The document profiles J.T. Mullen, the Chief Investment Strategist of Fairport Asset Management, who has over 30 years of investment experience, previously served as CFO of The Cleveland Foundation, and currently provides strategic oversight to Fairport's Investment Committee. It also briefly introduces two other members of Fairport's investment team, John Silvis and Richard D'Amico, and includes charts on asset class returns and fixed income sector returns.
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Shareholder tax and estate planning
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Getting the maximum value at exit
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What is on the menu for owner/operator borrowers today?
Difference between a regulated bank and Debt Fund
Can owner/operators get financed like their PE owned competitors?
What is the optimal structure for a borrower with 4x-5x leverage? Uni’s vs senior/junior combination?
Does a dislocation in the broadly syndicated market affect this area?
How to prepare for a financing; Understanding the requirements to close/fund
Process breakdown – single points of failure
Lender point of view – why we like these financings
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2. J.T. Mullen
Chief Investment Strategist
J. T. Mullen joined Fairport Asset Management in 2011, bringing more than 30 years
of experience as a highly regarded investment and finance professional. As Chief
Investment Strategist, J.T. provides leadership and strategic oversight to Fairport’s
Investment Committee.
J.T. is widely known in the investment community as a creative problem solver,
superb listener and effective leader. Among other accolades, he was named ‘Chief
Financial Officer of the Year’ in 2007 for charitable organizations by Crain’s
Cleveland Business.
Prior to joining Fairport, J.T. was Senior Vice President and Chief Financial Officer at
The Cleveland Foundation, the second largest community foundation in the country.
During his 23 year tenure, he crafted an investment philosophy that led to
substantial growth of the foundation's endowment – from $400 million to $1.8
billion. As Chief Financial Officer, he was responsible for managing both the
Foundation's investments and its internal financial function. J.T. joined the
Cleveland Foundation in 1987 as Controller and was named Chief Financial Officer
five years later. He retired from the Foundation in 2010.
Earlier in his career, J.T. was a manager with Arthur Young & Company and also
with the Cuyahoga County Board of Commissioners. He holds a B.S. in Business
Administration from Cleveland State University.
Throughout his career, J.T. has been actively involved as an advisor, board member
and volunteer for local and national nonprofit organizations. He served on several
highly visible national committees addressing community foundation issues, such as
investment practices, accounting standards, and alliances with the marketing,
technology and financial services industries. He currently serves on the investment
committees of United Way of Greater Cleveland, the Catholic Diocese of Cleveland
Foundation and CSA Health Systems.
J.T. and his wife, Mary, are the proud parents of five children and four
grandchildren. An avid sports fan, J.T. follows many teams and players with a
statistical acumen that is impressive. He also enjoys playing golf and reading.
3. John M. Silvis, CFA
Director of Investments
John Silvis, a CFA charterholder, serves as Fairport Asset Management’s Director of Investments. As such,
John oversees the research of the Investment Team, determines the asset allocation of Fairport’s model
portfolios and directs investment decisions and implementation on a day-to-day basis. John provides clients,
prospects and internal staff with guidance about Fairport’s investment philosophy, process and performance.
John brings over 15 years of experience to the Investment Team and has been with the firm since 2000.
Prior to Fairport, he was a Portfolio Manager at National City Bank. John began his career at Mellon Bank.
John obtained his B.A. in Economics at Penn State and his MBA at Baldwin Wallace College. He belongs to
the CFA Institute, as well as the CFA Society of Cleveland where he serves as Treasurer. He is a member of
the Benjamin Rose Institute Investment Committee.
John lives in Strongsville with his wife Lori and has three children.
Richard D’Amico, CFA
Manager of Investments
Richard D’Amico, a CFA charterholder, serves as Fairport Asset Management’s Manager of Investments. In
this role, he oversees the implementation of the firm’s fixed income models and is responsible for the review
and oversight of Fairport’s alternative investments and strategies.
Rick brings over 10 years of experience to the Investment Team and has been with the firm since the
summer of 2009. Rick most recently served as a market risk review analyst at KeyBank. Prior to KeyBank,
he worked as a licensed equity research analyst at Great Lakes Capital Partners, LTD, covering regional bank
and thrift companies.
He is a graduate of Mount Union College where he obtained his B.A. in Business Administration with a
Finance concentration. He is also a member of the CFA Institute, as well as the CFA Society of Cleveland.
Rick lives in Rocky River with his wife Shannon and son. In his free time, he enjoys playing baseball and
spending time outdoors.
6. Sources: (Left) National Association of Realtors, Standard & Poor’s, FHFA, FactSet, J.P. Morgan Asset Management. (Top Right) Census Bureau, FactSet, J.P.
Morgan Asset Management. (Bottom Right) Census Bureau, National Association of Realtors, J.P. Morgan Asset Management.
Data are as of 12/31/12.
15. Disclosures
This Fairport in Fifteen presentation is for informational purposes only and should
not be relied upon as research or investment advice. It should not be considered as
a solicitation or recommendation by Fairport to buy, sell or continue to hold
securities or other investments. Past performance is not a guarantee of future
results, and is not indicative of any specific investment. It should not be assumed
that the investment process and strategy discussed herein has been or will prove to
be profitable. Diversification and strategic asset allocation do not assure profit or
protect against loss in declining markets.
Audio recorded on January 10, 2013.
16.
17. Senior Relationship Team
Paul Abbey Heather Ettinger
Ken Coleman Chris Isabella, CPA/PFS,
CGMA
Andrew Connors, CFP®
Tom Seifert, CPA/PFS
Pete DeVito, CPA, CFP®
Emily Shacklett, CPA/PFS
Emily Drake, CFP®