Elevation Marketing Advisory

Elevation Marketing Advisory is a business division of Elevation LLC, a Charlotte-based institutional broker-dealer. In addition to its marketing advisory and execution businesses, Elevation has an exclusive distribution arrangement with Variant Perception, a leading provider of cross-asset class, data-driven market commentary and research.

Elevation Marketing Advisory is transforming the traditional alternative asset marketing model. The team raises assets and provides comprehensive investor relations for a select group of alternative and traditional asset managers. Elevation Marketing Advisory offers the full complement of outsourced marketing capabilities including development of story and material, database creation, marketing process, strategy, and investor relations. The advantage to Elevation Marketing Advisory clients is a potentially larger marketing effort that leverages the experience of multiple senior marketing professionals.

Elevation Marketing Advisory provides a full outsourced client service effort on a bespoke basis and also has the capability to work with existing “in house” teams and programs within asset managers. Elevation Marketing Advisory engages with a limited number of high quality alternative asset managers and the team.

Advisory Team

Chris Rae, Managing Director
Chris founded Elevation Marketing Advisory in February, 2016. Prior to Elevation, Chris was a Managing Director and Head of Business Development at Sorin Capital Management, LLC, a Stamford, Connecticut-based management firm focused on CMBS and REITs which he joined in 2014. Sorin is Elevation Marketing Advisory’s first client. From 2008 to 2013, Chris was a Director of Marketing at S.A.C. Capital Advisors, L.P. focused on covering all investor types across the Americas. Prior to joining S.A.C., from 2006 to 2008, Chris was a Managing Director, Client Relations at Chilton Investment Company. From 2003 to 2006, Chris was a Vice President at Goldman, Sachs & Co. working within the Equities and Fixed Income Divisions as a member of the Pensions Services Group providing institutional sales coverage for pensions, endowments, and foundations. Prior to 2003, Chris was an Associate in Goldman’s Investment Banking Division primarily covering natural resources and industrial companies. Chris received both his AM and BA in Philosophy from Stanford University and his JD/MBA from Duke University. Chris is on the board of AIMSE (The Association of Investment Management Sales Executives) and currently serves as President Emeritus.

Kerry Baldwin, Managing Director
Kerry Baldwin is a senior consultant at Elevation Market Advisory, and is focused on raising capital for growth companies and alternative funds through a global network of family offices, venture capital and private equity investors. He has more than 20 years of professional experience, and with that an extensive background in marketing, institutional fundraising, and client development. Previously he has held prominent roles at investment banks, funds of funds, and hedge funds. He has worked as a consultant for both emerging investment managers and start-up businesses to create tailored business development strategies to identify suitable investors, raise investment capital, establish and encourage best practices, and support the growth and development of the firms. Kerry also serves as an advisor to several businesses including a non-profit food rescue organization; a cutting edge media company, and co-working community of freelancers, start-ups, and entrepreneurs.

Nazneen Kanga, Managing Director
Nazneen Kanga brings business development experience and global investment knowledge having worked at investment firms, family offices and Institutional Investor over her 20-year career. Nazneen’s most recent role was at Northern Trust where she spent over three years building their institutional endowments and foundations outsourced CIO business from under $1B to over $4.4B AUA/AUM. Nazneen was responsible for developing custom advisory and discretionary investment solutions from single strategy mandates to total outsourcing programs specifically for endowments and foundations. Prior to Northern Trust, Nazneen was at Morgan Creek Capital Management, where she focused on marketing private equity, venture capital and co-investments to endowments, foundations, family offices and consultants. Nazneen also spent two years at Doshi Capital, a family investment office, allocating for their hedge fund portfolio. Prior to that, Nazneen was at Sandstone Capital, an equity long/short fund focused on the Indian public markets. In her role as Vice President, Business Development, she served as the head of marketing raising assets from endowments, foundations, family offices and consultants and articulating investment strategy, portfolio positioning and capital market updates. Nazneen also spent ten years at Institutional Investor as a Publisher for their newsletter division. Nazneen hold’s FINRA licenses: Series 7, 30, 63. Nazneen is a graduate of Mills College, BA in International Relations and has an MBA from the The Wharton School of Business at the University of Pennsylvania.

Jennifer Padovani, Senior Consultant
Before joining the team at Elevation Marketing Advisory team, Jennifer spent her entire career at Goldman Sachs. Jennifer began at GS in 1995 as a member of the investment banking group. She joined the Equity Derivatives team in 1997 and was responsible for managing the hedge fund effort until 2007. Subsequently, Jennifer joined the Hedge Fund Industry Group (HFIG), a joint hedge fund coverage and strategic advisory effort with Investment Banking and the Securities Division for both equity and credit hedge funds. Her responsibilities included LP capital raising, management company transactions, GS Petershill Fund investments, private security distribution and Founder/CEO coverage for the firm’s top hedge fund clients. In her capacity in the capital raising business, Jennifer sourced and executed a $1bn capital raise for a Distressed hedge fund new product launch in the illiquid space. Jennifer worked on both the initial capital raise as well as the follow on raise. Total capital raised was in excess of $1.5bn. In addition, Jennifer initiated and executed a targeted raise for a global long/short equity hedge fund while at GS. Lastly, she also worked closely with the Capital Introduction team on both the emerging manager and developed fund side, as well as with the Asset Management Division on their seed capital business as it was being built. Jennifer was named Managing Director in 2005 and retired from Goldman Sachs in 2015.

Sara Shames, Senior Consultant
Sara Shames founded Long Story Short Marketing in 2008 to provide strategic marketing, sales and client service solutions for alternative investment firms. Long Story Short Marketing partners with its clients at each point in their marketing lifecycle to design customized, institutional-quality written and verbal marketing presentations as well as to develop the tools and processes needed to communicate with existing and potential investors. Previously, Sara spent five years as a Senior Vice President in hedge fund investment research at Financial Risk Management (a large global fund of funds) as well as four years as an Associate in Fixed Income Derivative Sales at Goldman Sachs. Sara received a B.A. in Political Science and a B.S.E. in Finance from the Wharton School of the University of Pennsylvania in 1998. She is a Team Leader with Penn-PAC Pro Bono Alumni Consulting in NYC and a mentor with the American Corporate Partners Veteran Mentor Program.

General Information

E: info.ema@elevationsecurities.com

Contact

Chris Rae, Managing Director
T: 646.468.1841
E: chris.rae@elevationsecurities.com

Kerry Baldwin, Managing Director
T: 646.734.7062
E: kbaldwin@elevationsecurities.com

Nazneen Kanga, Managing Director
T: 917.817.9081
E: nkanga@elevationsecurities.com

Jennifer Padovani, Senior Consultant
T: 917.952.9797
E: jpadovani@elevationsecurities.com

Sara Shames, Senior Consultant
T: 212.600.0070
E: sshames@elevationsecurities.com