Scott joined AIRAM in January of 2018 and serves as Managing Director of Sale & Marketing. With over 20 years of experience in investments and financial services, Scott’s responsibilities include fundraising, implementation of strategic marketing initiatives, development of client relationships and providing investor relations support to AIR Asset Management’s investors. Prior to joining AIR Asset Management, Scott served as Vice President of Distribution & Fundraising for MJM 2 Capital, a firm specializing in the fundraising, distribution and investor relations of a macro hedge fund strategy. Previous to MJM 2 Capital, Scott was a wealth advisor with Morgan Stanley, focusing on bespoke construction of portfolios for HNW clients. Scott started his career as a derivatives trader, becoming a Member of the Chicago Board of Trade, with concentration on the US Treasury bond complex as well as SP 500 futures & options. Scott earned a Bachelor of Science in Business from Arizona State University W.P. Carey School of Business. He has previously held the Series 7 & 66 licenses.
With the challenging environment of “lower for longer” interest rates greatly impacting asset allocation and little expected upside remaining in most fixed income assets, where can investors turn for alternative sources of yield, stability and diversification? Niche alternative strategies uncorrelated to traditional equity or fixed income markets can help meet those investment objectives. With equity markets peaking, the time to address head-on is now. Please join us for an enlightening discussion on ways investors can achieve their investment objectives outside of traditional asset classes.
Speakers: Joseph Abramson, Scott Romanek, Steven Groslin, Luiz Pacheco, and Brett Hickey
The COVID-19 pandemic has caused significant volatility in the markets, but with that uncertainty comes opportunity. Life insurance policies aren’t typically thought of as assets that can be accessed for the purposes of liquidity or investing, but they can be used that way—and in today’s economic climate, a life settlement might be the right move for your financial future.
Speakers: Richard Beleutz and Scott Romanek
AIR Asset Management is a rapidly growing hedge fund management firm based in downtown Chicago. AIRAM is the US-strategic partner of Carlisle Management, a $2.3B global investment firm solely dedicated to the life settlement space since inception in 2008 with senior management having a combined 80 years of experience in the asset class. We focus on providing investors attractive returns that are non-correlated to traditional asset classes through open-end hedge fund and private equity style closed-end vehicles. AIRAM is a strong believer in socially responsible investment strategies, and we promote these efforts through our voluntary membership in the Principles for Responsible Investment.