Helen Li

Provides credit and charge cards, payments and online platforms solutions

Operates solar power plants

Anderson Hoagland seeks to mitigate risk through asset allocation and securities selection, and they are tax-sensitive in light of a client’s particular situation. A client portfolio holding individual stocks typically contains 20 to 30 stocks that the firm believes have above average total return potential based upon fundamental research and judgment about relative valuation. Their approach to bond investments is based primarily upon its economic and interest rate outlook. Anderson Hoagland generally maintains a bias toward high quality issues for both taxable and tax-exempt bond investors.

CAI’s investment team generally employs fundamental research, specific industry knowledge, proprietary relationships, and partnerships with management teams to identify attractive investment opportunities, often targeting industries that are undergoing change or are otherwise out-of-favor for their Private Equity Investment Fund. For their real estate funds, the firm selects underlying funds based on their performance track record, organizational ability to execute the investment strategy, and financial capacity to meet obligations, among other factors.

Discovery manages private investment funds that seek high risk-adjusted total returns by making directional and relative value investments, long and short, primarily through investment positions in equity, debt (primarily sovereign debt), local interest rates, currencies and commodities across emerging and developed markets. The firm utilizes (i) top-down global macro analysis, including political risk assessment, to identify opportunities in countries and asset classes, and (ii) fundamental, bottom-up research for industry and security selection.

Functions as a College/University

Provides banking services

ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum.

JPMorgan Asset Management invests in small and mid market companies located across the globe. The firm focuses on a broad range of technology, healthcare, communications, business services and consumer. It participates in early, later, growth, buyout, primary and secondary transactions. The firm also acts as a co-investor.