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simple, low fee asset allocation. Despite serving as an RIA, they seem relatively unsophisticated. The Crosby assets are not managed by the RIA, and Heather handles this account more directly despite having limited time to focus on it. Her husband is a private equity partner, and earns a lot of money, so
ccess to a lot of direct deal flow. We need to find a way to be more relevant to them. Deering/Crosby We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pus
simple, low fee asset allocation. Despite serving as an RIA, they seem relatively unsophisticated. The Crosby assets are not managed by the RIA, and Heather handles this account more directly despite having limited time to focus on it. Her husband is a private equity partner, and earns a lot of money, so
ccess to a lot of direct deal flow. We need to find a way to be more relevant to them. Deering/Crosby We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pus
fe Kathryn Deering. His daughter, Heather Deering Crosby is founder and employee of Matheys Lane Capital Management L.P., a private equity company. Heather is Managing Director, Limited Partner and has served as Managing Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake i
Harvard Business School and her bachelor's degree from Dartmouth College. Opportunities and Challenges We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pu
fe Kathryn Deering. His daughter, Heather Deering Crosby is founder and employee of Matheys Lane Capital Management L.P., a private equity company. Heather is Managing Director, Limited Partner and has served as Managing Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake i
Harvard Business School and her bachelor's degree from Dartmouth College. Opportunities and Challenges We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pu
fe Kathryn Deering. His daughter, Heather Deering Crosby is founder and employee of Matheys Lane Capital Management L.P., a private equity company. Heather is Managing Director, Limited Partner and has served as Managing Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake i
Harvard Business School and her bachelor's degree from Dartmouth College. Opportunities and Challenges We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pu
fe Kathryn Deering. His daughter, Heather Deering Crosby is founder and employee of Matheys Lane Capital Management L.P., a private equity company. Heather is Managing Director, Limited Partner and has served as Managing Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake i
Harvard Business School and her bachelor's degree from Dartmouth College. Opportunities and Challenges We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pu
Entities connected to both Heather deManbey and the Deering/Crosby

Alfredo Rodriguez
PERSON
Bill Cosby
PERSONHeather Crosby
PERSON
Martha Stewart
PERSONDeering
LOCATIONTony Deering
PERSON
University of Pennsylvania
ORGANIZATIONHeather Deering Crosby
PERSONDrexel University
ORGANIZATIONWharton School
ORGANIZATIONIndependent Trustee
ORGANIZATIONRex Capital Advisors
ORGANIZATIONMercantile Bankshares Corp.
ORGANIZATIONMercantile-Safe Deposit and Trust Company
ORGANIZATIONDartmouth College
ORGANIZATIONKathryn Deering
PERSON
Harvard Business School
ORGANIZATIONVornado Realty Trust
ORGANIZATION
Stewart Oldfield
PERSONMatheys Lane
ORGANIZATION