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Jane Abitanta, principal of Perceval Associates, occupies a special position in the institutional investment arena that comes from her ability to diagnose the underlying problems that get in the way of money managers, and provide successful solutions that help them attract and retain clients. In her own words, “The issue is almost never performance, but people failing to connect; people getting in the way of their own good ideas, inside their firms as well as with potential or existing partners outside the firm.”

In the past fifteen years, Jane has advised many of the top institutional fund managers, family offices and more than 100 hedge funds, helping them to articulate their particular edge in terms of the real-world needs of their markets.

She has served as a charter faculty member of the Institute for Private Investors, a member of the Investment Committee of Women’s World Banking, and a director of the Association for Investment Management Sales Executives (AIMSE). She is a director of Green Cay Asset Management, a Bahamas-based alternative investment firm and a former director of Shaking the Tree, a not-for-profit organization that uses interactive theater to illustrate family dynamics.

Prior to the formation of Perceval Associates in 1996, Jane was an investment strategist with Citicorp Investment Management and held executive marketing positions at Bessemer Trust and Swiss Bank Corporation. In demand as a speaker and author, she is well known for her combination of industry expertise, unbiased eye and the self-deprecating humor that makes even the most accomplished money managers listen to her advice.

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Jane earned an MBA in Finance and Investment Management from Fordham University and a BA in Economics and Political Science from the University of Delaware. She recently received a Master’s degree in Social-Organizational Psychology and Change from Teachers College, Columbia University.