Our Edge

Trust In Experience

Experience as both an investor and investment manager

The complexity of the global fund industry requires deep multi-disciplinary skills developed through extensive hands-on experience to provide effective oversight. Our edge derives from the experience of having been an active participant in the roles that we are supervising:

  • 25+ years of relevant professional experience, including 10+ years of experience as executive director on boards of internally-managed funds

  • Operational due diligence on emerging and established managers

  • CFO/COO of direct trading fund operations and management company

  • Structuring managed accounts with sub-advisors for institutional clients

  • Audit, risk management, regulatory and tax compliance

  • Global experience