Our Team

More than 40 years of combined investment experience, including 16 years as a dedicated asset allocation and manager research team.

Deployed more than $1.2 billion across private real estate, private equity, venture, private credit and other alternative investments.

Conducted over 8,500 manager meetings and hundreds of site visits with both public and private asset managers.

Aaron Dirlam team image

AARON DIRLAM, CFA®, CAIA®

Co-Founder, Co-Chief Investment Officer

REGAN EDWARDS, CPA

Operations Analyst

Paul Courtney Team Image

PAUL COURTNEY, CFA®, CAIA®

Co-Founder, Director of Research

JARED SCHREIBER

Research Analyst

KOBUS SAUERMAN

Research Analyst

ELIZABETH STOCKTON, Ph.D.

Editor

MICHAEL RESNICK, JD

Advisory Board

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