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William C.

Hogan, III, CAIA
Montclair, NJ 07042 1(973) 809-1420 | will.c.hogan@gmail.com

PROFILE
Proven project manager across a variety of disciplines. Highly skilled at mobilizing diverse colleagues and stakeholders to drive progress from within investment industry, Big 4 and energy project development firms.

PROFESSIONAL EXPERIENCE
Hillsdale Group, Inc. – Chief Operating Officer Tysons Corner, VA 2009 to present

Lead strategy and execution efforts, including project identification, evaluation, financing, and project management for this developer of green energy generation projects, primarily in the developing world.

Godfrey Companies, Inc. – Principal Montclair, NJ

2008 to present

Consulting practice focused on business development and growth. Below is a sampling of the range of services delivered to investment, renewable energy and cleantech ventures: • Investment Industry – Business plan development for a wealth management platform seeking expansion capital. Fund development and growth assistance for a range of investment strategies, including: long-short equity; deep value equity; small business mezzanine debt; real estate and property tax receivables, healthcare, and aviation sectors, and; Middle East North Africa and AsiaPacific regions. • Renewable Energy and Cleantech – Project finance planning, analysis and capital raising for an emerging market renewable energy plant developer. Project finance assistance for a US wind farm developer. Evaluation of commercial potential of a coal cleaning process.

AEA Holdings/ Aetos Capital – Director New York, NY

2006 to 2008

Evaluated potential new business initiatives across hedge funds, private equity and real estate asset classes for this US$10 billion alternative investment management firm. Drove implementation of selected opportunities in pursuit of profitable growth. Led multi-faceted effort to create a new hedge fund management business. Evaluated potential demand and business risks, developed fund terms and business budget, screened and hired investment and operations talent, selected prime brokers and fund administrator, drove portfolio accounting and risk systems selection, represented the firm and fund to prospective investors. Business Formation & Growth – Evaluated potential product demand and competition. Assessed build/ buy opportunities. Attracted fund management and operations talent. Structured and negotiate fund terms. Guided legal drafting of offering documents. Developed comprehensive budget and drove ongoing analysis of business performance. Sales & Marketing – Leveraged prime brokers’ capital introductions teams to identify and target potential investors. Developed fund awareness among prospective fund of funds and wealth manager investors. Led business discussions to introduce firm, team, investment strategy, and fund and to qualify prospects. Led investment team meetings with potential investors and consultants. Managed investor due diligence efforts. Represented the firm and fund at industry events.

Morgan Stanley Investment Management – Vice President New York, NY

2000 to 2005

As a leader of the Investment Management Division’s product development group, developed new investment products and services to capture market opportunities and ensure long-term product line viability. Promoted and achieved alignment to pursue initiatives across multiple internal groups including: portfolio management, sales, marketing, operations, fund administration, legal, accounting, technology, and corporate governance. Key accomplishments include: • Gained top management commitment to expand investment-only variable annuity, defined contribution, institutional and sub-advisory business. Increased assets under management to $20 billion and net asset flows to $5 billion. • Identified and assessed new business investments, obtained management and fund board approvals, and launched over 25 new investment products offering $5B in annual sales potential. • Drove development of a sub-advised principal-protected mutual fund concept, including: assessment of client interests, business requirements, and commercial potential; negotiation of swap agreement terms with principal protection provider candidates; representation of portfolio manager interests in business discussions; development of business case for adjudication by risk committee.

William C. Hogan, III, CAIA
Montclair, NJ 07042 1(973) 809-1420 | will.c.hogan@gmail.com • • Page 2 of 3

Devised and led a review of global distribution opportunities for the Firm’s fund of hedge fund and fund of private equity fund capabilities; spearheaded an initiative to offer a 1940 Act registered fund of hedge fund product to individual investors. Improved profitability by designing and leading the strategic review of competitive advantage across all product lines and distribution channels. Prioritized primary market opportunities and identified strengths, weaknesses and gaps, resulting in the rationalization of over 30 products.

Ernst & Young Asset Management Business Advisory – Senior Manager New York, NY

1997 to 1999

A senior leader of E&Y’s specialty advisory services group focused on investment industry clients. Led first-to-market projects to enable US-based and foreign investment industry firms to enhance market penetration, re-engineer business processes and leverage emerging technologies. Key achievements include: • Planned and led engagement to advise a European bank on a $1 billion annual business opportunity leading to the launch of a new service offering to support Pan-European market expansion. • Identified and assessed market potential and client capabilities for a European pension administration business opportunity leading to a client decision to maintain its core focus. • Analyzed and evaluated investment management industry best practices for business performance measurement and management by conducting primary research with senior industry executives. • Evaluated and recommended operational and technology infrastructure requirements for US and foreign financial services firms to accommodate a multi-currency, multi-language retirement investment service platform.

Chase Manhattan Bank Global Investor Services – Vice President Brooklyn, NY

1994 to 1997

Spearheaded strategic product development efforts for the $1B revenue global custody business. Initial responsibilities expanded into corporate development. Major accomplishments included: • Evaluated and gauged the impact of potential industry consolidation on Chase’s existing business, and prepared and presented acquisition opportunities to top management. • Built a product suite for cross-selling to existing clients to generate $100 million in incremental revenue. Forged strategic alliances with 15 mutual fund managers and a primary employee benefit consultancy to facilitate the launch of a new product to major US corporations. Gained top management commitment for and directed infrastructure enhancements to support new product offering.

Coopers & Lybrand Financial Advisory Services – Senior Associate New York, NY

1990 to 1993

Devised strategies to facilitate corporate development decisions across the high-tech, telecommunications, chemicals and defense industries in a specialty consulting unit focused on corporate finance and strategic restructuring. Built benchmarking and best practices programs to enhance performance of multi-site, multi-divisional operations.

MediVision, Inc. – Director, Regulatory Affairs Boston, MA 1985 to 1988 A developer and manager of outpatient eye surgery centers, MediVision was founded in 1984 by former partners of Bain & Company with venture backing led by Bain Capital.
Progressed from entry-level to a management position leading market, industry and regulatory analysis. Contributed to three-year revenue growth from $2M to $50M. Evaluated business development impact of state/federal regulations and emerging competition. Developed and executed progressive regulatory and lobbying programs to ensure the company’s interests were appropriately represented on Capitol Hill.

Industrial Market Research Associates, Inc. – Senior Research Associate Topsfield, MA

1984 to 1985

Gained a foundation of market and competitive research and analysis skills in preparation of feasibility studies for Fortune 500 companies engaged in acquisitions and market expansion.

EDUCATION & PROFESSIONAL DEVELOPMENT
Chartered Alternative Investment Analyst Association – Earned CAIA designation Harvard Business School – Executive Education – Leading Professional Service Firms
2009 2000

William C. Hogan, III, CAIA
Montclair, NJ 07042 1(973) 809-1420 | will.c.hogan@gmail.com Page 3 of 3

New York University, Leonard N. Stern School of Business – MBA The University of Chicago – BA, Public Policy Studies with Honors

1990 1983