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Orbis Brochure_GFTP2018 Flipbook PDF

Orbis Brochure_GFTP2018


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GLOBAL FUNDRAISING TALENT PRACTICE: THE WORLD’S LEADING AGENT IN THE PLACEMENT OF FUNDRAISING TALENT

Orbis’ Global Fundraising Talent Practice (GFTP) places fundraising and other dedicated L.P.-facing talent, across the globe, at all seniority levels and for every conceivable type and size of asset manager. It’s all we do and we’ve been doing it for 15 years. We want to be the best in the world, by a wide margin, in this one talent vertical, and we’re confident that we are. We work extremely hard on behalf of our clients to keep it that way. We’re known for moving fast and accurately. We have been placing between 45 and 55 fundraisers and other dedicated L.P.-facing professionals every year over the past decade. There isn’t a fundraiser search we haven’t done, and done successfully, many times over. As experts in this space, we’re able to advise our clients on most every facet of fundraising and fundraising talent. Sometimes this takes the shape of architecting or re-architecting an entire team, creating or tweaking compensation models, or introducing our clients to independent fund placement professionals and firms to augment the full-time professional(s) that we place with them. While we work with many large firms that do not need this kind of advice, smaller firms do appreciate this advice and expertise a great deal.

Copyright 2018 Orbis Talent Partners LLC. In collaboration with Integral Mark, LLC.

“WE FEEL CONFIDENT THAT WE ARE THE BEST IN THE WORLD, BY A WIDE MARGIN, IN THIS ONE TALENT VERTICAL. WE WORK EXTREMELY HARD ON BEHALF OF OUR CLIENTS TO KEEP IT THAT WAY.”

GLOBAL FUNDRAISING TALENT PRACTICE

The stats

Our placement track record is impeccable and unparalleled.

~700

fundraisers and other dedicated L.P.-facing professionals placed over 15 years

clients AUM L3Y

client breakdown

Private markets clients

public markets clients

50

$25B

Alts - Private Markets Funds Alts - Public Markets Funds ‘40 Act, ETF and Other Traditional Asset Mgmt. Products

Private Equity Real Estate Private Credit Energy/Infrastructure Venture

Credit Equities Macro/EM Quant Other

Candidates roles placed L3Y

seniority level L3Y

compensation

fundraisers anticipated to be placed in 2018 (45 placed in 2017)

7

weeks

on average to successfully close a search

Fundraising/Sales Investor Relations/Client Service Product Specialist Marketing Communications

MD & Partner Director VP Associate & Analyst

Base + Some Min Bonus + Discretionary Bonus Base + Fully Discretionary Bonus Full Annual Comp Guarantee

OF SEARCHES CLOSED SUCCESSFULLY

business CLIENT LOCATIONS L3Y

95%

TARGET L.P. BASE L3Y

WEEKS TO CLOSE

60%

North America EMEA Asia

Institutions HNW/UHNW/Family Offices Platforms & RIAs (Home Office & FAs)

Less Than 6 Weeks 6 to 8 Weeks More Than 8 Weeks

Of Day-One MDs & Partners placed over past 5 years are female or minorities

1 2 3 4

AN UNPARALLELED LEVEL OF EXPERIENCE & EXPERTISE Before founding Orbis (and a predecessor firm), Brian Grover built and led two fundraising efforts. Prior to this, he spent over a decade solving complex problems for alternative investment firms, while working for various blue-chip investment banks. As a recruiter, Brian focused early on fundraising talent, and has approximately 700 fundraiser and other dedicated L.P.-facing talent placements under his belt; adding approximately 50 per year to this total. There is simply no other recruiter, globally, that brings as much relevant experience, insight, information, credibility, problem-solving skills, and placement success to this talent vertical. And we’re just getting started…

WE ARE A FUNDRAISING TALENT MACHINE We have a granular and continuously growing and updated database of over 60,000 fundraisers and other dedicated L.P.-facing professionals, at all seniority levels, and with every conceivable type of background, globally. No other firm has this. We lean on it, but we don’t attempt to close our searches from this network alone; that would be dishonest to our clients; they deserve better.

ACCESS TO THE BEST TALENT AT THE OPTIMAL TIME FOR the benefit of our CLIENTS All this activity, credibility, visibility, research capability, and vast existing network means we can almost always deliver the perfect talent solution to our clients, without them having to pay a premium for that perfect solution. This is enormously important to our clients, and it gives us a massive advantage over all competitors in our space.

LOWER FEES Our firm’s cost structure is, by design, extremely low. Our odds of success with any one search are extremely high. And our continuous activity level is extremely high. All told, we can charge our clients less because we enjoy a high likelihood of success with each and every search assignment.

ORBIS’ gf tp EDGE We successfully close 95% of the searches we commence, and we do it at a lower price point than any of our worthwhile competitors.

Select Recent gftp Success Stories Private Equity & PRIVATE CREDIT Director-Level Institutional Fundraiser

Director of IR & Institutional Fundraising

VP-Level Institutional Fundraiser

Day One Partner, Global Head of Institutional Fundraising

$200B+ AUM Private Markets Manager

$2B+ AUM Private Equity Manager

$2B+ AUM Private Credit Manager

NYC 2018

CONNECTICUT 2018

NYC 2017

$200B+ AUM Private Credit Manager NYC 2017

Day One Partner, Global Head of Institutional Fundraising

Day One Partner, Global Head of Institutional Fundraising

Director of Fundraising

Director of Fundraising

$1B+ AUM Private Equity Manager Shanghai & NYC 2018

$5B+ AUM Private Credit Manager NYC 2018

$2B+ AUM Private Markets FOF

$2B+ AUM PE & PC Manager

Salt Lake 2018

PHILADELPHIA 2018

Real Estate Day One Partner, Global Head of Fundraising

VP-Level Fundraiser

Four HNW Fundraisers

Day One Partner, Head of Fundraising & Capital Markets

$5B+ AUM Real Estate Private Credit Manager

$5B+ AUM Real Estate Private Equity Manager

National Real Estate Developer & Investor

Regional Real Estate Developer & Investor

London 2016

NYC 2016

Dallas & Las Vegas 2018

San Francisco 2018

Venture Capital Day One Partner, Head of Fundraising

Day One Partner, Head of Fundraising

Head of Fundraising & Deal Sourcing

Associate-Level Fundraiser

$750M AUM Tech VC Manager

$2B+ AUM Tech VC Manager

$500M+ AUM Tech VC Manager

$10B+ AUM VC & PE FOF Manager

NYC 2018

San Francisco 2016

San Francisco 2017

Connecticut 2018

Select Recent gftp Success Stories Emerging Markets Day One Partner, Global Head of Institutional Fundraising

Day One Partner, Global Head of Institutional Fundraising

$5B+ AUM Frontier Markets Manager London & Dubai 2018

$5B+ AUM EM HF & Private Markets Manager NYC & London 2018

Day One Partner, North America Head of Fundraising $250M+ AUM EM PE FOF Manager NYC & Amsterdam 2016

Day One Partner, Global Head of Institutional Fundraising $1B+ AUM EM ESG Long-Only Manager NYC 2017

Long-Only & ETF Managers Director of Fundraising

Associate, Wholesaler

Vice President, Wholesaler

Day One Partner, Global Head of Fundraising

$2B+ AUM ‘40 Act Equity Manager

$1B+ AUM ETF Manager

$1B+ AUM ETF Manager

$1B+ AUM Long-Only ESG Equity Manager

Los Angeles 2017

San Francisco 2017

NYC 2017

NYC 2017

Infrastructure & Energy Day One Partner, Global Head of Institutional Fundraising $5B+ AUM PE & Real Assets Manager NYC 2018

Global Head of Fundraising

Director of Fundraising

Associate-Level Fundraiser

$2B+ AUM Upstream Energy Manager

$2B+ AUM Global Real Assets Manager

$10B+ AUM VC & PE FOF Manager

Hong Kong 2017

Chicago 2018

Connecticut 2018

Day One Partner, Global Head of Institutional Fundraising

Global head of Fundraising

HEDGE FUNDS Director of Fundraising

Director of Fundraising

$500M+ AUM Equity Long/Short Manager

$500M+ AUM Event-Driven Manager

NYC 2018

NYC 2017

$5B+ AUM EM HF & Private Markets Manager NYC 2018

$10B+ AUM credit HF manager NYC 2018

Select Recent gftp Success Stories Smaller Managers Vice President, Fundraiser

Day One Partner, North America Head of Fundraising

Day One Partner & Head of Fundraising

Day One Partner, Director of Fundraising

$50M+ AUM Quant Manager

$300M+ AUM PE FOF Manager

$150M+ AUM Public Equity L/S Manager

$100M+ AUM Venture Capital Manager

San Francisco 2017

NYC & Amsterdam 2016

Connecticut 2018

San Francisco 2017

Fund Placement Clients 5-Person Private Markets Origination & Distribution Team

3-Person Private Markets Origination & Distribution Team

Director, Secondary Advisory

Project Management & Due Diligence Analyst

Private Markets Funds Placement Firm

Private Markets Funds Placement Firm

Private Markets Funds Placement Firm

Private Markets Funds Placement Firm

Connecticut 2016 – 2018

NYC 2016

NYC 2018

NYC 2016

Investor Relations, Product Specialists, Marketing Communications Global Head of Marketing Communications

Vice President, Investor Relations

Director, Head of Investor Relations

MD-Level Infrastructure Product Specialist

$50B+ AUM Alts Manager

$5B+ AUM Infrastructure Manager

$2B+ AUM Private Equity Manager

$200B+ AUM Private Markets Manager

NYC 2015

Connecticut 2016

Connecticut 2018

NYC 2018

Blue-chip Junior Talent Distribution Associate

Fundraising Associate

BD/IR Associate

Project Management & Due Diligence Analyst

Private Fund Placement Firm

$20B+ AUM Energy Manager

$1B +AUM Private Equity Manager

Private Fund Placement Firm

Connecticut 2017

New Jersey 2017

NYC 2018

NYC 2016

Select Recent gftp Success Stories First-Time Fundraising Hire 5-Person Private Markets Origination & Distribution Team

3-Person Private Markets Origination & Distribution Team

Director, Secondary Advisory

Project Management & Due Diligence Analyst

Private Markets Funds Placement Firm

Private Markets Funds Placement Firm

Private Markets Funds Placement Firm

Private Markets Funds Placement Firm

Connecticut 2016 – 2018

NYC 2016

NYC 2018

NYC 2016

Team Builds 3-Person Institutional Fundraising Team

4-Person HNW Fundraising Team

5-Person Private Markets Origination & Distribution Team

3-Person Private Markets Origination & Distribution Team

$2B+ AUM Private Credit Manager

National Real Estate Developer & Investor

Private Markets Funds Placement Firm

Private Markets Funds Placement Firm

NYC 2017

Dallas 2017 - 2018

Connecticut 2016 – 2018

NYC 2016

Diversity talent MD, Global Head of Sales

Day One Partner, Global Head of Fundraising & IR

Day One Partner, Global Head of Fundraising & IR

Day One Partner, Global Head of Fundraising & IR

$200B+ AUM Asset Manager

$1B+ AUM ESG Manager

$20B+ AUM Alts Manager

$2B+ AUM Emerging Markets Manager

NYC 2016

NYC 2017

London 2016

London & Dubai 2017



We aim to dazzle our clients on each and every assignment. It’s not enough to successfully close a search. I want to be able to look back years after a successful placement and see that our Finalist has had a hugely positive impact on our client’s business from a capital formation and capital retention standpoint. I view what I do as being critically important to our client’s medium- and longterm success and we behave accordingly - as a valued partner to our client.” Brian Grover, Founder Orbis Talent Partners, LLC

Brian Grover Orbis Talent Partners (787) 354-3654 [email protected] www.OrbisTalentPartners.com