Michael Barone

KDI primarily utilizes two long-only strategies, Core Equities and Highly Concentrated. Their core investment strategy is the Core Equities strategy. The principal focus is on US equities, with potential limited investments in equity securities of European and/or Canadian companies. This strategy typically holds 20-25 positions. The firm employs the Highly Concentrated strategy to manage SMA’s targeting foundations, corporations, family offices and endowments. The strategy will hold up to 15 intensely researched large and highly liquid mid-cap stocks and ADR’s. Highly Concentrated strategy seeks to identify companies and industries changing due to the impact of technology and to invest in those companies that will benefit from those changes.

DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies.

Silverback focuses primarily on an opportunistic credit, convertible arbitrage and/or a special situations strategy to capture returns from investments in credit, equity, volatility, and other opportunities; but also, may make investments in related strategies, including capital structure arbitrage and equity volatility arbitrage.

Akela manages a relative value hedge fund, focused primarily on opportunities in convertible arbitrage. Their approach is an absolute return style. The firm seeks to meet their investment goals regardless of market direction.

Functions as a College/University

Functions as a College/University

The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels.

Engages in unconventional warfare activities