ADVICE FROM EXPERIENCE

Investment fund oversight has never been more important - or more complex. Your assets deserve a fund director who is not only experienced with today’s international operational, financial and compliance issues, but has a proven track record of dealing with managers, investors and other stakeholders ethically, fairly and with due care and attention.

Conrad Levy, principal of Elsworthy Associates, is a highly experienced operational leader (and UK Chartered Accountant) who has launched and/or overseen finance, legal, operations, IT for multiple hedge and long-only funds, as well as an ETF listed on the New York Stock Exchange.

As a current Board Director for multiple funds (in Cayman and Europe) a former Global COO for investment managers both in the UK and the US, he brings wide-ranging practical knowledge and experience, strong global trust relationships, and peace of mind to managers, investors, and counterparties alike.

He is registered with CIMA as a Professional Director and divides his professional time between fund directorships consultancy and serving as a trustee of multiple charities.

Conrad is a UK citizen and US Green Card holder who resides in Greenwich, CT

Having lived through a wide variety of launch, growth and wind-down situations, Conrad is uniquely well-placed to help both managers and investors answer tough questions and avoid costly errors throughout the lifecycle of a fund vehicle.

The Safest Pair of Hands

Choosing the right independent fund director has never been more important to ensuring the peace of mind of investment managers, distributors and investors alike.

Conrad brings vast global product, operations and compliance experience to fund boards, including:

Fund Launches:

First-hand experience of working with advisors and regulators in the US, UK, Cayman, Hong Kong and Singapore to obtain clearance for fund launches.

Regulatory Exams:

A solid track record of handling regulatory audits and exams efficiently and to the satisfaction of the authorities.

Operational Standards:

Has successfully implemented global standards and best practices within individual funds as well as multi-manager platforms.

Global Relationships:

Two decades as a COO in investment management firms in both the UK and US, resulting in invaluable relationships across the industry.