Dan Hevesi
Details
2017 : Present
Corillion Partners
Managing Partner ◆ Financial Services ◆ Alternative Investments ◆ Public Affairs ◆ Cybersecurity
Oak Branch Advisors is a unique, New York based firm that provides middle office & loan administration services to large asset managers, insurance companies, fund administrators and foundations in support of complex private credit strategies. Oak Branch is an advisory firm staffed with credit experts and backed by an extremely flexible proprietary technology platform. Uniquely, it can support all asset classes across the spectrum of private credit (direct corporate lending, commercial and residential real estate, asset backed loans, structured products, specialty finance…etc.).
As the private debt industry continues to grow rapidly, Oak Branch is adding value by enabling its clients to achieve greater transparency and surveillance of their deals, reduce pain points, create operational efficiencies and realize substantial cost savings. For additional information please contact me at dhevesi@oakbranchadvisors.com
2017 :
Oak Branch Advisors
Executive Managing Director ◆ Alternative Investments ◆ Private Credit
HedgeServ is a leading global hedge fund administrator with more than $300 billion in AuA and is focused exclusively on alternative asset servicing. Utilizing the most advanced technology platform in the industry, HedgeServ meets the increasingly complex needs of investment managers with highly customized reporting, advanced analytics, complete transparency, strong controls, speed and accuracy. Fund caliber professionals operate within a team based, client aligned service model, ensuring that investment managers receive unrivaled service. Reporting directly to the head of the company, I focused on driving new client business of both alternative investment managers and institutional investors.
2013 : 2017
HedgeServ
Director of Business Development ◆ Hedge Fund and Alternative Investment Fund Administration
A commodity focused proprietary trading company, CMH Garrison focused on executing medium and short term trading strategies. As Managing Member, I was responsible for research, strategy implementation and execution.
2008 : 2012
CMH Garrison
Managing Member ◆ Proprietary Trading ◆ Commodity Futures
A FINRA/NASD and SEC registered broker dealer, Praetorian Securities specialized in raising institutional capital for its private equity, hedge fund, and fund of hedge fund clients from large, notable investors. As Managing Member and holding securities licenses Series 3, 7, 22, 24 & 63, my responsibilities included new client acquisition, involvement in all aspects of the capital raising process and company operations. The firm successfully raised hundreds of millions in assets for its prominent investment fund clients, including Catterton Partners (now L Catterton), currently the largest consumer-focused private equity firm in the world.
2005 : 2008
Praetorian Securities
Managing Member ◆ Institutional Investor Capital Raising ◆ Broker Dealer
About
Dan Hevesi is a senior executive with 25 years of experience working for premier alternative investment firms and in government. Mr. Hevesi is Executive Managing Director of Oak Branch Advisors, a leading provider of middle office solutions for investment managers, insurance companies and foundations trading across the spectrum of private credit asset classes. In addition, he serves as Managing Partner of Corillion Partners, a business development and advisory firm based in New York that specializes in financial services and public affairs.
Previously, Dan Hevesi served as Director of Business Development for HedgeServ Corporation, driving new business for one of the largest and fastest growing global hedge fund administrators. Mr. Hevesi also served as Director of Business Development for Third Point LLC, a renowned, multi-billion event driven hedge fund, where he engineered a major build out of the firm’s institutional investor base. In addition, he founded Praetorian Securities, an SEC registered broker dealer that raised capital for prominent alternative investment funds, including Catterton Partners (now L Catterton), currently the largest consumer-focused private equity firm in the world.
Earlier in his career, Dan Hevesi served as the youngest elected state senator in New York State, sitting on the Senate Finance Committee and authoring several laws. He began his career in government as Director of Management Analysis for the Office of the Queens Borough President. Mr. Hevesi received his Master of Public Policy from Columbia University’s School of International & Public Affairs. He graduated Phi Beta Kappa and summa cum laude with a Bachelor of Arts from Queens College of the City University of New York.
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