Research Group
All NEPC analysts are asset class specialists in terms of research and due diligence on investment managers. Working under the leadership of specific consultants and/or the Director of Research, our analysts are also responsible for assessing new products and technology in their asset class, as well as meeting with the investment managers to review and analyze the organization and investment management capabilities.
Generally speaking, research is a core commitment at NEPC. With one of the largest dedicated research groups in the industry — a quarter of our staff — our expertise spans asset allocation, traditional investments, and alternative strategies.
The areas in which we focus our research are listed below along with research professionals responsible for coverage.
We welcome the opportunity to get to know you. We do request that you help us use our time, and yours, most efficiently. We receive many calls and emails from investment managers and we strive to be responsive to each one. To facilitate this process, if you are introducing your firm to NEPC, please work through our Research Coordinators (see contact information below) rather than calling the Research Consultants or Analysts directly. Thank you for your consideration in this important matter.
Please contact the NEPC Research Department at (617) 395-7395 or research@nepc.com. You can also introduce your firm to us online.
Senior Members of Research Group
William Y. Bogle, IV Chief Compliance Officer, Managing Partner
Sean W.B. Gill, CFA, CAIA Partner, Alternative Assets
Erik L. Knutzen, CFA, CAIA Chief Investment Officer, Partner
William J. Monagle, Jr., CPA Partner, Senior Strategist - Private Markets
Additional Research Group members:
- Frank Barbarino, CAIA Consultant, Hedge Funds
- John Casano, CAIA Senior Consultant, Hedge Funds
- Lynda K. Dennen, ASA, EA Research Consultant
- Stephen G. Gargano Research Consultant
- Eric R. Harnish Senior Consultant, Director of Private Markets Research
- Alex M. Kamunya, CAIA Consultant, Hedge Funds
- Jeff T. Markarian Research Consultant
- Timothy F. McCusker, CAIA, CFA, FSA Senior Consultant, Director of Traditional Research
- John R. Minahan, Ph.D., CFA Senior Investment Strategist
- Sean P. Ruhmann Senior Consultant, Private Markets
- Neil N. Sheth Senior Consultant, Director of Hedge Fund Research
- Kamal Suppal, CFA Consultant, Hedge Funds
- Donna Szeto, CFA Research Consultant
- Kevin Q. Tatlow, CAIA Senior Consultant, Private Markets
- Claire Woolston Consultant, Private Markets