Private Equity Vets Form New Advisory Firm

May 7 2007 | 11:23am ET

A trio of former Pacific Corporate Group executives has formed a new private equity advisory and investment management firm, signing up a couple of high-profile institutional investors as its first clients.

Leucadia Capital Partners, based in La Jolla, Calif., will provide research and investment expertise, and was created to fill a hole in the current p.e. advisory market, according to founder and CEO Monte Brem.

“Prior to forming LCP we spent extensive time with leading private equity general and limited partners who expressed a market need for additional adviser and investment management alternatives due to the departure of many market players to the fund-of-funds model,” Brem, the former president of PCG, a $15 billion p.e. firm, said. “LCP offers a specialized separate account (single limited partner) structure that is customized from an allocation and investment process perspective based on each client’s unique needs.”

LCP also announced that it has been retained by the $1.1 billion George Kaiser Family Foundation and the $500 billion Kuwait Investment Authority.

Joining Brem are fellow PCG alums Tom Keck, formerly head of research at PCG, as chief investment officer and former PCG managing director Jose Fernandez in the same position.


In Depth

Q&A: Brevan Howard’s Charlotte Valeur Talks Strategy

Sep 18 2014 | 11:18am ET

Charlotte Valeur chairs the board of Brevan Howard Credit Catalysts, an LSE listed...

Lifestyle

Hedgies Rock Out For Children's Charity

Sep 15 2014 | 8:40am ET

It's that time of year again—when hedgies trade in their spreadsheets for guitars...

Guest Contributor

Volkered: How Financial Sector Reforms are Creating Opportunities for Hedge Funds

Sep 16 2014 | 11:28am ET

New regulations have dramatically curtailed proprietary trading activity in investment...

 

Editor's Note

    Get A Sneak Peak Of The Alpha Pages

    Aug 25 2014 | 11:21am ET

    As many of you know, FINalternatives was recently acquired by the owners of Futures magazine, a firm called The Alpha Pages LLC. Today marks the soft-launch of a new sister site for both publications. As its name suggests, The Alpha Pages will cover all types of alternative investments, going far beyond the more well-known ones such as hedge funds and private equity. Read more…

 

Futures Magazine

September 2014 Cover

The London Whale: Rogue risk management

Credit default swaps brought down the London Whale and cost JPMorgan $6.2 billion. Here is how it happened.

The Alpha Pages

TAP July/August 2014 Cover

The Alpha Pages Interview: Senator Rand Paul

Senator Paul sat down in the debut series of the Alpha Pages Interview to discuss the broken tax code, regulation surrounding Bitcoin, and his plans for the 2016 Presidential election.