Fri, Sep 17, 2021
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Waterloo Capital appoints new chief investment officer

Thursday, December 01, 2016
Opalesque Industry Update - Waterloo Capital, one of the largest fee-only Registered Investment Advisors in the U.S., announced that Bennett Woodward has joined the firm as a partner and will assume the role of Chief Investment Officer. Mr. Woodward brings a wealth of experience from within the investment industry, having previously served as the Chief Strategist for the ING Investment Centre (formerly the North American investment subsidiary of ING, which is now Voya Financial) and subsequently Director of Equities for the $100 Billion Teacher Retirement System of Texas. While serving as Chief Strategist for ING Mr. Woodward received the prestigious INDATA award for best 5-year performance out of 720 similar sized pension funds. Mr. Woodward joins Waterloo, merging his firm Black Diamond Investment Partners, a wealth management firm based in Atlanta, Georgia, with Waterloo Capital.

Adding Mr. Woodward as Chief Investment Officer further enhances Waterloo's portfolio management services and investment capabilities. Waterloo Capital provides investment management services for institutional and individual clientele throughout the United States. "I am excited to join the Waterloo team and look forward to further developing their already excellent portfolio management capabilities," said Ben Woodward. "I am fortunate to be joining such a respected company that prides itself on top quality service and investment management expertise."

Waterloo CEO John Chatmas said: "Ben's wealth of experience and knowledge will make him a key addition to Waterloo Capital. We view his appointment as a sign of our commitment to being the leading company in our industry. Our desire has always been to provide the highest quality services for our clients. We are very fortunate that we were able to find someone of Ben's caliber to fulfill this role. I'm confident that Ben will play a key role in the continued success of our organization."

Waterloo Capital, a SEC Registered Investment Advisor, is a leading investment management firm serving both institutional and individual clientele throughout the United States. Waterloo's combination of service, investment management capabilities, and unparalleled access to alternative investments is what sets it apart from the competition, and guides the firm on a daily basis. Waterloo offers clients total portfolio asset management, private market/alternative asset management, and public market asset management.

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. SPACs: The fall of the SPAC market has digital media companies in disagreement about best path forward, Cannae Holdings: SPAC bloodbath provides a good entry point, British car startup Cazoo raises $1bn from SPAC merger, Europe's incoming SPAC boom will create a demand for talent[more]

    The fall of the SPAC market has digital media companies in disagreement about best path forward From CNBC: The digital media industry has reached a strategic crossroads. Earlier this year, special purpose acquisition vehicles (SPACs) appeared to be the long-awaited savior of digital me

  2. Property: Real estate's new moneymaker is not design-driven, it's alternative, Two Sigma building quant tools to hunt real estate bargains[more]

    Real estate's new moneymaker is not design-driven, it's alternative From Forbes: There has been a recent shift of attention in the real estate market as to the types of investments which make the strongest returns. In the past, it's always been a combination of good design, prim

  3. PE/VC: Private equity GPs, LPs alike working on diversity and inclusion, Chinese regulator vows to crack down on private equity, venture capital funds, The VC playbook for portfolio companies: learning from the Covid-19 crisis[more]

    Private equity GPs, LPs alike working on diversity and inclusion From PIonline.com: Private equity general partners and limited partners are doing more to increase diversity in private markets, according to a report released Tuesday by the Institutional Limited Partners Association.

  4. PE/VC: Private equity continues to lead fund closings, Venture capital firms are fighting to throw money at cleantech[more]

    Private equity continues to lead fund closings From PIonline.com: Among private fund closings, private equity funds have led the pack starting in 2011, based on data collected by Pensions & Investments. During those years, private equity's share has ranged from 56% to 72% of the total

  5. PE/VC: Climate tech is hot, but VCs can't forget about water, Five top trusts to tap into the private equity boom[more]

    Climate tech is hot, but VCs can't forget about water From Crunch Base: "It is unequivocal that human influence has warmed the atmosphere, oceans, and land." These fiery words come from the latest landmark U.N. report detailing intensifying, universal climate change impacts. They cover