TAG Associates LLC - A Family Office Managing Wealth

David Basner

Managing Director, Portfolio Management Group
Portfolio Manager of TAG Relative Value Fund
BA, University of Pennsylvania; MBA, Wharton School

Mr. Basner has over fifteen years experience in asset management, private equity investing and investment banking, working with both institutional and high net worth clients. Since joining TAG as Managing Director and Partner, he has formalized TAG’s Portfolio Management Group as a division of TAG Associates. Mr. Basner oversees the group's twenty-two professionals in the areas of asset allocation, portfolio construction, manager selection, risk management, fund administration and business development. Mr. Basner has oversight and responsibility for the TAG Relative Value Fund, the TAG Diversified Strategies Fund, and the TAG Hedged Equity Fund. In addition, Mr. Basner is Portfolio Manager of the TAG Relative Fund. Prior to joining TAG, Mr. Basner worked in private equity and investment banking. He is a member of TAG’s Investment Committee.

John S. Pantowich

Managing Director
BS, University of Michigan; MBA, Baruch College at C.U.N.Y.

Mr. Pantowich joined TAG in January 1994 and has over twelve years investment management experience. He works closely with TAG portfolio management clients frequently in cooperation with their other professional advisors on matters pertaining to estate, insurance, and tax planning as well as on specifically portfolio-related matters such as asset allocation, manager selection, and customization of performance reporting. He meets frequently with both traditional and alternative strategies investment managers. Mr. Pantowich is actively involved in TAG Eisner, LLC, a joint venture with the accounting firm of Eisner LLP. He is a member of TAG’s Investment Committee.

Jeffrey Tumolo

Chief Investment Strategist
Portfolio Manager of TAG
Hedged Equity Fund and TAG
Diversified Strategies Fund
BS, Cornell University; MBA, Cornell University’s Johnson School

Mr. Tumolo has over ten years of institutional investment management experience, including manager due diligence, risk management and asset allocation for multi-manager products. He is responsible for overall portfolio strategy issues and asset allocation for TAG’s proprietary fund of funds products and many client portfolios. He examines market conditions using a risk management-oriented approach to allocate among multiple investment sub-strategies. Prior to joining TAG in 2000, Mr. Tumolo managed an offshore, multi-manager hedge fund portfolio for a group of private and public European banks. Mr. Tumolo developed his expertise in building and managing multi-manager portfolios while working at Charles Schwab & Co. For the last three of his six years at Schwab, he was a buy-side analyst for four mutual fund of funds. He is a member of TAG’s Investment Committee.

Jorge L. Gonzalez, Esq.

Managing Director, Fund Administration, TAG In-House Counsel
BA, New York University; JD, Rutgers University School of Law

Mr. Gonzalez joined TAG in February of 1999. He is responsible for the administration of TAG’s proprietary fund of funds products and acts as the firm’s in-house counsel. Mr. Gonzalez is the firm’s primary liaison with outside counsel, custodians, and administrators. He is the point person at TAG complying with NFA registration/inspection issues and works closely with TAG's COO in the preparation of the firm's annual ADV (SEC Investment Adviser registration). He is the firm’s Appointed Compliance Officer for issues pertaining to the USA Patriot Act. He is also responsible for the supervision of TAG’s fund of funds’ outside administrator. Mr. Gonzalez is a member of the bar in New York and New Jersey. Prior to entering the legal profession, he was employed as a medical laboratory technologist, including 6 years of active duty service in the US Navy. He is a member of TAG’s Investment Committee.

Haydar A. Sungkar

Managing Director, Portfolio Accounting
Queens Borough Community College; Baruch College at C.U.N.Y.

Mr. Sungkar joined TAG in 1986 upon graduating from Queens Borough Community College where he served as a member of the Accounting Association and as head of the Accounting Tutoring Program. While working at TAG as a portfolio accountant and tax preparer, Mr. Sungkar continued his studies in finance at Baruch College. From 1984 to 1992 he served on the Board of Directors of the Indonesian-American Student Association. In 1993, Mr. Sungkar became the manager of TAG’s new stand-alone Portfolio Accounting Department.

Erik Baker

Co-Founder of GF Capital, TAG Managing Director
BS, University of Pennsylvania Wharton School

Mr. Baker is a Managing Director of GF Capital, focusing his efforts on the Private Equity Group with particular emphasis on corporate finance advisory transactions and direct investments in companies and real estate. Prior to co-founding GF Capital, Mr. Baker was a Senior Vice President in the corporate finance department of Arnhold and S. Bleichroeder, Inc. Mr. Baker has extensive experience structuring, negotiating and closing mergers, acquisitions and private financings for international and domestic clients in the industrial, consumer products and real estate sectors.

William Kahane

Managing Director, Private Equity
BA, Occidental College; JD, UCLA Law School, MBA, Stanford University

Mr. Kahane brings a broad international perspective to the Private Equity Group. Mr. Kahane began his real estate career as an attorney. He joined Morgan Stanley & Co. in 1981 as an associate in the Real Estate Group of the Investment Banking Department, eventually heading up Morgan Stanley’s real estate advisory businesses in Los Angeles and abroad. From 1992 to 1998 Mr. Kahane was Chief Investment Officer of Robert H. Burns Holdings, an offshore investment company. Mr. Kahane is also a director of Catellus Development Corp., a NYSE diversified real estate development company.

BIOGRAPHIES

Senior Management
Family Office
Portfolio Managment/Private Equity