-
Molly Conway
, CFA
- Head of San Francisco Office and Business Development Manager
- United States
United States, Intermediary
Change
Delivering a client-focused philosophy
As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with your needs and goals. For this reason, we keep total return optimization — after fees and taxes — and downside risk mitigation top of mind because we know net returns are what matters.
Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.
Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns.
5 Family Office Insights
- Absolute-return-oriented, core-compounder equity strategies focused on company fundamentals that may provide downside mitigation may help with capital preservation.
- Given higher interest rates, consider liquid fixed income approaches, including opportunistic strategies that may benefit from volatility in rates and spreads.
- Active extension strategies (130/30 or 140/40) may be a natural fit for investors who are comfortable with the use of shorting, seek a compelling alpha, and wish to reduce the impact of benchmark concentration. Discover our Fundamental Factor Team’s ideas on navigating concentrated markets.
- Hedge funds have tended to perform well in periods of higher security-level dispersion, macro volatility, and interest rates. We believe we have entered one such period today.
- Time to diversify your diversifiers with hedge funds? addresses how uncorrelated strategies may be well-positioned as a mainstay in investor portfolios in an uncertain environment.
- We’re in a new age for multi-strategy hedge funds, as our portfolio managers recently shared on the Capital Allocators podcast. In an increasingly competitive environment, manager selection is critical to investment success.
- Despite the uncertainty surrounding the IPO environment this year, we continue to find compelling portfolio companies seeking to go public.
- The more normalized valuation environment and focus on high-quality companies at the right price is encouraging.
- Late-stage growth may offer an attractive entry point in a higher interest-rate environment, while offering better liquidity than many other private equity approaches.
- The lines between public and private credit are blurring as borrowers seek to optimize their leverage structure.
- CLO equity can provide differentiated exposure and can serve as a strategic income-management tool.
- US-biased portfolios may benefit from regional diversification — both broad and country-specific.
- International allocations are potentially compelling given underappreciated fundamentals and attractive valuations.
- Investors are cautious on emerging markets, but differing views can create opportunities for investors, who will have to weigh the relative benefits versus the potential risks.
- India remains an area of focus given its growth trajectory and strong demographic trends, and Japan governance reforms and economic policy measures are impactful, in particular in SMID caps.
- Clients with multigenerational wealth continue to focus on investing for the future.
- Despite uncertainty in future policy, we continue to see areas of intersection with climate-focused investment opportunities across public and private equity (related to extreme weather resilience, permitting reform, new battery technology, etc.).
- Sustainable fixed income is gaining momentum, with solutions in regional muni bonds and global bond markets. BlueMark, the leading provider for independent impact verification and intelligence for the sustainable and impact investing market, recently verified our practice.
Investment solutions for family offices
For further information on our investment solutions, please contact our full family office team.
Public equities
- Global/international
- US
- Regional/country
- EM
- Sustainable
- Real assets
- Inflation sensitive
Public fixed income
- Core fixed income
- Opportunistic fixed income
- Short duration
- Municipal bonds
- Credit
Private investing
- Late-stage growth
- Biotech
- Fintech
- Climate tech
- Early-stage venture
Hedge funds
- Macro
- Multi-strategy
- Thematic/sector
Our global team
-
Joana Domingos
- Business Development Manager
- Latin America
-
Gino George
- Head of Institutional Client Group Germany & Austria
- EMEA
-
Ahmed Ismail
, CFA, CAIA
- Director of Canada and Business Development Manager
- Canada
-
Giuliana Loukas
, CAIA
- Business Development Manager and Director, Family Office
- United States
-
Luca Michienzi
- Account Manager
- EMEA
-
Andrew More
- Relationship Manager
- United States
-
Tarika Narula
- Associate Business Development Manager
- Middle East
-
Victoria Rowland-Rouse
, CFA
- Business Development Manager
- United Kingdom
-
Elaine Wong, CFA, CAIA
- Associate Business Development Manager
- APAC
-
Doreen Huang
- Associate Business Development Manager
- China
Explore insights
Showing
of
Insights Posts
Article
5 min
Inflation, volatility, and valuations: 3 reasons hedge funds fit today’s market
Our multi-asset strategists explain why economic and market conditions in the year ahead could make a compelling case for adding hedge funds to the asset allocation mix, including multi-strategy and equity long/short hedge funds.
5 min
Article
2026-12-31
Article
3 min
The power of Asia’s dividends
Discover Asia’s quality dividend potential. With diverse income sources, structural tailwinds, and governance reforms at play, Asia offers a compelling mix of income, resilience, and long-term growth potential.
3 min
Article
2026-12-31
Article
5 min
Private credit outlook for 2026: 5 key trends
Our private credit experts discuss five themes driving the asset class’s 2026 outlook, including public/private convergence, changing credit profiles, the growth of retail, and much more.
5 min
Article
2026-12-31
Video
4 min
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
By
4 min
Video
2026-12-31
Article
5 min
Venture capital outlook for 2026: 5 key trends
We explore 2026's venture capital trends, highlighting IPO momentum, M&A acceleration, secondary market growth, public-private convergence, and the focus on quality investments.
5 min
Article
2026-12-31
Article
16 min
Are hedge funds the missing ingredient?
Inflation, volatility, and valuations — they all raise questions about portfolio diversification and resilience. Multi-Asset Strategists Nanette Abuhoff Jacobson and Adam Berger explain why multi-strategy and equity long/short hedge funds could provide the answers. They offer insights on adding allocations to a traditional portfolio mix and a recipe for manager selection.
16 min
Article
2026-12-31
Article
14 min
The rising tide of AI: How it could lift US productivity, growth, and profits
From an economic and market standpoint, a lot is riding on the future of artificial intelligence. Macro Strategist Juhi Dhawan sees plenty of reasons for excitement but also a need for patience along the way.
14 min
Article
2026-12-31
Article
7 min
Broadening underway? 6 equity ideas for 2026
Andrew Heiskell and Nicolas Wylenzek see 6 key themes ahead for equity investors in 2026, including the durability of the AI investment cycle, the broadening of earnings growth beyond mega-caps, the potential for renewed value in international diversification and the growing need for equity investors to rethink risk hedging beyond bonds.
7 min
Article
2026-12-31
Article
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Article
2026-11-30
Article
7 min
Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
7 min
Article
2026-11-03
Article
5 min
Chart in Focus: Three reasons to keep the faith in US credit quality
Our fixed income experts highlight the resilience of US institutional credibility.
5 min
Article
2026-12-01
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