CASI Local Merchant Strategy - CASI Institutional Consulting

CASI’s
Emerging Managers Program
Overview
presented by
Myron D. Howie, Principal
Walid L. Petiri, Principal
Introduction
This presentation will cover:
• Objectives of CASI’s Emerging Manager
Programs
• EM Definitions, Exposure, and Performance
• CASI’s Value Proposition
Objectives
• Generate appropriate risk adjusted
investment returns by identifying early stage
funds with potential for strong investment
performance
• Access investment opportunities that may
otherwise be overlooked
• Cultivate the next generation of external
portfolio management talent to serve as longterm partners for institutional funds