We have been providing our clients with alternative investment ideas for many years across different asset classes:
As independent marketing representatives, we can access many different funds, asset classes and transactions to help you meet your needs,
We spent a significant amount of time speaking with our investors to determine what was important to them and kept hearing a common refrain: “find me a manager that can provide returns with little to no correlation to the traditional stock and bond markets.” You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Our mission and values include exceeding our client’s every expectation. Before we present an idea to a client, we perform our own level of due diligence to be certain that we present our clients with a reputable, proven manager.
We are always happy to stand between our client and the fund manager at any level that is desired.
Chris has been in the investment management industry since 1987. The first 14 years of his career were dedicated to managing total return bond funds for institutional investors as well as mutual funds for regional banking entities. The past 19 years he has been raising money for different managers ranging from all cap equity, small cap value, and global balanced. From 2011 through 2015 Chris was instrumental in raising the early money in the life settlement space for a startup fund and has since raised money for a multi-strat fund, high yield/distressed fund and a private credit fund. He earned his BBA (1987) and MBA (1989) from the University of Toledo.
A registered representative of Equus Financial Consulting, LLC, Registered Broker-Dealer, Member FINRA/SIPC
cell: 512.422.3932 email: chris@c2-grp.com
Craig has been in the investment industry since 1992. He worked in investment banking and international equity sales & trading for 13 years. In 2005, he left the sell side to raise capital for Kabouter Management, an international small/micro cap fund which he helped grow from $10m to 250m AUM (now $4bn AUM). Craig has continued to raise capital for emerging managers including WaveFront Capital (emerging markets), Stride Capital (HF seeding) and Johkim Capital (high yield/distressed). Craig graduated from the University of British Columbia in 1992 with a Bachelors in Commerce and earned his CFA designation in 1995.
A registered representative of Equus Financial Consulting, LLC, Registered Broker-Dealer, Member FINRA/SIPC
cell: 512.745.4599 email: craig@c2-grp.com
This website does not constitute an offer to sell any securities. Any such offer must be made pursuant to a private placement memorandum or other legal document prepared by the company (the “Offering Document”), and only in such states in which the offering of the securities is registered or is exempt from registration. Any statement made herein does not contain all of the information that a prospective investor may need in evaluating an investment. Each prospective investor must rely on his or her own examination of the Company and the terms of the offering, including the merits and risks involved in making an investment decision with respect to the securities. Prior to making an investment decision, a prospective investor should consult his or her own counsel, accountants, and other advisors and carefully review all information available regarding the Company, including the Offering Document.
Any Securities pertaining to the Funds referenced in this website are offered directly by the issuer, or through registered broker dealers, these securities are speculative and involve a high degree of risk. As such the securities are only being offered to investors who are “qualified clients” as defined by the Investment Company Act of 1940 as amended, and “accredited investors” under the Securities Act of 1933, as amended, who have experience investing in early stage private companies and are financially capable of losing any investment made in the company. The securities have not been approved or disapproved by either the SEC or any state agency, nor has either the SEC or any state securities commission endorsed the accuracy or adequacy of the referenced offering document. Any representation to the contrary may be deemed a criminal offense.
Securities offered through Equus Financial Consulting, LLC, Registered Broker-Dealer, Member FINRA/SIPC
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