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Customized Managed Investment Solutions

Summary

Caspian is a SEC registered Investment Adviser focused on private equity and real estate investments. Caspian is related to Natixis Global Asset Managements and its affiliates.

Overview

  • Provide comprehensive review of the North American private equity market;
  • Work with clients to establish mandates, set guidelines and design target portfolios;
  • Analyze existing private equity portfolios;
  • Set up discretionary or non discretionary investment vehicles customized to the client needs (including focus on cross-boarder issues, tax considerations, currency, cash flow, other);
  • Source, manage capacity, underwrite and conduct due diligence on North American managers
  • Work within investment vehicle frameworks to effect mandates and make investment guidelines;
  • Negotiate and effect legal document for commitments as well as disposal via secondary sales;
  • Serve as the primary relationship contact for investment managers and represent in annual meetings and advisory boards;
  • Monitor portfolios and provide detailed customized performance reporting;
  • Manage operations, including capital calls and distributions, accounting, legal, hedges, relation with tax preparers, etc…;
  • Other, as structured and suited to client needs;
  • Acts as manager for investments made in real estate funds.

Approach

  • Articulate strategy and focus on size, sectors, cash flow requirements, tax considerations, other. Unique insights into insurance companies, pension funds, family offices and non-North American institutions;
  • Setup the mandate:
    • Top Down: Integrate the client strategy within a comprehensive understanding of the private equity markets;
    • Bottom Up: Constant intelligence gathering to evaluate currently available opportunities;
  • Develop annual as well as multi-year allocation targets
  • Build a diversified portfolios based on the specifications and access to top performing managers;
  • Monitor portfolio and provide customized reporting.

Track Record

  • Caspian manages several investment vehicles with investments committed capital across various strategies, with many GPs and funds;
  • History of strong performance across economic cycles;
  • Significant manager insight from years of investing on private equity markets and by co investing with GPs;
  • Specific team and mandate performance available upon request.

Investment Team

  • Investment team led by Nader Motamedy (30 years of experience in the investment industry) and Sheryl Schwartz (26 years of experience with 17 years of private equity experience);
  • Consensus based Investment Committee