Adam Fried is a partner at Stillwater LLC, a NYC based single family office. Stillwater invests directly across asset classes and industries from early stage to mature operating business including growth equity, value businesses and real estate. Stillwater will make both active and passive and control and non-control investments. Over the last few years Adam has made significant investments in areas of technology, healthcare, natural resources, consumer products, restaurants, real estate and shipping.
Prior to joining Stillwater, Adam spent 4 years as an investment analyst at Enso Capital Management and Apex Capital Management investing across a variety of industries. He began his career at Deutsche Bank in the investment banking division, advising natural resource companies on mergers & acquisitions. He graduated from Columbia University with a B.A. in economics.
Adam is involved in several organizations and groups. He is a Milken Young Leader, a Founding Contemporary Patron at the Whitney Museum, a Birthright Excel Advisor, on the board of the Paradise Fund and a member of the BreakOut & Summit Series communities.
Adam created the Friedom Project for Financial Literacy whose mission is to implement financial literacy education as a core curriculum course into High Schools, Community Colleges and Universities across the United States.
David Friezo was the Managing Principal and Founder of Lydian Asset Management (LAM), a $3.5+ billion Convertible Arbitrage & HY Credit hedge fund based in Westport, CT for over thirteen years. Prior to LAM, David was a partner at Bankers Trust. When he wound down the fund in 2012, David brought his money back onshore and formed the Frisa Family Office (“FFO”). The objective of the FFO is to invest in a tax efficient manner across a number of asset classes including Private Equity, Hedge Funds, Traditional Assets, and Real Estate along with a focus on Philanthropic and generational needs.
While exhaustively exploring different vehicles to reinvest the family office wealth in a tax efficient structure, David identified that using Insurance Dedicated Funds (IDF’s), including Private Placement Variable Annuities (PPVA’s) and Private Placement Variable Life (PPLI), was the most efficient and flexible structure to fund his family office goals. The IDF structure gives the investor the ability to generate alpha by mitigating taxes. Minimal set-up costs and ease of execution makes the IDF structure extremely attractive. The major issue the FFO encountered when studying the IDF market was the lack of high quality funds on the insurance carrier platforms. After speaking with several insurance carriers, the FFO initially seeded two IDF managers and has been investing in several other new IDF’s that meet the investment criteria. The FFO believes this should be the preferred structure for onshore taxable LP’s such as Ultra High Net Worth Individuals and Family Offices to invest in hedge funds.
Anne-Cathrine Frogg is a co-founder and managing partner of the firm incorporated in February 2014 to provide representation services in Switzerland. She has over 20 years of fund industry, private banking and global asset management experience.
Anne-Cathrine was previously a portfolio manager and senior analyst, member of several internal fund executive committees at Mirabaud & Cie’s Geneva offices, with primary responsibility for multi-manager, multi-strategy hedge fund portfolios. Prior to joining Mirabaud in 2004, Anne-Cathrine was a hedge fund analyst and portfolio manager at Agora Capital Services and Banque Franck in Geneva, and a member of the European funds management team of Commodities Corporation and Goldman Sachs Asset Management.
Anne-Cathrine holds a Masters degree in International Relations (1994) from the Graduate Institute of International Studies in Geneva. Anne-Cathrine speaks English, Norwegian, French, Dutch and German.
Fred Gatling is President of Edge Capital LLC. His primary focus is capital raising and business development for institutional investors. Prior to Edge, he was Senior Managing Director- Marketing at Whetstone Capital Advisors LLC, a long-short equity fund. In 2012, he founded Wellspring Investment Management to deliver alpha oriented investments to family offices and high net worth individuals. Prior to Wellspring, he was a Partner for sixteen years at OSV Partners, leading OSV’s expansion into alpha oriented currency products. His experience includes fund raising, business development and compliance. Fred joined Salomon Brothers in 1986 as an Associate and later as a Vice President. Fred earned a BBA in Economics and Real Estate and a MA in Economics from Kent State University.
Sandy Geyelin
Sandy Geyelin, CFA
Senior Managing Director
Sandy Geyelin joined Lombard International in May 2004 and is a Senior Managing Director within the Sales & Marketing function. In his role, he works with internal and external sales partners to execute on business development opportunities. Prior to joining Lombard International, Mr. Geyelin worked for Bank of America Securities on the Equity and Convertible Securities Capital Markets desk. He holds a B.S. in Economics from the University of Virginia. He is currently licensed for life, variable products and holds Series 7, 26 and 63 securities registrations. Mr. Geyelin is a CFA Charterholder and member of the CFA Society of Philadelphia.
