Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Hedge Funds, Mutual Funds, Securities Industry, Stock Market, Securities Fraud, Fiduciary Duty, Brokerage and Financial Advisory, Registered Investment Advisory

ID: 727738 Florida, USA

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Expert has been working on Wall Street for more than twenty years in various capacities, including investment management, institutional brokerage, insurance, hedge fund private equity fund and mutual fund product development, marketing and distribution. He is Managing Director of a firm that provides strategic advice and counsel along with fund governance services to the investment management industry. He serves as a director to both on-shore and off-shore investment vehicles and is a registered director under the Directors Registration and Licensing Law, 2014 of the Cayman Islands. Expert has worked at firms including Apex Funds Services, Morgan Stanley, Cantor Fitzgerald and Orbitex Financial Services Group. He is the Co-Founder of the Investment Management Due Diligence Association, an independent educational organization focused on setting best practices for both operational and investment management due diligence around the globe. He is a Co-Founder of Operations for Alternatives an event series focused on the convergence of the investment management industry. He is also FINRA Registered Neutral Arbitrator.

Expert is an accomplished writer specializing in finance, has written extensively about the investment management industry and is the author of nine books including: The Fundamentals of Hedge Fund Management “First Edition” (Wiley 2007), “Second Edition” (Wiley 2012), Getting Started in Hedge Funds “First Edition” (Wiley 2000), “Second Edition” (Wiley 2005) and “Third Edition” (Wiley 2010), The Long and Short of Hedge Fund (Wiley 2008) and Essential Stock Picking Strategies (Wiley 2002), which was named by Barron’s as one of the ten best investment books of the year. He is also the author of Julian Robertson: A Tiger in the land of Bulls and Bears (Wiley 2004). His articles have appeared in The New York Post, The Financial Times, The Boston Globe as well as various trade publications around the world.

Expert graduated from Clark University with a Bachelor of Arts in 1993. While at Clark he was a Clark Writing Fellow and Editor in Chief of the campus newspaper. He was born and raised in Framingham, Massachusetts and is a graduate of the Chapel Hill-Chauncy Hall School where he currently serves on the Board of Trustees, is a member of the Executive committee and Chairs the Audit committee.

Expert is a former trustee of The Jewish Board of Family and Children Services in New York City and a past president of Jewish Big Brothers and Sisters.

Prior to moving to Florida in June of 2014, he was an active member of the Fanwood Rescue Squad, which provides volunteer Emergency Medical Services to Fanwood and the surrounding communities in Union County New Jersey. He is a State of New Jersey Certified Emergency Medical Technician.

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Education

Year Degree Subject Institution
Year: 1993 Degree: BA Subject: Politics Institution: Clark University

Work History

Years Employer Title Department
Years: 2001 to Present Employer: Undisclosed Title: Managing Partner Department: Strategic advice and counsel to Investment Management Firms
Responsibilities:
He is responsible for working with clients to develop and create new products in the financial services industry including but not limited to hedge funds, mutual funds, separate accounts, advisory services, brokerage services, administration services and more.
Years Employer Title Department
Years: 2014 to Present Employer: Undisclosed Title: Co-Founder Department: Executive Office
Responsibilities:
Work extensively to educate institutional investors on due diligence best practices.
Years Employer Title Department
Years: 2017 to 2018 Employer: Apex Funds Services, Inc Title: Managing Director – Head of Business Development Department: Executive Office
Responsibilities:
Responsible for all aspects of business development, marketing and sales at global hedge fund and private equity fund administration company with over $80 billion in assets under administration. Managed sales and marketing team’s effort to grow and expand market share with new and existing clients across multiple asset classes, investment strategies and styles for alternative fund managers.
Years Employer Title Department
Years: 2011 to 2013 Employer: Rutgers University Business School Title: Adjunct Professor Department: Finance
Responsibilities:
Taught both graduate and under graduate classes on Corporate Finance, Financial Management, Equity and Fixed Income Investing.
Years Employer Title Department
Years: 2011 to 2013 Employer: The Institute for International Research Title: Managing Director – Financial Services Division Department: Finance
Responsibilities:
Managed a team of seven conference producers and three sales professionals to create and operate a portfolio of financial services conferences around the globe. The business to business conference subjects include: hedge funds, private equity, mutual funds, pre-paid credit cards, private placement life insurance, operational due diligence, exchange traded funds, emerging payments and agriculture investing. Directly responsible for managing all aspects of the $15 plus million revenue generating division including; product development, marketing, human resources, financial and management reporting.
Years Employer Title Department
Years: 2007 to 2009 Employer: Morgan Stanley & Co. Inc Title: Rainmaker Department: Business Development
Responsibilities:
Develop and expand business for brokerage firm among high net worth and institutional investors.
Years Employer Title Department
Years: 1999 to 2001 Employer: Orbitex Financial Services Group, Inc. Title: Director of Product Development and Marketing Department: Executive
Responsibilities:
Developed and marketed domestic and offshore money management products for global financial services firm.
Worked to build the Orbitex Group of Funds from $33 million in assets under management to over $900 million as of February 2001; through a direct sales and domestic wholesaling effort. Developed both internally and subadvised investment management vehicles which were sold through wire-houses and regional broker dealers.
Responsibilities included: Overseeing global marketing plan of the company, coordination of retail and institutional sales efforts, managing public relations effort, product development, and strategy.
Years Employer Title Department
Years: 1998 to 1999 Employer: Winstar Government Securities Corp. Title: Senior Vice President Sales Department: Executive
Responsibilities:
Created and implemented sales organization for online odd-lot U.S. Treasury firm. Took sales from approximately 35 trades a day to over 250 trades per day and primed the firm for sale to Fahnestock & Co. Inc. in December 1998.
Clients included; Legg Mason, Charles Schwab, and Comerica Securities. Responsibilities included: Client development and retention focused on the regional and wire-house brokerage community.
Years Employer Title Department
Years: 1995 to 1998 Employer: Cantor Fitzgerald & Co. Title: Vice President/ Associate Department: Institutional Property Group
Responsibilities:
Extensive training in U.S. Treasury and global fixed income securities markets. Bought and sold whole loan residential, commercial, and credit card portfolios on behalf of institutional clients. Developed, implemented and
operated the first electronic trading system for publicly registered but not publicly listed limited partnership units.
Responsibilities included: Handling all aspects of the operation, finance, accounting, creating and implementing a business model, due diligence, product support, and client development.

Career Accomplishments

Licenses / Certifications
FINRA Arbitrator - Series 7, 63, 65, 33; Life Insurance; Health Insurance
Professional Appointments
Board of Trustees Chapel Hill Chauncy Hall School
Publications and Patents Summary
He is the author of eight books and countless articles on investment management, hedge funds, mutual funds, Wall Street, banking and politics.

Additional Experience

Expert Witness Experience
He is currently serving as an expert witness in a mutual fund case between two very large players in the industry.
Training / Seminars
He has run and developed training seminars in hedge funds, mutual funds, investment management, Wall Street, and finance around the globe since 1999.
Vendor Selection
He has experience sourcing products and services including postage systems, trading systems, phone systems, insurance, administration services, accounting services, brokerage services, financial services and credit facilities.
Marketing Experience
He can discuss the investment industry including hedge funds, mutual funds, Wall Street, Congress' role in regulating Wall Street and the banks at length. He does this regularly in the media including print, television and radio around the globe.

Fields of Expertise

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