EGIDIO (ED) G.

ROBERTIELLO, CFA
38 Weiss Road
Upper Saddle River, NJ 07458
er60d012@westpost.net
Home 201-825-4828 Cell 201-819-5806

INVESTMENTIFUND MANAGEMENT PROFILE

Over 20 years of investment experience including portfolio management, asset all
ocation, manager research and funds due diligence and operations. Possess a deep
fundamental understanding of the risks, nuances and challenges of investing acr
oss all asset classes. Adept in developing fund and asset allocation strategies,
backed by a track record of superior results in portfolio management, particula
rly in hedge funds and other alternatives. Broad experience in investment planni
ng, financial analysis, risk assessment, monitoring and reporting. Utmost abilit
y to evaluate and select investment managers. Very strong people management and
team building skills. Dynamic communication and public speaking skills and comf
ort in leading board, executive management and client presentations. MBA and CFA
.

PROFESSIONAL EXPERIENCE
CREDIT SUISSE GROUP, New York, NY April 2006 to March 2010
Managing Director - Head of Hedge Fund Solutions - Americas Jan '08 to March '10
Managing Director - Global CIO - 2006 and 2007
In my current role I am responsible for developing, implementing and maintaining
all aspects of the hedge fund solutions business for the Americas region. Prior
to my current role I was global head of the business including research, portfo
lio management, operational due diligence and risk management.
Responsibilities
* Manage a global team of 65 hedge fund investment professionals including resea
rch analysts, portfolio managers, operational due diligence team and risk manage
ment based in New York, London, Zurich, Hong Kong, Tokyo and Singapore.
* Responsible for numerous multi manager hedge fund portfolios with assets over
$23B allocated to 200 managers across various hedge fund strategies.
* Source, screen and perform detailed due diligence on potential new hedge fund
managers across all hedge fund strategies.
* Chaired the firms Strategy Review Committee, Fund Review Committee, Portfolio
Review Committee.
* Provide investment advice to the firm's Private Bank clients and hedge fund se
eding platforms.
* Coordinate activities between the groups three main investment functions: Rese
arch & Selection, Portfolio Management and Risk Management.

ASSET ALLIANCE CORP., New York, NY April 2004 to March 2006

Senior Managing Director - Investments and Research
As Senior Managing Director of Investments and Research, oversee the Investments
& Research of the Company's multi-manager fund of hedge funds. Responsibilities
include portfolio construction and allocation, manager selection and due dilige
nce, strategy and market analysis, and portfolio monitoring. Oversight responsi
bilities for the firm's affiliate managers as well as, the identification and re
view of potential future affiliate managers. Oversight responsibility for the fi
rms CTA investable index product.
Accomplishments
* Established and implemented an institutional manager due diligence and portfol
io allocation process for the firms multi manager portfolios.
* Creation and launch of three funds of hedge fund products; a dedicated Hedged
Equity multi manager fund, a multi strategy multi manager portfolio and an Easte
rn European focused multi manager fund.
* Identified over 15 high quality potential affiliation candidates and negotiate
d the purchase agreement for several current affiliates.
* Created a private equity style Emerging Managers fund to seed 15 to 20 diversi
fied hedge fund managers and negotiate revenue share for the benefit of the fund
investors.
* Managed a research staff of 8, including 3 in London, an operations due dilige
nce staff of 2 and a risk group of 4 professionals.
* Lead the process of choosing and implementing a new portfolio management syste
m, manager database and risk management system.
* Member of the firms Investment Committee, Index Committee and Risk Management
Oversight Committee.

EGIDIO (ED) G. ROBERTIELLO, CFA PAGE 2

THE BLACKSTONE GROUP, New York, NY June 2001 to Mar. 2004

Managing Director
Created and lead the Manager Identification and Selection team for the companies
$12+ billion fund of hedge fund affiliate Blackstone Alternative Asset Manageme
nt (BAAM). BAAM was the most rapidly growing segment of Blackstone, tripling in
assets under management and personnel since early 2001. Primary responsibility
was to assure that BAAM's fund of hedge fund growth is not impeded by lack of h
igh quality products for its investors to allocate to in addition to providing m
anagers to invest in across all hedge fund strategies. Recommend managers for in
vestment after performing intense due diligence process. Actively participate in
portfolio allocation decisions as a member of the BAAM Investment Committee. As
a senior member of the Investment Management team, participated and lead market
ing presentations to potential investors.
Accomplishments
* Identified and evaluated over 100 new hedge fund managers for which BAAM has a
llocated $4.0 billion.
* Identified and evaluated over 65 high caliber hedge fund managers that are in
the pipeline for future funding across all strategies.
* Participated in asset allocation decisions on 10 different funds of hedge fund
products with different risk return profiles that were top quartile performers.
* Developed institutional criteria to analyze potential hedge fund managers and
greatly enhanced the due diligence process.
* Created hedge fund manager classification scheme and lead the re configuration
of the existing manager database to accommodate the augmented flow of informati
on.
* Active participation in the creation and launch of several multi strategy and
single strategy fund of funds in the US and Europe that have grown to over $3.0
billion in assets.

SUMMIT FIDUCIARY SERVICES, LLC, Summit. NJ 1999 to 2001

President
Launched an investment consulting and outsourced services firm specializing in c
orporate pension/benefit plans, foundations and endowments. Devise asset class i
nvestment strategies and oversee investment/fund selection and performance. Part
ner with clients to establish treasury, investor relations, investment and asset
allocation policies, and administration guidelines using third party providers.
Research, select and monitor fund managers, custodians, actuaries and record ke
epers. Lead client Board and executive management presentations.
Outsourced Investment Advisory Services
* Built Summit to oversight of $6 billion in assets invested in traditional and
non-traditional programs.
* Achieved top quartile performance across major pension funds nationally.
* Transitioned $6 billion investment fund into four separate trusts after the sp
lit of a major corporation.
* Instrumental in allowing clients to retain continuity in their investments by
outsourcing their pension and benefits plans to a third party. Saved client $2 m
illion in annual operating/labor expenses.
* Performed due diligence and risk analysis to determine methods of asset alloca
tion to generate revenue/ROI at little or no cost to the client.
Fund Selection & Third Party Management
* Drove forward $1 million in revenue by launching a Securities Lending Program
at no cost to the client.
* Identified and selected new managers for $400 million Stable Value portfolio,
$150 million International Equity portfolio and $50 million Small Cap US Equity
portfolio.
* Identified and selected a full-service provider (Fidelity) for a $1.5 billion
401 (k) plan. Reduced cost by $1 million annually while enhancing service offeri
ngs.
* Conducted a custodian search to oversee a $2 billion 401(k) plan.

EGIDIO (ED) G. ROBERTIELLO, CFA PAGE 3

RJR NABISCO, INC. New York, NY 1991 to 1999

Vice President - Pension & Benefit Investments
Advanced rapidly from Director to Vice President gaining full autonomy for the m
anagement and administration of over $6 billion in investments (pension, 401(k)
and foreign plans, and charitable foundation). Challenged to turn around the $3.
5 billion pension fund that had been under-funded due to KKR's offering of early
retirement packages and 3-year contribution holiday. Partnered with the actuari
al staff to devise a plan and led presentations to the investment committee winn
ing a five-year, $50 million annual cash contribution commitment from senior man
agement.
Outlined a new investment strategy that would transition into a broad spectrum o
f US and international hedge funds, equities, and high yield and high quality bo
nds that would increase diversity of investment types and potential returns. Ide
ntified, selected and partnered with 30+ external investment managers in all ass
et classes from Alliance, Barclays Global Investors, JP Morgan, PIMCO, Prudentia
l, Western Asset Management, Capital Guardian and other large and boutique firms
.
Investment Strategy & Leadership
* Rapidly transitioned a $3.5 billion pension fund from potential insolvency int
o a solid performer, becoming fully- funded 2 years ahead of 5-year target.
* Divested venture capital, private equity and real estate funds, moving into al
ternatives offering with more flexibility.
* Researched and introduced several new investment funds/options, outlined asset
class strategies, maintained long-term asset allocation and led quarterly prese
ntations to the investment board.
* Subsequent to the split of RJR and Nabisco in 1999, retained to continue manag
ement of their $6 billion investment portfolio as an outside advisor.

* Achieved top quartile performance over rolling 3 and 5-year periods for total
fund and major asset classes.
* Implemented an absolute return multi strategy hedge fund program and grew it t
o 15% of pension assets, achieving goals on an annualized basis of 16%+ return w
ith volatility less than 5% since 1994.
* Added Emerging Markets debt/equity program to the International Equity and Fix
ed Income asset classes. Resulted in $100 million portfolio that outperformed it
s benchmarks by 3%+ per year
* Executed a portable alpha strategy by equitizing market neutral and fixed inco
me strategies.
* Positioned RJR Nabisco as the initial investor in an equitized bond product th
at has grown to $700 million in assets.
Fund Manager & Custodian Oversight
* Spearheaded custodian search for $3 billion Defined Benefit Trust and manager
searches for $200 million US Equity Large Cap Value and $300 million Core Fixed
Income.
* Transitioned RJR's in-house 401(k) system and Nabisco's externally managed 401
(k) plan into one agreement administered by PriceWaterhouseCoopers with Wachovia
serving as the custodian.
Regulatory, Reporting & Operations Management
* Prepared documentation and participated in presentations to the Pension Benefi
t Guaranty Corporation winning approval to split $3.5 billion in RJR and Nabisco
pension funds minimizing further cost in current and future contributions.
* Consolidated several 401 (k) plans into a cohesive management system for over
$2 billion in assets.
* Lowered 401(k) administration expenses by as much as 30% while enhancing acces
s (online and offline), educa- tional tools and communications for over 25,000 p
articipants.
* Converted from monthly to daily valuation and improved information presented o
n performance statements.

EGIDIO (ED) G. ROBERTIELLO, CFA PAGE 4

RJR NABISCO, New York, NY I NABISCO, INC., Parsippany, NJ 1984 to 1991

Manager- Finance & Reporting (1989 to 1991)
Manager- Business Methods Group (1986 to 1989)
Manager- Finance & Planning (1984 to 1986)
Promoted following the largest LBO in history to help KKR refinance over $30 bil
lion in debt. Outlined "what if" scenarios, created debt/equity offerings, and p
repared pro forma financial statements. Collaborated with legal counsel and audi
tors to facilitate SEC registration, and 10K and 10Q reporting (including Manage
ment Discussion & Analysis sections). Previously, participated in due diligence
of global acquisitions, divestiture and merger scenarios and headed a newly-crea
ted internal consulting group that performed operational reviews and technology
implementation projects across domestic and international operations. At peak, l
ed a team of eight analysts.
Debt Restructuring, Mergers & Acquisitions
* Cut debt by 30% in two years by leveraging the use of equity warrants, common
stock equivalents, perks and preferred stock. Established a foundation for compl
ete payoff in 10 years.
* Gained significant reductions in interest expenses through subordinations and
senior debt refinancing.
* Coordinated merger integration of Reynolds and Nabisco and the acquisition of
Del Monte Fresh Foods.
Technology Investments & Financial Improvements
* Determined ROI of $400 million in technology investments for manufacturing, fi
nance and operations.
* Instituted strict accounting, cost and management controls inside major operat
ing division.
* Led finance and IT team that implemented a financial consolidation system acro
ss Reynolds and Nabisco.
BECTON DICKINSON, CO., Franklin Lakes NJ 1976 to 1984
Career advanced on the fast-track working across five divisions and the corporat
e HQ of this $3.5 billion global company. Gained a solid foundation of experienc
e in finance and accounting. Key highlights:
Global Controls & Expense Management
* Played a key role in identifying areas of future growth opportunities, analyze
d cost/benefit of divesting non-strategic businesses and recommended allocation
of over $450 million in capital to various operations/divisions.
* Provided operations with expense, profit and efficiency improvement tools crit
ical to combating intense foreign competition. Enabled the company to maintain m
arket share and emerge as a market leader.
* Facilitated corporate audit and developed policies to ensure compliance with F
oreign Corrupt Practices Act.
EDUCATION & AFFILIATIONS
Chartered Financial Analyst -1994
MBA Finance -Fairleigh Dickinson University -1985
BA Accounting -Montclair State University -1976
Founding Member, Vanguard Group Client Council
Member, CFA Institute
Member, The NYSSA Alternative Investment Committee