-
Molly Conway
, CFA
- Business Development Manager
- United States
United States, Institutional
Change
Delivering a client-focused philosophy
As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with your needs and goals. For this reason, we keep total return optimization — after fees and taxes — and downside risk mitigation top of mind because we know net returns are what matters.
Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.
Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns.
Investment solutions for family offices
For further information on our investment solutions, please contact our full family office team.
Public equities
- Global/international
- US
- Regional/country
- EM
- Thematic
- Sustainable
- Real assets
- Inflation sensitive
Public fixed income
- Core fixed income
- Opportunistic fixed income
- Short duration
- Municipal bonds
- Credit
Private investing
- Late-stage growth
- Biotech
- Fintech
- Climate tech
- Early-stage venture
Hedge funds
- Macro
- Multi-strategy
- Thematic/sector
Our global team
-
Joana Domingos
- Business Development Manager
- Latin America
-
Gino George
- Business Development Manager
- EMEA
-
Dan Isaacs
, CFA
- Business Development Manager and Director, Latin America
- Latin America
-
Giuliana Loukas
, CAIA
- Business Development Manager and Director, Family Office
- United States
-
Alan Matijas
, CFA
- Managing Director, Director of Canada, and Business Development Manager
- Canada
-
Luca Michienzi
- Account Manager
- EMEA
-
Andrew More
- Relationship Manager
- United States
-
Tarika Narula
- Associate Business Development Manager
- Middle East
-
Victoria Rowland-Rouse
, CFA
- Business Development Manager
- United Kingdom
-
Jenö Szabo
- Business Development Manager and Director, Client Group Switzerland
- EMEA
-
Elaine Wong, CFA, CAIA
- Associate Business Development Manager
- APAC
Explore insights
Showing
of
Insights Posts
Fed stays its course while acknowledging brewing winds of change
Our expert examines the underlying data which drove the Fed to stay its rate-cutting course.
4
min
Article
2025-11-30
Setting ROAs for 2025: A guide for US corporate and public plans
How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.
16
min
Whitepaper
2025-11-30
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
4
min
Video
2025-11-30
Trump 2.0: US election market impacts
In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.
21
min
Podcast
2025-11-30
Corporate pension trends and topics: What’s top of mind for 2024?
Members of our LDI Team address a range of topics that US corporate plans will be thinking about in the coming year, from pension funding and accounting issues to portfolio diversification opportunities.
Article
2025-01-31
Rebalancing a multi-asset portfolio: A guide to the choices and trade-offs
Many investors wrestle with portfolio rebalancing decisions, particularly in volatile environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on different approaches and common implementation considerations.
Whitepaper
2025-12-31
Mind the liquidity (and cost) gap: Revisiting a plan’s hedge-ratio approach
Members of our LDI Team take a fresh look at the process of setting and managing liability hedge ratio targets, including liquidity considerations that are top of mind today and the implementation toolkit.
Article
2025-06-30
Monthly Market Snapshot — March 2023
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2024-04-30
Monthly Market Snapshot — February 2023
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2024-03-31
Power move: Why electric utilities may be the key to the energy transition
As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernized. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.
Whitepaper
2024-02-29
URL References
Related Insights
Chart in Focus: Can this equity bull market last?
Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.
Multiple authors