AccessAlpha serves as an advisor and placement agent for institutional asset managers and investors. We selectively partner with boutique investment firms that offer specialized strategies which deliver alpha to institutional investors. We understand the needs of some of the nation’s most respected investors, and we partner with asset managers that can deliver on those needs.
For our manager partners, we offer advisory and distribution services thereby allowing our investment teams to focus exclusively on managing investment portfolios and delivering alpha. Our experienced team has extensive relationships with foundations, endowments, family offices, retirement plans, government agencies and consultants. We are a trusted source with these institutions and our reputation benefits our managers during the fundraising process.
The best use of an asset manager’s time is to focus on the investment portfolio. Making investment decisions which benefit client portfolios. Delivering performance within risk expectations. While critical in any investment organization, ancillary responsibilities away from one’s portfolio have the possibility of being alpha detracting and costly. AccessAlpha’s services make asset managers more efficient, benefitting our managers and, ultimately, the managers’ institutional clients.
Every member of our team has more than twenty years of experience working with institutional allocators of capital. Most importantly, we have developed relationships and earned the trust, and we are viewed as a unique resource to the sophisticated institutional investment community. Whether its private equity, real estate, hedge funds, venture capital or long-only equity, investors have more choices today than ever. And everyone’s time is valuable. Our team works with our managers in preparing and executing a comprehensive and effective business development and capital raising program.
Rare genetic diseases are a significant burden on society through both uncurbable, often fatal genetic diseases in adults and children as well as a large cost on society through disability and childhood mortality. Existing therapeutic platforms do not address the issue adequately and are often symptomatic. Advanced biotherapeutics are key to addressing the challenges of modern-day healthcare – spiraling cost of long-term chronic illness and lack of cures. 4Bio is a London-based firm focused on private equity and venture capital in Life Sciences. 4Bio invests into advanced therapies addressing high unmet medical and social needs. 4Bio’s investment focus pertains to the largest segments across the new generation of therapeutic platforms including gene therapy, cell therapy, RNA-based therapy, targeted therapy, and microbiome.
Bonnefield is dedicated to preserving farmland for farming across Canada. Founded in 2009 to address a growing need in the farm community, they have quickly grown to become the leading institutional investor in Canadian farmland with CAD$900 million under management. Owner of more than 124,000 acres across four private funds, Bonnefield invests in portfolios of high-quality “core” farmland. Primarily through sale-leasebacks with leading farmers, Bonnefield works to ensure that these multigenerational farmers maintain control of operations, while investors benefit from annual rental income and capital appreciation. Diversification is achieved by investing across numerous farming regions with differing agricultural characteristics and risks, ESG factors, and exposure to both different farmers and crops. These Canadian based strategies should act as a natural hedge to both our changing climate and inflation.
Halstatt is a private investment firm owned by members of the prominent Barron Collier family in Naples, Florida. Beginning with more than 1.3 million acres of Florida land, the family has specialized in real estate transactions for more than 100 years. Leveraging their network, reputation, and strong track record in Florida and more recently the greater Southeastern U.S., they began managing third-party capital in 2011 to generate premium returns for both the family and their investors. Their fourth Fund is focused on taking advantage of the migration shifts to the Southeastern U.S. along with demographic changes that effect the future of real estate needs. They have always been tactical in their investment programs, and Fund IV expects to have investments in build-for-rent homes, warehouse and storage, distressed real estate, and dislocated assets.
Platinum is a $20 billion Australia-based equity manager established in 1994. Platinum has one core investment style – to seek out companies whose true worth and prospects are yet to be fully recognized by the market. Historical results show that the approach has worked in different economic climates and withstood the test of business cycles. With a focus on achieving strong long-term absolute returns (rather than simply by comparison to a benchmark index), Platinum looks beyond short-term market turbulence caused by events of a transient nature to seek out ‘unfashionable’ companies whose actual worth is greater than the value implied in their present share price. Platinum offers: Global, Asia, Europe, and Japan long/short equity strategies, as well as sector focused strategies in Healthcare, Technology, and Consumer brands.
River and Mercantile PLC is a London-based asset manager with $7 billion in AUM. The River and Mercantile ILC Equity Team is based in Chicago and specializes in Emerging Market equities. The ILC Equity Team utilizes its proprietary Industrial Life Cycle (ILC) investment methodology to construct Emerging Markets and Emerging Markets Small Cap portfolios. ILC is built upon the idea that wealth creation principles vary depending on where a company falls within its maturity cycle. Good investment ideas are present within each stage of the maturity spectrum, and the ILC process is used to identify opportunities using stage specific criteria that have proven to create shareholder value over time. These ideas are managed within a core-oriented portfolio with high active share derived almost exclusively from stock specific sources.
Our team has more than 100 years of experience working to partner institutional investors with institutional-quality asset management firms. We have successfully represented investment strategies in global, emerging market and small-cap equity, fixed income, opportunistic real estate, hedge funds, private equity, and natural resources. We have developed a thematic approach to finding opportunistic investment teams with significant expertise in growing market sectors.
Rob graduated from the University of Illinois in 1985 and received his MBA from the University of Chicago in 1990. He began his career in corporate finance helping clients structure balance sheets, raise capital for acquisitions, and develop creative solutions for interest rate, currency, and other risk exposures. Rob joined SEI Corporation in 1990 as a consultant to institutional investors. He went on to manage and advise institutional clients first at Merrill Lynch in 1995, then at UBS Global Asset Management where he also served as advisor on new investment strategies, bringing institutional client needs and objectives to bear on product development.
Casey graduated from Georgetown University in 1993 and received his MBA from Northwestern University in 2000. He began his career at SEI Corporation in 1993 as a Research Analyst, eventually becoming a Consultant and Director of US Equity Research. Casey joined Frontier Partners, Inc. in 1997 to assist institutional asset managers raise capital. As a Partner at Frontier, he spent 20 years working with institutional managers in a marketing, sales, and relationship capacity. Casey also co-Founded Timpani Capital Management, a US small-cap growth manager based in Milwaukee, Wisconsin. He has extensive experience partnering with best-in-class managers and some of the most sophisticated pensions, foundations, endowments, family offices, and consultants in the country.
Will attended Southern Methodist University from 1978-1981. He began his career with ABT Financial Services in 1982, followed by Mackenzie Investment Management. Will spent 9 years at Templeton Worldwide, where he became Managing Director, developing their international distribution platform. Then at Scudder Investments, Will restructured the firm’s international sales strategy, then moved to Prudential International Investments, where as Senior Managing Director he created the firm’s third-party global business, and redesigned their non-proprietary distribution platform. In 2003, he was a founding member of both WynVale Financial Group LLC, and later WynVale Financial Distributors.
Coleen began her career in 1986 at Cargill in the Financial Markets Division where she had various roles including Structured Finance Account Executive (securitization subsidiary), Manager of Global Investment Contracts Group and Foreign and U.S. investment trading operations. Coleen was also a member of Cargill Civic Volunteer Committee. From 1994 to 1996 she was Director of Operations at Global Paradigm Management, a private investment office. Coleen then spent 17 years with EBF & Associates in a senior management role responsible for building and managing a team of professionals with oversight of all alternative investment, private equity, and direct real asset investment operations. In 2013 she established a consulting practice specializing in private equity risk management and worked with clients including Children's Minnesota.
4BIO Capital Joins Investor Syndicate in CARISMA Therapeutics’ Second Closing of $59 Million Series B Round
Walter Global Asset Management, in partnership with Bonnefield Financial’s management team, acquires Canadian farmland asset management leader.
4BIO Capital’s review of AAV gene therapy clinical trials published in Nature Reviews Drug Discovery.
4BIO Capital Joins Investor Syndicate in CARISMA Therapeutics’ Second Closing of $59 Million Series B Round
Walter Global Asset Management, in partnership with Bonnefield Financial’s management team, acquires Canadian farmland asset management leader.
4BIO Capital’s review of AAV gene therapy clinical trials published in Nature Reviews Drug Discovery.
Appointment of Professor Akiko Iwasaki to Scientific Advisory Board. Professor of Molecular, Cellular and Developmental Biology and Immunology at Yale University - Principal investigator at the Howard Hughes Medical Institute. Brings extensive experience in Immunology within the field of infectious diseases, most recently in COVID-19.
4BIO Capital announces its investment in SparingVision, a genomic medicine company focused on ocular diseases.
4BIO Capital announces appointment of Professor Kenya Honda to Scientific Advisory Board
4BIO Capital appoints Brian P. McVeigh, a seasoned pharma and biotech industry veteran, as Venture Partner to strengthen 4BIO Capital’s US operations.
4BIO Capital announces strategic investment from Japanese pharmaceutical company Kyowa Kirin. 8 June 2020
4BIO Capital portfolio company ADC Therapeutics SA closes an upsized IPO of over $267.6 million 20 May 2020
Discussion on background, progress, and impact of Covid19.
AccessAlpha Worldwide LLC · 444 West Lake Street, Suite 1700 · Chicago, IL 60606 · 312.585.6000