Oliver Bergmann

President at Middle Clapboard Advisors - New York, New York, United States

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Middle Clapboard Advisors
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Middle Clapboard Advisors

New York, New York, United States โ€ข 1 Employees
Management Consulting

๐—ฆ๐˜๐—ฎ๐˜† ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—š๐—ฎ๐—บ๐—ฒThat's what ๐— ๐—ถ๐—ฑ๐—ฑ๐—น๐—ฒ ๐—–๐—น๐—ฎ๐—ฝ๐—ฏ๐—ผ๐—ฎ๐—ฟ๐—ฑ ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜€ is all about. "If you are both wise and lucky, you will not make the same mistake twice, but you may make any one of ten thousand relatives of the original. The mistake family is so large that one of them is always hanging around."- Jesse Livermore in ๐™๐™š๐™ข๐™ž๐™ฃ๐™ž๐™จ๐™˜๐™š๐™ฃ๐™˜๐™š๐™จ ๐™ค๐™› ๐™– ๐™Ž๐™ฉ๐™ค๐™˜๐™  ๐™Š๐™ฅ๐™š๐™ง๐™–๐™ฉ๐™ค๐™ง (1923)The simplest way to ๐˜€๐˜๐—ฎ๐˜† ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ด๐—ฎ๐—บ๐—ฒ is to avoid mistakes others have already made. Recognize them and use them to focus your energy. Be meticulous. ๐—ฌ๐—ผ๐˜‚ ๐—ฐ๐—ฎ๐—ป ๐—ฑ๐—ผ ๐—ถ๐˜.โ—† ๐—ฃ๐—ฟ๐—ผ๐˜ƒ๐—ถ๐—ฑ๐—ถ๐—ป๐—ด:โ–บ Business Development โ€ข Fundraising โ€ข Financial Reporting โ€ข Complianceโ—† ๐—ง๐—ผ:โ–บ Broker-Dealers โ€ข Family Offices โ€ข Asset Managers โ€ข PE/Hedge FundsSample clients:โ€ข ๐—š๐—น๐—ผ๐—ฏ๐—ฎ๐—น ๐—ฃ๐—ฎ๐—ฐ๐—ถ๐—ณ๐—ถ๐—ฐ ๐—ฆ๐—ฒ๐—ฐ๐˜‚๐—ฟ๐—ถ๐˜๐—ถ๐—ฒ๐˜€ ๐—จ๐—ฆ ๐—œ๐—ป๐—ฐ., Chief Investment Officer, 2019-Present. ๐—™๐—œ๐—ก๐—ฅ๐—” ๐—ฟ๐—ฒ๐—ด๐˜‚๐—น๐—ฎ๐˜๐—ฒ๐—ฑ ๐—ฏ๐—ฟ๐—ผ๐—ธ๐—ฒ๐—ฟ-๐—ฑ๐—ฒ๐—ฎ๐—น๐—ฒ๐—ฟ (CRD #: 304566), providing: โ€ข Exchange traded brokerage in equities, fixed income, and mutual funds; โ€ข Private placements of corporate debt and equity; and โ€ข Limited partnerships in private equity, hedge, and real estate funds. โ€ข ๐— ๐—ฎ๐˜๐—ถ๐—ป๐—ถ๐—ฐ๐˜‚๐˜€ ๐—Ÿ๐—Ÿ๐—–, Managing Director, 2015 โ€“ Present. Advise general and limited partners on due diligence, asset strategy and advisory.โ€ข ๐—ข๐—ป๐—–๐—ผ๐—ฟ ๐—–๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น, Managing Director, 2017 โ€“ 2019. Capital raising, advisory and asset management services for managers and investors.โ€ข ๐— ๐—ฎ๐—น๐—น๐—ผ๐—ฟ๐˜† ๐—–๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝ, ๐—Ÿ๐—Ÿ๐—–, Managing Director, 2015 โ€“ 2017. Leading private placement agent boutique, with over $10 billion raised.โ€ข ๐—ฆ๐—ป๐—ผ๐˜„๐—ฏ๐—ฟ๐—ถ๐—ฑ๐—ด๐—ฒ ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜€, Managing Director, 2013 โ€“ 2015. Raised capital for hedge, private equity, and real estate funds.

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