Doug Neimann

BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services.

PanAgora seeks to deliver attractive, risk-adjusted returns on behalf of their clients. The firm utilizes broad investment capabilities across global regions, risk levels, and asset classes including risk efficient, multi alpha, absolute return and active equity strategies. Buy and sell decisions are based on the rigorous implementation of the models’ recommended allocations. Individual portfolios are adjusted for the client’s return objective, risk tolerance and investment guidelines.

OIS strives to grow the purchasing power of assets, while at the same time focusing on downside risk. Their overall investment platform can be summarized as a fully discretionary, open architecture, manager of managers structure. The firm’s solutions-based investment programs deliver diversified and customized portfolios, with a focus on preserving wealth and creating growth opportunities. They pursue a variety of investment strategies that seek to capitalize on opportunities in the public and private markets.

Functions as a College/University

Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term.

Functions as a College/University