Product Specialists

Direct access to the professionals who manage your clients' assets.

Advanced Strategies Erik Barefield
Multi-strategy, multi-manager and custom-designed alternative asset portfolios designed to achieve specific risk and return objectives
 
Private Equity Courtney Haynes
Private equity partnership and direct/co-investment programs diversified by strategy, sub-asset class, manager, industry and time, designed to achieve attractive risk adjusted returns
 
Currency Management Michael Zehfuss
Passive, active risk management and alpha products in the global currency markets
 
Commodities Management Brian Engel
Absolute return products employing managed futures
 
Institutional Real Estate, Direct Alasdair Cripps
Compelling direct investment opportunities in all phases of the real estate life cycle
 
Institutional Real Estate, Multi-Manager Joshua K. Daitch
Multi-manager real estate strategies focused on top-tier value-added and opportunistic fund managers
 
U. S. Value Equity Management Susan Schmidt
A range of equity portfolios segmented by market capitalization and managed with a disciplined value strategy
 
Fixed Income Management Jim Kilbane
A suite of fixed income strategies that are duration neutral with respect to interest rates