NEPC
Alternative Assets Consulting Services
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


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