Barry M. Goggins

Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments.

OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies.

Functions as a College/University

Marble Harbor is a long-term investor and manages core portfolios of equities and fixed-income. The firm tailors each portfolio to meet the client's unique needs, objectives, and risk tolerance. They invest in businesses rather than speculate in stocks. Marble Harbor aims to identify companies that they believe have superior long-term growth potential and purchase them at reasonable valuations.

Functions as a College/University

Concert Capital Partners invests in proven growth companies in the consumer, business services, financial services and healthcare services sectors. The firm seeks companies that have rapid historical and projected growth (at least 15% to 20% annually), non-cyclical, recurring revenue and consistent profitability. They look for companies with annual revenues of $10 million to $100 million and operating cash flow of $3 million to $15 million. Concert Capital Partners typically invests $10 million to $40 million in equity capital per transaction, in companies valued at $15 million to $150 million

AlphaOne Investment Services' (AOIS) investment strategy for the AlphaOne Micro Cap Equity Fund is to build a portfolio with a risk profile less than that of the Russell 2000 Index that is comprised of both “value” and “growth” stocks through investing in equity securities of micro-cap companies. The AlphaOne Satori Master Fund Ltd. pursues a long/short investment strategy that focuses on investing in securities (including debt, derivatives and equity) of companies across a broad range of industries. The fund invests in securities listed in the US, as well as those which trade on internationally recognized exchanges or over-the-counter markets overseas. The funds generally place emphasis on investments in the following sectors: consumer, emerging/green technology, energy, financial, industrial, media, REITs, retailing, services, technology, telecommunications and transportation. The AlphaOne Global Innovations Master Fund Ltd. pursues a long/short investment strategy that primarily invests in the securities (including derivatives and equity) of companies in the technology, technology-related, media, alternative energy, and telecommunication industries. This includes companies listed in the US, as well as those which trade on internationally recognized exchanges or over-the-counter markets overseas. AOIS acts as the investment advisor and provides discretionary advisory services to corporations, institutions, pension plans, and charitable organizations through managed accounts. Some accounts are individually tailored and some are managed through AOIS' model investment strategies. The firm offers Small-Cap Growth, Small-Cap Core, Micro-Cap Core, Long/Short Technology and Long/Short model investment strategies for managed accounts.