With Founder and CIO Roger Vincent at the helm, Summation Capital is a new asset management industry fund-of-funds known for its endowment style approach to private equity investing. Read how Roger and the Summation team doing things differently.
The analyst will be involved in all phases of the investment process with a special focus on quantitative data analysis, risk reporting and operation-related support.
A global investment firm has expanded access for its alternative asset platform to its private banking and advisor clients as well as entities that have no relationship with the firm.
The investment consultant absorbed the investment advisor and financial planning firm’s base of clients totaling $1.4 billion in assets across 30 states.
The foundation is searching for a successor to monitor its investment performance, rebalance its portfolio and provide strategic direction to its general investment consultant regarding the selection and due diligence of managers and risk management.