Brad R. Balter
Business & Management
Balter Capital Management
United States of America
Biography
Brad R. Balter currently serves as CEO and Founder of both Balter Capital Management and Balter Liquid Alternatives where he sets the strategic vision for both firms. At Balter Capital Management, Mr. Balter oversees the construction of discretionary fund of hedge funds and customized hedge fund portfolios. Balter Liquid Alternatives, a subsidiary of Balter Capital Management, was founded in early 2013 to primarily offer institutional hedge fund strategies within a mutual fund structure. Prior to forming Balter Capital Management in 2006, Brad was Head of Multi-Strategy Hedge Fund Coverage and Managing Director of the Institutional Investor Group at Citigroup. From 1992 to 2001, Brad was a leading member of the PaineWebber Inc.'s (subsequently UBS) middle market hedge fund coverage program, with primary responsibility for early stage hedge fund relationships. Brad serves on the investment committees of the Boys and Girls Club of Boston and the Combined Jewish Philanthropies. He is a graduate of Williams College and is a Chartered Financial Analyst. He lives in Wellesley, Massachusetts with his wife Laura and three children, Sophie, Jake and Aden. He is also an avid student of the Hebrew Language
Research Interest
Identifying unique opportunities in structurally inefficient parts of the market across the alternatives landscape, regardless of asset class, strategy, geography, or investment structure.