Aaron Kilberg

AIA is an actively responsible investor and invests with conviction for the long-term. The firm employs a team-based approach in the management of their investment strategies, which includes both the Portfolio Management Team and the Research Team. Across the firm, the Portfolio Management Team is accountable for making final investment decisions. While the Portfolio Management Team is also ultimately responsible for the asset allocation, portfolio construction and security selection decisions, the Research Team provides valuable insights and heavily influences these decisions.

Kern Capital Management specializes in investments of the stocks of US companies in the health technology, technology, technology services and health services sectors. The firm's investment process begins with fundamental investment research. Their research seeks to find companies early in their growth cycle while they are relatively undiscovered. The firm relies heavily on in-house research for all portfolio investment decisions. Once attractive opportunities are identified, their bottom-up fundamental approach focuses on analyzing income statements and balance sheets to determine a company's ability to achieve and sustain high rates of future growth. A company's ability to fund operations under various economic and stock market conditions is also a factor. Portfolio weightings are based on the level of conviction in the company's fundamentals, valuation relative to the fundamentals and the anticipated time horizon for capital appreciation.

Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area.

TimesSquare seeks to build diversified portfolios of growth stocks that generate excellent risk-adjusted returns. The firm’s strategies utilize a time-tested bottom-up approach and fundamental research skills focusing on investing in small to mid-cap companies.

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Functions as a College/University

Functions as a College/University