David Held

Operates as a closed-end management investment company

Acts as Closed-End Investment Fund/Investment Trust

American Securities invests in middle-market companies located in the United States with an EBITDA of USD 50 - 200 million, enterprise value of USD 500 - 2000 million and revenue of USD 49 billion. The firm focuses on a broad range of sectors and industries. It provides financing for buy-out stage transactions. It also acts as a lead investor.

BC Partners invests in upper middle-market companies located in North America and Europe. The fund targets companies operating in the fields of food, healthcare, TMT and services & industrials. It provides financing in the form of equity and debt for buyout transactions and also makes co-investments.

Functions as a closed-end investment fund or Investment trust

Functions as a College/University

Provides long-term care insurance and reinsurance, retirement savings & asset management services

AXA IM-US is an active, long-term, global, multi-asset manager that aims to help them preserve and grow their client’s wealth. The firm’s investment philosophy is predicated upon the idea that long-term returns are built through the compounding of income earned over time and the avoidance of principal losses. Their investment process consists of three major components centered on assessing, valuing and managing risk. AXA IM-US aims to balance bottom-up (idiosyncratic) and top-down (systemic and market-related) risks against return opportunities. Their integrated investment process utilizes both quantitative and qualitative processes to construct portfolios.

Lyxor US incorporates top-down macroeconomic considerations and investment convictions and bottom-up manager-level analysis subject to limitations imposed by the specific client. As to portfolio construction, the firm relies upon a proprietary risk allocation model which is designed to guide their investment recommendations.