Jerome Antenen

Provides wealth management services

LAM offers products across a broad spectrum of asset classes, designed for different client types. The firm’s traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies. Risk management is integral to their portfolio construction. They rely heavily on fundamental, bottom-up investment research.

Functions as a College/University

Quellos' investment management services are based on a core philosophy that global capital markets are characterized by varying levels of market efficiency that directly impact an active manager's potential to add value. Quellos' seeks to generate superior risk-adjusted returns by exploiting market inefficiencies. These strategies are typically divided based on liquidity to include Absolute Return Strategies. They believe the best approach in these sectors involves assembling a portfolio of independent investment managers instead of relying on one firm. The disparity among top, median and bottom performing alternative investment managers is considerable. Therefore, the challenge of building and managing an optimal portfolio requires a substantial, proactive effort in all aspects of the investment process.

Truvvo Partners seeks to provide clients the global, multi-asset, multi-manager investment platform that has traditionally only been made available to top-tier endowments and foundations. Their objective is to invest through underlying managers and to a lesser degree direct securities across asset classes and geographies. The firm seeks to build relatively concentrated portfolios of complementary managers within the risk/return parameters of the relevant client. Truvvo Partners uses their global network as a primary tool in sourcing potential third-party investment managers.