MBC Strategic

Portfolio
Industry: Asset Management

Gurtin Municipal Bond Management

As a $10 billion municipal bond manager with a roster of high net worth clients, Gurtin Municipal Bond Management felt it was time for their…

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Ladder Funds

Ladder Capital, a commercial mortgage lender and commercial real estate investment firm, was launching a mutual fund division to allow for public investment into CRE…

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Russell Investments

MBC has assisted one of leading global asset managers since 2005, working across multiple divisions and product lines

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Principal Financial Group

MBC provides ongoing positioning and support for Principal Funds as well as their asset allocation program

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SunAmerica

The team at MBC has worked across SunAmerica’s companies for more than 15 years

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Fullgoal Asset Management

Fullgoal, one of the largest asset managers in China, wanted to leverage its history and strengths to offer investment solutions to the largest institutional investors…

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Guardian Investment Banking

MBC assists Guardian with a full range of marketing, design, branding and advertising services

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Kayne Anderson

Kayne Anderson Capital Advisors manages $28 billion in alternative investments

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Angel Oak Companies

The Angel Oak Companies are a collective of independent and diversified financial services firms, offering unique and specialized fixed-income expertise

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Index Universe

Index Universe is The leading independent authority on ETFs, indexes and index funds

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Berkeley Square Capital Management

The team at Berkeley Square had developed something big: a dynamic strategy that evolves modern portfolio theory to the world of relative strength in today’s…

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Echelon Asset Management

Echelon Asset Management had engineered a better way to analyze the peer-to-peer marketplace lending investment landscape, creating a series of alternative investment funds capable of…

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