Scott Goldsmith

Provides investment banking services

AMUS actively manages portfolios within client investment guidelines using discretion to meet client objectives. The firm utilizes qualitative and quantitative research and inputs in their investment strategies. Their portfolio construction process is a combination of top-down decisions at a portfolio level and bottom-up decisions taken in the regional portfolio by the local specialist credit managers. Active risk management is fully integrated into the firm’s investment process.

Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection.

Provides brokerage services

Provides investment management services

Functions as a College/University

WCAS Fraser Sullivan Investment Management focuses on investments in the high yield credit markets with emphasis on bank loans. The firm manages their clients' capital through a variety of investment vehicles and funds including CLOs, levered and unlevered pooled funds and separate accounts. Their investment approach is designed to identify and properly value investment opportunities across corporate capital structures and capitalize on unique opportunities in the credit markets. WCAS Fraser Sullivan invests primarily in the healthcare services, information services and business services sectors. The firm has particular expertise in assessing credit quality and collateral value, understanding relative value and determining the suitability of individual investments for specific funds. Portfolios are constructed based on the following key criteria: pricing, ratings, diversification, basket limits and the opportunity to create trading gains during the life of the portfolio.

ISSM employs fundamental bottom-up credit analysis that evaluates default risk and recovery value among other factors such as management, cash flow, industry position and dynamics, sponsors and arrangers, capital structure, asset quality and divisibility, recovery and loan-to-value. The firm invests in public and private debt instruments, primarily floating rate corporate loans and corporate bonds.