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The Firm’s principals have broad experience with strategic acquisitions, divestures and financing assignments on behalf of a number of the largest U.S. and multinational corporations. The Firm’s members have held senior management responsibilities in financial organizations as well as in the energy industry itself. The wide spectrum of this background enables the Firm to bring a high level of experience, judgment and creativity, both to solving problems for its clients and investment partners and to identifying promising new prospects for investment. Firm members have also taken important roles in their communities, and have served a variety of educational, cultural and charitable organizations. The Firm places the highest value on professional competence, initiative, integrity and community responsibility, and has chosen its members accordingly.
MORRIS E. ZUKERMAN, President Morgan Stanley & Co. Incorporated (1972-1988): Managing Director (1980-1988); Economist, Office of Management and Budget (1970-1972); MBA with High Distinction (Baker Scholar), Harvard Graduate School of Business Administration (1970); M.A., King's College, Cambridge University (1968); B.A., Harvard University (1966). Prior to forming M.E. Zukerman & Co. Inc., Mr. Zukerman spent sixteen years with the firm of Morgan Stanley. Early in his career he worked extensively on project financing for that firm's energy clients, particularly in the development of their North Sea fields. Later, in the early 1980s, Mr. Zukerman participated in numerous mergers and acquisitions of major companies, and was joint head of Morgan Stanley's energy group, advising that firm's energy clients. In 1985, Morgan Stanley opened its Los Angeles office and Mr. Zukerman became head of the firm's West Coast investment banking operations. Upon his return to New York, he became a member of the Morgan Stanley merchant banking group. In 1988, Mr. Zukerman formed M.E. Zukerman & Co. Inc. to engage in merchant banking. PATRICK J.E. MOCATTA, Managing Director Union Bank of Switzerland and UBS (1989-2004): Partner/Managing Director UBS Capital, London (1992-2004); Executive Director, Polaris Capital Group, New York, (1982-1988); Vice President, The First National Bank of Chicago, Chicago, (1980-1982); Manager (1974-1976) and Director (1976-1980), First Chicago Investment Banking Group, London; Management Trainee, Hambros Bank Limited, London (1971-1973); MBA with Distinction, INSEAD (1974); B.A., Magdalene College, Cambridge (1971). Mr. Mocatta joined M. E. Zukerman Investments Ltd. in 2005 to develop the Firm’s European investment activities. He started his merchant banking career in London first with Hambros Bank and subsequently with First Chicago giving corporate finance advice to companies and sovereign borrowers in the international capital markets. Subsequently, in Chicago with The First National Bank of Chicago, he advised European companies on their US acquisitions and international borrowers on their US private placements. Since 1982, he has been active in the private equity markets, first in the US as a founding partner of Polaris Capital Group and subsequently with Union Bank of Switzerland and UBS, where he started their northern European private equity investment activities. JOSHUA F.CENDER, Managing Director Gibson, Dunn & Crutcher LLP (1996-2006): Associate; Seconded to Tyco International Ltd. as Deputy General Counsel and Secretary to the Board (2002-2003); seconded to PricewaterhouseCoopers LLP as Assistant General Counsel (2002); J.D. with Distinction, New York University School of Law (1996); B.A. with High Distinction, University of Pennsylvania (1993). Prior to joining M.E. Zukerman & Co. Inc. in 2006, Mr. Cender spent nearly ten years practicing law with the firm of Gibson, Dunn & Crutcher LLP, where he specialized in mergers & acquisitions, joint ventures, corporate finance, capital markets, bankruptcy and restructuring, and corporate governance matters. Mr. Cender was seconded to Tyco International Ltd. upon hiring of new management to replace its indicted former executives, where he advised the senior management and board of directors on finance, securities compliance, corporate governance, employee compensation, and other matters. Mr. Cender directs the Firm’s U.S. energy investment activities, coordinates all of the Firm’s investment decisions, and supervises all legal matters for the Firm and its portfolio companies. Mr. Cender sits on the Management Committee of Cortez Pipeline Company as Vice Chairman. MICHAEL R. FRETWELL, Managing Director ConocoPhillips (2000–2006): Corporate Officer & President of International Refining & Marketing Operations (2004–2006); President, Continental Refining & Marketing (2003-2004); President of US Downstream Operations (2000-2002); Conoco (1994–2000): General Manager Crude Oil & Products International; Conoco (1990-1993): General Manager UK Marketing; Conoco (1975-1990): various junior and middle management responsibilities in Marketing, Supply, and Planning in Europe and the US; Hoare & Co, Govett (1973-1975), Investment Analyst; Harvard Program for Management Development (1990); City of London University, Accounting & Finance Diploma (1974); University of Wales, BSc Economics (1973). Mr. Fretwell joined M. E. Zukerman Investments Ltd. after he had spent his career at Conoco and subsequently ConocoPhillips. During his career he held various senior positions based in the UK, Germany, and the US with responsibility for refining and downstream assets in Europe, the US, and Asia. ROGER CORNISH, Managing Director Interconnector (UK) Ltd.: Chairman (2008 – Present); CEO (1996-2008); President and General Manager, BP Exploration Indonesia (1992-1996); President and General Manager, BP Egypt (1990-1992); Pre-Project Development Manager Central North Sea, BP Exploration (1987-1992); Senior Development Geologist, Marnock Field, BP Exploration (1985-1987); Exploration Geologist, BP Exploration (1982-1985); Exploration Manager Eastern Canada, Shell Canada Mineral Resources Ltd. (1980-1982); Senior Exploration Geologist, Shell Canada Mineral Resources Ltd. (1977-1980); Mineral Exploration Geologist, Mousseau Tremblay Associates (1975-1977); Wharton Business School Advanced Management Program (1999); University of Leicester, BSc Geology (1974). Roger Cornish joined M.E. Zukerman Investments Ltd. after careers in both the mineral exploration and oil and gas businesses of Shell and BP. During his career he held various senior positions in Canada, the UK, Egypt, and Indonesia before joining the newly formed Interconnector (UK) Ltd. in 1996 as the CEO charged with the financing, design, construction, and operating responsibility for the UK-Continent two-way gas link. He remains the non-executive Chairman of that company. WILLIAM J. JOHNSON, Managing Director Apache Corporation (1991-1994): President and Director; President, CEO and Director, TEX/CON Oil & Gas Company (1989-1991); President, BP Exploration Co. (1987-1989); President, Standard Oil Production Company and Senior Vice President, The Standard Oil Company (1986-1987). Various executive positions, Standard Oil Production Company (1984-1986), The Superior Oil Company (1983-1984), Anglo Energy, Ltd. (1980-1983), Exxon USA, Esso Eastern Inc. and Esso Exploration Inc. (1956-1980); Advanced Management Program, University of Houston (1970); B.S., Mississippi State University (1956). Mr. Johnson joined M.E. Zukerman Energy Investments following an active career with several major and independent oil companies. He is involved in numerous oil industry organizations, currently serves as a Director of Tesoro Petroleum (NYSE), and is a former Director of Devon Energy. DOUGLAS E. GROSE, Director Director of Development (2000-2001) and Manager of Strategy (1998-1999), Primedia Inc.; Analyst, Merrill Lynch & Co., Inc. (1994-1996). MBA, Stanford University (1998); BS, Pennsylvania State University (1994). At MEZ & Co., Mr. Grose currently focuses on Firm’s medical communications investment in Quadrant HealthCom Inc. leading strategic initiatives including two add-on acquisitions in the last 4 years. In earlier years, he focused on optimizing the Firm’s Indonesian palm oil investment including a successful exit. Prior to joining MEZ & Co. in 2003, Mr. Grose spent several years executing venture capital investments in digital media and leading a host of strategic business development efforts for Primedia Inc., a leveraged build up in the publishing sector. Before attending Stanford University for his MBA, he worked in the Investment Banking Division of Merrill Lynch on high yield debt underwritings for issuers in a range of industries.
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