Mr. Gerken founded San Francisco Bay Area-based Gerken Capital Associates (“GCA”) in 1989. GCA is an alternative asset fund management firm, with particular focus on the emerging markets and venture capital. M&A Advisory services are performed via the firm’s Alliance business unit. Prior to forming GCA, Mr. Gerken was a Managing Director and Group Head of Prudential Securities Technology Investment Banking Division. The Group served as advisor to over thirty international M&A and corporate finance mandates exceeding $4.5 billion in total financing.
Earlier, Mr. Gerken was a General Partner to Prudential Securities' four venture capital SEC-registered funds with $336 million under management ("Prutech"). As one of the largest U.S. Venture Capital funds, Prutech was responsible for completing fifty IT and bio-tech sector early and expansion stage investments, and was one of the first VC funds to pioneer corporate partnering as a co-investment strategy.
Prior to Prudential, Mr. Gerken was associated with Montgomery Securities' Venture Capital Funds, and Wells Fargo Capital Markets, where he developed one of the first U.S. fund of funds. Earlier, Mr. Gerken was Founder of TCG International, a telecommunications consulting engineering practice responsible for the deployment of over sixty international telecom/datacom projects. The firm was successfully sold to Price Waterhouse. Prior to TCG, he was a Senior Research Analyst and Portfolio Manager with GT Capital Management, a London-based emerging markets investment management firm. Mr. Gerken started his career with the Bank of California Trust Department as an Investment Officer and Research Analyst responsible for the technology and financial sectors, as well as all privately-held company holdings.
Mr. Gerken is a Board of Trustees Member to the Buck Institute, the global epicenter for age-related chronic disease research. He is a prior Chairman of the Film Institute of Northern California. He received an MBA from the Southern Methodist University Graduate School of Business, a Master’s Degree in International Business from the American Graduate School, and was awarded a Bachelor’s Degree in Economics from the University of Redlands.
As a recognized authority in finance and economics, and alternative investments and the emerging markets in particular, Mr. Gerken is a frequent speaker at major industry conferences, including keynote speaker at Institutional Investor and MAR Hedge conferences. He has made guest appearances on CNBC and Bloomberg, and has authored numerous articles, press reports, and white papers on investments and economic topics including The New York Times, Barron’s, Fortune, Reuters, Euromoney, Dow Jones, Institutional Investor, Financial Times, HFM Week, Sueddeutsche Zeitung, The Wall Street Transcript, The Wall Street Journal, and Fund Strategy. Mr. Gerken is the author of The Little Book of Venture Capital Investing: Empowering Economic Growth and Investment Portfolios published by John Wiley & Sons, Inc. “The Little Book Big Profits Series features the brightest icons in the financial world who write on topics that range from tried-and-true investment strategies to tomorrow’s new trends. Each book offers a unique perspective on investing, allowing the reader to pick and choose from the very best investment advice today.” Visit www.wiley.com. He is also author to Privatization: The Road to Reinvigorating America’s Economy to be published by Morgan James Publishing. Visit morganjamespublishing.com.
Mr. Gerken speaks Spanish fluently and has a working knowledge of French and German. Gerken Capital Associates is a Registered Investment Advisor. Series 7, 24, & 63 licenses have been previously held by Mr. Gerken. Mr. Gerken resides in the San Francisco Bay Area.