Salvatore Gentile

NAM-USA offers several long only global and international equity strategies. Affiliated sub-advisers manage, on a discretionary basis, all the firm’s global and international equity portfolios. The sub-advisers utilize an investment approach that combines a top-down and bottom-up analysis, with a bias towards bottom-up stock selection. All such sub-advisers use a team approach with a focus on country and/or sector analysis.

AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies.

Functions as a College/University

Provides accounting services

BDA manages a series of structured vehicles that are invested primarily in senior secured loans. Their objectives are to provide diversification opportunities and exposure to the rapidly changing senior secured leveraged loan market. These CDOs are structured with a conservative level of leverage, offering a range of investment opportunities with varying risk profiles. Generally, a CDO liability structure is comprised of notes that range from “AAA/Aaa” to “BB/Ba2” and common equity. A CDO portfolio typically consists of senior secured loans to non-investment grade borrowers.

Blackstone Mezzanine Advisors seeks investment opportunities in middle market companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides mezzanine capital for acquisition transactions.

Functions as a College/University

BACA evaluates potential opportunities and investments by using the investment process which includes a variety of proprietary and non-proprietary research models and methods of analyses and a variety of both internal and external resources, such as financial newspapers and magazines, research, and reports provided by third parties and corporate rating services. The firm seeks to capitalize on both long- and short-term inefficiencies in the market by investing across a spectrum of products, often employing a bottom-up analysis, utilizing market technical and fundamental analyses to select investments.

Intermediate Capital invests in mid-market companies located in the United States. The firm targets companies operating in the fields of business services, consumer, healthcare and industrials. It provides financing for buyout transactions.