Consultants

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Account Name	Metro Area	Alternative Description	Total AUM
Albourne	San Francisco	Albourne is one of the largest non discretionary consultants. Their exclusive focus is on alternative investments across hedge funds, private equity, real estate, and real assets. They have a large... read more Albourne is one of the largest non discretionary consultants. Their exclusive focus is on alternative investments across hedge funds, private equity, real estate, and real assets. They have a large institutional client base, over 50%. Albourne does also have a large client base in the family office channel, and a growing presence in the multi family office and RIA channels where a lot of clients accessing alternative investments will utilize Albourne, particularly on the operational due diligence side. Albourne’s clients have invested over $550 billion in alternative strategies since their inception. So, certainly, this is an anchor meeting. If you are going to San Francisco, on the hedge fund side, you would want to get in contact with Hitoshi Nigata and Jonathan Choslovsky. If you have a private investment, private equity, you want to reach out to Tom Cawkwell or Tracy Fong. For private credit your point of contact is Kristen Jones. read less	$550,000,000,000
Mercer	Denver	From an alternatives standpoint, they prefer managers who are non correlated in a low volatility experience. They need a daily liquidity of at least $300 million and an expense ratio of less than... read more From an alternatives standpoint, they prefer managers who are non correlated in a low volatility experience. They need a daily liquidity of at least $300 million and an expense ratio of less than 1.25% for liquid alts. They are also looking for private placements across private equity and private credit. Keep in mind that given their client base, they do need lower minimums to access these strategies. read less	$15,000,000,000
Willis Tower Watson	New York City	Willis Towers Watson is an enormous consultant who is mostly focused on corporate pensions on both the DB and DC side. They have offices not only in Chicago, but Stamford, London, and globally. If... read more Willis Towers Watson is an enormous consultant who is mostly focused on corporate pensions on both the DB and DC side. They have offices not only in Chicago, but Stamford, London, and globally. If you do have a real asset strategy, you would want to visit Chicago where Peter Rogers leads the real assets group. read less	$3,000,000,000,000
StepStone	Cleveland	Private Equity ($137B): They have a team of 80+ professionals, and have 25 partners within the asset class where they focus on fund investments, secondaries, and co-investments. Clodagh Coghlan is a... read more Private Equity ($137B): They have a team of 80+ professionals, and have 25 partners within the asset class where they focus on fund investments, secondaries, and co-investments. Clodagh Coghlan is a point of contact located in New York, but they also have a large team in La Jolla. Private Debt ($26B): 50+ team located globally where they have 15 partners where they invest in both liquid and illiquid credit and package this up through separate accounts, advisory accounts, and focused commingled funds. They look at corporate, real estate and infrastructure debt. Ariel Goldblatt is the director of Private Debt in New York. Real Estate ($100B): More of a concentrated approach with only 8 partners and a 35+ person team where they invest in funds, secondaries, co-investments and recapitalization in partnership with their top managers which includes areas such as Core, Core+, ValueAdd, and opportunistic real estate. Jeremy Goldberg is a good contact for Core/Core+, and Dev Subhash for ValueAdd. Infrastructure and Real Assets ($32B): They have a team of 45+ professionals, and work with 6 partners for a global approach. They invest in all structures including funds, secondaries, co-investments, and investment partnerships. Torren Peebles could be a good person to reach out too. read less	$296,000,000,000
Aon Hewitt/Townsend	Chicago	Chicago is the hub for both Aon’s traditional research and their OCIO business which is called the Institutional Advisory Solutions team. Galina Kalcheva heads up the research for their IAS models... read more Chicago is the hub for both Aon’s traditional research and their OCIO business which is called the Institutional Advisory Solutions team. Galina Kalcheva heads up the research for their IAS models and research. They aren’t very tied to central research, however, on the traditional side. For private investments, Karen Rode would be the point of contact and head of private equity and infrastructure. Brad Kavin handles sustainable private equity and some more impact investing. Chris Walvoord, Craig Adkins and Kevin Hrad are contacts for hedge funds research. They do have a very large hedge fund presence with over $30 billion in assets under advisements there. For alternative research specific to real estate, Aon acquired the Townsend Group, based in Cleveland, which is going to cover all real estate and real assets, including infrastructure for Aon. It is still a little unclear how the teams will be impacted by the planned acquisition or merger with Willis Towers Watson. read less	$3,000,000,000,000
Callan Associates	San Francisco	As you would imagine, just given their underlying clients, Callan is very active in alternative investments across the board - real assets, real estate, private equity, hedge funds and multi asset... read more As you would imagine, just given their underlying clients, Callan is very active in alternative investments across the board - real assets, real estate, private equity, hedge funds and multi asset solutions. In addition to the traditional consulting services, they also have their discretionary OCIO group. It is important to start with having your data find its way into the Callan manager database. They have their own committee dedicated to alternative review. A number of the investment specialists on that team include Jonny Gould, who is responsible for real estate and real assets, Harshal Shah, who is responsible for private equity, and Jay Nayak, who is responsible for private equity along with Harshal. Catherine Beard, who is actually based in the Chicago office, would be responsible for point on private credit. James McKee is responsible for hedge fund research and Avery Robinson for real assets. There is also a program to be mindful of, within Callan, for emerging managers, referred to as Callan Connects. That program is led by Lauren Mathias. read less	$2,000,000,000,000
Wilshire Associates	Los Angeles	Wilshire has over a trillion in assets under advisement. They do have a growing OCIO group within their funds management division with about $9 billion in discretionary assets. The starting point... read more Wilshire has over a trillion in assets under advisement. They do have a growing OCIO group within their funds management division with about $9 billion in discretionary assets. The starting point with Wilshire is always going to be getting your information into their database. They do have a big presence in terms of research, not only in Chicago, but also in Santa Monica. So, be very mindful of your asset classes. Specific to the alternatives space and servicing public and private pension funds, endowments, foundations, financial institutions, and high-net-worth individual platforms, the group builds out portfolios of private market investments that cover a full range of opportunities. So, the research team is going to score and ultimately select managers and funds across the primary fund investments, secondaries, and co investments. Obviously, that is going to run its course through private equity, private credit, real estate, and real assets. Also, through their hedge fund advisory services, they are going to provide full service hedge fund consulting to their institutional investors from both the manager research and portfolio implementation standpoint as well. They do create fund- to-funds and multi manager solutions that are managed through their Fund Management Group. Josh Emanuel, the CIO. Rob Noe, who is based in Chicago, is the head of manager research for Wilshire Associates. Cian Desmond, based in Santa Monica, is a member of the research group. He is primarily focused on alternatives. Andrew Angellico, also in Santa Monica, is primarily responsible for hedge funds. read less	$996,000,000,000
NEPC	Boston	Obviously, big consumers of alternative assets. Approximately $60 billion invested across private real estate, private equity, real assets, and hedge funds. Sarah Samuels has recently joined as... read more Obviously, big consumers of alternative assets. Approximately $60 billion invested across private real estate, private equity, real assets, and hedge funds. Sarah Samuels has recently joined as partner and director of traditional research and broader research sitting side by side with Sean Gill, who oversees the alternatives group. They have been in the process of implementing a new evaluation tool that assesses the current focus list, strategies they recommend, and the framework they evaluate and recommend managers. She's been pushing the consulting teams, across divisions, to leverage central research much more. Sean Gill oversees the entire alternatives group. Andrew Brett oversees real assets. Dulari Pancholi oversees hedge funds. Eric Harnish oversees private equity. read less	$1,000,000,000,000
Aksia	New York City	Aksia’s research platform focuses exclusively on alternatives across the following strategy groups: Hedge Funds, Private Credit, Private Equity, and Real Assets. The firm uses a “mosaic” process for... read more Aksia’s research platform focuses exclusively on alternatives across the following strategy groups: Hedge Funds, Private Credit, Private Equity, and Real Assets. The firm uses a “mosaic” process for evaluating firms across the diligence spectrum, including an ESG focused lens. Platform access for consideration for general alternative strategies, materials can be submitted to reporting@aksia.com. For consideration for WMBE strategies, materials can be submitted to diversemanagers@aksia.com. read less	$150,000,000,000
Cliffwater	Los Angeles	Cliffwater is one of the largest alternatives consultants in the country. They work with foundations, endowments, retirement systems, and other financial institutions to help with allocations to... read more Cliffwater is one of the largest alternatives consultants in the country. They work with foundations, endowments, retirement systems, and other financial institutions to help with allocations to hedge funds, private equity, and real assets. On the alternatives side, Drew Rudolph is a good contact. He is in New York City. There is an analyst in Santa Monica, Josh Blum, who covers traditional long only equity research but can be a good point of contact to learn more about the Cliffwater system. read less	$75,000,000,000

Consultants

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