Patrick N. W. Turner

TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets.

Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area.

Provides investment advice

VSS Capital Partners invests in lower-middle market companies located in North America with an EBITDA of USD 3 - 15 million. The firm focuses on companies operating in the fields of healthcare, business services and education sectors. It provides financing in the form of debt, equity and mezzanine for growth, add-on acquisitions, recapitalizations and buyout stage capital requirements with an investment size of USD 20-50 million. The firm acquires controlling and non controlling interest.

Functions as a College/University

HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector.

Canterbury provides subordinated debt and equity structures that support long-term growth strategies and enable above-market returns. In searching for and evaluating new investment opportunities, they seek successful middle-market companies that require capital for LBOs, acquisitions, recapitalizations and growth financings. The firm works exclusively with companies that meet the highest standards in their finances, operations and personnel. Prior to making an investment decision, they conduct due diligence on the company and its markets, and on the private equity sponsor involved in the deal. Industries invested in include manufacturing, restaurants/food processing, business services and distribution.

Functions as a College/University

Crescent invests in debt securities at all levels of a company’s capital structure. The firm focuses on below investment grade credit through strategies that invest in marketable and privately originated debt securities including senior bank loans, high yield bonds, and private senior, unitranche, and junior debt securities. They believe that these asset classes provide their clients with opportunities to generate income while preserving capital. Crescent analyzes investments and attempts to manage risk for their investment strategies by employing a well-developed bottom-up and top-down credit research-focused process.