John Pagli

I am principally responsible for taking firms to their next level of growth and development both vertically in the existing suite of products and horizontally over time across other high value-added products.

Established dialogues with strategic partners for the hedge fund manager managed account platform. * Initially responsible for spearheading marketing and investor relationship management for the firm’s fund of managed accounts, customized multi-strategy, multi-manager portfolios of managed accounts, single manager managed account platform, and consulting services. * Expanded the network of manager sourcing for new managed accounts, providing critical pre-due diligence screening.

Responsible for marketing and investor relationship management for two structured credit hedge funds to global institutional investors, with a target of raising $500 million within eight months. * Within three months time, developed a pipeline of $600 million for investment within the next three to six months from pension funds, endowments and foundations, insurance companies, funds-of-funds, family offices, wealth management advisors and consultants globally.

Responsible for leading global sales and marketing for global alternative investment products, including market neutral, long-biased hedged and long only equity managers and an emerging managers fund-of-funds in which the firm has made strategic equity investments. * Actively searched for new alternative investment managers and strategies in which to make strategic equity investments and for which the firm would market. * Critically involved in the development of fund structure, product development and mark

Developed strategic and tactical business plan to grow within the alternative wealth management sector. * Responsible for creating new global investor relationships and raising capital for three state-of-the-art hedge fund strategies investing in the investable hedge fund indices, sector and style rotation long/short equity, and volatility arbitrage. * Managed outside alternative investment manager search, selection and due diligence to allocate client funds for wealth management portfolios and to sell the

Responsible for strategic growth initiatives designed to rebuild and restructure asset base for a multi-event driven hedge fund program. * Investment strategies employed consist of merger arbitrage, distressed securities, special situations and other deep value equity and credit investment opportunities with a catalyst, including spin-offs, recapitalizations, exchange offers, hedged high yield, credit arbitrage, busted convertibles, capital structure arbitrage and litigation situations. * Developed and impl

Actively prospected for, profiled and competed to win institutional mandates for the creation and management of multi-strategy, multi-manager alternative investment portfolios. * Covered corporate and public pension funds, treasury divisions, endowments, foundations and financial institutions as well as educating and working through institutional consultants and networking through CIEBA, IMCA and AIMR. * Recommended alpha transport, cash plus, and a spectrum of multi-manager programs.

Lead global strategic and business development and client services, responsible for raising funds globally. * Actively engaged in strategic planning, product development, structuring customized investment vehicles and products, including capital guarantee notes, alpha transport programs and hedge fund index programs. * Managed all aspects of investor communications. * Directly responsible for raising assets from $59 million in 1994 to over $650 million in 2001, with total capital raised of $1.1 billion.

Marketed private placements of Canadian equity, convertible and other equity-linked securities offerings to U.S. money management firms, mutual funds, insurance companies, bank trust departments, founda¬tions, and corporate and municipal pension funds. * Financing raised for recapitalizations, restructurings and growth for companies in the media and telecommunications, communications technology, oil and natural gas, and precious and base metals and mining industries.

Initiated, analyzed, structured and executed subordinated debt, equity-linked and equity investments for middle market companies undertaking management buyouts, leveraged recapitalizations, financial restructurings, business expansions and project financings ranging in size from $10 million to $50 million. * Through that process, created an extensive, diverse network of deal sources; and originated 29 varied financings, bringing six transactions through due diligence.

Analyzed, structured and arranged financings for cross border mergers and acquisitions, leveraged recapitalizations and tender financings and conducted acquisition searches for corporate acquirers in the United States, Canada and the United Kingdom within a newly-formed investment banking group of CIBC. * Transaction responsibility included evaluating, structuring and arranging financing and developing a leveraged acquisition and resructuring program.

Provided critical analytical, research and coordination support in the origination, evaluation, structuring of and due diligence on four mergers, acquisitions and divestitures, three leveraged buyouts, four investment limited partnerships, three project financings, ten public and private offerings of debt and equity, and six principal equity investments in the media industry.

Original member of the bank's North American project finance department. * Responsible for originating, structuring, negotiating and monitoring standby letters of credit for commercial paper and term loans facilitating structured credits and project financings for a variety of corporate and municipal transactions.

Media, Leasing and Specialized Lending Groups * Responsible for originating, structuring, negotiating and monitoring working capital revolvers and complex term loans for a variety of asset-based and cash-flow based credits for radio and television broadcasting, cable television, outdoor advertising, computer and container leasing, and investment companies and partnerships. * Successfully completed and finished at the top of the bank's in-house credit training program.