Albert Yuen

Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors.

Mines for agricultural minerals and produces fertilizers

L-R Global Partners focuses on investments in frontier markets. They seek to identify markets with exceptional growth potential and low correlation to major market indices. L-R Global's investment approach seeks to take advantage of pricing inefficiencies due to limited research coverage and liquidity. The firm leverages their local asset management companies, global partners and in-house research to provide unique investment opportunities across multiple asset classes in the form of local products and global strategies. They have created a multi-product, multiple asset class platform facilitating greater scalability in a historically non-scalable market.

Liberty Square Asset Management (LSAM) is a multi-asset fund manager focusing on investments in non-US equities. Their value-oriented investment strategy employs a bottom-up stock-picking process that combines quantitative screening with fundamental research. The firm's investment strategy is based on a fundamental, research intensive, security selection process. While attention is paid to general macro-economic conditions, LSAM believes that the underlying stock selection process is the critical determinant to achieving superior long-term investment results.

Functions as a College/University

Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds.