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.

OUTSOURCED CIO


OCIO - Includes all discretionary, Outsourced CIO providers

GLOBAL EQUITY


US Equity
- Includes all styles, large and all cap
- Includes all styles, micro to mid cap
Matt SturdivanDirector of Traditional and Long/Short Equity
Alexander SpencerSenior Manager Research Analyst

International Equity - Includes all styles, all caps, developed, emerging, and frontier

Joe Ledgerwood, CFACo-Director of Investment Manager Research
Britt VriesmanSenior Manager Research Analyst

Global Equity - Includes all styles, all caps

Matt SturdivanDirector of Traditional and Long/Short Equity

Global REIT - Includes all styles, all caps, global listed infrastructure

Britt VriesmanSenior Manager Research Analyst

GLOBAL FIXED INCOME


Includes traditional core, core plus, all regions, all spread sectors, and inflation linked bonds

Amy Hsiang, CFA, CAIADirector: Traditional and Alternative Credit
Sonia RuizSenior Manager Research Analyst
Alex Williams, CFASenior Manager Research Analyst

DEFINED CONTRIBUTION


Includes Target Retirement Date and all other DC-focused products

Sean Ealy, CFACo-Director of Investment Manager Research

ALTERNATIVES


Private Equity - Includes private equity, venture capital, special situations

Steve Hahn, CFADirector: Private Equity, Real Assets, Multi Asset
Kirby Francis, CFAManager Research Consultant

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: Private Equity, Real Assets, Multi Asset
Sam Kavehrad, CAIAManager Research Consultant
Amy Hsiang, CFA, CAIADirector: Traditional and Alternative Credit
Alexander LeikenSenior Alternatives Manager Research Analyst

Alternative Credit - Includes private debt, opportunistic credit, structured credit, long/short credit, and stressed/distressed

Amy Hsiang, CFA, CAIADirector: Traditional and Alternative Credit

Liquid Multi-Asset - Includes GTAA and multi-asset inflation hedging strategies

Reed Harmon, CFAAlternatives Manager Research Consultant
Alexander LeikenSenior Alternatives Manager Research Analyst

Real Asset - Includes commodities, timber, master limited partnerships, energy, natural resources

Steve Hahn, CFADirector: Private Equity, Real Assets, Multi Asset
Kirby Francis, CFAManager Research Consultant

REAL ESTATE AND INFRASTRUCTURE


Includes global core, value-added, and opportunistic real estate and infrastructure


Steve Hahn, CFADirector of Alternatives
Joseph Delaney, CAIA, FRMManager Research Consultant
Scott MaynardSenior Manager Research Analyst