Our senior leadership has been active in the litigation finance industry since 1998.

Our senior leadership has been active in the litigation finance industry since 1998.

Charles Agee, Managing Partner, headshot.

MANAGING PARTNER

cagee@westfleetadvisors.com

Westfleet is led by Charles Agee, a seasoned litigation finance executive with deep expertise in the financial, legal, and operational aspects of the litigation finance industry. He maintains an extensive industry network and has a comprehensive knowledge of the industry's competitive landscape.

For fifteen years prior to founding Westfleet, he was a capital provider in the litigation finance industry and has personally overseen the origination, investment diligence, and structuring of financing transactions in over a thousand complex litigation matters.

Mr. Agee began his career by co-founding one of the first litigation finance companies in 1998. Partnering with a leading hedge fund, he oversaw the construction of litigation finance portfolios in a variety of complex legal claims. He also was responsible for ensuring compliance of financing activities with legal ethics and other regulatory issues relevant to litigation finance and managed engagements with leading experts on these subjects in virtually every U.S. state.

In late 2013, Mr. Agee recognized an opportunity to bring greater transparency and efficiency to the litigation financing market and to deliver value to a broader audience. He founded Westfleet Advisors with a core focus of helping lawyers and their clients navigate the litigation financing market more efficiently and with greater peace of mind.

Charles Agee is a Phi Beta Kappa graduate in Economics from Rhodes College.

Gretchen Lowe, Partner, headshot.

Ms. Lowe is an expert in the accounting, taxation, structuring, and investment diligence of litigation financing transactions. For ten years prior to joining Westfleet, she operated in the litigation finance industry as a capital provider, working closely with Mr. Agee in connection with his portfolio management responsibilities.

Ms. Lowe also has significant experience managing relationships with outside litigation counsel, accounting firms, creditors, and other capital providers in connection with litigation financing transactions and is highly proficient in streamlining the litigation financing process.
Prior to her work in the litigation finance field, Ms. Lowe distinguished herself in Ernst & Young's tax practice.

She previously managed an internationally syndicated credit facility for Fujikura International and also was a credit analyst for SunTrust Bank.

Gretchen Lowe holds a BA and Masters in Accountancy from Belmont University and is a Certified Public Accountant.

Michael Perich, Vice President and Legal Counsel headshot.

VICE PRESIDENT AND LEGAL COUNSEL

mperich@westfleetadvisors.com

Michael Perich has negotiated and executed litigation finance agreements as both a lawyer and funder, giving him an understanding of the perspective that each brings to financing arrangements. At Westfleet, he puts that rare insight to work as an independent advisor to clients on all aspects of litigation finance.

Immediately before joining Westfleet, Mr. Perich was a litigator at an AmLaw 200 law firm. In addition to litigating insurance recovery and other plaintiffs’-side matters, he managed dealings with litigation finance providers and assisted his firm with modeling returns from various contingency and alternative fee arrangements.

Those responsibilities built on Mr. Perich’s previous work at two major litigation funders, where he analyzed and underwrote litigation finance opportunities across varied subject matter, including commercial disputes, qui tam and whistleblower actions, and product liability claims. He also evaluated the merits of new and emerging legal claims. Before working in litigation funding, he also conducted claim-trend analysis for mass torts and other long-tail liabilities.

Given his wide-ranging experience and status as a thought leader in the field, Mr. Perich presents regularly to corporate counsel on the subject of litigation finance.

He holds a B.A. in History, magna cum laude, from Washington University in St. Louis, and a J.D., cum laude, from the Washington University School of Law.

Barry Kamar, Vice President and Legal Counsel, headshot

VICE PRESIDENT AND LEGAL COUNSEL

bkamar@westfleetadvisors.com

A former federal prosecutor and investment banker, Barry Kamar draws on his significant experience in courtroom trials and corporate finance to help Westfleet’s clients assess and navigate litigation finance opportunities.

Mr. Kamar served for approximately 10 years with the United States Department of Justice and the United States Securities and Exchange Commission. As an Assistant United States Attorney in the District of New Jersey, Mr. Kamar was Chief of the Public Protection Unit and spent much of his time conducting jury trials in federal court. Before joining the Department of Justice, Mr. Kamar served as a senior counsel in the New York office of the Securities and Exchange Commission, where he investigated and prosecuted cases involving financial fraud and other violations of the federal securities laws. His decade of public service not only provides Westfleet’s clients with the insights of an experienced trial lawyer but also reflects Westfleet’s commitment to integrity, transparency, and conflict-free advice.

Mr. Kamar also applies his technical expertise in corporate finance and commercial litigation to advise Westfleet’s clients. First as an economist at PricewaterhouseCoopers and then as an investment banker at Morgan Stanley & Co., Mr. Kamar advised corporate clients in connection with mergers and acquisitions, debt and equity financings, and other strategic transactions. After obtaining his law degree, Mr. Kamar joined the New York law firm of Paul, Weiss, Rifkind, Wharton & Garrison, LLP, where he litigated large commercial cases, including matters involving antitrust, securities, and breach-of-contract.

Mr. Kamar earned his B.A. in Economics, cum laude, from the University of Texas and his J.D., with honors, from the University of Texas School of Law, where he also edited the Texas Journal of Business Law. He is fluent in Arabic and proficient in Spanish.

Lucian T. Pera

Senior Ethics Advisor

Mr. Pera is a partner in Adams & Reese's Memphis office and specializes in commercial litigation, legal ethics, and media law. He has advised lawyers and financiers in connection with litigation financing activities for more than a decade. Mr. Pera is also very active in the American Bar Association, having helped craft the ABA's Model Rules of Professional Conduct and currently serving as ABA Treasurer (2011-2014). Lucian Pera has also served as President of the Association of Professional Responsibility Lawyers, the national organization of lawyers who work in the legal ethics arena.

Pamela Banner Krupka

Advisory Board Member

Ms. Krupka is a partner with Krupka Law Group, PC in Los Angeles and, with over 30 years of engineering and legal experience, advises clients in connection with a variety of intellectual property issues. She has managed preparation and prosecution of global patent portfolios for Fortune 100 companies and is active in various professional activities. She recently served as Chair of the ABA Section of Intellectual Property Law. Previously, Ms. Krupka was a partner in Banner & Witcoff's D.C. office and an engineer with Texas Instruments, Inc.

Robert G. Krupka

Advisory Board Member

Mr. Krupka has been described as "one of the top trial lawyers in the country". He recently retired from Kirkland & Ellis as their most senior patent litigator and is now a partner with Krupka Law Group PC, advising innovators and companies on complex business and IP issues. He has tried more than 75 cases to judgment and has obtained verdicts and settlements in excess of $4 billion, including one of the largest patent settlements in history ($1.35 billion).

The Honorable (Ret.) Ben Tennille

Advisory Board Member

Judge Tennille recently retired as Chief Judge of the North Carolina Business Court and has vast experience with complex commercial litigation. Judge Tennille currently maintains an ADR practice in Winston-Salem and recently served a term on P.R.I.M.E. Finance's Managing Board. Judge Tennille recently co-founded H.O.P.E (Help Our People Eat), which uses the resources of the interfaith community to prepare and transport nutritious meals on Sundays to children in neighborhoods with the highest food insecurity. Previously, Judge Tennille was Associate GC for Burlington Industries, Inc., responsible for managing the company's litigation, nationally and internationally.