NEW YORK
PETER LUSK INVESTMENT BANKING INSTITUTIONAL EQUITY- NEW YORK
2009 - Present - Carpe Diem Commodities, LLC – Managing PartnerGlobal Capital commodity trading partnership with Jackson Eisenpresser (ex Middle East coverage specialist for Goldman Sachs and NM Rothschild), in affiliation with major Middle Eastern royal-family trading company.
2005 – Present - Rexon Ltd, Managing Partner, Co-founded by Managing Partner Arthur Reynolds in 2000Mr. Lusk’s role is senior partner, coordinating investment banking and commodity trading activities since joining in 2005. The third partner, Miles Clark, joined in 2009 and is the Managing Director of the day to day operations of the Commodity Trading Division. Rexon specializes in introducing primarily non-UK companies to the UK and EU capital markets, with historic specialty in the AIM market; as well as in international, physical commodity trading, putting buyer and seller mandates together, and arranging commodity credit financings.
2005 – 2009 CDG Holdings, Ltd. (Bermuda) - President & DirectorFounded and funded, Bermuda Company intended to be financed by an AIM IPO as a “blind pool / blank check” company. Two NOMADs (i.e., AIM underwriters) unable to complete target financing due to continuing deterioration of the financial markets and especially the hedge fund industry. CDG Holdings’ business model was to be a monetizer of minority revenue interests in carefully selected, medium-sized hedge funds; project presently on hold.
1997 – Present - Carpe Diem Capital, LLC – Founder, Chairman & CEOSpecializing in the structuring and marketing of a range of hedge-fund derivative products. In 2001 merged with similar activities of First International Group (Bermuda) a specialist in structuring and financing reinsurance vehicles for hedge-fund managers.
2001 – 2005 WLRoss & Co, LLC – Vice ChairmanFocused primarily on asset gathering; also responsible for marketing, client liaison and product development. Structured and marketed Absolute Recovery Hedge Fund LP and .LTD (2001); WLR Recovery Fund. II (2002); Japanese Real Estate Recovery Fund and Taiyo Fund (2003); marketed and closed first round of IPE Expansion Fund (2004).
1976 – 2000 - Forstman Leff Associates - Chief Operating Officer (1989 - 1997) & Director of Marketing & Client Services (1976 — 2000)Responsible for all aspects of daily management and supervision, as well as all marketing strategies and material, along with design and implementation of presentations to prospective clients. Created hedge funds and developed marketing program for both domestic and off-shore funds. Worked with President to recruit, hire and manage domestic institutional sales; assisted in creation of private equity fund of funds.
Initiated and personally negotiated acquisition of FLA by GPG, plc, in 1986, the reacquisition of FLA from GPG in 1989; and subsequent resale to Refco, Inc. in 1997.
1974 — 1976 Federal Loan Corporation — Co-Founder & Chairman of the BoardActive in all phases of client development, loan funding, agency relationships and corporate expansion, concluding in sale of company portfolio to the US Government agency that had extended loan guarantees on same.
1972 — 1974 EF Hutton — VP, West Coast Corporate Finance DepartmentActive in public and private financings for West Coast companies; tax shelter financings; pioneered in marketing SBA guaranteed loan segments, initiated by Government Guaranteed Securities Corporation and sold by EF Hutton to institutional investors.
1962 - 1972 Lehman Brothers General Partner & Manager, Los Angeles (1968 - 1972)Responsible for West Coast corporate finance, new business activities and supervision of Los Angeles office. Co-Founder & Vice President, Lehman International (1966 — 1968) Active in Euro-dollar convertible bond offerings for U.S. clients; AID guaranteed loans for Latin American projects; foreign government debt financings; financing for Export / Import Bank and Inter-American Development Bank. Corporate Finance Department (1962-1968). Specialized in airline equity and convertible debenture financings; also active in all phases of corporate finance; Public Offerings; S-1 registration statement preparation; SEC regulations; private placements; Manager of New Business Department and Partner Solicitation Coordinator.
Education:
Yale and Harvard Business School MBA
Representative Clients
Carpe Diem
PETER LUSK INVESTMENT BANKING INSTITUTIONAL EQUITY- NEW YORK
2009 - Present - Carpe Diem Commodities, LLC – Managing PartnerGlobal Capital commodity trading partnership with Jackson Eisenpresser (ex Middle East coverage specialist for Goldman Sachs and NM Rothschild), in affiliation with major Middle Eastern royal-family trading company.
2005 – Present - Rexon Ltd, Managing Partner, Co-founded by Managing Partner Arthur Reynolds in 2000Mr. Lusk’s role is senior partner, coordinating investment banking and commodity trading activities since joining in 2005. The third partner, Miles Clark, joined in 2009 and is the Managing Director of the day to day operations of the Commodity Trading Division. Rexon specializes in introducing primarily non-UK companies to the UK and EU capital markets, with historic specialty in the AIM market; as well as in international, physical commodity trading, putting buyer and seller mandates together, and arranging commodity credit financings.
2005 – 2009 CDG Holdings, Ltd. (Bermuda) - President & DirectorFounded and funded, Bermuda Company intended to be financed by an AIM IPO as a “blind pool / blank check” company. Two NOMADs (i.e., AIM underwriters) unable to complete target financing due to continuing deterioration of the financial markets and especially the hedge fund industry. CDG Holdings’ business model was to be a monetizer of minority revenue interests in carefully selected, medium-sized hedge funds; project presently on hold.
1997 – Present - Carpe Diem Capital, LLC – Founder, Chairman & CEOSpecializing in the structuring and marketing of a range of hedge-fund derivative products. In 2001 merged with similar activities of First International Group (Bermuda) a specialist in structuring and financing reinsurance vehicles for hedge-fund managers.
2001 – 2005 WLRoss & Co, LLC – Vice ChairmanFocused primarily on asset gathering; also responsible for marketing, client liaison and product development. Structured and marketed Absolute Recovery Hedge Fund LP and .LTD (2001); WLR Recovery Fund. II (2002); Japanese Real Estate Recovery Fund and Taiyo Fund (2003); marketed and closed first round of IPE Expansion Fund (2004).
1976 – 2000 - Forstman Leff Associates - Chief Operating Officer (1989 - 1997) & Director of Marketing & Client Services (1976 — 2000)Responsible for all aspects of daily management and supervision, as well as all marketing strategies and material, along with design and implementation of presentations to prospective clients. Created hedge funds and developed marketing program for both domestic and off-shore funds. Worked with President to recruit, hire and manage domestic institutional sales; assisted in creation of private equity fund of funds.
Initiated and personally negotiated acquisition of FLA by GPG, plc, in 1986, the reacquisition of FLA from GPG in 1989; and subsequent resale to Refco, Inc. in 1997.
1974 — 1976 Federal Loan Corporation — Co-Founder & Chairman of the BoardActive in all phases of client development, loan funding, agency relationships and corporate expansion, concluding in sale of company portfolio to the US Government agency that had extended loan guarantees on same.
1972 — 1974 EF Hutton — VP, West Coast Corporate Finance DepartmentActive in public and private financings for West Coast companies; tax shelter financings; pioneered in marketing SBA guaranteed loan segments, initiated by Government Guaranteed Securities Corporation and sold by EF Hutton to institutional investors.
1962 - 1972 Lehman Brothers General Partner & Manager, Los Angeles (1968 - 1972)Responsible for West Coast corporate finance, new business activities and supervision of Los Angeles office. Co-Founder & Vice President, Lehman International (1966 — 1968) Active in Euro-dollar convertible bond offerings for U.S. clients; AID guaranteed loans for Latin American projects; foreign government debt financings; financing for Export / Import Bank and Inter-American Development Bank. Corporate Finance Department (1962-1968). Specialized in airline equity and convertible debenture financings; also active in all phases of corporate finance; Public Offerings; S-1 registration statement preparation; SEC regulations; private placements; Manager of New Business Department and Partner Solicitation Coordinator.
Education:
Yale and Harvard Business School MBA
Representative Clients
Carpe Diem
