Adam Peterson

Solana Capital seeks to maximize long-term returns for its clients. Their investment process is based on in-depth fundamental analysis, combined with discipline in the decision-making process, agility in the implementation of strategies, and continuous risk control. The firm adopts high standards of corporate governance, with a special focus on continuous monitoring of portfolio risk and strict standards of personal and professional conduct.

Caywood-Scholl Capital Management (CSCM) specializes in the management of high yield bonds. The firm's investment approach is based on the belief that superior risk-adjusted performance in the high yield market is best achieved by protecting against the downside. Portfolios are weighted with upper-tier high yield securities to control default risk and ensure that the premium yields available in the high yield market accrue to their clients benefit. Holdings of high-quality high yield issues are selectively augmented with more volatile credits that the firm believes are significantly mispriced. CSCM's investment research process begins with a macroeconomic analysis to identify favorable industries. The firm ten performs detailed credit research on individual issues within those industries to identify companies that offer the most compelling risk/return tradeoff. CSCM's proprietary Credit Scoring Model is used to identify relative value opportunities within industries and across rating categories. Credits held in clients' portfolios are continuously monitored to ensure that the rationale for owning them is still valid. CSCM will sell a security is (1) an industry's outlook deteriorates (2) a company's results underperform the firm's projections (3) there is an unexplained or fundamental reason for an extreme drop in the company's stock and/or (4) price appreciation occurs and the funds are redeployed elsewhere.

ECP is a hands-on, long-term, opportunistic manager which invests through their funds in listed and unlisted small and medium-sized enterprises across sectors in Brazil, aiming to apply their management skills to create sustainable value. They focus on companies that sell products and services in sectors where they have industry expertise, including consumer products and services; financial services and real estate; industrial and natural resources; healthcare and education and technology, media & communications. The firm invests in buyouts, minority equity investments, consolidations and buildups and growth capital financings, targeting companies with the potential for exceptional growth, a tangible and sustainable competitive advantage and equity needs of around USD 50 million. They structure larger deals with co-investors and typically take majority or significant minority stakes in their investee companies. ECP partners with investee management, seeking to generate value in all stages of the investment process by implementing specific strategies including business model definition, product positioning, executive recruiting, establishing key partnerships, financial structuring and supporting the attainment of additional resources for growth. They also develop exit strategies focused on conventional and non-conventional exits. The firm's investment committee makes all investment decisions.

Provides brokerage services

AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging.