Gilles Alfred Marchand

Provides life insurance and financial & retirement planning services

Provides investment advice for Foundations

MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.

Aladdin Capital Management manages alternative fixed-income investments including hedge funds, CDOs and structured investment vehicles. The firm invests globally and provides investors with access to a comprehensive range of credit focused investment products. Their alternative asset management platform offers credit expertise across a range of sectors including investment grade, high yield, bank loans, ABS, RMBS, and CMBS. Within the alternative spectrum, both structured product and hedge fund sub-asset classes are offered. Aladdin also offers cash flow, hybrid and synthetic CDO structures. The firm's products customized to meet each client's specific investment objectives. With regard to CLOs, Aladdin is a value-focused manager that focuses on investments in credits and sectors with stable cash flow profiles and attractive default and recovery histories over the long-term. The firm seeks to maximize risk-adjusted returns through diversified portfolios, strong credit selection, comprehensive knowledge of structures and the application of these skills to each of their CLOs. Aladdin's ABS group manages the firm's exposure to the RMBS, MBS and CMBS securities markets. They have expertise across multiple channels of the origination, securitization and investment portions of the structured products markets and have significant expertise in sourcing, analyzing and investing in products for investors. Aladdin Credit Partners (ACP) is a joint venture between Aladdin's co-founders and Aladdin Capital Holdings LLC. They focus on investments in restructuring-related situations including rescue financing, debtor-in-possession (DIP) credit facilities and DIP-to-POR credit facilities in both the institutional and middle market. Debt structures may include working capital financing, first and second lien enterprise value term loan facilities and other credit-focused credit instruments. ACP invests in a broad range of products, industries and situations to meet their clients' needs. They maintain extensive relationships in the bankruptcy, commercial banking, investment banking, and alternative investment communities in the US and abroad. ACP's approach is constructed around their extensive credit-focused and research expertise and benefits from their affiliation with Aladdin Capital Holdings LLC.

Functions as a College/University

Functions as a College/University

KoCAA is an active investment managers that focuses on risk awareness and management. They emphasize a disciplined investment management process and foster a team-based portfolio management environment. Their fixed income strategies generally seek to overweight or underweight sectors of the fixed income market based on the firm’s analysis of the relative attractiveness of the relevant sector. Issue selection is bottom-up and focused on identifying fixed income instruments that offer strong relative value versus their sector and the overall fixed income market. Generally, KoCAA does not invest client accounts in high-yield securities, but may hold securities that are below investment grade. With respect to the equities strategies, the methods of analysis and research used by the firm varies depending on client type and strategy. Generally, however, the investment process combines quantitative and qualitative models and disciplines to construct portfolios.