NEPC has significant experience working with alternative assets, and has been evaluating hedge funds, venture capital and buyouts and providing investment advice to clients in this area since 1988. Currently, NEPC has a dedicated alternatives staff of 18 full time professionals. In addition, the alternatives group leverages off the experience of several of:
- the firm's senior consultants and consultant support analysts, who have worked with alternative assets strategies in their clients' portfolios;
- NEPC's traditional assets, manager and asset allocation research staff; and,
- NEPC's alternative assets due diligence committee.
- Over $50.4 billion in alternative asset programs throughout our client base
- Over 195 clients
- Over 985 alternative asset investment manager meetings per year
- Our conflict-free revenue model ensures independence and objectivity
- NEPC was an early advocate of private equity and hedge fund strategies for institutional clients
- Our in-depth manager research helps us identify top quality investment managers that meet our clients' unique needs
- NEPC continues to strengthen its industry leading alternative assets expertise with 22 CAIA designees on staff:
- Mr. Sean Gill, CFA, CAIA
Partner, Alternative Assets
- Mr. Michael P. Manning, CFA, CAIA
President
- Ms. Catherine M. Konicki, CFA, CAIA
Managing Partner
- Ms. Christine Loughlin, CFA, CAIA
Partner
- Ms. Doris V. Ewing, CAIA
Partner
- Mr. Christopher A. Levell, ASA, CFA, CAIA
Partner
- Mr. Timothy F. McCusker, FSA, CFA, CAIA
Director of Traditional Research
- Mr. Richard Harper, CFA, CAIA
Senior Consultant
- Mr. Kevin Q. Tatlow, CAIA
Senior Research Consultant, Private Markets
- Ms. Kristin Reynolds, CFA, CAIA
Senior Consultant
- Mr. John Shanklin, CFA, CAIA
Senior Consultant
- Mr. Frank Barbarino, CAIA
Research Consultant, Hedge Funds
- Ms. Ashwini Apte, CAIA
Consultant
- Ms. Kristin Colvin, CAIA
Consultant
- Mr. Jeffrey O. Pickett, CFA, CAIA
Consulutant
- Mr. Scott Perry, CAIA
Senior Consultant
- Mr. Alex Kamunya, CAIA
Research Consultant, Hedge Funds
- Ms. Dulari Pancholi, CAIA
Senior Analyst
- Mr. Jason Gerda, CAIA
Analyst
- Mr. Evan Rossman, CAIA
Research Analyst
- Mr. Joseph Joyce, CAIA
Portfolio Analyst - Hedge Funds
- Mr. Andrew Brett, CAIA
Performance Analyst II
- NEPC is recognized by the Chartered Alternative Investment Analyst CAIA ASSOCIATION as one of the leading alternative asset consulting firms in the program
www.caia.org
- NEPC was one of the first firms to embrace the CAIA program with Mr. Gill's induction in the prestigious inaugural class of 2003
- NEPC has 14 additional employees enrolled in the CAIA program
- Portable Alpha Strategies
- Private Market Strategies (Venture capital, Buyout funds, Mezzanine debt, Private debt, Distressed debt, Secondaries, Energy, Infrastructure, Natural Resources)
- Hedge Fund Strategies (Direct Partnership Investing, and Hedge Fund of Funds encompassing: Relative Value strategies, Event-Driven strategies, Tactical Trading and Macro strategies, and Equity Long-Short strategies)
- Real Estate (Core, Value-Added, and Opportunistic strategies)
- Natural Resources (Oil & Gas, Timber, Agriculture)
- Managed Futures and Commodities
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