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ABOUT 21st CENTURY FUND
Fund Management
KELLY M. WILLIAMS
Managing Director
Kelly M. Williams is a Managing Director of Credit Suisse in the Asset Management division, based in New York . She is Co-head of the Customized Fund Investment Group within Private Equity in Alternative Investments. Ms. Williams joined Credit Suisse First Boston (CSFB) in November 2000 when the firm merged with Donaldson, Lufkin & Jenrette (DLJ) where she was a Director in DLJ's customized fund investment group. CSFB's Customized Fund Investment Group manages more than US$8 billion of commitments to more than 300 private equity and venture capital funds globally for its clients. The Customized Fund Investment Group specializes in designing tailored portfolios for investors who are seeking customized solutions for their private equity investment needs. Prior to joining DLJ, Ms. Williams was an Executive Director with Prudential Financial's private equity group where she had responsibility for the operations of its fund investment group. Kelly was primarily responsible for product development and legal support for Prudential's private equity group from 1996 to 1999, during which time she developed eight private equity funds globally. Ms. Williams joined Prudential in 1993 as counsel for a Prudential unit that specialized in providing private debt and equity for global infrastructure projects. Prior to joining Prudential, she was an associate with Milbank, Tweed , Hadley and McCloy, where she specialized in global project finance. Ms. Williams graduated magna cum laude from Union College in 1986 with a degree in Political Science and Mathematics and received her law degree from New York University School of Law in 1989.
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VIKRAM BHASKAR
Partner
Vikram is a Director in the Customized Fund Investment Group, where he is involved in relationship management, deal sourcing and conducting due diligence on private equity investments. Previously, he was an Investment Banking Associate at DLJ and CS. Prior to joining DLJ, Vikram was a Relationship Manager with Deutsche Bank from 1993 to 1997. Vikram was also an Audit professional for a KPMG affiliate in India from 1989 to 1992.
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BOB PAYNE
Manager, Michigan Office
Mr. Payne joined the Customized Fund Investment Group in August 2006 to manage Michigan Operations related to the Venture Michigan Fund and 21st Century Jobs Fund. Previously he was a Principal with Hamilton Lane Advisors where he was actively involved in the firm's private equity fund and co-investment efforts. Prior to that he was a Senior Managing Director with Comerica Capital Advisors where he managed a private equity portfolio consisting of over 120 funds and 25 direct investments. Mr. Payne received his MBA from the University of Chicago Graduate School of Business and his A.B. in Economics from Dartmouth College .
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MELFORD CARTER
In-State Investment Specialist
Located in Ohio , Mr. Carter is an In-State Investment Specialist to the Customized Fund Investment Group. Previously, Mel was Senior Vice President, Membership Services, with the Columbus Chamber, providing strategic leadership and direction to operations while supporting regional economic development. Prior to that, Mel built and took public the world's largest engineered fiberglass-reinforced products company as company co-founder and vice president of business development of Denali Incorporated; doubled revenues to $700 million over a two-year period in building the world's largest integrated process equipment company as senior marketing officer for EnviroTech (a Baker Hughes company); participated in over $1.4 billion in completed acquisitions and divestitures (as a team leader on over half the transactions); raised over $150 million in new money through a variety of debt and equity financing vehicles; and formed and operated a successful consulting practice. Mr. Carter has also served on the Investment Screening Committee for The Ohio TechAngel Fund. Mr. Carter has a bachelor's degree in mechanical engineering and an MBA, both with honors, from The University of Texas at Austin .
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SEAN BARRETTE, CFA
Associate
Sean joined the Customized Fund Investment Group in August 2005. Previously, he was an Associate with Ernst & Young's Financial Services Group. He has received a BS degree in Accounting and a BS degree in Economics from Binghamton University. Sean is a Chartered Financial Analyst and a member of the CFA Institute as well as the New York Society of Security Analysts, where he serves on the Alternative Investments Committee.
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JESSICA HOLSEY
Analyst
Jessica joined the Customized Fund Investment Group in April 2007 after working as an analyst in Credit Suisse's Equity Sales and Trading rotational program. Jessica received an AB degree in Economics from Harvard College.
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