Forum Capital Partners

TEL: (212) 290-1765
FAX: (212) 290-1763
jstern@forumcp.com

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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