Peter D. Hamilton

Functions as a College/University

Provides brokerage services

Provides securities brokerage services

Hillswick Asset Management specializes in the following fixed income products: Short, Intermediate, Core, and Long Duration. The firm serves as the Manager and General Partner of the Hillswick Macro Strategy Fund which invests in ETFs representing sectors of the S&P 500 Index. Hillswick also offers a balanced product, which is comprised of a tactical asset weighted blend of investments from their Core Fixed Income and Equity (ETF) strategies. Hillswick is a macro-driven top-down manager that seeks to add value by opportunistically taking portfolio positions that may differ from the benchmark index while operating within the client’s investment guidelines. The firm constructs and implements strategies based on yield curve posture, overall portfolio duration and sector weights based on their macro-based analysis of the attractiveness of current risk premiums and their expectations of changes in such risk premiums over the next twelve-month period. Hillswick's objective is to maximize the medium- to long-term total return while incurring a modest amount of risk, typically with a mandate allowing them to adjust overall duration within + or – 40% band around the benchmark index, along with an amount of credit or structure risk equal to or smaller than that embedded in the benchmark index. For fixed income assignments, they invest exclusively within the U.S. investment grade universe. Hillswick believes that credit and structure risks should be taken selectively and opportunistically, when investor risk aversion is sufficiently great enough to make the risk premiums attractive. In the equity market sector selection strategy, Hillswick seeks to add value by applying their top-down, macroeconomic expertise to the active management of the exposures of individual sectors within the S&P 500 Index. The sector selection strategy is a long-only equity strategy which specifically seeks to outperform the S&P 500 Index. The firm uses equity ETFs to establish index exposures, which are then adjusted by sector to be overweight or underweight versus the S&P 500 Index. By applying the same opportunistic and value-driven, top-down methodology they use for fixed income portfolios, Hillswick expects to be able, over time, to generate meaningful excess returns versus the S&P 500 Index.

Functions as a College/University

Provides private equity and debt funding services for institutional and private investors

OQC is a macro-driven top-down manager that seeks to add value by opportunistically adopting portfolio postures that tend to differ from the benchmark index, while operating within the parameters defined by the client’s investment guidelines. The firm specializes in Fixed Income products and offers equity strategies and a balanced product. They construct and implement strategies based on yield curve posture, overall portfolio duration, sector weights, etc., in reflection of their macro-based analysis of the attractiveness of current risk premiums and our expectations of changes in such risk premiums over the next twelve-month period.