Gary L. Beckham

Reich & Tang Asset Management employs a value investment philosophy that focuses on investments in small- and mid-ca companies. The firm uses proprietary fundamental research to identify attractive opportunities in small and mid-sized companies that are not subject to intensive Wall Street research. They look for companies with a dominant business franchise, strong financials and strong management. Companies should also be a low cost producer.

Voya IM actively manages strategies which seek to bring technical and analytical expertise in developing rigorous and superior solutions. The primary focus of the firm’s investment management is fixed income in nature, although some equity, alternative and private equity investing strategies are also employed. In this regard, many of the investments are privately placed or otherwise not traded on public securities exchanges. Voya IM employs a disciplined investment process with top-down macro themes analysis that also provides the context for their bottom up-security selection.

PGIM Investments provides manager research and recommendation services on managers, mutual funds, and ETFs to their clients.

Provides legal services

Provides legal services

Functions as a College/University

Provides investment management services

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.