PRIVATE MARKET INVESTMENT PLATFORM
Private Market Opportunities
Waterloo Capital provides access to private market investment opportunities that are generally only available to institutional investors. Waterloo clients invest alongside university endowments, corporate pension plans, and other large organizations. The ability to access top-tier managers is incredibly important because of the dispersion in strategy returns. We’re able to offer access to these unique opportunities because of the relationships we’ve cultivated with some of the best institutional alternative investment managers around the world.
Don Simoneaux
Managing Director Alternative Investments
• Institutional background from experience at Cambridge Associates
• Extensive network of private equity managers and investors
• Total portfolio management expertise facilitates streamlined blending of public and private investments
• Developed internal due diligence and research processes for evaluating private market investments
PRIVATE INVESTMENTS SOURCING
INSTITUTIONAL RELATIONSHIPS
OPPORTUNISTIC
SEARCHES
MANAGER
REFERRALS
COMP
ANALYSIS
PEOPLE
PROCESS
PERFORMANCE
PRICE
ALTERNATIVE SOLUTIONS
LIQUID ALTERNATIVE MODELS
PEOPLE
PROCESS
PERFORMANCE
PRICE
WATERLOO PRIVATE MARKET OPPORTUNITIES
Institutional Limited Partnerships
Waterloo regularly sources closed-end, drawdown vehicles across the spectrum of the alternative asset class. Waterloo provides clients access to these opportunities at lower minimum investment amounts.
• Private Equity
• Private Credit
• Real Estate
• Hedge Funds
• Direct Opportunities
• Venture Capital
Liquid Alternative Models
Waterloo also offers a series of liquid alternative investments that are designed to provide diversified exposure across the alternative investment spectrum. These models include investments with lower investor accreditation, lower minimum investment amounts, and lower liquidity constraints.
• AI All Weather Liquid Alternatives
• QC All Weather Liquid Alternatives
• AI Investor Yield Liquid Alternatives
• QC Investor Yield Liquid Alternatives