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Presentation 200907p

  1. 1. Polymetis LLC July 2009
  2. 2. Polymetis LLC Polymetis (Πολυμετις) was a standard Homeric epithet associated with Odysseus both in The Illiad and in The Odyssey. It is derived from the combination of poly (many) and metis (skill, wit, cunning, or plan). As such, polymetis carries a variety of connotations, including resourceful, multi-talented, and well-rounded. Confidential discussion materials. Do not copy or distribute. 2
  3. 3. Polymetis LLC What We Are An independent boutique providing due diligence, research, and advisory services, focusing on alternative investments A new organization offering fresh perspectives based on decades of expertise and experience A flexible and responsive ally for institutions and entities looking to begin, maintain, or improve an alternative investment program An unbiased voice advancing critical analyses and discerning commentary about the alternative investment landscape Confidential discussion materials. Do not copy or distribute. 3
  4. 4. Polymetis LLC What We Offer Comprehensive and highly-readable due diligence reports on alternative investment managers that cover all relevant qualitative aspects and quantitative metrics Ongoing monitoring of managers and portfolios on a monthly and quarterly basis that provide insight into how managers have performed, how they are positioned, what they are thinking, and what they intend to do Provocative and thoughtful research on, and insight into, various aspects of the alternative investment marketplace Customizable advisory, research, and consulting services for investors in alternative investments Outsourced CIO/PM services for institutions that do not have the necessary expertise or resources to start or to maintain an alternative investment program Confidential discussion materials. Do not copy or distribute. 4
  5. 5. Polymetis LLC What We Believe The value of using alternative investments properly has increased in this new global environment of political, economic, and financial uncertainty The risks of using alternative investments inappropriately have increased in a new global environment A successful alternative investment program requires a meaningful commitment of time and expertise, the allocation of appropriate resources, and substantial experience Alternative investments are appropriate only in the context of a long-term investment program with reasonable goals and defined objectives A number of commonly-held assumptions and beliefs about investing in alternatives have been proven wrong Confidential discussion materials. Do not copy or distribute. 5
  6. 6. Polymetis LLC Who We Are Thomas Kuntz, CFA brings more than 22 years of experience in alternative investment management to his role as Chief Executive Officer of Polymetis LLC. He has successfully undertaken senior investment roles across a variety of institutions, managing portfolios of hedge funds, building investment platforms, evaluating managers, and trading securities. Mr. Kuntz received a B.A. in history from Williams College and an M.B.A. in finance from New York University’s Stern School of Business, where he was a Stern Scholar. He has held a CFA charter since 1996. Fund of Funds Chief Investment Officer ACAM Advisors 2000-2002 Director of Research Insana Capital Mgmt. 2007-2008 Archstone Partners 2003-2004 Optima Fund Mgmt 1999-2000 Family Office Senior Investment Officer Hascoe Associates 1997-1999 Pension Consultant Managing Director Wilshire Associates 2004-2005 Hedge Fund Trader and Vice President Mount Lucas Mgmt. 1986-1993 Investment Bank Vice President Prudential Securities Inc. 1994-1997 Investment Strategist Chase Manhattan 1993-1994 Confidential discussion materials. Do not copy or distribute. 6
  7. 7. Polymetis LLC Who We Are Elizabeth Keveney, CFA has worked in the financial services industry for over 18 years, primarily as an investment professional in alternative asset management. She has contracted with Polymetis LLC as a Senior Consultant. Ms. Keveney is employed by Meteora Partners, LLC, a boutique providing financial and compliance services to institutional investors. Though separate and independent legal entities, Meteora Partners and Polymetis enjoy a collaborative relationship in which each of its clients may seek the benefits of each firm’s expertise. Ms. Keveney holds a B.S. in finance from Siena College where she graduated magna cum laude. She has held the CFA charter since 2002. Fund of Funds Director of Research ACAM Advisors 2000-2004 Senior Investment Analyst Auda Advisor Associates 1997-2000 Hedge Fund Vice President Mint Investment Management 1994-1997 Investment Bank Investment Analyst Smith Barney 1991-1994 Financial Analyst Bear, Stearns & Co., Inc. 1990-1991 Confidential discussion materials. Do not copy or distribute. 7
  8. 8. Polymetis LLC What We’ve Done Evaluated over 2000 hedge funds and fund of funds Managed portfolios of hedge funds across all strategy types Developed comprehensive investment and risk management platforms comprising policies, procedures, reporting systems, and quantitative methodologies for alternative investment programs Traded, researched, analyzed, and structured the underlying securities used by hedge fund managers Designed custom hedge fund portfolios tailored to meet specific needs of clients Confidential discussion materials. Do not copy or distribute. 8
  9. 9. Polymetis LLC What We Think A successful alternative investment program requires a set of well-defined, highly-organized, dynamic learning structures developed from expertise and experience over time The investment process must continually use feedback to adjust not just the state of knowledge but the actual process of gaining that knowledge The main focus of any manager evaluation must be on the 6 Ps: people, philosophy, process, procedures, performance, and portfolio Historical understanding and current perspective are useful only to the extent they support an outlook on the future Insight and research are useful only if they can be transferred to the client in a timely and user-friendly fashion Confidential discussion materials. Do not copy or distribute. 9
  10. 10. Polymetis LLC Why Choose Us Considerable experience across all strategies, sectors, and asset classes in the alternative investment space A well-developed and structured approach to undertaking due diligence, research, and advisory mandates The ability to distill large amounts of data into a highly-usable and easily- digestible format in a timely manner The right combination of demeanor and attributes: loyalty, curiosity, conviction, skepticism, humility, courage, and transparency Flexible service and pricing options Confidential discussion materials. Do not copy or distribute. 10
  11. 11. Polymetis LLC For additional information, please contact: Thomas Kuntz, CFA Polymetis LLC 5 Lyons Mall, #153 Basking Ridge, NJ 07920 908.350.7087 Confidential discussion materials. Do not copy or distribute. 11