South Beach Capital Markets

2007 Activity

Jan-Dec	Bloomberg L.P. New York NY Principal of SBC appeared regularly as contributor on both Bloomberg Television and Bloomberg Radio speaking and commenting on investment bank operations and primary capital markets activity.
Jan-Dec	Fox Business New York NY Principal of SBC appeared regularly as contributor on Fox Business Television speaking and commenting on investment bank operations and primary capital markets activity.
Jan-Feb	Partners Capital Management, LLC North Palm Beach FL Principal of SBC joined newly formed financial holding company as chief financial officer. Advised on search for up to $150 million in funding to execute business plan: invest in asset management companies with more than $100 million and less than $2.5 billion in assets under management, Resigned when PCM reorganized.
Jul-Nov	Securities Industry Association New York NY Principal of SBC served as co-editor of 2008 supplement to Sixth Edition of SIA's Capital Markets Handbook, a primer and training manual for syndicate and capital markets professionals on all aspects of underwritten public offerings.
Jan-Dec	University of Florida Gainesville FL Principal of SBC introduced and taught a new course - Capitalism - in the Master of Finance curriculm and served as Associate Director of Placements and Visiting Lecturer in Investment Banking for Warrington College of Business Hough Graduate School of Business, Master in Finance Program in Amsterdam.
Mar	Citco Principal of SBC gave keynote speech at Senior Marketing officers conference.
Apr- May	Rustic Canyon Partners Santa Monica CA Retained by managing partners to conduct due diligence an advised on minority investment if US $5.5 million in Cabrera Capital Markets, LLC.
Jun-Dec	Cabera Capital Markets, LLC Chicago IL Principal of SBC served as an indpendent outside director. Boutique investment bank focused on tax exempt finacing.
Jan-Dec	Renaissance Partners, L.C. Pompano Beach FL Principal of SBC sat as member, board of advisors, of this troubled business turnaround and pre-turnaround consulting group.