Charlotte Grundman and Matt Mack worked together in distribution at Goldman Sachs and have been working in the investment management industry for over 15 years. Founded in 2015, the Capital-B partners look to bring a disciplined, institutional distribution process to managers who can offer differentiated sources of alpha in a repeatable, active fashion.
The team built their careers in global, institutional distribution, working across all client types and asset classes.
The Capital-B partners have worked in senior roles at global asset management firms and investment banks including Goldman Sachs, BlackRock and Citigroup. They have built distribution businesses, managed international sales and product teams and combined their sales and product expertise to write and implement international distribution strategies.
The Capital-B partners have been responsible for asset raising, product development, investment strategy articulation and positioning, taking new product to market, marketing and communications and bringing the best out of investment teams. They have worked across asset classes in all investor segments: institutional, global financial institutions, multimanager and alternatives investors, and retail (B2B, B2B2C and D2C).