Conducts ongoing active research to filter and as appropriate engage with top tier global alternative asset managers.
This is done by leveraging our deep and longstanding relationships with those managers as well as our technical expertise.
Arranges for managers to pitch directly to investors, enabling ongoing relationships to be built.
Facilitates active control allowing investors to decide in which funds and strategies to participate in.
Reviews, negotiates and as appropriate executes all investment documentation, including PPMs,
Tax Declarations and Subscription Agreements.
Aggregates capital and establishes Australian domiciled vehicles to present “one investor” to global managers, resulting in lower overall fees and preferred terms for investors.
Manages all capital calls, distributions and associated cashflows over the life of the investment funds.
Reviews, distills and delivers quarterly reporting.
Meets with managers regularly and monitors investments to ensure managers stay true to their mandate.