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Ms. Fratis is an investment professional with 26 years of business experience in portfolio management and all other aspects of the investment process. As a venture capitalist, Ms. Fratis was involved with investments in 24 companies. Her business acumen developed as she worked with both private and public companies in areas that included mergers and acquisitions, strategy development and implementation, operational improvement, new business development and direct capital investment. Specifically, she has provided due diligence, investment advisory, fund formation, fundraising, operations and investment structuring and negotiation services as part of turnaround or buy-out teams, venture funds and investment syndicates. She has provided financial services to private investors, creditors and Mid-Atlantic-based venture capital funds, including TL Ventures, Safeguard Scientifics, IL Management, LLR Equity Partners, Phoenician Ventures, Murex Investments and Innovation Ventures. Ms. Fratis’ track record demonstrates an ability to successfully enter and exit businesses, increase revenue, reduce costs and increase shareholder value.
Most recently, Ms. Fratis was responsible for new client acquisition and business development for Ballamor Capital Management in Radnor, Pennsylvania.
Prior to Ballamor, Ms. Fratis was responsible for new business development at SEI, a global public company managing more than $130 billion in assets for institutions and affluent families. Ms. Fratis’ focus was on business owners and alternative asset money managers who desired an integrated approach to wealth management through SEI’s goals-based approach to investment, planning and wealth transfer strategies.
Prior to SEI, Ms. Fratis was responsible for growing R Capital Advisors, a Minnesota-based start-up fund of funds. As the head of the firm’s Philadelphia office and a Senior Partner, Ms. Fratis sourced Alternative Asset Money Managers on a global basis. After conducting due diligence on these managers, Ms. Fratis negotiated with 33 managers with assets under management ranging from $50 million to more than $2.5 billion, averaging $226 million assets under management. Capital was invested in Central Europe, Eastern Europe, Asia, Russia, India, China, Canada and the U.S. in asset classes that included private equity (GED and Samara), venture capital (Zouk, New Atlantic), real estate (Roulac Global Places), hedge funds (Sciens, High Sierra, CAL Investments), PIPES (Mercury Partners, Aduro), CDOs/ABS (Avendis), basic materials (Passport Natural Resources) and energy (BlueTip).
Ms. Fratis is a key figure in the Mid-Atlantic business and financial community. She is currently the host of “Money Matters,” a Comcast cable show, which analyzes investment trends at the macro and micro levels and targets consumers interested in managing their investments more successfully. Show guests have included money managers, entrepreneurs and institutional investors. She is a former Director and Chairman of the Greater Philadelphia Venture Group, an association of 66 venture funds and private equity investors that manage in excess of $15 billion, as well as a former Executive Committee Member and Director of the Greater Philadelphia Chamber of Commerce.
Ms. Fratis served for a decade on the investment advisory committee for a Commonwealth of Pennsylvania-sponsored seed technology fund, Ben Franklin Technology Partners Southeastern Pennsylvania, and was appointed in 2005 to the State of Delaware’s investment review board. For the companies in which Ms. Fratis or funds that she represented held ownership interests, she served as a Director and a Member of various board committees, including Audit, Compensation and Strategic Planning.
Ms. Fratis is the former President of the Wharton School of Business Alumni Association of Philadelphia, where she earned her Master’s of Business Administration in Finance, Strategy and Entrepreneurial Management. Ms. Fratis earned her Bachelor of Science degree in Mathematics, with a minor in Economics, from Dickinson College in Carlisle, Pennsylvania. Ms. Fratis’ community service includes serving as a trustee for a $270 million mental health services company and providing financial or other support to Lankenau Hospital, Philadelphia Free Public Library, Opera Company of Philadelphia, Philadelphia Academy of Fine Arts and the Girl Scouts.
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