IGP’s Founding Partners and senior management team members are seasoned alternative investment professionals with over 125 years of combined experience. IGP’s distinguished Advisory Board have deep domain knowledge and extensive experience in both traditional and alternative asset management, and have overseen in excess of $4 Trillion of assets for many of the leading asset management firms and institutions in the world.
John Sinclair - Co-Founder, Managing Partner
John Sinclair, Managing Partner and Principal. From 2009 through today John has been focused on starting, investing and building new ventures. To date he has founded Cellucomp, Longbridge Financial, Education Funding Partners, and most recently Infusion Global Partners. John is also on the board of Covestor.
John is an experienced investment management professional, having been an analyst, portfolio manager and senior executive at some of the preeminent global asset management firms. Prior to founding IGP from 2005 through 2009, John was Managing Director of Research for Fidelity Investments, where he was responsible for the strategic direction and priorities of Fidelity research and directly responsible for the performance of following research teams: core technology, real estate, diversified analysts, international small cap and India. Prior to Fidelity, John was Senior Equity Analyst, Director of Research, and head of consumer research for Pioneer Investments from 2003 to 2005. At Pioneer John was also responsible to manage the research portfolio which outperformed the relative benchmark during his tenure. John was also a portfolio manager and senior analyst at Montgomery Asset Management from 1998 to 2003. While at Montgomery John helped to manage over $3 billion in global assets for institutional clients. Prior to this John was a senior global equity analyst at Sanford C. Bernstein from 1992 to 1998. During this time John researched and invested in global equities in the retail, and transportation verticals.
John holds a Bachelor of Arts from Colgate University with a concentration in economics and history and a Masters in International Affairs from Columbia University with concentration in Finance and East Asian Affairs. John is fluent in Japanese and speaks French. John grew up in Toronto, Canada. John is married and has three great kids.
Stephen M. Brackett - Co-Founder, Managing Partner
- Steve has founded or been an early team member in multiple investment management firms including LincolnVale, Ironside Capital Group, Ironside Ventures, Ironside Capital Partners, and MF Private Capital. He has been instrumental in building investment and business partnerships with global financial institutions such as ING Global Asset Management and Manulife Financial/John Hancock. Steve spent the early part of his career in the investment banking industry holding various senior roles, including the Head of Investment Banking and Corporate Advisory at Bank of Tokyo Mitsubishi Capital Corp, President and COO at State Street Business Group, Vice President at First Winthrop Corporation and Vice President at Drexel Burnham and Lambert. He was a trader in the Boston office of soft dollar trading pioneer, Hoenig and Company, and oversaw their marketing and business development efforts.
Recently, Steve has been and an investor in and senior advisor to a select group of emerging manager hedge fund and fund of fund platforms, and has assisted them in the areas of business development and governance oversight. Steve is actively involved as an investor in and advisor to a select group of early stage, US based technology companies. Steve has extensive governance experience, having served on the boards of several corporate and non-profit organizations, and he has been a frequent speaker at investment industry events.
Steve received his BA in Political Science from Bates College, and received the college’s Outstanding Young Alumni Award. Steve also received the Boston Business Journal’s 40 under 40 Award, and the Ten Outstanding Young Leaders (TOYL) award from the Boston Chamber of Commerce.
Charles Bridge - CFO/COO
- Mr. Bridge has 20 years of financial management and operations experience, having served in executive positions for wealth management, venture capital and private equity partnerships, as well as operating companies. He has been responsible for overseeing financial and partnership accounting, mergers, SEC reporting, FINRA reporting, compliance and investment management.
Mr. Bridge has spent the past 12 years as both a General Partner and CFO. He began his career at Boston Capital Ventures (“BCV”) as CFO. BCV specialized in emerging growth and information technology investing. Following BCV, Mr. Bridge helped found Brooke Private Equity Associates and successfully closed 5 private equity funds of funds growing the firm to over $1 billion in assets under management within 5 years. In addition to fund accounting and reporting, tax operations, compliance, HR and MIS functions Mr. Bridge conducted due diligence and selected funds and companies for investment. During his tenure he coordinated the investment in 60 companies and 61 fund investments. Prior to IGP, Mr. Bridge was the CFO of MPM Capital a $2.5B venture capital firm investing out of its 5th fund.
Mr. Bridge holds an MBA from Northeastern University and a BS in Business Administration from the University of Maine.
Mark Hooker - Chief Risk Officer
- Mark is a seasoned investment professional with experience in asset management, government and academia. From 2005-2013 he headed State Street Global Advisors’ Advanced Research Center, a 30-member team of PhD-level quantitative researchers supporting more than 50 portfolio managers and $150 billion in active and enhanced assets under management across equities, fixed income, currency, alternatives, and asset allocation. Mark was also a member of SSgA's Investment Committee, Product Development Committee, and Senior Management Group. Prior to joining SSgA in 2000, he was an economist in the Monetary Affairs division of the Federal Reserve Board in Washington, and before that an assistant professor of economics at Dartmouth College.
Mark earned a Ph.D. in Economics from Stanford University and a Bachelors in Economics/Mathematics from U.C. Santa Barbara. He is a frequent conference speaker and has also published a number of articles in academic and professional books and journals.
Andrew Goodman - Partner
- Andrew has more than 18 years of investment and trading experience and has been highly successful working on both the buy side and sell side of New York- and Boston-based investment firms. He has extensive knowledge across products including options, futures, programs, ETF's, variance swaps and equity swaps. Andrew was most recently a global trader at Matrix Capital Management, a $1 billion long/short equity fund, where he was responsible for trading global markets 24 hours a day, 6 days a week. Andrew was promoted to head trader after two years and continued his track record of high performance and best execution in volatile markets. Prior to Matrix, Mr. Goodman spent 9 years at Lehman Brothers. Starting as a trade analyst for Lehman in New York, he rose to become a well-respected derivatives sales trader in Boston where he cultivated and grew his own accounts for the next six years. Andrew began his career at U.S. Trust Company in portfolio management, working with two portfolio managers overseeing $1.2 billion.
Mr. Goodman holds an MBA from Pace University and a BS in Finance from the University at Albany Business School.
Josh Armstrong-Leventhal - Investment Analyst
- Josh has 10 years of investment management experience working with long/short equity, absolute return, managed futures, commodities, and real estate strategies in both private placement and mutual fund form. Josh worked with high net worth individuals and institutions implementing alternative strategies in portfolios. He also spent a number of years as an assistant vice president of an RIA, managing a large SEC registered long/short equity fund of funds, reviewing manager allocations and portfolio management.
Josh earned his MS in Finance from Suffolk University in 2014, graduating top of his class, and was inducted into the international honors society. He is a Chartered Alternative Investment Analyst Charter Holder, earned his BS in Finance from Bentley University, and is a candidate for the CFA Level III examination.
Lucas Hawk - Risk Analyst
- Mr. Hawk is a recent graduate student of the Mathematical Finance program at Boston University, with experience in asset allocation, hedge fund replication, and portfolio construction. Lucas worked at State Street Global Advisors where he supported a team of quantitative research analysts on their asset allocation team in their Investment Solutions Group. Prior to SSGA, he worked at Schneider Electric as a Senior Performance Engineer. Lucas was a Sergeant (E5) Combat Engineer for the United States Army.
He attended Texas A&M University, where he received a B.S. Applied Mathematics. He also attended the University of Houston, conducting post-baccalaureate research in Computer Science, and Boston University, earning his M.S. in Mathematical Finance.
Charles D. Ellis - Chairman
- Mr Ellis’s professional career centers on 30 years as the Managing Partner of Greenwich Associates, the internationally recognized strategy consulting firm he founded in 1972. Under his direction, the firm grew to serve the leading firms in over 130 professional financial markets around the world. He served as Chairman and two terms as Governor of the CFA Institute and was an associate editor of both The Journal of Portfolio Management and the Financial Analysts Journal. He is one of only 12 individuals honored for lifetime contributions to the investment profession.
He is a director of the Vanguard group of mutual funds and several business ventures. He has previously served as a successor trustee of Yale University, where he chaired the investment committee, Trustee of the Robert Wood Johnson Foundation, where he chairs the finance committee, Trustee of Phillips Exeter Academy and Eagle Hill School, and as an Overseer of the Stern School of Business at New York University. He has also served on the Visiting Committee and as a member of the Board of Directors of the Associates of the Harvard Business School, where he received the Alumni Achievement Award.
The author of 16 books and a graduate of Exeter and Yale College, Mr. Ellis earned an MBA (with distinction) at Harvard Business School and a Ph.D. at New York University. He has taught the advanced course on investment s at Harvard Business School and at Yale School of Management.
- Randolph B. (Randy) Cohen is a Senior Lecturer at the MIT Sloan School of Management.
Cohen currently teaches Investments, an elective course for MIT Sloan MBA students. From 1998 to 2009, Cohen taught at Harvard Business School, most recently as an associate professor of finance. Prior to HBS, he worked as an actuarial management consultant specializing in pension plan asset and liability analysis.
His main research focus is the interface between the actions of institutional investors and price levels in the stock market. Cohen has studied the differential reactions of institutions and individuals to news about firms and the economy, as well as the effect of institutional trading on stock prices. He also has researched the identification of top investment managers and the prediction of manager performance.
Cohen holds an AB in mathematics from Harvard College and a PhD in finance from the University of Chicago.
Dr. Robert Whitelaw
- Robert Whitelaw is the Edward C. Johnson 3d Professor of Entrepreneurial Finance and Chair of the Finance Department at the Leonard N. Stern School of Business, New York University. He also held the position of Visiting Associate Professor of Finance at the Anderson Graduate School of Management, UCLA.
Professor Whitelaw teaches investments/capital markets and international finance in the undergraduate, MBA and executive programs. His research interests include the relation between risk and return in the stock and bond markets, stock return predictability, the pricing and hedging of fixed income derivative securities, and risk management. His papers have been published in academic journals such as the Journal of Finance, the Journal of Financial Economics, and the Review of Financial Studies, as well as practitioner journals such as the Financial Analysts Journal, the Journal of Derivatives and the Journal of Fixed Income.
Professor Whitelaw provides consulting services to corporations and financial institutions, specializing in risk management and equity trading. He is also Chief Investment Strategist and a member of the advisory board of IndexIQ, a developer of next-generation indexes.
He has a Ph.D. in finance from Stanford University, Graduate School of Business, and a B.S. in mathematics from MIT.
Ranji H. Nagaswami - CFA
- Ms. Nagaswami is a Senior Advisor to Corsair Capital, one of the longest-standing private equity firms focused on investing in the global financial services industry. Previously, Ms. Nagaswami worked at Bridgewater Associates, the $130 Billion+ hedge fund and risk-parity strategy pioneer. From 2010 thru 2012 Ms. Nagaswami served as Chief Investment Advisor to the administration of Mayor Michael R. Bloomberg for the City of New York’s $150 Billion+ public employee pension plans.
Ms. Nagaswami was previously Chief Investment Officer within the Blend Strategies team of AllianceBernstein L.P.; with responsibility for the firm’s $20 Billion strategic multi-asset portfolios and $85 Billion Blend equities strategies. She served from 2004 to 2008 as Chief Investment Officer and a member of the Executive Board of AllianceBernstein Investments, the retail division of the firm where she was widely credited with leading the turnaround of the $180 Billion global mutual fund business. From 2001 until 2004, Ms. Nagaswami was a senior portfolio manager of the Bernstein U.S. Value Equities team and a member of the US Value Equities Investment Policy Group. Ms. Nagaswami joined Sanford C. Bernstein in 1999. From 1986 to 1999, she was at UBS Asset Management and its predecessor organizations where her last role was Managing Director and Co-Head of U.S. Fixed Income.
Ms. Nagaswami is a Member of the $60 Billion UAW VEBA Medical Benefits Trust Investment Advisory Council, and the CFA Institute’s Ethics and Standards Advisory Council. Ms. Nagaswami is a Henry Crown Fellow and seminar moderator for the Aspen Institute and is launching the Finance Fellows program within the Institute’s Global Leadership Network. She has been a Visiting Executive Fellow at the Yale School of Management, working with MBA students and finance faculty on a research survey of the pension and investment industry. She was previously a member of the Yale University Investments Committee, the Yale School of Management Advisory Board, Trustee of Greenwich Academy and on the North American Council of Ashoka, a global fellowship of social entrepreneurs. Ms. Nagaswami earned a Bachelor of Commerce from Bombay University in India, a MBA from the Yale School of Management and is a Chartered Financial Analyst.
- Mr. Mayer serves as the Head of Institutional at Schroder Investment Management North America Inc.. Mr. Mayer leads its institutional business initiatives. He has more than 25 years of senior investment leadership experience.
Prior to this, Mr. Mayer served as Chief Executive Officer, Partner, and Director at Grantham, Mayo, Van Otterloo & Co. LLC. Prior to that, he spent 20 years at Alliance Bernstein LP and its predecessor, Sanford C. Bernstein & Co., Inc. where he served in various leadership roles including, Head of Institutional Research, Head of Institutional Brokerage, Global Head of Institutions, Global Head of Retail and Chief Investment Officer of Multi-Asset. He served as an Executive Vice President of AllianceBernstein Investments Inc., an Executive Vice President of AllianceBernstein Holding L.P, and as an Executive Vice President of AllianceBernstein Corporation. Mr. Mayer served as the Chief Investment Officer, Executive Vice President and Portfolio Manager of AllianceBernstein L.P. Prior to that, he served as the Chief Executive Officer of Sanford C. Bernstein & Co., LLC and its predecessor, where he was responsible for institutional research, sales, and trading. Prior to joining Bernstein, Mr. Mayer worked for Squibb Corporation, where he held various positions including the Director of Marketing and Director of Strategic Planning of Business Development and Marketing Research. He is a former member of the Board of Governors of the Investment Company Institute. He was named to the Institutional Investor All-America Research Team in 1992.
Mr. Mayer earned an M.B.A. degree from Columbia University and a B.A. degree in Philosophy from Yale University.
Rick Nelson’s career as an investor spans portfolio management, client servicing and business oversight across all asset classes and most distribution channels. Currently Rick is Principal at Syzygy Advisors LLC, focused on consulting and the management of family assets. From 2011 to 2015 he served as Chief Investment Officer of Commonfund, the $25 billion manager-of managers providing traditional, hedge fund and private capital solutions primarily to Endowments & Foundations. He chaired the Asset Allocation Committee as well as the Investment Policy Committee. Prior to that Nelson served as Vice Chairman and CIO at ING Investment Management Americas, overseeing over $165 billion in General Account and external client institutional and retail assets. He served as member of ING IM Management Committee, Insurance Americas Asset Liability Committee, and as a Director ING Mutual Funds. Before assuming his ING role in 2003, Rick led the team of portfolio managers, research analysts and client relationship people managing over $90 billion of active, fundamentally driven equity portfolios as Head of U.S. Equity and Managing Director at JP Morgan Investment Management. Rick began his career as an investor at Bankers Trust, progressing from quantitative researcher to pension consultant to Head of Passive Investments then Head of Global Quantitative Investments Group, spanning multiple asset classes, physical as well as derivative strategies.
Rick earned an MBA at the Booth School University of Chicago, as well a Bachelor of Science degree from the Wharton School, University of Pennsylvania. Rick has presented at numerous client conferences, appeared on business television, lectured in academic courses, and published articles.
Julia Cormier is director of Alternative Investments for Russell Investments' U.S. institutional investor services and is head of Russell's Chicago office. Ms. Cormier is responsible for advancing Russell's objectives in alternative strategies by providing clients with advice and solutions regarding exposure to hedge funds, private real estate, infrastructure, commodities and other alternative assets. Ms. Cormier joined Russell in 2005.
Prior to Russell, Ms. Cormier was an executive director at Goldman Sachs in London for 10 years, most recently as a senior investment professional providing advice to institutional investors, charities, foundations, endowments and ultra high net worth individuals regarding portfolio construction, asset allocation and risk management across alternative and traditional asset classes. Ms. Cormier joined Goldman Sachs in 1993 and implemented the private wealth management division's first discretionary investment management program worldwide.
Before Goldman, Ms. Cormier was a vice president at Northern Trust Company in both London and Chicago, during which she had a number of significant client relationship and business development roles. Ms. Cormier was a member of the management committee of Northern Trust's London Branch.
Ms. Cormier graduated from Northwestern University - Kellogg School of Management with an MBA in Marketing/Finance/International Business, and from the University of Illinois at Urbana-Champaign with a Bachelor of Science, Finance.
Roger Servison was president of Corporate and Strategic new Business Development, a unit of Fidelity Investments, a diversified financial services firm that makes financial expertise broadly accessible to people investing their life savings, businesses managing their employee benefits and advisors investing their clients’ money. Since 1946, Fidelity has been helping people live the lives they want through its customer-centered approach, innovative technology and investment solutions.
In this role, he was responsible for coordination of cross company initiatives, new product and market development, and overall corporate strategies.
Mr. Servison joined Fidelity in 1976 as vice president of marketing. Over the next few years, he established Fidelity’s direct marketing strategy and operations, through which Fidelity became one of the largest direct marketers of mutual funds in the United States. In 1980, Mr. Servison was named senior vice president of Fidelity Brokerage Services, subsequently directing all of Fidelity’s retail and institutional marketing activity.
In 1987, Mr. Servison took over as senior vice president of Fidelity’s New Business Development Group, which became Fidelity Capital in 1989. In this position, he was responsible for overseeing Fidelity’s diversification into the life insurance, consumer banking and asset allocation businesses. Mr. Servison briefly left Fidelity to serve as president and chief executive officer of Monarch Capital. In 1991, he returned to Fidelity as president of Fidelity Investments Retail Marketing Company and Fidelity Brokerage Services, Inc. and was appointed to the Fidelity Investments Operating Committee. In 1995 he assumed responsibility as President, Strategic New Business Development, and was responsible for internal consulting, new product and market development and coordination of overall corporate strategies and policies. He assumed responsibility for Strategic Advisers, Inc., in May 2005 and for Corporate Business Development in April 2007.