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Robert Nemeth, Managing Director

Mr. Nemeth joined Perkins Fund Marketing in July 2013 with 30 years of buy side experience in the financial industry. Mr. Nemeth will be responsible for sales in various Mid-West and Northern New England states and will manage Tri-State, Florida and California named accounts. He also will work with Mr. Perkins on new manager research and selection.

From 2005-2012, Mr. Nemeth was a Partner and Head of Trading at Elm Ridge Capital Management, a long/short equity hedge fund based in Irvington, NY, where he also managed sell side, prime brokerage, and soft dollar relationships. Prior to joining Elm Ridge, Bob was the Head Trader at SRC Capital, a long/short equity hedge fund under John A. Levin & Co., and had trading responsibilities for Levin’s short bias fund Island Drive. Prior to John A. Levin & Co., Bob was the Head Trader at Catalyst Partners, a long/short small capitalization hedge fund. Bob began his career at J.P. Morgan Investment Management where he spent 14 years as a Vice President and senior Equity and Convertible Trader.

Mr. Nemeth is also a trustee of the Madison Square Boys and Girls Club of New York.

Mr. Nemeth graduated from Colgate University in 1982 where he earned a B.A. degree in Economics and Mathematics. He holds the Series 7 and 63 securities licenses.

Email: rnemeth@pfm-llc.com

J. Douglas Newsome, CFA Managing Director

Mr. Newsome is responsible for sales in the Mid-Atlantic, Florida, Texas and Tri-State named accounts. He also works with Mr. Perkins on new manager research and selection.

Mr. Newsome joined Perkins Fund Marketing in August 2012 with over 25 years of industry experience working with hedge funds, private equity funds and traditional investment strategies. Previously, he was a Managing Director with Babson Capital Management, where he marketed multiple strategies to pension funds, foundations, endowments, financial institutions and family offices. Prior to Babson Capital, he was a Managing Director at PricewaterhouseCoopers Corporate Finance LLC. Prior to PWC, he was founder and Chief Executive Officer of GMS Technologies, Inc., a financial technology firm. Prior to GMS, Mr. Newsome headed debt capital markets and built out the syndicated loan, U.S. private placement and corporate bond businesses at Santander Investment. Prior to Santander, Mr. Newsome helped build out the US private placement business for Barclays de Zoete Wedd (now Barclays Capital). Mr. Newsome began his career as an investment analyst at New York Life Insurance Company (now New York Life Investments).

Mr. Newsome graduated from Muhlenberg College and earned an MBA from Lehigh University. He was awarded the CFA designation and has earned a certificate from the AIMSE/Wharton Institute for Investment Management Sales Executives. He holds the Series 7, 24 and 63 securities licenses.

Email: dnewsome@pfm-llc.com

Dan Glusker, Managing Director

Mr. Glusker is the firm’s General Counsel, Compliance Officer and Director of Research. In addition to handling the firm’s day to day legal and compliance needs and overseeing new manager research and due diligence, Mr. Glusker is responsible for sales to targeted accounts and various business development initiatives.

Mr. Glusker joined Perkins Fund Marketing in January 2013 with over 20 years of legal, corporate, insurance, finance, structured products, fund and equity-linked derivatives and alternatives sales experience. Previously he was a Director in the New York office of Commerzbank AG in the Financial Institutions Marketing group where he structured and marketed fund-linked products and alternative strategies to fund of funds, pensions, foundations, endowments, consultants, insurance companies and family offices. He held similar senior roles at BNP Paribas, Natixis Capital Markets and Wachovia Securities. Prior to joining Commerzbank, Mr. Glusker was a senior member of Fairview Partners, an alternatives marketing firm based in Darien, CT. From 2000-2004, Mr. Glusker was Vice President & Counsel and later Director in Manager Research in the Alternative Assets Group of RBC Capital Markets in New York. Previously, Mr. Glusker was as an Associate at the New York law firms of Brown & Wood (currently Sidley Austin) and Stroock & Stroock & Lavan. Mr. Glusker began his career as a complex loss analyst at the Travelers Insurance Company in 1993.

Mr. Glusker graduated from Colgate University in 1993 and earned his J.D. from New York Law School magna cum laude in 1998. He is a Chartered Alternative Investment Analyst (CAIA) Level I holder, holds the Series 7, 63 and 24 securities licenses and is admitted to the New York and Connecticut bars.

Email: dglusker@pfm-llc.com

Due Diligence

PFM Due Diligence Process
PFM performs extensive due diligence on a Fund/Manager before entering into an agreement and 100% of PFM’s team must agree that there is a good fit.

Some of the processes /reviews we perform include the following:

  • Manager and key personnel credit/background check
  • Review of Manager References including previous employers, personal references, current and past investors
  • Review and verification of data in existing marketing materials
  • Review of Risk Management and Valuation Procedures
  • Review and analytics of performance, attribution and other portfolio data
  • Review of Fund’s performance audits for all years reported
  • Review of Offering Documents/Limited Partnership Agreement
  • Review of Top 5 Largest Client Redemptions – dates and reasons
  • Review and confirmation of current investors and AUM under management
  • Review/confirmation of Form ADV and any other regulatory/corporate registrations
  • Review and verification of Manager Due Diligence Questionnaire
  • Subscription Agreement
  • Manager On-Site Review
  • Meeting with Fund Auditor
  • Meeting with Fund Prime Broker (review of transactions and verification of investment style)
  • Meeting with Legal Advisor
  • Meeting with Fund Administrator

Maria Daldegan - Director of Investor Relations

Ms. Daldegan is responsible for assisting our operations team with coordination of investor requests and information – scheduling of manager meetings/conference calls, travel and conference planning, database management and also acts as a liaison between managers, representatives and investors.

Maria joined PFM in January 2005. From January 2012 through June 2013 she worked directly in a similar capacity for Sasco Energy Partners LLC, a Commodity Trading Advisor (CTA) before returning to PFM in September of 2013. Maria is fluent in Portuguese and has a working knowledge of Spanish. She is studying to take her Series 82 and 63 examinations with the intent of assisting Mr. Perkins in the South American marketplace.

Emailmdaldegan@pfm-llc.com

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