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“Reed will play a critical role in Mesirow’s expansion and success.” Steve Szczewski, Senior Managing Director and Head of Meshirow’s Global Investment Management Team. “His deep industry expertise and proven track record will significantly strengthen our team as we continue to expand our ability to deliver even greater value to our clients and achieve our ambitious growth goals. I guess.”
Mr. Reed has more than 30 years of experience in institutional business development with PNC Institutional Asset Management, Manulife Investment Management, and Sit Investment Associates. Reed has dedicated his career to being a trusted resource for product and market analysis while taking a long-term approach to building investor relationships.addition of reed kilberg This reflects Mesirow’s focus on driving strategic growth and innovation to best serve investors.
About Meshiro Global Investment Management
Set up global headquarters Chicago, Mesirow Global Investment Management provides clients with global alternative and conventional strategies customized by special teams to address individual risk and return objectives. Mesirow offers institutional investors customized currency management, high-quality private equity partnerships and sponsorship opportunities, attractive direct real estate investments, small-cap and mid-small cap equity strategies, and unique liquidity needs and capital constraints. We offer fixed income products with well-defined risk-return profiles. . For more information, please visit mesirow.com/capabilities/global-investment-management.
About Meshiro
Mesirow is an independent, employee-owned financial services company founded in 1937. Chicago, with locations around the world, serves clients through a personalized approach to achieving their financial goals and acting as a force for social good. With capabilities across global investment management, capital markets and investment banking, and advisory services, we invest in what matters: our clients, our communities, and our culture.Meshiro is $56 billion In regulated assets under management, $57.3 billion In the assets being advised, $148.1 billion Current balance of non-securities currency assets under management September 30, 2023.1 For more information, visit mesirow.com and follow us on LinkedIn.
Mesirow was recently named one of the Best Places to Work. Chicago by Cranes Chicago Business and one of the top 100 RIA firms Barons.
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[email protected] | michael hurley | 203.308.1409
Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2024, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Mesirow Institutional Investment Management, Inc., and Mesirow Financial Private Equity Advisors, Inc., all SEC Registered Investment Advisors, CFTC Registered Commodity Trading Advisors and NFA members, or Mesirow Financial International UK, Ltd. (“MFIUK”) is authorized and regulated by the FCA depending on jurisdiction.
the current September 30, 2023 Unless otherwise stated. | 1. “Supervisory assets” includes regulatory management assets. Assets being advised. and management of non-securities currency assets. For these purposes: (1) Regulatory Assets Under Management (“RAUM”) is calculated in accordance with Instruction 5A of Form ADV and includes all assets (both discretionary and non-discretionary) in the securities portfolio. (2) Some Assets Under Advice (“AUA”) are subject to delays of 45 to 90 days due to the time it takes to confirm away assets. (3) Currency assets under management includes AUM related to (i) active and passive currency risk management products; $145.42 billion(ii) non-FX overlay strategies such as equitization and beta overlay; $886.8 millionand (iii) alpha strategy. $1.85 billion. In all such cases, AUM is calculated based on the notional amount of the currency investment. Additionally, his AUM for Alpha strategies is adjusted as clients can choose a volatility target (typically between 2% and 12% per annum). This is normalized to 2% to create a consistent depiction of Alpha strategy’s AUM. This results in a “scaled” AUM that is higher than the actual aggregate notional value of all alpha strategy portfolios if the client selects a volatility target above his 2%. As of September 30, 2023, Alpha Strategy’s “unscaled” AUM is: $446.97 million.
Award recognition disclosures: https://www.mesirow.com/award-recognition-disclosures
SOURCE Mesirow Financial Holdings, Inc.
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