Mark Williams
LP
Verified
Providing quality investment advice and recommendations to institutional investors including public and private pension funds, foundations, endowments, and insurance companies has been a driving motivation throughout my career. I believe that providing sound investment recommendations ultimately benefits a broad group of people through pensions or through the efforts of charitable institutions.
Private Real Asset Investment Manager Due Diligence
● Conduct in depth due diligence on privately structured investment management firms
focused on various global real asset strategies including;
● Energy: upstream, midstream, downstream and oil field services sub-sectors
● Infrastructure: PPP, core, value-add, opportunistic strategies
● Agriculture: farmland, midstream, agribusiness sub-sectors
● Timberland: domestic and global
Investor Communication and Client Service
● Provide board and investment committee level and one-on-one communication, presentation,
and education related to investment recommendations and thesis.
● Work with clients to build optimal portfolios