markets, Global Markets & Investment Banking at Merrill Lynch, one of the world's leading financial management and advisory companies, with offices in 36 countries and territories and total client assets of approximately $1.6 trillion.

Ashwini Gupta: is executive vice president and chief risk officer of American Express Company, and also heads the U.S. Banking Group, which is comprised of American Express Centurion Bank and American Express Federal Savings Bank.

Prakash Melwani: a senior managing director in the private equity group at Blackstone Group, which is among the top 20 firms in the Fortune 500 listing. Its current $6.5 billion fund, Blackstone Capital Partners IV, is among the largest private equity funds in the world, and it recently closed on Capital Partners V at $5.6 billion.

Arshad Zakaria: former president of the Merrill Lynch Global Markets and Investment Banking Group, founderof the New Vernon India Fund that invests in India for Carnegie Corporation and other investors.

Girish Reddy: was a partner and Co-Head of Equity Derivatives of Goldman, Sachs & Co. Along with two other executives from the company started Prisma Capital Partners, based in Jersey City, with $1.5 billion in assets under management.

Anshu Jain: Deutsche Bank, is head of Deutsche BankGlobal Markets and a member of its executive committee. He is jointly responsible for managing the bank's Euro 170 billion corporate loan portfolio.

Purna Saggurti: At Merrill Lynch, Purna Saggurti is head of multi industries investment banking, which includes aerospace and defense, chemicals and automotive sectors.

Sanjay Sanghoee: Ramius Capital Group

Madhu Kannan: is a vice president of the New York Stock Exchange, responsible for the initiatives in the emerging markets in Asia, with a primary focus on China and India.

Ravi Sinha: co-head of the Industrials Business Department within the Investment Banking Division. He became a managing director in 1999 and a partner in 2000.

V. Bunty Bohra: a managing director since 2005, is global head of the Structured Product Syndicate Desk. He is the co-captain of MIT undergraduate recruiting for the firm and serves as co-head of Asian Professionals Network.

Ravi M. Singh: managing director and partner, is global co-head of Global Securities Services (GSS) in the Equities Division, and serves on the firmwide Finance Committee.

vikram Pandit: CEO Citigroup


Sources

http://www.littleindia.com/news/142/ARTICLE/1155/2006-07-15.html

Tuesday, April 1, 2008

About Legg Mason

http://www.leggmason.com/

Legg Mason is a global asset management company with about $1 trillion in assets under management around the world. It serves institutional, mutual fund and wealth management markets.

Headquarters
Legg Mason, Inc.
100 Light Street
Baltimore, Maryland
21202-1099
1.877.534.4627



Board of Directors


Raymond A. Mason
Chairman and
Chief Executive Officer,
Legg Mason, Inc.

John E. Koerner III
Managing Member,
Koerner Capital, LLC

Cheryl Gordon Krongard
Private Investor;
Former CEO,
Rothschild Asset Management

Edward I. O’Brien
Private Investor;
Retired President,
Securities Industry Association

James E. Ukrop
Chairman,
Ukrop’s Super Markets, Inc.



Harold L. Adams
Chairman Emeritus,
RTKL Associates, Inc.

Hon. Carl Bildt
Advisor to numerous
international organizations;
Former Prime Minister of Sweden
(Board member from 9/02 to 10/06)

Margaret Milner Richardson
Private Consultant and Investor;
Former U.S. Commissioner
of Internal Revenue

Roger W. Schipke
Former Visiting Professor,
University of Kentucky
Gatton School of
Business & Economics
(Chairman of
Compensation Committee)

Dennis R. Beresford
Professor, University of Georgia;
Former Chairman of Financial
Accounting Standards Board
(Chairman of Audit Committee)

Kurt L. Schmoke
Dean, School of Law at
Howard University;
Former Mayor of Baltimore

Nicholas J. St. George
Private Investor
(Lead Independent Director and
Chairman of Nominating &
Corporate Governance Committee)

W. Allen Reed
Private Investor;
Retired CEO,
GM Asset Management Corporation

Robert Angelica
Currently engaged in private investment activities,
Retired Chairman and CEO
AT&T Investment Management Corporation,


Executive Officers

Non-Executive Chairman

Raymond A. Mason



President and Chief Executive Officer

Mark R. Fetting



Senior Executive Vice President

Peter L. Bain



Senior Managing Director

Ronald R. Dewhurst



Executive Vice President

Mike Abbaei



Senior Vice President, Chief Financial Officer & Treasurer

Charles J. Daley, Jr.



Senior Vice President

F. Barry Bilson

A good presentation on Legg Mason Strategy and Business 27 February 2008 by CEO and other senior executives
http://www.leggmason.com/about/pdf/8feb27_analyst_lunch.pdf