Contacts
| # |
Full Name
|
Organization
|
Title | Phone | Last Touch | Last Signal | Status | Tags | AUM ($B) | Investment Focus | Notes | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Emily Williams | Riverwater Partners | Managing Director | emily.williams@riverwater.com | +1 (203) 555-9834 | Today | Sustainability Fund Launch | Active | ESG, Macro | 154.3 | Global Macro, Systematic | Key relationship for ESG co-investment | |
| 2 | John Liu | Lion Global Management | Head of Macro Strategy | john.liu@lionglm.com | +1 (212) 555-7923 | Yesterday | New Role Announcement | Active | New Hire, TMT | 36.2 | Growth Equity, Tech | Former Point72 contact | |
| 3 | Sophie Zhang | Millennium Partners | Partner, Fixed Income | szhang@mlp.com | +1 (212) 555-4847 | 2 days ago | AUM Growth | Active | Multi-strat, Credit | 52.5 | Multi-Strategy, Quant | Looking for co-investment opportunities | |
| 4 | Miguel Rodriguez | Wellington Global | CIO | m.rodriguez@wellingtonglobal.com | +1 (617) 555-8246 | 1 week ago | New Role Announcement | Follow-up | Fixed Income, Leadership | 1,423.0 | Multi-Asset, Fixed Income | Send latest bond market research | |
| 5 | David Martinez | Three Sigma Capital | Managing Director, APAC | dmartinez@threesigma.com | +65 8555-5321 | 2 weeks ago | Singapore Office Opening | Meeting Set | APAC, Expansion | 60.4 | Quant, Systematic | Meeting scheduled for next month in Singapore | |
| 6 | Sandra Thompson | Greystone Capital | Senior Partner | s.thompson@greystone.com | +1 (212) 555-2234 | 1 month ago | Private Credit Fund | Nurturing | Private Credit, Distressed | 880.9 | Private Equity, Real Estate, Credit | Interested in distressed co-investment | |
| 7 | Richard Chang | PQR Capital | Director of Research | richard.chang@pqr.com | +1 (203) 555-8890 | 6 weeks ago | Research Publication | Cold | Research, Factor | 90.8 | Quant, Factor, Alternatives | Needs reactivation | |
| 8 | Jessica Wu | First Peak Investment | Portfolio Manager | jwu@firstpeak.com | +1 (212) 555-7543 | New contact | - | New | Value, Long-only | 116.2 | Value, Global Equity | Requested fund specifications |