Contacts

Investment Manager Research Team



Investment managers should consider Investment Manager Research (IMR) as their primary point of contact and can contact our research department by sending an email to the appropriate asset class email listed below. Please note it is company policy to forward meeting inquiries made to RVK employees outside of IMR to the appropriate research professional.

To request a meeting with IMR, please include:

  1. The name of your firm
  2. Who will be attending and their role at your firm
  3. The dates and times you would like to meet
  4. Products/Topics you would like to discuss (exact name of the strategy & benchmark)
  5. Please also attach an electronic copy of any relevant presentation materials

For traditional asset classes, we currently use eVestment ( www.evestment.com ), InvestmentMetrics EQuest ( www.imequest.com), and Morningstar ( www.morningstar.com ) for basic firm and product data. We request that your firm and products are up to date within the eVestment , InvestmentMetrics EQuest, and Morningstar databases before scheduling a meeting.

For alternative asset classes, RVK has developed a proprietary web-based collection tool. Email the appropriate asset class listed below to establish access for your firm.

Please send press releases, firm updates and product commentaries to:

Direct individual research questions and meeting requests to the email addresses below.


TRADITIONAL RESEARCH


Global Fixed Income
- Includes traditional core, core plus, all regions, all spread sectors, and inflation linked bonds
Sonia RuizManager Research Consultant
Aaron BirmanSenior Manager Research Analyst
Elijah McGowenManager Research Analyst

Public Long-only Equity
- Includes all global equity
- Includes all non-US equity, including emerging
- Includes all US large and all cap
- Includes all US micro to mid cap
- Includes all public REIT
Matt SturdivanDirector of Traditional and Long/Short Equity
Britt VriesmanSenior Manager Research Analyst
Carson HollyoakManager Research Analyst

Target Retirement Date
- Includes Target Retirement Date and all other DC-focused products
Joe Ledgerwood, CFADirector of Investment Manager Research
Aaron BirmanSenior Manager Research Analyst

ALTERNATIVES RESEARCH


Alternative Credit
- Includes private debt, opportunistic credit, structured credit, long/short credit, and stressed/distressed
Austin Head-Jones, CFA, CQFManager Research Consultant
Justin OutslayManager Research Analyst

Diversified Hedge Funds
- Includes fund of hedge funds and direct hedge funds in the following areas: equity long/short, long/short credit, and multi-strategy
Steve Hahn, CFADirector of Alternatives
Austin Head-Jones, CFA, CQFManager Research Consultant
Sam Kavehrad, CAIAManager Research Consultant
Alexander LeikenManager Research Consultant

Liquid Multi-Asset
- Includes GTAA and multi-asset inflation hedging strategies
Reed Harmon, CFAManager Research Consultant
Michael Pellatz, CAIAManager Research Analyst

Private Equity and Real Assets
- Includes private equity, venture capital, and special situations
- Includes commodities, timber, master limited partnerships, energy, natural resources, and infrastructure
Steve Hahn, CFADirector of Alternatives
Kirby Francis, CFAManager Research Consultant
Reed Harmon, CFAManager Research Consultant

Real Estate
- Includes global core, value-added, and opportunistic real estate
Steve Hahn, CFADirector of Alternatives
Joseph Delaney, CAIA, FRMManager Research Consultant
Scott MaynardSenior Manager Research Analyst