David Conrod is Co-Founder and Chief Executive Officer of FocusPoint and LandC Investment, LLC. Mr. Conrod is a veteran private fund placement executive, with more than 25 years’ experience fundraising and building profitable new financial services businesses. Prior to launching FocusPoint in 2010, Mr. Conrod was a Senior Managing Director at Guggenheim Partners, LLC, where he led the firm’s institutional distribution initiatives globally. Mr. Conrod joined Guggenheim at the firm’s inception in 2000 and for over a decade played a key role in the sourcing, diligence, and growth of six distinct Guggenheim-sponsored asset management entities. Collectively, these businesses raised $6 billion of limited partnership commitments. During his Guggenheim tenure, Mr. Conrod also established the firm’s Private Fund Group and successfully obtained over $7 billion of fund allocations for general partnerships external to the firm. From 1992-1999, Mr. Conrod was Director of Sales and Marketing at HSBC Asset (Americas), Inc., where he was responsible for distributing the bank’s private equity vehicles in Asia and Europe. Mr. Conrod earned an A.B. from Kenyon College and an M.B.A. from Columbia Graduate School of Business. Mr. Conrod serves on the Board of Directors of Rise Line Business Credit.
Robert Mortimer is Co-Founder and Managing Partner of FocusPoint. Mr. Mortimer is a tenured investment banker, with over 20 years’ experience raising equity and debt for a variety of fund and transaction structures. Throughout his career he has specialized in understanding the specific needs of family office and insurance investors, maintaining relationships within these segments across North America, Europe, and the Middle East. At FocusPoint, Mr. Mortimer initiated and leads coverage of non-traditional limited partners, earning the firm its reputation for success in obtaining capital commitments from allocators not broadly known to the placement agent community. Prior to co-founding FocusPoint, Mr. Mortimer was a Managing Director at Guggenheim Partners, LLC from 2000 to 2010 and a principal contributor to the build-out and success of its Private Fund Placement group. Mr. Mortimer attended New York University as well as the Venture Capital Executive Program Certificate from the UC Berkeley Haas School of Business.
Cheryl Rogers is responsible for marketing to and raising capital from institutions and family offices in the Mid-Atlantic and Southeast regions of the U.S., as well as parts of Canada. Prior to joining FocusPoint in 2010, Ms. Rogers was Vice President in the Private Fund Group at Guggenheim Securities, LLC. Before joining Guggenheim in 2005, she was a Project Manager at Penn, Schoen, & Berland Associates, a political consulting and marketing strategy firm. Prior to Penn, Schoen, & Berland Associates, Ms. Rogers worked at East Gate Capital Management & Private Equity. She graduated with a B.A. in International Relations from Stanford University.
Franklyn Chang is a Managing Director at FocusPoint. Mr. Chang has over 23 years of experience successfully raising institutional capital for private equity, private debt, real assets and real estate strategies. Since 2011, Mr. Chang has direct attribution to raising $4.1 bn of capital in North America, the Middle East and Europe. Prior to joining FocusPoint, Mr. Chang was a partner at Eaton Partners for eight years, including four years running the firm’s European placement business. In addition to his experience as a third party fundraiser, Mr. Chang spent five years working in various senior level business development positions at large institutional asset managers. Mr. Chang began his finance career at BancAmerica Securities where he structured and led the syndication of middle market highly levered transactions. He received a B.S. from Manhattan College and an M.B.A. from The University of Chicago.
Russell Boggessis responsible for coverage in North America with emphasis on the Midwest, and some East Coast clients. Prior To Focus Point, Mr. Boggess ran his own consulting firm which advised a number of private equity, private credit and hedge funds on business development and was affiliated with R6 Capital. Before then, he was Director of Marketing for two New York based hedge funds: Kingdon Capital Management and Sandell Asset Management in New York. Mr. Boggess began his finance career at Thomas Weisel Partners in San Francisco in where he served as a vice president in the Venture Capital Service Group working with institutional investors. He holds a B.A. from the University of Colorado.
Camilla Davies is responsible for marketing and capital raising from institutions and family offices in the Westcoast and Midwest regions of the U.S.. Prior to joining FocusPoint, Ms. Davies was a Vice President at CAIS, an alternatives investment platform to the wealth management industry. Prior to CAIS, she worked at the Credit Suisse Private Bank in London in their Client Advisory Group from 2010 to 2011 where she was responsible for cross-selling the Private Bank’s products and services to the Investment Bank and their clients. Previously, Ms. Davies worked as a Junior Investment Advisor at Credit Suisse Private Bank covering High Net Worth finance professionals from 2007 to 2010. She graduated with a B.A. in Psychology, Art History and Theory from The University of Sydney.
Kevin Pizzolo is responsible for marketing and capital raising from pension plans, institutions, and family offices across the Eastern US. Prior to joining FocusPoint, Mr. Pizzolo was a Financial Consultant with AXA where he held his financial advisory practice servicing both individuals and institutions. Mr. Pizzolo currently holds his FINRA Series 7, 63, & 65 licenses and has completed the Certified Financial Planner designation course through Fairleigh Dickinson University. He graduated with a B.A. in Economics from Fairfield University.
Akrati Agarwal is a member of the Project Management team where she is responsible for various deal management activities associated with the group’s mandates including due diligence and preparation of marketing and transaction management materials. Prior to joining FocusPoint, Ms. Agarwal was an Investment Banking Associate in UBS’s Financial Institution Group where she advised clients on various M&A and debt advisory transactions. Previously, Ms. Agarwal was a Consultant at Capgemini in the Capital Markets Group, managing large engagements across multiple geographies. Ms. Agarwal is a Series 79 and 63 registered person with FocusPoint Private Capital Group, which is a member of FINRA and a securities broker-dealer in the United States. She holds a B.A. in Economics from Tufts University and an MBA from Duke University.
Isel Fitzgerald is a member of the Project Management team where she is responsible for various deal management activities associated with the group’s mandates including due diligence and preparation of marketing and transaction materials. Prior to joining FocusPoint, Ms. Fitzgerald was an Investment Banking Analyst in BofA Securities’ Global Industrials Group where she advised clients on various M&A, debt, and equity transactions. Ms. Fitzgerald is a Series 79 and 63 registered person with FocusPoint Private Capital Group, which is a member of FINRA and a securities broker-dealer in the United States. She holds a B.A. in Government & Legal Studies from Bowdoin College.
Paul Szep serves as the FINOP for FocusPoint. With over 20 years of experience in public and private accounting, Mr. Szep has developed specialized skills in Accounting, Tax, and Operations for hedge funds, private equity funds, and broker dealers. Paul is also a FINRA Series 27 FINOP. Prior to joining FocusPoint in 2014, he held accounting manager titles for PEF Services, a private equity administrator, and Rothstein Kass & Co., an audit and administration firm for alternative investment funds. In the private market, he served as the Controller and Chief Financial Officer for a multi-billion dollar NY-based hedge fund from 2004- 2010. He graduated with a B.S. in Accounting from Montclair State University.
Michael Wychozowycz serves as the Assistant Controller for FocusPoint. Prior to joining the FocusPoint in 2014, Mr. Wychozowycz worked as a staff accountant for PEF Services, from 2011 to 2014, where he administered the back office accounting and reporting for multiple private equity clients.
Rashi Dhir is a Senior Consultant to FocusPoint. He is a Partner at DMD Advocates where he served as outside counsel to FocusPoint on its management buy-out. From 2002 to 2010, Mr. Dhir was Managing Director and General Counsel at Guggenheim Partners, LLC where he worked with David Conrod. Prior to Guggenheim Partners, LLC, he was Senior Associate at Clifford Chance US LLP and Senior Associate at Clifford Chance (Rogers & Wells). Mr. Dhir graduated from Delhi University where he was valedictorian and received a J.D. from Harvard Law School.
Louis Mattielli has held senior legal, compliance and administrative positions in several financial services firms over a lengthy career. He holds the Series 7, 10 and 24 FINRA licenses. He is a graduate of Saint Peter's College and New York Law School.