Stuart Waugh

Provides investment banking and brokerage services

Acts as Closed-End Investment Fund/Investment Trust

TD Capital specializes in investments in buyouts, venture capital opportunities, private equity opportunities, distressed situations and mezzanine and special situations funds. The firm also makes direct co-investments in North America, Europe and Asia. In addition, TD Capital has an allocation to secondary investments. The firm invests primarily in mature companies in the financial services, healthcare, information technology, media and communications sectors. For their venture capital investments, TD Capital targets early- and growth-stage opportunities in enterprise software, information technology infrastructure, semiconductors, wireless and emerging technologies. Investments range from $1 million to $10 million. For their private equity investments, the firm focuses on investments in the US, Europe, Canada, Asia and Australia. They look for companies with clearly defined exit strategies. Their investment horizon is 3 to 7 years. TD Capital usually leads or co-leads transactions, but they also co-invest with other strong sponsors.

Functions as a College/University

Northleaf Capital Partners invests in lower and middle market companies located across the globe. The firm targets companies operating in the fields of technology and healthcare sectors. It provides financing for buyout, later and growth stage capital requirements. It also makes secondary and direct co-investments.

Functions as a College/University

Provides management consulting services

BPI-IM is an active, value-oriented manager which aims to deliver above par risk-adjusted returns utilizing state-of-the-art technology infrastructure for advanced portfolio management, risk management, accounting systems, investment planning and funds distribution. The firm believes that superior and consistent returns can only be achieved by recognizing long-term trends in financial markets, and seeks to understand the structural shifts that affect the trends. Their investment approach relies heavily on the experience of their investment professionals and the quality of their research and information. They can be opportunistic in the short-term but their investment strategies are anchored heavily on long-term views. They choose investments based on a selection process that focuses on the intrinsic value and growth potential of each investment, aiming to ensure that each investment offers value both on a stand-alone and a relative basis. They recognize that risk inherently drives returns and strive to strike a balance between them. They complement the continuous search for new investment opportunities across asset classes with active portfolio management and proactive risk. BPI-IM's investment process originates with the Asset Allocation Committee's periodic review of developments in the macroeconomic landscape and financial markets. They utilize inputs from this review to formulate investment strategies that reflect their long-term views and model portfolios covering a spectrum of risk profiles. The firm uses the model portfolios as guides to construct individual portfolios in accordance with clients' goals and risk tolerance and internal, legal, and regulatory considerations. They allocate fixed-income and equity assets to meet a portfolio's target durations and equity exposures and regularly review portfolios on a regular basis against corresponding benchmarks and rebalanced to realign investments with the original target allocation.

Functions as a foundation or endowment