Robert Pflieger

WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.

Artha Capital Management invests in public equity, fixed income, currencies, and emerging markets around the world. The firm employs a fundamental analysis along with a combined top-down and bottom-up stock selection process to make investments.

Functions as a College/University

Provides investment banking and brokerage services

Generation Partners invests in companies located in the United States. The firm focuses on business & information services, media & communications, healthcare services & technology, media & marketing services, and real estate sectors. It participates in growth stage transactions with an investment size of USD 20 - 100 million. The firm acquires majority and minority interest.

Functions as a College/University

Coeus Capital Management invests primarily in small-cap and mid-cap US equities in the consumer services, retail, commercial services and technology services sectors. They also manage a long-biased hedge fund that focuses on technology and healthcare equities while also making long-term investments similar to a private equity fund. The firm maintains a high turnover rate.

Palm Ventures invests in both private and public small companies located in the United States. The firm focuses across a broad range of sectors and industries. It participates in early, later stage and buyout transactions in the form of equity and debt. The firm acquires majority interests.

Provides investment advice