Brian Nold

MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.

Functions as a College/University

VFIA is an active bond manager who believes that the market offers potential opportunities for returns to investors who understand and correctly value Fixed Income securities. The firm focuses their management efforts on the bottom-up principle of security selection along with top-down strategies for sector allocation and yield curve structure using rigorous fundamental research as well as a series of proprietary and third-party tools to identify value. Their diversified portfolios of well-researched companies, value-added security structures and sector rotation seek to provide attractive spreads above the benchmark, regardless of the level or direction of interest rates, at controlled risk levels.

Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing.

Muzinich & Co. Ltd. (Private Equity) seeks investment opportunities in small to medium sized companies located in the UK, France, Germany, Austria, Switzerland, Italy, Scandinavia, Benelux, Iberia and Ireland, with an EBITDA of €3 to €20 million. Muzinich & Co. Ltd. (Private Equity) provides financing in the form of senior, unitranche, mezzanine and equity for buyout capital requirements with an investment size ranging from Euro 5 - 25 million.

MIM invests in public equities across the energy value chain with a differentiated investment process highlighted by three strategies: MIM Cyclicals, MIM Cyclicals Opportunities, MIM Clean Energy.