Champlain Advisors

terry@champlainadvisors.com

Terry brings 30+ years of private placement experience to Champlain. He has represented $30B+ across 65+ completed private placements since he began structuring and placing alternative investment funds in 1996 while at Credit Suisse. Terry has been executing fund placements in a boutique environment since 1999. In 2003, he co-founded Champlain where he is responsible for managing General Partner and key Limited Partner relationships. Previously, as a member of the Private Finance Group at Credit Suisse, he executed 18 private placements for corporate issuers and alternative investment funds. Terry received his B.A. magna cum laude from Bowdoin College.

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chris@champlainadvisors.com

Chris has 30+ years of diverse investment banking experience, having structured and executed various private placements, public offerings and mergers and acquisitions at Credit Suisse, Deutsche Bank and Bank of America Securities. He has been executing fund placements in a boutique environment since 2001 and is responsible for leading the firm’s sales and distribution processes where he has represented $29B+ across 60+ completed private placements. Chris received his B.A. magna cum laude from Bowdoin College. He is fluent in Spanish and conversant in French.

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sean@champlainadvisors.com

Sean has specialized in private placements over his entire 50-year career. He has represented $15B+ of completed private placements, including $5B+ in private equity and mezzanine funds. In 2003, he co-founded Champlain where he is responsible for managing General Partner and key Limited Partner relationships in North America. He has been executing fund placements in a boutique environment since 2001. Previously, he was a Director in the Private Finance Group at Credit Suisse where he executed private debt and equity placements for 18 years. Sean received his B.S. from Rensselaer Polytechnic Institute and his M.B.A. from Columbia Business School.

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kim@champlainadvisors.com

Kim has over 20 years of experience, primarily in equity investing and research. She is responsible for driving exceptional outcomes for Champlain’s General Partners and Limited Partners. Prior to joining, Kim was an Associate Portfolio Manager at Balyasny Asset Management. She began her career in proprietary trading at Lehman Brothers. Kim holds a B.A. from Duke University.

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steve@champlainadvisors.com

Steve currently leads Champlain’s distribution efforts across APAC and has participated in $13B of mandates across APAC since opening the Hong Kong office for Pathway in 2012. He is a Board Member and Advisor at Castling Investment Group, Korea’s first private markets advisory firm, which he helped establish in 2013. Previously, Steve served as the Co-head of Pathway Capital Management’s Hong Kong office, where he was responsible for overseeing global fund opportunities, and helped launch Pathway’s research department in 2008. Steve was also a member of Pathway’s New Deals Committee. Before his tenure at Pathway, Steve worked as an investment banker, executing a variety of M&A, advisory, and financing transactions. He holds U.S. citizenship and permanent residency in Hong Kong and South Korea, reflecting his deep ties to the global financial landscape. Steve graduated cum laude from the University of Southern California’s Marshall School of Business.

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jeff@champlainadvisors.com

Jeff has over 35 years of experience in the financial services industry and is responsible for managing relationships with both General Partners and Limited Partners in North America and Europe. Prior to joining Champlain, Jeff was a Managing Director with Trailmark, a boutique placement firm. Prior to that, he worked as an Executive Director at Oppenheimer, and held roles at Lehman Brothers and Bear Stearns. Jeff received his B.S. from the University of San Francisco.

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don@champlainadvisors.com

Don has 30+ years of experience in private placements, most recently as a Managing Director at Trailmark, a boutique placement firm. Don also held Executive Director roles at Oppenheimer and CIBC, raising capital on behalf of a wide range of private market fund managers. Don holds a B.A. from George Washington University.

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jim@champlainadvisors.com

Jim has over 35 years of experience in the financial services industry and is responsible for managing relationships with key limited partners in North America. He has been executing fund placements since 2007. Prior to joining Champlain, Jim worked as a Partner with CrossBay Capital Partners, a boutique placement firm. Prior to that, he worked as a Senior Vice President at Lehman Brothers and a Director at Deutsche Bank Securities, specializing in the fixed income markets, including derivatives, international, corporate credit, government, mortgages and agencies. Jim received his B.S. from the University of Vermont.

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brian@champlainadvisors.com

Brian has 28+ years of private equity experience and currently assists Champlain in client origination and due diligence. Prior to Champlain, Brian spent 17 years at Allianz and led the New York office where he was responsible for monitoring and deploying $2.2B+ across 87 funds/co-investments. He served on the Allianz Capital Partners Global Investment Committee where he opined on international investments with representation on 28 LP Advisory Boards. Brian received his B.S. in Accounting magna cum laude from York College of Pennsylvania and his M.S.F. from the Sellinger School of Business at Loyola University Maryland.

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