Donnelly Advisors is focused on finding the best in class early-stage managers and when possible, providing seed capital. Recognizing that our values and personalities are unique, we determine which managers will benefit the most from our investment, focusing on those with the right pedigree, risk controls, and growth potential.
Brian Donnelly (CEO/Founder): Brian Donnelly is the founder and CEO of Donnelly Partners, LLC, an introducing broker. Previously, Mr. Donnelly was a Vice-President at Goldman Sachs in New York City, where he successfully launched their Energy Brokerage Business. Prior to Goldman, he led Tullett Prebon’s Natural Gas Futures and Options business and was the Principal of their Texas Franchise. Mr. Donnelly graduated from Boston College with a BS In Accounting. He holds various financial licenses including the Series 3, Series 30, Series 7, Series 63, and Series 24. Brian is an active investor in early-stage technology companies, hospitality, real estate, and private equity. He supports various charities including the Menil Collection and Discovery Green in Houston. Mr. Donnelly splits his time between Houston and Austin.
Matt Parker: Prior to joining the Donnelly Partners, Mr. Parker spent nine years as a portfolio manager at two energy hedge funds in Houston. At Goldfinch Capital, Mr. Parker traded natural gas futures and options, and worked closely with research analysts and portfolio managers to develop profitable investment strategies. Prior to working at Goldfinch. Mr. Parker was a managing director and principal at SandRidge Capital in Houston, where he invested up to a quarter of fund assets and was involved in all aspects of managing the business, including trading, research, risk-management, incentive compensation, and fund-raising. Mr. Parker got his start in the energy business while working as a risk manager at Koch Energy Trading in 1997. He left the successor entity of Koch Energy Trading, Merrill Lynch Commodities, as a Vice-President in 2006 and was responsible for trading natural gas and crude oil options. Mr. Parker also has experience as an Investment Banking Intern at Merrill Lynch in New York, and as an Auditor for Price Waterhouse in Houston. Mr. Parker holds an MBA from the University of Texas, is a CFA charterholder, and a CPA.
Mike Ahern: Mr. Ahern joined Donnelly Partners in August 2016. Prior to Donnelly Partners, Mr. Ahern worked on financial regulatory policy in the U.S. Congress for over a decade. Mr. Ahern has a BS in Economics from UC San Diego and a MS in Finance from Johns Hopkins University. Mr. Ahern is a CFA Level II Candidate and holds his Series 3 and 30 licenses.
Mustafa Ali: Mr. Ali joined Donnelly Partners in May 2016 as an analyst. He has been in the energy and hedge fund space since graduating from the University of Texas in 2015. Mr. Ali holds his Series 3 license and is a CFA Level III Candidate.
Donnelly Advisors, LLC - All Rights Reserved
Phone Number: 832-598-1027 Address: 1111 Caroline Street, Suite 2607, Houston, TX 77010 E-mail: email@example.com
The information contained herein is confidential information regarding securities that may in the future be offered by the Donnelly Advisors Special Opportunities Fund, LLC (the “Issuer”), a Delaware series limited liability company whose managing member is Donnelly Advisors, LLC (the “Managing Member”). The information is being delivered to a limited number of parties that are both “accredited investors” (as that term is defined in Regulation D of the Securities Act of 1933) and “qualified eligible persons” (as that term is defined in Commodity Futures Trading Regulation 4.7) in order to assist them in determining whether they have an interest in the type of investment program described herein. This presentation is solely for a party’s internal use. By accepting this information, the recipient agrees that it will use and it will cause its directors, partners, officers, employees and representatives to use the information only to evaluate its potential interest in the investment program described herein and for no other purpose and will not divulge any such information to any other party. Any reproduction of this information, in whole or in part, is prohibited. The information contained herein has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any financial instrument or to participate in any trading program. The information contained herein is preliminary and material changes to the proposed terms described herein may be made at any time. If any offer of securities is made, it shall be made pursuant to a private placement memorandum (the “Offering Memorandum”) prepared by or on behalf of the Issuer, which would contain material information not contained herein and which shall supersede, amend and supplement this information in its entirety. The securities described herein will not be registered under the Securities Act of 1933, as amended, or the securities laws of any other jurisdiction. The securities offered herein will not be recommended by any United States federal or state securities commission or any other regulatory authority. Furthermore, the foregoing authorities have not confirmed the accuracy or determined the adequacy of this document. Any representation to the contrary is a criminal offense. The securities described herein will be subject to certain restrictions on transfers as described in the Offering Memorandum.