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.
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.
Bill graduated from Miami University with a B.S. in Finance in 1986. He began his career in the investment management industry in 2000 at Waddell & Reed, where he led the firm's entrance into the sub-advised/DCIO space for their newly formed intermediary business. He then joined Frontier Partners where he had a similar role. More recently, he was a senior member of intermediary distribution team at Morgan Stanley Investment Management, where he had broad national accounts and sales responsibility for the firm's largest Sub-advised, Defined Contribution and Insurance relationships. He has extensive experience in working with investment teams across the asset class spectrum and engaging with sophisticated investors/professional buyers.
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AccessAlpha Worldwide LLC · 444 West Lake Street, Suite 1700 · Chicago, IL 60606 · 312.585.6000
