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Mr. Stern has more
than 35 years of experience in the
financial services industry. Prior to
founding Forum Capital Partners in 2001,
Mr. Stern spent 24 years at CIBC
Oppenheimer and its predecessor firm,
holding numerous executive and sales
positions - the latest being Managing
Director and Head of the Private Equity
Group. He was responsible for
originating, structuring, marketing and
overseeing CIBC Oppenheimer's private
equity investments on behalf of itself
and its clients worldwide. He served on
the investment committees of the Brazil
Private Equity Fund and The India
Private Equity Fund, Genesis Partners
and CIBC Oppenheimer Private Equity
Partners. Mr. Stern joined Oppenheimer
in 1976 and was Director of Investment
Management Services, National Retail
Sales Manager, Director of Financial
Services, and as a member of the firm's
Management Committee. Prior to joining
Oppenheimer, Mr. Stern worked for both
A.G. Becker and Merrill Lynch.
Mr. Stern is a member of the Council on
Foreign Relations and serves on the
boards of directors and investment
committees of several philanthropic
organizations, including as committee
chair at UJA-Federation of New York and
United Jewish Communities. An honors
graduate of Yale University, Mr. Stern
is chair of the international board of
the Institute for National Strategic
Studies at Tel Aviv University, is a
trustee of the Washington Institute for
Near East Policy and serves on the President's Council of Westchester Community College.
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