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. 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 early-stage venture capital in Life Sciences. In their three funds, 4Bio invests into advanced therapies addressing high unmet medical and social needs. 4Bio’s investment focuses on 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$1.5 Billion under management. Owner of more than 135,000 acres across four private funds, Bonnefield invests in portfolios of high-quality 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, Sustainability factors, and exposure to both different farmers and crops. In 2023, Bonnefield began to invest in businesses across the food value chain, taking advantage of their vast network. Providing structured capital to experienced owner-operators, they further their presence in this attractive sector. Both of these Canadian based strategies should act as a natural hedge to both our changing climate and inflation.
CDAM is an independent, employee-owned global equity boutique based in London. CDAM’s Global Equity strategy aims to invest in a low turnover, highly concentrated portfolio of attractively priced, fiscally conservative companies led by CEOs with exceptional capital allocation track records. The investment process emphasizes management’s disciplined capital allocation record, ownership alignment, ability to increase free cash flow per share, and sustainable organic or inorganic growth – referred to as Compounders. CDAM portfolios are All Cap and unconstrained by sector or geography. The resulting portfolio seeks to mitigate the risk of losses while providing attractive returns to long-term investors over an entire market cycle.
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 was 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, currently focused on investments in build-for-rent homes, warehouse and storage, distressed real estate, and dislocated assets.
Platinum is a $12 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, 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. Both their Global Long/Short and Asia Long/Short strategies have more than 20-year track records.
Sojourner is a private equity firm seeking to invest in LMM proven, high-potential, consumer-branded companies in North America. The firm possesses significant experience in building and improving businesses, not just private equity investing or acquisitions. This operating capability is fully integrated into Sojourner’s investment process and serves as the foundation of the unique value creation approach. The team’s complementary expertise in e-commerce, performance improvement, marketing, sustainability, and private equity investing enables Sojourner to help companies accelerate their progress and realize their full potential. Sojourner’s companies seek to satisfy its customers’ needs, scale effectively, and achieve exceptional outcomes for all stakeholders, yet in a reasonable way. The Sojourner team operates throughout the USA and Canada, adding value through their existing networks in these two countries and from around the globe.
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. Rob founded AccessAlpha in 2006.
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.
4BIO Capital Portfolio Company Araris Biotech to be Acquired by Taiho Pharmaceutical for up to USD 1.14 billion.
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Sojourner Announces Partnership With Hawaii Coffee Company and Formation of SoJoe Coffee Platform.
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Walter Global Asset Management, in partnership with Bonnefield Financial’s management team, acquires Canadian farmland asset management leader.
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4BIO Capital’s review of AAV gene therapy clinical trials published in Nature Reviews Drug Discovery.
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AccessAlpha Worldwide LLC · 444 West Lake Street, Suite 1700 · Chicago, IL 60606 · 312.585.6000