Patrick Wang

Provides brokerage services

JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.

AIA is an actively responsible investor and invests with conviction for the long-term. The firm employs a team-based approach in the management of their investment strategies, which includes both the Portfolio Management Team and the Research Team. Across the firm, the Portfolio Management Team is accountable for making final investment decisions. While the Portfolio Management Team is also ultimately responsible for the asset allocation, portfolio construction and security selection decisions, the Research Team provides valuable insights and heavily influences these decisions.

Seneca Capital Investments seeks to attain consistently superior returns over time, largely independent of overall market movements, primarily through an event-driven/special situations investment approach. The firm invests in securities whose market value is expected to be meaningfully affected by an anticipated event. Such event may include a change in the issuer’s corporate or capital structure (such as a merger, spin-off or recapitalization), a debt repayment obligation or a management transition.

Newfleet Asset Management is a long-term, fixed income specialist who employs a multi-sector approach to investing. They build their portfolios through rigorous core credit analysis and active portfolio management. The firm utilizes both top-down sector analysis and allocation and bottom-up security selection. They seek broad diversification across industries and issuers in an attempt to limit downside risk. Newfleet Asset Management offers a suite of multi-sector strategies that vary by investment objective, exposure to below investment grade and non-US securities, and duration. The strategies are managed by a single team and share a consistent philosophy and a process that is actively managed, relative value driven, research intensive, and opportunistic. A focus beyond core sectors seeks to add value.

Voya IM actively manages strategies which seek to bring technical and analytical expertise in developing rigorous and superior solutions. The primary focus of the firm’s investment management is fixed income in nature, although some equity, alternative and private equity investing strategies are also employed. In this regard, many of the investments are privately placed or otherwise not traded on public securities exchanges. Voya IM employs a disciplined investment process with top-down macro themes analysis that also provides the context for their bottom up-security selection.

Provides investment advice

Functions as a College/University

InfraBridge US employs a bottom-up and analytical investment approach. Potential investments are critically evaluated on a standalone basis as part of an initial screening process and then further analyzed within the context of the applicable InfraBridge UK client to determine the benefit the investment would bring to the overall client portfolio. Analysis is typically focused on the investment’s operational performance and forecast, as well as other financial analysis, such as capital structure, FX and tax modeling.