X
Menu
X

Diverse Managers and Their Strategies

What’s Next for Diverse Firms?

Over the next five to 10 years, Joseph Haslip, Chairman of the NAIC, expects to see an increase in commitment to the diverse managers space as well as a rise in the number of established diverse private equity firms adding strategies to their offerings to becoming multi asset class providers.

Constructing a Portfolio

Putting together an investment portfolio requires an immense amount of analytic work. Patricia Miller Zollar, Managing Director of Neuberger Berman, shares her firm’s strategy and their use of co-investments and secondaries to mitigate the J curve and add value to the portfolio.

First Timers

Patricia Miller Zollar, Managing Director of Neuberger Berman, explains that the firm focuses on first time and graduated funds while the manager is emerging, positioning both firms to grow together. She clarifies, however, that the manager must first have demonstrated a track record of creating value on some platform.

Creating Value

Patricia Miller Zollar, Managing Director of Neuberger Berman, shares the firm’s business principles and how focusing on the market, research and selectivity and other strategies have contributed to a successful track record that spans more than 30 years.

Managing Growth

It’s a certain kind of determination that inspires people to leave a global giant to take on the risk of establishing their own firm. José Feliciano, Managing Partner & Founder of Clearlake Capital Group shares his experiences as he transitioned from a worldwide brand to a startup. He also reveals his approach to managing the growth Clearlake has experienced over the last decade.

Misunderstood Opportunities

Longtime investment strategist and dealmaker Frank Baker, Co-Founder & Managing Partner of Siris Capital Group, explains why 'misunderstood' mature companies in the technology sector could make for significant opportunities. Siris Capital Group is a leading private equity firm focused on making control investments in data, telecommunications, technology and technology-enabled business service companies in North America.

Growing Pains

There is a right and a wrong way to scale a business, and incorrect decisions can lead to costly errors. Here, Frank Baker, Co-Founder & Managing Partner of Siris Capital Group, explains the moves made and infrastructure put in place early on at his firm to alleviate those growing pains. Founded in 2011, Siris now has more than $2.4 billion of cumulative capital commitments.

The Art of Deal-Making

What goes into a successful private equity deal? David Perez, President & Chief Operating Officer of Palladium Equity Partners, sheds light on his firm's investment philosophy and what goes into the transactions that lead to fund performance. Palladium Equity Partners is focused on making investments in lower-middle market companies with a special focus on partnering with founders and family-owned businesses.

Overseas Opportunities

Where are overseas opportunities for diverse managers? President & Chief Operating Officer of Palladium Equity Partners, David Perez, reveals global trends and how diverse managers can benefit from them. Palladium Equity Partners is focused on making investments in lower-middle market companies with a special focus on partnering with founders and family-owned businesses.

Building a Brand in Financial Services

David Perez, President & Chief Operating Officer of Palladium Equity Partners, discusses how his team created a world-class brand with Palladium. The firm, which is focused on making investments in lower-middle market companies with a special focus on partnering with founders and family-owned businesses, is one of the few in its industry to have so successfully branded themselves.

Large Firm Tools, Smaller Transactions

Auldbrass Partners’ competitive advantage, according to Howard Sanders, Founder and Managing Director of the firm, is that they bring all the tools of the larger funds to a smaller set of assets. Auldbrass focuses on small pieces of secondaries in established high-quality funds and apply the same level of analysis, market knowledge and information to smaller transactions that may average $5 million per fund.

Entrepreneurialism Required

A strong entrepreneurial commitment is required to build a world-class investment firm from the ground up. Howard Sanders, Founder and Managing Director of Auldbrass Partners, shares some of the challenges his team faced as well as the infrastructure needed and important lessons learned along the way.