PDF Norton H. Reamer - Harvard Economics

NORTON H. REAMER

Career History

Unicorn Corporation

Prudential Tower

800 Boylston St., Suite 810

Boston, MA 02199

Tel.: 617-330-8800

Fax: 617-330-8801

nreamer@

UNICORN CORPORATION, Boston

President

Investment management industry consulting.

________________________

2000 - Present

ASSET MANAGEMENT FINANCE LLC, New York City

Vice Chairman & Founder

2009 - 2012

President & CEO

2003 - 2009

A private investment firm focused exclusively on the asset management industry.

Founded in 2003 to address the unique capital needs of investment management firms

while preserving their independence, growth and long-term viability. Makes passive,

minority investments in asset managers in which management retains majority

economics and complete operational autonomy, AMF is not an operator of investment

management firms. AMF utilizes flexible investment structures tailored to a company¡¯s

specific needs and centered around substantial alignment of incentives with

management. Investment firm (not a fund) backed by a strong institutional shareholder

base: Credit Suisse, Tokio Marine & Nichido Fire and National Bank Financial. AMF has

invested in 21 managers (totaling $80 billion in AUM), representing approximately $800

million of committed capital across a broad range of firms including alternative

managers, traditional long-only, wealth management and private equity in the U.S.,

Europe and Australia. Majority interest was sold to Credit Suisse in August, 2008.

UNITED ASSET MANAGEMENT CORPORATION, Boston

1980 - 2000

Chairman, President & CEO

I founded this investment management holding company in 1980 and continued as its

CEO for almost twenty years. The total amount of equity capital raised was under $80

million (1981 ¨C 1986). UAM grew, through over 50 acquisitions, to $200 billion in assets

under management, $1 billion in annual revenues, over $200 million of cash earnings, a

New York Stock Exchange listing and a stock market value (after regular dividends and

$650 million of share buybacks) of more than $1.5 billion. UAM was sold in September,

2000 to Old Mutual, Plc.

PUTNAM INVESTMENTS, Boston

1967 ¨C 1980

CEO & President

I began as Manager of the George Putnam Fund (a balanced mutual fund), became

Director of Research (1968), Chief Investment Officer (1970), President (1975), and

CEO (1977). Putnam¡¯s assets under management grew more than five-fold during the

bear market decade of the 1970¡¯s. I left in 1980 to found United Asset Management.

ANCHOR CORPORATION, Elizabeth, N. J.

1964 - 1967

Assistant Fund Manager & Analyst

A mutual fund management company. I began as an Analyst following chemical and

drug stocks but eventually became an Assistant Fund Manager of Diversified Investment

Fund (a balanced fund), serving as Fund Manager during the extended illness of the

regular manager.

MAY AND GANNON, INC., Boston

1961 ¨C 1964

Analyst

This firm was an Over-the-Counter (now NASDAQ) trading firm. I was an Analyst

following New England based OTC companies. Primary emphasis was on technology

and other growth industries.

____________________

OTHER BUSINESS ACTIVITIES:

EATON VANCE MUTUAL FUNDS, Boston

Independent Trustee/Director, Chairman of Audit Committee

1986 - 2008

HELLMAN, JORDAN MANAGEMENT CO., INC., Boston

Chairman

2000 - 2003

BERKSHIRE CAPITAL CORPORATION, NYC

Advisory Director

___________________

2002 - 2003

PROFESSIONAL AFFILIATIONS:

CHARTERED FINANCIAL ANALYST (CFA)

1966 ¨C Present

BOSTON SECURITY ANALYSTS SOCIETY

Member, Director (2005 ¨C 2008)

1962 - Present

BOSTON ECONOMIC CLUB

Member

1995 - Present

NEW YORK SOCIETY OF SECURITY ANALYSTS

Member

1966 - 2000

ASSOCIATON FOR INVESTMENT MANAGEMENT & RESEARCH

Governor

___________________

1991 - 1994

COLLEGE AND UNIVERSITY AFFILIATIONS:

UNION COLLEGE

Trustee; Chairman (1990 ¨C 1994)

1973 - 2007, 2012 -

WELLESLEY COLLEGE

Trustee, Chairman of Finance Committee

2003 - 2010

BOSTON UNIVERSITY

Member, Investment Committee

2002 - 2006

HARVARD BUSINESS SCHOOL

Director, Alumni Association (Vice President 2000 - 2001)

1997 - 2002

RADCLIFFE COLLEGE

Trustee

1994 - 1998

___________________

EDUCATION:

HARVARD BUSINESS SCHOOL, Boston

MBA (with Distinction)

1958 - 1960

UNION COLLEGE, Schenectady, N.Y.

BEE (Electrical Engineering)

AB (Economics), Phi Beta Kappa

1953 - 1958

October 2013

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