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:
- The name of your firm
- Who will be attending and their role at your firm
- The dates and times you would like to meet
- Products/Topics you would like to discuss (exact name of the strategy & benchmark)
- 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 RESEARCHGlobal Fixed Income - Includes traditional core, core plus, all regions, all spread sectors, and inflation linked bonds | ||
Aaron Birman | Manager Research Consultant | |
Ed Zablan | Manager Research Consultant | |
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 Sturdivan, CFA | Director of Traditional Markets | |
Britt Vriesman | Manager Research Consultant | |
Evan Walker | Manager Research Consultant | |
Target Retirement Date - Includes Target Retirement Date and all other DC-focused products | ||
Joe Ledgerwood, CFA | Director of Investment Manager Research | |
Liquid Multi-Asset - Includes GTAA and multi-asset inflation hedging strategies |
ALTERNATIVES RESEARCHAlternative Credit - Includes private debt, opportunistic credit, structured credit, long/short credit, and stressed/distressed | ||
Steve Hahn, CFA | Director of Alternative Markets | |
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, CFA | Director of Alternative Markets | |
Sam Kavehrad, CAIA | Manager Research Consultant | |
Reed Harmon, CFA | Manager Research Consultant | |
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, CFA | Director of Alternative Markets | |
Kirby Francis, CFA | Manager Research Consultant | |
Reed Harmon, CFA | Manager Research Consultant | |
Real Estate - Includes global core, value-added, and opportunistic real estate | ||
Steve Hahn, CFA | Director of Alternative Maarkets | |
Joseph Delaney, CAIA, FRM | Manager Research Consultant | |
Robert Hulme, MPA | Manager Research Consultant |