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Lyndhurst Strategic Presentation(Managers)


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Lyndhurst Strategic Presentation(Managers)

  2. 2. <ul><li>L YNDHURST I NVESTMENT C ONSULTING, INC. </li></ul><ul><li>S PECIALIZING IN M ANAGER D UE D ILIGENCE </li></ul><ul><li>S TRATEGIC C ONSULTING </li></ul><ul><li>A PPENDIX </li></ul><ul><ul><ul><ul><ul><li>T ABLE OF C ONTENTS </li></ul></ul></ul></ul></ul>Lyndhurst Investment Consulting, Inc.
  3. 3. <ul><ul><ul><ul><ul><li>T HE F IRM </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Background </li></ul></ul></ul></ul></ul>Lyndhurst Investment Consulting, founded in 2003, is a Richmond, Virginia-based consulting firm whose core competency lies in conducting investment manager due diligence. Lyndhurst was established to deliver the research advantages of a large investment consulting organization, while maintaining the responsiveness and personal touch synonymous with smaller firms . Lyndhurst Investment Consulting, Inc.
  4. 4. ACCESSIBLE - Promptly contact research analysts FLEXIBLE - Provide customized services for each client NIMBLE - React quickly to changes EXPERTISE - Deep knowledge of investment industry SYSTEMS - Utilization of widely-recognized software applications NETWORK - Direct access to investment managers Lyndhurst offers the benefits of a smaller firm by being: <ul><ul><ul><ul><ul><li>T HE F IRM </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Distinguishing Qualities </li></ul></ul></ul></ul></ul>We also provide the advantages of a larger firm through our: Lyndhurst Investment Consulting, Inc.
  5. 5. President & Senior Consultant - Lyndhurst Investment Consulting, Inc. Vice President & Senior Market Analyst - Wachovia Securities Vice President of Business Development - A&S Capital Advisors, Inc. Vice President of Asset Management - Anderson & Strudwick, Inc. Manager of Product Development - Anderson & Strudwick, Inc. Chief Operating Officer - Mills Value Adviser, Inc. Director of Marketing - Mills Value Adviser, Inc. Investment Consulting Performance Analyst - William M. Mercer <ul><ul><ul><ul><ul><li>T HE F IRM </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Todd J. Peters </li></ul></ul></ul></ul></ul>E XPERIENCE E DUCATION Mary Washington College (’95) - Bachelor of Science in Business Administration Lyndhurst Investment Consulting, Inc.
  6. 6. Vice President & Senior Analyst - Lyndhurst Investment Consulting, Inc. <ul><ul><ul><ul><ul><li>T HE F IRM </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Matthew C. Shaver </li></ul></ul></ul></ul></ul>E XPERIENCE E DUCATION University of Virginia (’02) - Bachelor of Arts in Economics and Studio Art I NVOLVEMENT Philanthropy Chairman - UVA Club of Richmond, Board of Directors Service Chairman - UVA Club of Richmond, Young Alumni Committee President - UVA Chapter of Sigma Pi Fraternity, Alumni Board of Directors Mentor - Big Brothers Big Sisters Services Lyndhurst Investment Consulting, Inc.
  7. 7. MEMBER ORGANIZATIONS Virginia FREE The Venture Forum INDUSTRY INVOLVEMENT CFA Institute CIPM Examination Review Panel COMMITTEE POSITIONS Virginia FREE Virginia Public Access Project Southeast Biotech Investor Forum Tissue Technologies, LLC Richmond Animal League <ul><ul><ul><ul><ul><li>T HE F IRM </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Professional Affiliations </li></ul></ul></ul></ul></ul>TEACHING ENGAGEMENTS University of Richmond Institute on Philanthropy Virginia Fundraising Institute SPEAKING ENGAGEMENTS Ashland Partners Client Conferences Ashland Partners Institutional Marketing Workshop Investment Management Institute Opal Financial: Alternative Investment Summit Opal Financial: Emerging Managers Summit Performance Measurement Networking Group Lyndhurst Investment Consulting, Inc.
  8. 8. <ul><li>L YNDHURST I NVESTMENT C ONSULTING, INC. </li></ul><ul><li>S PECIALIZING IN M ANAGER D UE D ILIGENCE </li></ul><ul><li>S TRATEGIC C ONSULTING </li></ul><ul><li>A PPENDIX </li></ul><ul><ul><ul><ul><ul><li>T ABLE OF C ONTENTS </li></ul></ul></ul></ul></ul>Lyndhurst Investment Consulting, Inc.
  9. 9. The comprehensive understanding of an investment organization can come only from a combination of quantitative performance analysis and qualitative firm analysis.  Therefore, the most critical component of Lyndhurst’s due diligence process is the manager visit, which allows for first hand analysis of an organization’s people, process and performance. Lyndhurst’s management has conducted more than 1,200 manager visits at over 400 investment management firms. The value we add for our clients lies within the fact that, simply put, we look at due diligence differently from other consultants.  We deliver all the necessary quantitative data, however, Lyndhurst goes much deeper by putting a larger emphasis on the qualitative . By focusing our research process on subtle areas not often considered, we are able to provide thorough and insightful investment analysis. <ul><ul><ul><ul><ul><li>S PECIALIZING IN M ANAGER D UE D ILIGENCE </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>The Importance of the Manager Visit </li></ul></ul></ul></ul></ul>Lyndhurst Investment Consulting, Inc.
  10. 10. Due Diligence has moved way beyond the investment decision-making process. In fact, the top quality analysts spend the majority of their research efforts on non-investment related analysis. First, the idea is that the working environment, which in our opinion is the ultimate driver of performance, is determined by non-investment related issues. These items include ownership structure, compensation issues, resource management, impact and accountability. Second, the business side of an investment firm is where great firms differentiate themselves. Great organization’s management realize that focusing on critical business functions actually increases the probability of investment success. They view these functions not as a chore, but rather a business tool. Some business side focus areas might include marketing practices, compliance policies, risk oversight and performance measurement procedures. Lyndhurst is very adept at dissecting all of these business side functions when analyzing an investment manager. <ul><ul><ul><ul><ul><li>S PECIALIZING IN M ANAGER D UE D ILIGENCE </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>The Business Side: The New Focus of Due Diligence </li></ul></ul></ul></ul></ul>Lyndhurst Investment Consulting, Inc.
  11. 11. <ul><li>L YNDHURST I NVESTMENT C ONSULTING, INC. </li></ul><ul><li>S PECIALIZING IN M ANAGER D UE D ILIGENCE </li></ul><ul><li>S TRATEGIC C ONSULTING </li></ul><ul><li>A PPENDIX </li></ul><ul><ul><ul><ul><ul><li>T ABLE OF C ONTENTS </li></ul></ul></ul></ul></ul>Lyndhurst Investment Consulting, Inc.
  12. 12. <ul><ul><ul><ul><ul><li>S TRATEGIC C ONSULTING: Investment Managers </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Profile </li></ul></ul></ul></ul></ul>For investment management organizations, our research efforts provide a critical and extensive understanding as to how the marketplace views their firm.  Thus, our objective is to precisely identify a firm’s strengths, weaknesses and, furthermore, their role in a total portfolio structure.  This enables management to efficiently define their marketing and sales efforts, resulting in more successful asset gathering.  By engaging Lyndhurst, clients benefit from valuable strategic assistance through the use of specialized investment consulting systems and insightful due diligence analysis.  Lyndhurst Investment Consulting, Inc.
  13. 13. <ul><ul><ul><ul><ul><li>S TRATEGIC C ONSULTING: Investment Managers </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Critical Questions We Answer </li></ul></ul></ul></ul></ul>How do we stand out from our competitors ? How can our firm break into new marketplaces ? Our expertise in due diligence allows us to help investment management firms address areas of concerns, as well as identify positive attributes to highlight. Three core questions we answer for an Investment Manager looking to grow or improve are: Are we growing our business in the proper fashion ? Lyndhurst Investment Consulting, Inc.
  14. 14. <ul><ul><ul><ul><ul><li>S TRATEGIC C ONSULTING: Investment Managers </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Services Offered </li></ul></ul></ul></ul></ul>Detailed evaluation of firm, personnel and products Preparation for research analyst meetings and finalist presentations Enhancement of the firm’s marketing efforts Identification of potential target markets Insight into the institutional consulting and broker-dealer due diligence process Thorough and comprehensive performance analysis Lyndhurst Investment Consulting, Inc.
  15. 15. <ul><li>L YNDHURST I NVESTMENT C ONSULTING, INC. </li></ul><ul><li>S PECIALIZING IN M ANAGER D UE D ILIGENCE </li></ul><ul><li>S TRATEGIC C ONSULTING </li></ul><ul><li>A PPENDIX </li></ul><ul><ul><ul><ul><ul><li>T ABLE OF C ONTENTS </li></ul></ul></ul></ul></ul>Lyndhurst Investment Consulting, Inc.
  16. 16. <ul><ul><ul><ul><ul><li>L YNDHURST I NVESTMENT C ONSULTING , INC . </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>2007 Speaking Engagements: S TRATEGIC C LIENTELE </li></ul></ul></ul></ul></ul>Ashland Partners Institutional Marketing Workshop - C OORDINATOR & I NSTRUCTOR “ Getting Through the Gatekeeper” Los Angeles - May Chicago - June New York City - November Investment Management Institute Consultants Congress - S PEAKER “ Making the Most of Your First Consultant Meeting” San Francisco - April “ Marketing Investment Management Services in the Next Decade” New York City - November Performance Measurement Networking Group Conference - S PEAKER “ Leveraging Your Compliance & Verification Infrastructure in Your Marketing Process” New York - March Ashland Partners Client Conference - S PEAKER “ What Due Diligence Analysts Look For” Los Angeles - May Chicago - June New York City - November Lyndhurst Investment Consulting, Inc.
  17. 17. <ul><ul><ul><ul><ul><li>L YNDHURST I NVESTMENT C ONSULTING, INC. </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>List of References </li></ul></ul></ul></ul></ul>Bradley Brown Vice President A & S Capital Advisors Richmond, Virginia 804.344.3532 David Yazdan, Jr. Managing Director Third Avenue Management New York, New York 212.906.1189 Brian Moyer Manager, Business Devel. Thar Technologies, Inc. Pittsburgh, Pennsylvania 412.435.0200 (x.224) Mark Kuhn President Kuhn & Carson Durham, North Carolina 919.493.3233 MANAGER DUE DILIGENCE CLIENTS MONEY MANAGERS PERSONAL STRATEGIC CONSULTING CLIENTS Steve Mace Chief Operating Officer Kennedy Capital Management St. Louis, Missouri 314.422.7095 Ben Alibrandi Vice President Neuberger Berman New York, New York 212.526.1013 INDUSTRY Charles Gardner Chief Operating Officer Gardner & Robertson Richmond, Virginia 804.344.3829 Thomas Moran Managing Director Moran Asset Management Naples, Florida 239.254.2222 Burt White Managing Director Wachovia Securities Richmond, Virginia 804.782.3676 Tobin Cochran Partner/President Ashland Partners Medford, Oregon 541.857.8800 Clark Kendall President Kendall Capital Management Sandy Spring, Maryland 301.260.7935 Lyndhurst Investment Consulting, Inc.
  18. 18. 7113 Three Chopt Road ~ Suite 207 Richmond, Virginia 23226 804.288.4408 Office 804.288.4403 Fax Todd J. Peters : Matthew C. Shaver : L YNDHURST I NVESTMENT C ONSULTING, I NC. <ul><ul><ul><ul><ul><li>L YNDHURST I NVESTMENT C ONSULTING, INC. </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Contact Information </li></ul></ul></ul></ul></ul>Lyndhurst Investment Consulting, Inc.