Senior Investment Research Analyst, Adam Whitehead, spent five weeks in New York City in an effort to continue to build Crestone's unique global network and investment manager relationships. While there, he conducted over 50 meetings with existing and prospective managers and several of Crestone's peers. Adam attended three annual investment manager conferences, unearthed a number of new manager leads, and expanded Crestone's network. He also attended an exclusive dinner hosted by a top tier single family office on the investment landscape in India; only a select group of individuals from other leading family offices were in attendance.
Each fall, Crestone dispatches a senior investment research professional to a strategic and targeted location for several weeks in order be fully immersed in the ecosystem. Having boots on the ground immensely improves the firm’s standing, information capture, and provides the opportunity to meet with managers in person on their home turf. Crestone’s roster of underlying investment managers and the quality of its network provide credibility and result in the highest quality referrals and investment opportunities This is another example of Crestone’s differentiated research process and one that distinguishes the firm from its peers.