Fred leads all investment management activities at Lane Generational. Our investment themes and strategies are fueled by his decades of investment experience across multiple asset classes and as an investment banker. Utilizing our internal market analysis, the firm's strategies reflect Fred’s extensive career in M&A, public markets, and private equity investments.
Fred has over 40 years of investment and corporate finance experience, as a portfolio manager, a private equity investor and an investment banker. Prior to founding Lane Generational in September 2020, Fred was Senior Vice President, Investments at Raymond James & Associates, Inc. from October 2014 to September 2020 and also served as Vice Chairman, Investment Banking from May 2009 to October 2014. Fred was Chairman, CEO and Founder of the investment banking firm Lane, Berry & Co. International, LLC (which was acquired by Raymond James in May 2009) from January 2002 through January 2013. Prior to that, Fred was a Managing Director and Principal of Donaldson, Lufkin & Jenrette Securities Corporation (DLJ). Fred joined DLJ in 1976 and was instrumental in the growth of DLJ's investment banking business. He also served as Co-Head of the Mergers and Acquisitions Department at DLJ and as Managing Director – Senior Advisor of Credit Suisse First Boston upon CSFB's acquisition of DLJ in 2000.
His former clients have included Staples (where he was a founding investor); Advanced Micro Devices; Forest Laboratories; ULTA Beauty; Tractor Supply; Berlitz International; Rexnord; Fairchild Industries; Plantronics; and numerous others. Fred is also a highly experienced private equity investor, having invested in more than 80 private companies.
OUTSIDE THE OFFICE
When Fred is not trying to figure out where the world is going and the subsequent investment ramifications, he can be found cycling the back roads of Dover or the south Florida coast. He and his wife, Beth, own two Bouviers de Flanders, a Belgian dog breed of which he is an ardent fan.
Education
Harvard University, AB || MBA
Previous Experience
Vice Chairman, Investment Banking, Raymond James
Founder & CEO, Lane Berry (Acquired by Raymond James)
Jack Schibli - Investment Strategy & Portfolio Management
ROLE
Jack leads reasearch at Lane Generational, and co-manages investment strategies alongside Fred. His background in economics helps shape our investment frameworks and his macroecnomic commentary can be found on our blog.
OUTSIDE THE OFFICE
Jack is a former alpine ski racer, and will occasionally dust off his equipment for an appearance on the World Pro Ski Tour.
Education
Middlebury College, BA in Economics
Previous Experience
Wealth Management Analyst, Raymond James
Equity Research Summer Analyst, Gilder Gagnon Howe & Co.
Eileen directs and leads all aspects of finance, accounting, operations and compliance for the firm.
Eileen brings to Lane nearly 20 years of diversified experience in the management of all financial, operational and compliance functions for registered investment advisors, commodity trading advisor/commodity pool operators and family offices. Eileen is a NJ licensed CPA, and spent the first 15 years of her career in public accounting providing audit, tax, compilation & review services for closely held businesses in a variety of industries.
OUTSIDE THE OFFICE
Eileen is a NJ native and enjoys spending time with her children and her large extended family. She likes to stay active by running, playing pickleball and hitting the gym. In her downtime, you will likely find Eileen on the beach.
Education
Rutgers, The State University, B.S. Accounting
Previous Experience
Founder & Managing Member, Beacon Consulting Group LLC
Managing Director, Finance & Compliance, Twin Focus Capital Partners, LLC
CFO/COO/Compliance Officer, Eagle Trading Systems, Inc.
