Alex Hokanson

Market Strategist at

Tiedemann Advisors LLC

Finance

Consumer Services

Profile

Mr. Alex Hokanson, CFA, is a Head of Infrastructure & Energy Transition at Tiedemann Advisors LLC.
He manages the firm’s research process for infrastructure strategies and for impact investing strategies, with a significant focus on climate technology investments in the private markets.
Mr. Hokanson was previously employed as a Director of Asset Allocation Strategies by Threshold Group LLC and a Trader & Analyst by SEI Investments Management Corp.
He earned a Bachelor of Science degree from Villanova University and a Master of Science degree in financial engineering from Fox School of Business at Temple University.
He is a Chartered Financial Analyst and a Certified Financial Risk Manager (FRM).

Alex Hokanson active positions

Companies	Position	Start
Tiedemann Advisors LLC Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research.	Market Strategist	2017-12-31

All active positions of Alex Hokanson

Former positions of Alex Hokanson

Companies	Position	End
Threshold Group LLC Threshold Group LLC Investment ManagersFinance Threshold Group works with each client to develop an appropriate allocation of assets among asset classes including, but not necessarily limited to equities, fixed income securities, commodities, currencies and real estate. The firm provides advice concerning the structure of a client’s portfolio but not with respect to underlying securities. Threshold Group recommends strategies that come in different investment structures including separately managed accounts, private investment funds, mutual funds and ETFs to make portfolio investments in based on each client's specified investment objectives. The firm maintains a strategic relationship with Portfolio Advisors LLC through which they offer clients access to private equity funds sponsored by Portfolio Advisors LLC. In addition, Threshold Group may recommend one or more separate account overlay programs to access investment managers they recommend to clients. In these overlay programs, the client enters into a discretionary investment advisory agreement with Threshold Group. Threshold Group has entered into investment management agreements with overlay managers to implement the underlying strategies.	Analyst-Equity	-
SEI Investments Management Corp. SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies.	Corporate Officer/Principal	-

See the detail of Alex Hokanson's experience

Training of Alex Hokanson

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Alex Hokanson's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	5
SEI Investments Management Corp. SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies.	Finance
Tiedemann Advisors LLC Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research.	Finance
Villanova University Villanova University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Threshold Group LLC Threshold Group LLC Investment ManagersFinance Threshold Group works with each client to develop an appropriate allocation of assets among asset classes including, but not necessarily limited to equities, fixed income securities, commodities, currencies and real estate. The firm provides advice concerning the structure of a client’s portfolio but not with respect to underlying securities. Threshold Group recommends strategies that come in different investment structures including separately managed accounts, private investment funds, mutual funds and ETFs to make portfolio investments in based on each client's specified investment objectives. The firm maintains a strategic relationship with Portfolio Advisors LLC through which they offer clients access to private equity funds sponsored by Portfolio Advisors LLC. In addition, Threshold Group may recommend one or more separate account overlay programs to access investment managers they recommend to clients. In these overlay programs, the client enters into a discretionary investment advisory agreement with Threshold Group. Threshold Group has entered into investment management agreements with overlay managers to implement the underlying strategies.	Finance
Fox School of Business Fox School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services