Dan Fink

Lazard AM-UK is an active manager that manages across a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income. The firm follows a relative value investment philosophy and employs a bottom-up approach to seek higher-than-average returns which are undervalued. They construct portfolios based on in-house fundamental analysis performed by sector teams organized by industry. Their investment professionals integrate ESG analysis into their research and decision-making processes.

Functions as a College/University

SK utilizes its proprietary research systems to aid in the creation of diversified portfolios. Client portfolio assets are allocated among various asset classes to meet their distinct investment objectives, risk tolerances, and liquidity needs, and then rebalanced to manage risk. Additionally, tactical shifts in asset class allocations are used to adjust for changing capital market scenarios. The firm generally recommends or selects investment managers for client portfolios. Recommended investment structures may include mutual funds, Exchange Traded Funds (ETFs), separately managed accounts, or various alternative investments, such as hedge funds, private equity funds or real estate funds.

CAZ investments seeks investment opportunities in middle market companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for growth and buyout capital requirements.

State Street Investment invests in companies located across the globe. The firm targets companies operating in a broad range of sectors and industries. It provides financing for growth stage capital requirements and also makes co-investments.