Performance

Finding ‘quality’ capital is critical to our investment managers. They want sophisticated investors, those who understand their approach, have significant assets and are likely to be long term clients. A brief, but representative, sample of institutions from which our professionals have successfully raised capital include the following (in some instances for multiple managers):

General Mills, Inc.
MacArthur Foundation
M.I.T.
Corning, Inc.
Cornell University
Citigroup
Philadelphia Board of Pensions & Retirement
University of Washington
Howard Heinz Foundation
Northwestern University
University of California, Berkeley
Winthrop Rockefeller Foundation
Tredegar Corporation
Ericsson, Inc.
Texas Instruments
W.K. Kellogg Foundation
Tulane University
Carnegie Mellon University
Howard University
Smithsonian Institute
The Investment Fund for Foundations
University of Houston
McKinsey & Company
Brandeis University
Educational Broadcasting Corporation
Texas Christian University
Cystic Fibrosis Foundation
Sandoz Corporation
Mississippi State Investment Pool
University of Pennsylvania
Robert Wood Johnson Foundation
Duke University
University of Michigan
Minnesota State Board
University of North Carolina
Alfred I. DuPont Testamentary Trust
Amerada Hess Corporation
Meyer Memorial Trust
University of Florida
Wake Forest University
Kansas University
Huntington Library Foundation
Bush Foundation
Hershey Trust
Southern Methodist University
Kresge Foundation
Canandaigua Wine Company
Henry Luce Foundation
University of Richmond
Oschner Clinic Foundation
Annenberg Foundation
Lahey Clinic
University of Georgia
Boston Symphony Orchestra
Alstom Corporation
Phillips Academy
Kennedy Center
Boys & Girls Clubs of America
Note: Disclosure of this representative client list is not an indication of support or recommendation from these institutions.

Many searches are conducted through consultants on behalf of their plan sponsor clients. A strong working relationship with this community lends credibility to our clients. Professional contacts developed through prior search activity provide increased access to key decision-makers in the consultant community. The following is a representative list of consulting firms through which we have won placements or been finalists in searches:

Cambridge Associates
Wilshire Associates
Ennis Knupp & Associates
RogersCasey
Prime Buchholz & Associates
Colonial Consulting Corporation
Watson Wyatt Investment Consulting
Frank Russell
Evaluation Associates
Wainwright Investment Council
Asset Consulting Group
Angeles Investment Advisors
Prudential Securities
Merrill Lynch
Richards & Tierney
Hamilton & Company
PricewaterhouseCoopers
Larry Thompson Associates
Callan Associates
Mercer Investment Consulting
DeMarche Associates
Pension Consulting Alliance
Jeffrey Slocum & Associates
LCG Associates
Monticello Associates
RV Kuhns & Associates
Fund Evaluation Group
Hammond Associates
New England Pension Consultants
Summit Strategies
Consulting Services Group
Salomon Smith Barney
Hewitt Associates
Lowery Asset Consulting
Pacific Investment Consultants
Windermere Investment Associates
Note: Disclosure of this list of consultant contacts is not an indication of support or recommendation from these institutions.


 

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