Michael P. Friezo
Phone: (917) 539-9416 E-Mail: friezo@me.com
Profile
Innovative leader with the entrepreneurial spirit to envision market opportunities and the corporate
discipline to communicate, collaborate and execute. Dynamic executive capable of quickly assessing
and distilling complex customer needs and industry trends into clear, actionable initiatives that align
and engage employees and achieve growth for the business and its customers
Experience
Lydian Advisory Group
May 2012 – Present
Co-founder and Partner
Lydian Advisory Group (“LAG”) provides private wealth advisory services focused on advantaged alternatives
investing through the use of private placement variable annuities and insurance dedicated funds. LAG advises
and helps hedge funds set up insurance dedicated funds which provide cost effective, tax efficient investing for
ultra high net worth individuals and family offices
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Start-up which developed from our own personal alternatives investment research and analysis
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Focused on leveraging our hedge fund experience and peer-to-peer relationships to educate individuals and
hedge fund managers on the benefits of private placement variable annuities
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Revenue generated through the sale of private placement variable annuities, capital raising and structuring
advice
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Hired support staff, developed marketing materials, negotiated broker-dealer arrangement
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Pre-negotiated asset-based charges at insurance carriers
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First revenue booked August 2013. Forecast $1.5 - $2.0 million over the next 12 to 18 months
Deutsche Bank Securities
November 2003 – March 2012
Managing Director, Head of Equity Capital Markets - Americas

Built and managed a diverse, multi-functional 70 person team responsible for the origination and execution of
initial public offerings, secondary common stock offerings, equity-linked securities, corporate stock buybacks
and structured equity transactions in the Americas
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Developed strategic plan for Investment Banking in the Americas
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Coordinated Equity Capital Markets risk management strategies, compliance, financial reporting and
corporate resource optimization with Corporate and Investment Banking, Markets, Research and
Legal/Compliance departments.
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Revenue growth from less than $200 million to almost $500 million through market share expansion (from
less than 2% to almost 7%), business line extensions, prudent risk management and the aggressive hiring of
top tier talent
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320 Sports
June 2003 – Present
Chairman of the Board
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Lead investor and strategic advisor to the CEO
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Negotiate NFL contracts, implement financial and marketing advice, coordinate investments, insurance and
financial decisions and provide life coaching for our NFL clients
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Clients have included 3 first round draft picks and a second round draft pick. Currently representing 9
athletes on NFL rosters
Credit Suisse First Boston
June 1996 – October 2003
Managing Director, Head of Natural Resources Equity Capital Markets
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Built an industry-focused equity capital markets practice
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Consistently delivered leading market share through high quality customer service, prudent risk taking,
technical market analysis and a keen eye for talent
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Set the Firm’s revenue record with a $180 million contribution from the Natural Resources effort in 2001

Successfully transitioned from a corporate finance banker to an equity capital markets professional
Salomon Brothers Inc
June 1984 – June 1996
Director, Natural Resources Investment Banking
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Started in the Houston office as a financial analyst and moved to New York as an associate in the Generalist
program
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Joined the Natural Resources Group in 1989, first executing corporate finance transactions and then
originating transactions for energy, utilities and chemical companies

Lead banker and relationship manager for a significant number of exploration and production and oilfield
services companies
Education
Rice University, Jones Graduate School of Business
September 1986 – May 1988
Master of Business Administration, Finance
Texas Christian University
Bachelor of Science, Economics, Magna Cum Laude
Certifications
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NASD Series 7, 63 and 24 registration
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Licensed Insurance Producer
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NFLPA Contract Advisor
August 1980 – May 1984
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Volunteer

Montclair Kimberley Academy, Board of Trustees, 2008 – Present. Chairman of the Student Life Committee
and member of the Finance Committee at the largest independent Pre K – 12 day school in NJ
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Rice University, Jones Graduate School of Business, Dean’s Council of Overseers, 2006 – Present
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Our Lady of Grace Church, Fairview NJ – School Advisory Board
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American Red Cross, Montclair – Glen Ridge Nutley Chapter, Treasurer, 2002 – 2008
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Active volunteer at TCU, Rice, Wake Forest and MKA through student mentoring, on-campus presentations
and financial scholarships
Personal
Married for 28 years with 2 daughters (21 and 16). Enjoy traveling, cooking, yoga and music. Renovated an 1810
farmhouse and barn in Bucks County, PA. Currently studying the Italian language and recently received my
Italian citizenship