A health center with a sophisticated investment program spanning public and private markets had a small investment team. The team managed a growing pool of assets across many strategies. To continue building out this program effectively, the team sought a trusted partner who could provide research depth, implementation support, and ongoing access to high-conviction private market opportunities. The organization’s goal was clear: access strong private market managers, build a well-constructed program, and do so without materially expanding internal staffing.
Key highlights:
- Proactive, continuous manager idea generation
- Efficient sourcing and due-diligence coordination
- Fund-of-one implementation and contracting
- A focused, high-touch consulting model