Ø Fourteen years as a third party - being an internal marketer is
a
different expertise
Ø Principals who are known by
the institutional community
Ø History of successfully
representing managers with differentiated
strategies
Ø Exclusive focus on
institutions
Ø Proven ability to generate
business from institutions that “fit” the
product
Ø Proven success in long only
equities, private equity, real estate,
energy, hedge, resources
Ø Conscious decision to limit
engagements relative to competitors