Karamvir Gosal, Managing Member
Karamvir Gosal is the Founder and Managing Member of Valores Capital Partners LLC. Prior to founding Valores, Mr. Gosal was a senior banker in the Financial Institutions Groups at Jefferies, Credit Suisse and Putnam Lovell, based in New York. He was most recently a Managing Director at Jefferies, focused on originating and leading investment banking mandates in asset management, broker-dealer and affiliated sectors such as financial technology and investment services providers. His client universe includes traditional asset managers, alternative investment firms, brokerages, wealth managers, administrators/custodians, index providers and data and analytics firms both in North America as well as in international/global and emerging markets. Mr. Gosal has increasingly focused on and developed an expertise in Asian cross-border transaction activity in the financial services sector.
Mr. Gosal also has a management consulting background in the investment management sector, having served as a consultant from 1997 – 2000 at BARRA Strategic Consulting Group, the predecessor entity to Casey Quirk & Associates. He brings to bear strong sector knowledge and a broad network of relationships built on both transaction advisory and management consulting experience in the financial services industry.
Mr. Gosal is a graduate of Shri Ram College of Commerce, Delhi University and received his MBA from the William E. Simon School of Business at the University of Rochester. He holds the FINRA Series 7, 24, 63 and 79 securities licenses
C.L. Handa, Managing Director
Mr. Handa has extensive investment banking experience, having served as a senior banker in the Indian financial services sector for over three decades. He was the head of SBI Merchant Banking in New Delhi at State Bank of India, the largest bank in India and one of the largest in Asia. In that capacity, he led some of the marquee investment banking transactions of that period in India. While at SBI, he also held senior positions overseas, doing stints in Hong Kong and Philippines where he served as head of Southeast Asia.
Post SBI, from 1992 – 2003, Mr. Handa was Managing Director at Sobhagya Capital, one of the leading Indian boutique investment banks. Mr. Handa has an extensive network of relationships in the financial services community in India and has led investment banking mandates for clients including ICICI, IndusInd Bank, Shriram Group of Companies, Bank of India, IFCI Limited and State Bank of Bikaner and Jaipur.
Hal Strong, Senior Advisor
Hal Strong is an Operating Executive with private equity firm, Genstar Capital. Hal is responsible for expanding Genstar’s financial & business services practice, in particular in the areas of asset management, wealth management and financial technology.
Prior to joining Genstar, Hal was most recently Vice Chairman of Russell Investments, where he helped build Russell into a global investment company with over $150 billion in assets under management serving individual, institutional and advisor clients in more than 40 countries. During Hal’s 18-year career at Russell, he also served as Russell’s Chief Operating Officer, Chief Financial Officer, Head of Alternative Investments and Head of Investment Banking, having founded the latter two businesses at Russell.
Hal has nearly 30 years of experience in the asset management and investment banking industries, beginning his career in the investment banking division of Salomon Brothers in New York.
Hal is a graduate of UC Berkeley with a degree in German, and he received his MBA from the University of Washington. He is an active member of the theatre community as Chairman of the Board of Trustees of the Seattle Repertory Theatre.
Phil Maisano, Senior Advisor
Phil Maisano has over three decades of experience in the financial services sector. He served as Chief Investment Strategist at BNY Mellon Asset Management, one of the world’s largest investment managers with over $1.3 trillion in assets under management. Phil also served as Vice Chairman and CIO at Dreyfus from 2006 – 2011.
Prior to that, Phil was Chairman and CEO at EACM Advisors, one of the leading global fund of hedge fund managers and CEO and President at Evaluation Associates, one of the largest institutional investment consultants in the US. Phil is currently a Senior Advisor to Standard Life Investments and Van Eck Global.