Eugene Song

Operates as a technology company that sells laptops, pc desktops, printers and accessories through online

For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing.

Provides security and IT services

Stone Point Capital invests in companies within the global financial services industry. The firm focuses on asset management, business services, healthcare & managed care services, human capital management, and insurance distribution. It participates in buyout, early and growth stage capital transactions with an investment size of USD 100 - 1000 million. It also acquires minority and majority positions.

Functions as a College/University

W Capital Management invests in companies located in the United States and Europe with a revenues of at least USD 50 million. The firm focuses on companies operating in business & health services, enterprise software, financial services, business applications and communications sectors. It participates in growth, buyouts and recapitalization transactions with an investment size of USD 20 - 200 million. The firm acts as a lead investor and also acquires minority interests.

Functions as a College/University

Provides agricultural consulting services

Madison Bay Capital Management LLC invests in middle-market companies located in the United States. The firm focuses on the technology and consumer sectors. It participates in growth-stage transactions with an investment size of USD 5 - 25 million.