Bailey McCann, Opalesque New York:
New York - based Hall Capital Partners is an independent investment advisor that manages multi-asset class investment portfolios and oversees approximately $25 billion in assets, including $10.4 billion in alternatives. I first spoke with Rachel D. Kort, managing director and member of Hall Capital’s Portfolio Management practice, and Simon Krinsky, Director of Portfolio Management about private equity in the July issue of Private Equity Strategies. Here we'll learn how the outsourced CIO approaches hedge fund investments.
Hall creates portfolios for institutions that may not have the team or the time to do so on their own. "We built the business to be independent and free of conflicts; the only revenue we generate is the advisory fee paid by our clients. There is no fee sharing with, kickbacks from, or other arrangement with managers," explains Kort.
Unlike other outsourced CIO firms, Hall hasn't created its own platform or specific menu for its clients to choose from. Part of that is their commitment to being conflict free, and part of that is driven by a need to find the right investments for each portfolio. "We've invested significantly over the years in reporting and technology. We have complete open architecture and can invest in virtually any fund, on any platform in......................
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