portfolio construction

Amero Global Investors is an entrepreneurial private equity real estate investment boutique providing private value-added, niche and tailored real estate strategies to institutional class investors around the globe. It operates a vertically integrated platform and focuses on value-added real estate, niche assets such as multi-family and senior living housing, and southeastern U.S. markets.

asset repositioningco-investmentdeal sourcingdevelopment partnershipslease-upprivate equity real estate investmentresearch-driven underwriting

AQR Capital Management, LLC (AQR—Applied Quantitative Research) is a quantitative investment management firm founded in 1998 by Cliff Asness, David Kabiller, Robert Krail, and John Liew. It applies economics, behavioral finance, data, and technology to investing and offers traditional long-only and alternative strategies spanning equity, macro, arbitrage, and multi-strategy solutions to investors globally.

quantitative investingresearchsystematic investingtax-aware long-short strategies

Epogee Capital Management, LLC is an SEC-registered investment adviser helping families, family offices and institutions build and oversee alternative investment portfolios with discipline, independence and transparency. The firm combines domain expertise, independent research and an established network to deliver alternative investment solutions tailored to sophisticated investors and family offices, and coordinates with clients' attorneys, accountants and advisors.

active monitoringdirect investment evaluationdue diligencefamily office oversight and reportingmanager researchtax-aware planning

Farther Finance Advisors, LLC ("Farther") is a financial advisory firm that partners with nonprofits, endowments, and foundations, acting as an Outsourced Chief Investment Officer (OCIO). It combines fiduciary leadership with Intelligent Wealth technology to provide investment management, fiduciary oversight, governance support, and risk management. Farther advisors operate in 80+ cities, powered by a national financial technology firm.

financial technologygovernance supportinvestment managementOCIO servicesrisk management