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| Charles D.
Martin |
Charles D. Martin is the Chairman, CEO and Chief
Investment Officer of the Management Company. In this capacity
he bears the responsibility for the investment strategy and
performance of the Fund.
Mr. Martin is a highly seasoned investor in a broad
range of asset classes, but particularly in the corporate
equities world. He has been an active investor in the stock
market for over 40 years. He founded Enterprise Partners in
1984, the largest venture capital firm in Southern California,
and served its managing partner until his retirement in 1999.
During the term of his management the funds operated by the
firm were among the best performing venture capital funds in
the nation. In 1987 Mr. Martin founded Westar Capital, a
buyout/private equity investment firm, and was active in its
leadership until his retirement in 2000. During the period of
his leadership, the firm produced exceptional investment
returns. Mr. Martin was also the co-owner of TEC
International, an international membership and management
development organization for company Presidents and CEOs over
a period of approximately 25 years until its merger into
Knowledge Universe in 1998. From 1976 to 1984 he operated a
consulting practice in corporate strategy and mergers &
acquisitions. Mr. Martin currently serves on the Regent’s
Investment Advisory Committees for the University of
California and the Investment Committee for the University of
California, Irvine, and previously Chaired the Investment
Committee for Chapman University. Early in his career, Mr.
Martin served in various senior executive roles with companies
in the electronic systems and computer services industry:
Systems Engineering Lab (co-founder/CEO), Systems, Science
& Software and Systems Development Corporation (SDC, spun
off from the RAND Corporation). |
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| Michael A.
Cancelleri |
Michael A. Cancelleri is the Managing Director and
COO of the Investment Fund. For six years prior to Mont Pelerin Capital, Mr. Cancelleri worked as the Portfolio Manager for Polaris Capital/VentureLab LLC, Mr. Martin’s personal investment program. In that capacity, he assisted in the development, testing and refinement of the Polaris model and investment system as well as its implementation. His duties included financial modeling, performing detailed securities research and quantitative analysis for all candidate investments, as well as performing ongoing due diligence and maintenance of all portfolio companies. In addition, he has assisted Mr. Martin on his investment program in other asset classes, including domestic and international fixed income, venture capital, private equity and real estate.
Earlier in his career Mr. Cancelleri worked for Pacific Investment Management Company (PIMCO), the world’s leading fixed income investment management firm as a Senior Compliance Officer. Before that he was employed as a Competitive Intelligence Analyst for Ingram Micro Corporation, the world’s largest distribution company of information technology products.
Mr. Cancelleri earned his Master’s in Business Administration (MBA) with a concentration in Finance from the Paul Merage School of Business at the University of California, Irvine. He earned his undergraduate degree in Business Administration with an emphasis in Finance from the George L. Argyros School of Business and Economics at Chapman University. |
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| Roopal
Patel |
Roopal Patel joined the Manager in 2007 and serves as an officer of the company and a key member of the operations and compliance team. Roopal has approximately six years of experience in various financial capacities. This experience includes investment industry experience at Merrill Lynch. In this position, she was responsible for equities research, due diligence, financial analysis of public securities and marketing.
Ms. Patel is currently earning her Masters in Business Administration (MBA) from The Marshall School of Business at the University of Southern California. She earned her undergraduate degree in Business Administration with a concentration in Finance from California State University, Fullerton. |
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