Brian Konigsberg

Gardner Lewis seeks to invest in differentiated opportunity sets where fundamental research and risk advantaged positioning can drive favorable outcomes. The firm invests in merger arbitrage, full capital structure special situations, and in equities (both long and short). While each of these strategies has their own unique attributes, all share a common research oriented, bottom-up approach. The cornerstones of Gardner Lewis’s investment process are fundamental research, an integrated approach, and disciplined risk management.

Provides brokerage services

Provides brokerage services

Provides brokerage services

Functions as a College/University

Verition focuses on global investment strategies including Credit, Fixed Income and Macro, Convertible and Volatility Arbitrage, Event-Driven, Equity Long/Short and Capital Markets, and Quantitative Strategies. The firm seeks to construct a diversified portfolio with low correlation to traditional and alternative asset classes and consistently attractive risk-adjusted returns. Capital is allocated dynamically across strategies based on the market view and opportunity set for each individual investment team.

Provides investment research

Millennium seeks to achieve optimum overall results for the long term by recommending appropriate investment strategies and allocation of assets based on the client’s goals, risk tolerance and long-term objectives. The firm offers different investment strategies that pursue an overall growth investment objective, mainly utilizing both US equity securities and mutual funds. They invest client assets in other securities too, such as exchange traded funds (ETFs), options, pre-IPOs, and private placements if they determine such investments fit within the objectives of each strategy and their clients.

Schonfeld seeks to deliver superior risk-adjusted returns over the long-term. The firm takes a fundamental, bottom-up approach to investing to capture idiosyncratic alpha within their area of expertise.