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Management Office

Harrison, New York, 10528, United States
January 20, 2017

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JOHN P. CLAIR * Meadow Rd, Harrison, NY 10528


Entrepreneurial investment executive and sophisticated investor with over 14 years of successful private investment advisory, portfolio and asset management experience. Analytical and driven Investments Director and Founding Partner of multiple private wealth management and investment group, versed in providing sound financial consultancy, solutions, and financial direction across multiple industries, countries, and high-wealth customers. Hands-on and successful portfolio management experience gained with some of the world's most high-profile investment and wealth management firms. CAREER SUMMARY


Executed financial strategies for ultra-high net worth clients' investment portfolios, consult with clients on private and public investments, conduct due diligence, and negotiate terms, structure, and contracts. FOUNDER, PRESIDENT & DIRECTOR (February 2012 to Present)

Coordinated initial round of external funding to purchase mineral rights totaling over 400,000 acres in Montana, and secured capital to unconventional oil exploration in the Heath Shale formation.

Introduced investments and company offerings to develop business to specifically identified family offices, banking institutions, private equity and hedge fund investors.

Negotiate convertible note extension to successfully solidify securitization, price protection, and attractive warrant terms for an investment in an electronic vehicle manufacturing company.

Recovered capital and securities from prior written-off Investments.

Developed interconnected network of industry specialists, alternative financing operations, strategic advisors, and bespoke solutions providers, deployed across portfolio companies and advisory relationships.

Expertise and oversight in portfolio investments and advisory work in key sectors of financial technologies, natural resource companies, venture stage opportunities, emerging technologies, retail, and alternative lending.


o S.H. Hirth & Associates (May 2013 to Present), single family office and merchant banking. o Idlewood Capital (February 2016 to Present), private placement and financing business. THE LEO GROUP, LLC., Iselin, NJ/New York, NY

Serve as SEC-registered investment advisor within multi-family office and private wealth management firm providing tax and capital market strategies, and portfolio solutions for high-asset individuals, families, institutions, and endowments.


Attracted key legal, banking, accounting, and consulting partners to build cultivated network of solutions providers for firm operations and client service.

Consult and advise private families and small to medium sized private companies in business structure, growth strategies, investment, and management working directly with executives and key personnel.

Originated, manage, and sustain three client-specific private investment portfolios in firm managing over

$75M invested across loan, fixed income, preferred stock, equity, and convertible securities.

Focused on portfolio investments and advisory work primarily in: financial emerging technologies and natural resources in everything from venture stage and emerging technologies in addition to retail, and alternative lending.

Board of Director roles:

o Fundation, Inc. (April 2013 to November 2013), a technology related underwriting and small business debt financing solution.

o Shasta Gold Corporation (September 2013 to March 2015), a gold development and production company with assets in Northern California and Nevada. JOHN P. CLAIR Page 2

DECERTO GROUP, Las Vegas, NV/New York, NY

Provided end-to-end thought leadership with North American, European, and Asian companies across various industries providing product and financial structuring that increased asset values. Strategized on corporate management solutions, establishing deal terms and cohesive operative structures, which included contract negotiations and prospective management of investment assets. Advised in many trust and estate matters. FOUNDER, PRESIDENT & DIRECTOR (February 2009 to January 2012)

Analyzed and assessed private specialty insurance company managing $3.5B in assets.

Identified Major League Baseball franchise investment opportunity, and proposed deal to family principal.

Evaluated potential franchise financial and deal structures to identify potential revenue growth and value expansion.

Analyzed unconventional oil and gas exploration leasehold interests and packages for purchase.

Collaborated in purchase of over 500,000 acres of leasehold interest, and completed short-term land purchasing and drilling financing for micro-cap E&P company.

Developed international investment structures for financing and purchasing mineral rights in “Frontier” nations Mongolia, Kyrgyzstan, Tajikistan, and Mexico. Joined global agents on-site to communicate terms.

Recognized more than 25% cash-on-cash return for single-tenant industrial building in Henderson, NV purchased for $15M and resold within eight months.

Board of Director: Pan American Goldfields, Ltd. (September 2009 to May 2010), a publicly listed gold exploration and production company, located and producing in the state of Chihuahua, Mexico. o Form S-1 Registration Statement, filed and immediately approved by SEC. o Restructure of Cieneguita operation production, including completed NI-43-101 report. GOLDMAN SACHS & CO., New York, NY (September 2004 to February 2009) ASSOCIATE, ALTERNATIVE CAPITAL MARKETS (2007 to 2009)

Oversaw proprietary hedge funds, private equity, private real estate, side pocket, and structured hedging distribution.

Doubled client base annually to recognize 20% in revenue growth.

Collaborated with regional and private wealth managers to design and integrate program permitting transfer of family office existing and potential clients to Institutional Capital Markets Group in New York. ASSOCIATE, PARTNERS COVERAGE GROUP (2004 to 2007)

Provided current and former company executives single stock risk diversification options and benefits.

Assessed individual client risk threshold for appropriate private client portfolios allocation.

Completed currencies, equities, derivatives, and fixed income trading within client portfolios. ADDITIONAL EXPERIENCE

Senior Consulting Analyst - CAMBRIDGE ASSOCIATES, LLC., Boston, MA (June 2002 to September 2004) Summer Analyst - GOLDMAN SACHS & CO., New York, NY (June to August 2001) EDUCATION


Hamilton College, Clinton, NY (May 2002)

Activities: Resident Advisor, Varsity Football (two-year starter at center), Class of 2002 Co-President Research Analyst/Student Intern - Investment Office, 2000 to 2002

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