Hedge funds
We strive to provide our clients with objective hedge fund insights derived from our deep investment and operational due diligence.
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Learn more about In ViewHelpOnline securityPlease be advised that verbal and written communication from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.
Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían redactarse únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta. Si necesita ayuda en un idioma distinto al inglés, por favor, comuníquese con nosotros, ya que tenemos servicios de idiomas que podrían serle útiles.
Informamos que as comunicações verbais e por escrito do Citi podem estar em inglês, pois talvez não possamos fornecer comunicações relacionadas a serviços em todos os idiomas. Essas comunicações podem incluir, mas não estão limitadas a, acordos de contas, declarações e divulgações, mudanças nos termos ou taxas; ou qualquer serviço de sua conta. Se você precisar de ajuda em um idioma diferente do inglês, entre em contato conosco, pois temos serviços de idiomas que podem ser úteis para você.
请注意,花旗集团可能使用英文进行口头和书面通信,因为我们可能无法以所有语言提供与服务相关的通信。这些通信可能包括但不限于账户协议、账单与披露声明、条款或费用变更,或为您账户提供的任何服务。如果您需要英文以外的其他语言的帮助,请与我们联系,因为我们提供可能对您有帮助的语言服务。
Please be advised that verbal and written communication from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.
Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían redactarse únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta. Si necesita ayuda en un idioma distinto al inglés, por favor, comuníquese con nosotros, ya que tenemos servicios de idiomas que podrían serle útiles.
Informamos que as comunicações verbais e por escrito do Citi podem estar em inglês, pois talvez não possamos fornecer comunicações relacionadas a serviços em todos os idiomas. Essas comunicações podem incluir, mas não estão limitadas a, acordos de contas, declarações e divulgações, mudanças nos termos ou taxas; ou qualquer serviço de sua conta. Se você precisar de ajuda em um idioma diferente do inglês, entre em contato conosco, pois temos serviços de idiomas que podem ser úteis para você.
请注意,花旗集团可能使用英文进行口头和书面通信,因为我们可能无法以所有语言提供与服务相关的通信。这些通信可能包括但不限于账户协议、账单与披露声明、条款或费用变更,或为您账户提供的任何服务。如果您需要英文以外的其他语言的帮助,请与我们联系,因为我们提供可能对您有帮助的语言服务。
We strive to provide our clients with objective hedge fund insights derived from our deep investment and operational due diligence.
Drawing on expertise from across our global organization, our goal is to select institutional-caliber hedge fund strategies consistent with clients’ objectives and risk tolerance.
Our dedicated professionals conduct extensive qualitative and quantitative due diligence across hedge funds globally.
We believe that hedge funds can help to pursue a wide range of objectives within suitable client portfolios. We therefore work with each client to understand their goals and how our platform may best help achieve them.
Our research analysts cover thousands of managers, conducting rigorous investment and operational due diligence reviews on potential candidates.
We then work with you to select strategies consistent with your risk, return and liquidity goals.
We offer single manager funds to help you get focused exposure to individual themes and other sources of returns.
We also offer fund of funds for broad-based exposure as well as custom portfolios for tailored access.
We offer both directional funds that seek returns in more positive market environments, and diversifying funds that seek less correlated exposure.
We can also help clients combine different funds to meet more bespoke objectives.
Michael leads a global team of investment professionals focused on the origination, diligence, structuring, and oversight of hedge fund opportunities for Citi clients. He rejoined Citi in 2018 to oversee our customized hedge fund portfolios and fund of funds on the alternative investments platform.
Michael’s prior experience at Citi included as a Senior Portfolio Manager in charge of hedge fund portfolio management, and as a senior member of the Hedge Fund Research team, where he held the roles of Head of Investment Due Diligence as well as Strategy Head of Relative Value, Multi-Strategy, and Fund of Funds.
Prior to Citi, Michael was Head of Business Strategy at Field Street Capital Management. Earlier in his career, he held senior research and portfolio management roles at UBP and Battersby Capital. He began his career at D.E. Shaw & Co in 2002. Michael holds a bachelor’s in business administration from Georgetown University majoring in finance.
Dan leads a team of professionals in Boston, New York, London and Hong Kong dedicated to identifying key themes across alternative asset classes, and originating opportunities for clients.
Prior to joining Citi, Dan worked for Bank of America’s alternative investment group, focusing on private equity and real estate origination and investment management. Dan also has experience working on all aspects of the underwriting and monitoring process for a wide range of buyout, venture capital, and real estate investments during his career in Bank of America’s principal investing division
Dan holds a bachelor’s degree from Pennsylvania State University and an MBA from the University of Chicago.
Michael is responsible for a team of investment professionals focused on origination, diligence, structuring and oversight of hedge fund opportunities for Citi Global Wealth Investments’ clients.
Prior to rejoining Citi in 2019, Michael was Head of Research and Co-Portfolio Manager at Gapstow Capital Partners. During his initial tenure at Citi, he served on the Hedge Fund Research and Management Team, and as Strategy Head, responsible for credit- and event-driven strategies.
Previously, he was involved in both portfolio management and research at UBP Asset Management. Michael began his career at State Street Corporation as an accountant.
He holds a bachelor’s in finance from Rutgers, New Jersey, as well as a CFA charter.
Markets in 2023 will lead the economic recovery we foresee for 2024. Therefore, we expect that 2023 may ultimately provide a series of meaningful opportunities for investors who are guided by relevant market precedents. Read our roadmap to recovery: Portfolios to anticipate opportunities.
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Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.
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