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Investment Philosophy - Cazenovia Creek Investment Management, LLC
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Caz Creek was founded to serve the needs of qualified investors and institutions seeking to gain exposure to difficult to access investments that offer compelling returns when compared to the more liquid, on the run markets within Structured Products and Fixed Income. Led by experienced investment specialists, Caz Creek has the human capital, relationships, analytical platform and infrastructure to manage and grow wealth around the core principal of capital preservation.
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Home - Cazenovia Creek Investment Management, LLC
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Cazenovia Creek Investment Management, LLC (“Caz Creek”), is registered with the Securities and Exchange Commission as an investment advisor. Caz Creek has several investment vehicles and separate accounts in the structured products arena which include:. Collateralized debt obligations,. Real estate investments,. Corporate debt and equity, and. 2016 CCIM, LLC 1023 W. Morehead Street Suite 301 Charlotte, NC 28208 Contact email: schunias@cazcreek.com.
silverpointcapital.com
Silver Point Capital
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cliffwater.com
Cliffwater LLC
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Our Team - Cliffwater LLC
https://www.cliffwater.com/team
CONFIDENTIAL - NOT FOR DISTRIBUTION - DOWNLOADED BY: -. Cliffwater is led by senior investment professionals experienced in alternative investments consulting and advisory assignments. The majority of the firm’s investment professionals are a part of dedicated hedge fund, private equity and real assets teams. Other professionals work across alternatives categories in client service and operations. CONFIDENTIAL - NOT FOR DISTRIBUTION - DOWNLOADED BY: -.
cazcreek.hosted.investorbridge.com
Managing Members - Cazenovia Creek Investment Management, LLC
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William C. Green. Prior to joining Wachovia Securities, Mr. Green spent nine years at Banc of America Securities and its predecessors where he held various positions, including Managing Director of Real Estate Private Distributions and Managing Director of the Commercial Mortgage Conduit Program. Prior to that, Mr. Green had eight years of real estate development and real estate finance experience in the greater New York area with both private and public firms.
whi.com
Legacy and Estate Planning - William Harris Investors, Inc
https://www.whi.com/pages/3077
Tax Planning and Preparation. Legacy and Estate Planning. Legacy and Estate Planning. How will you be remembered once you are gone? What will become of your estate? Will your spouse, children, and grandchildren be financially secure? Who will look after your family and protect their best interests when you no longer can? What steps can you take today to help ensure that the other members of your family will be competent, when the time arrives, to manage their own financial affairs? 191 N Wacker Drive,.
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Our Founder - Irving B. Harris - William Harris Investors, Inc
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Our Founder - Irving B. Harris. Irving B. Harris. Irving B. Harris. Was born on August 4, 1910 and raised in St. Paul, Minnesota. He attended Yale University, where he graduated Phi Beta Kappa in 1931. Our Founder - Irving B. Harris. Tax Planning and Preparation. Legacy and Estate Planning. William Harris Investors, Inc. 191 N Wacker Drive,. Chicago, IL 60606.
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Fixed Income - William Harris Investors, Inc
https://www.whi.com/pages/3069
The fixed income market covers a wide spectrum of investment opportunities, ranging from U.S. Treasuries at one extreme to privately-originated fixed income opportunities at the other. Whereas Treasuries, municipal paper, and certain corporate debt instruments help to build the core of some of our clients’ portfolios, we also do occasionally invest in less liquid, higher yielding fixed income securities. Our Founder - Irving B. Harris. Tax Planning and Preparation. Legacy and Estate Planning.
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Asset Allocation and Portfolio Construction - William Harris Investors, Inc
https://www.whi.com/pages/3075
Tax Planning and Preparation. Legacy and Estate Planning. Evaluate the client's investment goals and lifestyle aspirations. Conduct a thorough review of the client's existing portfolio. Construct a financial plan that strikes a balance between aspiration and reality;. Design a sensible asset allocation framework and;. Outline a corresponding investment program. After overlaying upon this a quantitative framework to assess expectations for prospective correlations among asset classes, our team establishes...
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