Solutions and Strategies

Client Types:

INSTITUTIONAL AND FAMILY OFFICE

Requirement/Sensitivity

Credit quality, income, growth.

Solution/Strategy

Hybrid (life and structured settlements) for growth and income

UHNW and
Family Office

Requirement/Sensitivity

Credit quality. Long duration assets for future generations. Avoid co-mingled funds.

Solution/Strategy

SPV/close end funds for growth

Institutional
Investors

Requirement/Sensitivity

Credit quality with growth. Deferred income. Matching long dated liabilities with long dated assets.

Solution/Strategy

Zero Coupon Bond for yield HNW

Pension Funds,
Funds of Funds

Requirement/Sensitivity

Registered fund structure. Liquidity. Low entry value. Growth.

Solution/Strategy

BlackOak Alpha Growth Fund (open ended)

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