Philo Smith & Co. - Investment Management

JAMES AMEN
Partner

Mr. Amen manages the firm's investment management and corporate finance businesses. He has counseled insurance clients in strategic transactions, capital funding needs, and long-range planning, specializing in financial analysis, valuation, and mergers and acquisitions.

Prior to joining PhiloSmith in 1988, Mr. Amen was in the Financial Services Group at Bear Stearns & Co. He began his career at AT & T Corp. in finance and marketing. Mr. Amen received a B.A. in Economics and Computer Science from the State University of New York and an M.B.A. in Finance from the University of Chicago Graduate School of Business.

FRANCIS HAGERTY
Partner

Mr. Hagerty serves as a Managing Director of Corporate Finance. He has researched and advised property casualty stock and mutual companies as well as insurance agents and brokers in mergers, acquisitions, affiliations, and private debt and equity placements.

Mr. Hagerty began his career at G.E. Capital Corp. in its Financial Services Division where he worked both domestically and internationally. Prior to joining PhiloSmith in 1998, he served in the leverage finance group at Credit Suisse First Boston Corp.

Mr. Hagerty graduated cum laude from the University of Notre Dame and later received his M.B.A. from Harvard Business School.

JAMES INGLIS
Partner

Mr. Inglis, a professional investment analyst, has been responsible for the analysis and investment in companies of every sector of the insurance business as well as other financial services companies. His extensive knowledge of the insurance business contributes to both the investment management department and the Corporate Finance group. Prior to his current responsibilities, Mr. Inglis served as Director of the firm's research department, in which he continues to play an integral role.

Mr. Inglis began his financial career as a banking officer with National Westminster Bank USA and subsequently served as an investment analyst with Metropolitan Life Insurance Company. Mr. Inglis joined PhiloSmith in 1984. Mr. Inglis graduated summa cum laude from Boston University and received an M.B.A. from New York University Graduate School of Business.

MICHELE O'GRADY
Partner

Ms. O'Grady joined PhiloSmith in 1998 and has primary responsibility for the financial and administrative affairs of all the managed investment accounts and Partnerships. Ms. O'Grady oversees the financial accounting and operations for the firm and maintains financial data and performance calculations for the firm's investment vehicles. She is also President and Chief Compliance Officer of PSCO International Distributors, an affiliated NASD broker-dealer. Ms. O'Grady began her financial career as an associate at Capital Partners, an LBO firm. In 1994, she became Chief Financial Officer of Oxford Bioscience Partners, a venture capital firm with over $300 million under management. Ms. O'Grady graduated magna cum laude from Marymount College and received her M.B.A. with honors from the University of Bridgeport.

A Leading Investment Firm Specializing
in Insurance and Financial Services Businesses

Executive Team

Executive Team		Executive Team JAMES AMEN Partner Mr. Amen manages the firm's investment management and corporate finance businesses. He has counseled insurance clients in strategic transactions, capital funding needs, and long-range planning, specializing in financial analysis, valuation, and mergers and acquisitions. Prior to joining PhiloSmith in 1988, Mr. Amen was in the Financial Services Group at Bear Stearns & Co. He began his career at AT & T Corp. in finance and marketing. Mr. Amen received a B.A. in Economics and Computer Science from the State University of New York and an M.B.A. in Finance from the University of Chicago Graduate School of Business. FRANCIS HAGERTY Partner Mr. Hagerty serves as a Managing Director of Corporate Finance. He has researched and advised property casualty stock and mutual companies as well as insurance agents and brokers in mergers, acquisitions, affiliations, and private debt and equity placements. Mr. Hagerty began his career at G.E. Capital Corp. in its Financial Services Division where he worked both domestically and internationally. Prior to joining PhiloSmith in 1998, he served in the leverage finance group at Credit Suisse First Boston Corp. Mr. Hagerty graduated cum laude from the University of Notre Dame and later received his M.B.A. from Harvard Business School. JAMES INGLIS Partner Mr. Inglis, a professional investment analyst, has been responsible for the analysis and investment in companies of every sector of the insurance business as well as other financial services companies. His extensive knowledge of the insurance business contributes to both the investment management department and the Corporate Finance group. Prior to his current responsibilities, Mr. Inglis served as Director of the firm's research department, in which he continues to play an integral role. Mr. Inglis began his financial career as a banking officer with National Westminster Bank USA and subsequently served as an investment analyst with Metropolitan Life Insurance Company. Mr. Inglis joined PhiloSmith in 1984. Mr. Inglis graduated summa cum laude from Boston University and received an M.B.A. from New York University Graduate School of Business. MICHELE O'GRADY Partner Ms. O'Grady joined PhiloSmith in 1998 and has primary responsibility for the financial and administrative affairs of all the managed investment accounts and Partnerships. Ms. O'Grady oversees the financial accounting and operations for the firm and maintains financial data and performance calculations for the firm's investment vehicles. She is also President and Chief Compliance Officer of PSCO International Distributors, an affiliated NASD broker-dealer. Ms. O'Grady began her financial career as an associate at Capital Partners, an LBO firm. In 1994, she became Chief Financial Officer of Oxford Bioscience Partners, a venture capital firm with over $300 million under management. Ms. O'Grady graduated magna cum laude from Marymount College and received her M.B.A. with honors from the University of Bridgeport.

A Leading Investment Firm Specializing in Insurance and Financial Services Businesses

Executive Team

A Leading Investment Firm Specializing
in Insurance and Financial Services Businesses