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Leading and Successful Financial Services Fund
Sectors
Stages
Sectors
Asset & Wealth Management
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14
Years Since Initial Investment
Contacts
Scott J. Bronner
James D. Carey
Agha S. Khan
Jarryd B. Levine
Clarinda Lim
James R. Matthews
Fayez S. Muhtadie
David J. Wermuth
Advisory, Broker Dealers & Merchant Trading
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9
Years Since Initial Investment
Contacts
Scott J. Bronner
James D. Carey
Christopher M. Doody
Clarinda Lim
Eric L. Rosenzweig
David J. Wermuth
Nicolas D. Zerbib
Past
Past
Banking Institutions
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14
Years Since Initial Investment
Contacts
Christopher M. Doody
Past
Past
Past
Past
Past
Past
Managed Care & Healthcare Services
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20
Years Since Initial Investment
Contacts
Darran A. Baird
Kurt E. Bolin
Past
Past
HR Benefits & Employer Services
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5
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Jarryd B. Levine
James R. Matthews
Fayez S. Muhtadie
Nicolas D. Zerbib
Past
Past
Insurance Distribution & Services
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20
Years Since Initial Investment
Contacts
Kurt E. Bolin
James D. Carey
Michael D. Gregorich
James R. Matthews
Andrew R. Reutter
Nicolas D. Zerbib
Past
Past
Insurance Run-off
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19
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Past
Life Insurance Underwriting
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19
Years Since Initial Investment
Contacts
Kurt E. Bolin
Past
Past
Past
Past
Outsourcing & Technology
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20
Years Since Initial Investment
Contacts
Scott J. Bronner
Jarryd B. Levine
James R. Matthews
Nicolas D. Zerbib
Fayez S. Muhtadie
Past
Past
P&C Insurance
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21
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Clarinda Lim
David J. Wermuth
Nicolas D. Zerbib
Past
Past
Past
Past
Real Estate Finance & Services
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14
Years Since Initial Investment
Contacts
Agha S. Khan
Clarinda Lim
Eric L. Rosenzweig
Past
Past
Specialty Finance / Non-Bank Lenders
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9
Years Since Initial Investment
Contacts
Scott J. Bronner
Christopher M. Doody
Past
Past
Stages
Buyout
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23
Years Since Initial Investment
54
Companies
Past
Growth
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25
Years Since Initial Investment
13
Companies
Past
Past
Early Stage
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34
Years Since Initial Investment
32
Companies
Past
Opportunistic
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19
Years Since Initial Investment
14
Companies
Past
Past
Past
Past
Past
