Christopher R. Pace

Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services

Kayne Anderson is focused on real estate, credit, infrastructure, energy, and growth capital. The firm takes a disciplined approach to investing while being tactically opportunistic to deliver market leading returns and actively manage risk. Their rigorous research and disciplined processes underpin their fundamental investment approach, which incorporates ESG factors as an element of that process.

Functions as a College/University

WestLB Mellon uses an active management style utilizing multiple sources of value added and stringent risk controls to generate investment returns in accordance with the client's stated investment objectives and guidelines. They use primarily a top-down approach in their decision-making process, though issue selection is bottom-up. Data is gathered from a variety of independent sources and analyzed and modeled using a proprietary system. The firm utilizes quantitative and fundamental data as inputs to their process. Specific factors are evaluated by small groups of portfolio managers and decisions are made. The output from this process is relative return forecasts for interest rates and bond market sectors. WestLB Mellon applies risk management disciplines and constructs model portfolios.

Functions as a College/University

Siguler Guff invests in lower middle-market companies located in the United States and Europe with an EBITDA of USD 5 - 25 million. The firm focuses on broad range of sectors and industries. It provides financing in the form of debt and equity for buyout and growth transactions with an investment size of USD 10 - 40 million. It also acts as co-investor and lead investor.

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Vintage Fund Management (VFM) executes structured investments in middle-market businesses typically headquartered in California and the Western US. The firm generally invests $5 million to $20 million in companies with revenues ranging of $20 million to $250 million. They seek companies with sustainable EBITDA greater than $3 million. VFM prefers to support management teams that have a significant portion of their net-worth invested in their business that are in need of capital to support growth, acquisitions, balance sheet restructurings, majority or minority recapitalizations or in support of an MBO. VFM utilizes a flexible investment approach with the ability to invest combinations of debt and equity securities to create capital structures appropriate for the operating plan and cash flow characteristics of each business. VFM will serve as lead investor and provides value-added sponsorship typically resulting in a meaningful equity position. Their willingness to provide flexible capital solutions can help to minimize equity dilution to the business owner. VFM seeks investments in basic industries with positive industry dynamics and limited technology risks. They do not invest in fashion-related industries.