1. JAMES D. WILK
C: 516-978-8604 | jw0818@gmail.com
EXECUTIVE BIOGRAPHY
Jim Wilk offers twenty plus years of experience in Alternative Investment Management. He
brings a proven track record, extensive experience, strategic focus, clear vision, and mature
judgment all of which was gained during a vibrant career building and implementing successful
middle and back office infrastructures.
From 2012 – 2013 Jim was Chief Operating Officer of the $6 billion Insurance Linked Strategies
for the Credit Suisse Private Banking and Wealth Management Division. Jim was responsible for
all non-investment activities of the fund. These activities included oversight of the firm’s
middle and back office operations, accounting and financial reporting, treasury operations and
cash management, tax planning and fund structuring, risk management, technology, and
infrastructure. Jim led a team responsible for planning and executing a full lifecycle, front to
back re-engineering and outsourcing to Northern Trust Dublin. He launched 5 new funds which
included a Ucits, LSE Exchange traded feeder, and a Private Equity Fund. Jim also led a team
responsible for making the funds AIFMD compliant for non-EU investment managers. He left
Credit Suisse in December 2013 as a result of a reduction in force.
Prior to being the COO for Insurance Linked Strategies, Jim was a Senior Management Advisor
to the Global COO for Credit Suisse PBWM from 2010 - 2012. In that role Jim was project
manager and team leader responsible for the outsourcing of the $18 billion Fund of Hedge Fund
business to Citco Amsterdam. The project objective was to cost-effectively reduce overhead by
consolidating the number of funds, systems, and headcount required to run the business. Over
two years, the number of administrators of the platform was reduced from thirteen to three,
the headcount overseeing the day to day was reduced from thirty to five, and the number of
systems used to process the business was reduced from three to one. In total, the business
overhead was reduced by $8 million. Jim transitioned off this project at its completion and was
hired full time by Credit Suisse.
In 2008 Jim was recruited by $19 billion Children’s Fund UK LLP to become its Head of
Operations and co-Chief Operating Officer. In that role, he was tasked with automating and
restructuring a $19 billion Activist Hedge Fund and its three affiliate funds, managing $9 billion.
As part of the restructure, Jim led a project team responsible for launching TCI Fund Services
LLP; a full service middle and back office outsource provider. As part of that project Eze Castle
was implemented as the front office trading platform with a data warehouse built alongside for
MIS reporting. Jim worked jointly with HSBC Bank UK to develop its Custody Plus offering which
provided re-hypothecation protection for long only funds seeking leverage and he also designed

2. and implemented the Fixed Income platform utilized to manage the TCI charities monies. Jim
had a mutual parting of the ways with TCI after the world equity markets crashed in 2008.
In 2007 Jim joined startup hedge fund Carlyle Blue Wave as its Director of Operations. Blue
Wave was one of two launches sponsored by the Carlyle Group. Jim’s role was to build the
infrastructure for the startup hedge fund. Responsibilities included hiring the operations team
pre-launch, selecting the prime brokers, implementing the technology platform, and
negotiating the ISDA’s. He left CBW when the fund’s performance, in the first year, didn’t meet
expectations and was told by the senior partners that the fund would be closing its doors.
Jim joined the $5.2 billion credit fund D.B. Zwirn LP in 2006 as its Director of Operations. He was
hired with the mandate of restructuring the middle and back office. His goal was to build an
institutionalized platform and to document and redesign all operational processes and controls
to address a regulatory inquiry. He left DB Zwirn to work for his former boss who hired him at
Ramius Capital Group.
From 2001 to 2006 Jim worked for Ramius Capital Group LLC as its Director of Operations. Over
time Jim’s role grew from Director of Operations to include Treasurer and Head of Equity
finance. He was an active member of the firm’s management committee. When he joined
Ramius, his team consisted of two with $2 billion of assets under management and grew to
forty, globally, as the firm’s assets grew to $11 billion. He left Ramius to pursue a highly
challenging role at D.B. Zwirn.
Jim worked at Paloma Partners Management Company from 1994 – 2001 in various
management roles. He gained valuable experience as a manager of the settlements
department, corporate actions, cash management, securities lending, and security master
departments. He left Paloma to pursue an opportunity at Ramius Capital Group.
From 1992 – 1994 Jim gained his first experience working in the Alternative Investment’s when
he joined $18 billion Tiger Management in its settlements department. He left in 1994 to
pursue an expanded opportunity at Paloma Partners.
In 1988 Jim entered the Financial Services industry when he took a role as a Mutual Fund
Administrator for the Bank of New York. In that role he serviced Oppenheimer Funds as his sole
client. He left in 1992 to enter the Alternative Investment industry.
Jim holds a Bachelor of Science degree in Business Administration from the State University of
New York at Oneonta.