NAIC Perspectives

A Look Into Diverse-Owned Firms

Perspectives is a video web series hosted by the National Association of Investment Companies that provides a look into the world of diverse investment managers and the industries in which they do business. Important industry news, the latest trends, and groundbreaking transactions are discussed by the industry professionals and influential deal-makers who make them happen.  Select a topic below to view videos related to that topic.

A Look Into Diverse-Owned Firms

Champions for Diversity

DAMI and the Argument for Inclusion

Diverse Managers and Their Strategies

Making the Case for Diversity

New Perspectives

Performance in the Marketplace

Women in Private Equity

Something to Prove
José Feliciano
Diverse managers work harder, longer and put more research in than others, says Howard Sanders, Founder and Managing Director of Auldbrass Partners. He adds that many diverse managers view their firms as a mission and have something to prove. As a result, they put in best efforts in producing higher returns and greater alpha.
Entrepreneurial Spirit
José Feliciano
Launching a financial services firm just prior to an economic crisis will have anyone questioning the decision. José Feliciano, Managing Partner & Founder of Clearlake Capital Group, shares the challenges that come with the rollercoaster ride of starting one’s own firm. He also describes the qualities one must have to endure the storm and the drive that leads to growth and innovation.
Special Situations
José Feliciano
What are the advantages of being a special situations investor? José Feliciano, Managing Partner & Founder of Santa Monica, CA-based Clearlake Capital Group explains the benefits of the strategy that helped grow his firm into a $3.5 billion AUM high-performer in the technology and industrial sectors.
A Trillion Dollar Opportunity
Melody Rollins
What lies ahead for the diverse-led Brightwood Capital Advisors is the focus of a conversation with Melody Rollins, Partner and Head of Client Service & Business Development of the firm. The former Executive Vice President of PIMCO reveals how she sees the firm capturing market share in the $1 trillion middle-market lending arena.
Pressure to Succeed
Verdun S. Perry
Verdun S. Perry, Senior Managing Director, Blackstone, knew he wanted to go into private equity while at Harvard Business School, but didn’t expect to become a founding member of a fund. In this clip, he explains how he learned about and eventually became involved in secondaries and helped build a portfolio from $0 to $21B in AUM.