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Alternative investments

Citi Investment Management Alternatives combines global expertise and local insight to deliver compelling opportunities in private equity, real estate and hedge funds.

For qualified investors, alternative investments can make a valuable contribution to growing wealth and managing risk over time.

Thoughtful allocations in your core or opportunistic portfolio to private equity, real estate and hedge funds can provide additional diversification and sources of return uncorrelated to the public markets.

Citi Investment Management Alternatives use our breadth of research and due diligence resources to offer a comprehensive range of strategies for clients of varying sizes, levels of sophistication and risk tolerance.

Our manager research team undertakes rigorous analysis to screen and select from the world’s leading investment managers.

 

 

Not only do we enable you to exploit opportunities that are unavailable in the public markets, we also enable you to access them through a variety of structures.

Our extensive offering and thematically relevant approach to providing alternative investment strategies truly differentiates us.

Daniel G. O’Donnell
Global Head of Citi Investment Management Alternatives

How we serve you

Objectivity
We select private equity, real estate and hedge fund managers from across the marketplace based on their merits and our due diligence.

We start with a top-down approach, pursuing themes that we believe have multi-year investment potential and managers whose strategies offer suitable thematic exposure.

To do this, our research analysts cover thousands of managers and conduct rigorous investment and due diligence reviews on potential candidates.

We then work with you to select the opportunities appropriate for your risk, return and liquidity goals.

Customization
We believe you should have many different ways to access alternative investments.

We offer single-manager funds if you seek to express a particular view or pursue a particular strategy.

We also offer fund-of-funds for broad-based exposure as well as custom portfolios for tailored access. 

In private equity and real estate, in addition to standard funds, we offer investment clubs, co-investment deals and separately managed accounts.

Exclusivity
We seek to provide differentiated opportunities across the alternative investment spectrum.

Since 2010, over 75% of opportunities offered in the private equity and real estate space were exclusive to – or bespoke for – our clients.

Your questions

Our proprietary methodology estimates returns for private equity, real estate and hedge funds over a ten-year horizon.

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Our dedicated Operational Due Diligence team seeks to identify and mitigate such risks prior to investing in hedge funds, private equity and real estate.

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Among our multi-year investment themes are Exploiting mean reversion, Overcoming financial repression, and Unstoppable trends.

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Meet our people

Global Head

Daniel G. O’Donnell

Global Head of Citi Investment Management Alternatives

Dan leads a team of professionals in Boston, New York, London and Hong Kong dedicated to identifying key themes across alternative asset classes, and originating opportunities for clients.

Prior to joining Citi, Dan worked for Bank of America’s alternative investment group, focusing on private equity and real estate origination and investment management. Dan also has experience working on all aspects of the underwriting and monitoring process for a wide range of buyout, venture capital, and real estate investments during his career in Bank of America’s principal investing division

Dan holds a bachelor’s degree from Pennsylvania State University and an MBA from the University of Chicago.

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OUTLOOK

Outlook 2021

In Outlook 2021, we put forward positive actions for your portfolio in this new economic cycle. We urge you to determine the amount of cash you really need to hold over the coming years and to put the rest to work.

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Insights

See our alternative investments insights and the issues that matter for your wealth.

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Insights

See our alternative investments insights and the issues that matter for your wealth.

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Contact us

To help us put you in touch with the right advisor or team, please answer the following questions.

Source: Private Bank, Private Equity and Real Estate Research and Management as of 30 June 2020. Based on all funds launched from 2010 through 30 June 2020. Citi Private Bank was the only Private Bank or UHNW distributor or the underlying fund was unique/bespoke to Private Bank clients (i.e. our structures/separately managed accounts (“SMAs”) were not accessible elsewhere).