Private Wealth Distribution
The private wealth channel represents a significant capital source for alternative investment managers seeking to grow and diversify their business over time. Accessing this channel requires an experienced team to help navigate the complexities and high barriers to entry.
Our highly accomplished team provides a multi-dimensional support model to managers which benefit from our deep domain expertise, high-quality distribution resources and extensive relationships with private wealth management firms.
We have extensive experience and expertise across alternative asset classes including private equity, growth equity, buyouts, credit, venture capital, real estate, infrastructure, transition energy and sustainable investment strategies.
Sera Global provides strategy and distribution capabilities to maximize success in the private wealth channel.
Navigating the private wealth channel:
- Understand the market segment and competitive landscape
- Product design and features
- Marketing materials and key messages
- Operational and technology set-up
Onboarding with private wealth platforms:
- Introductions
- Advocacy with stakeholders
- Fee dynamics and commercial considerations
- Selecting and sequencing partners
Supporting the sales and marketing function within the private wealth channel:
- Raise awareness for the product amongst financial advisors and RIAs
- Help generate investor engagement
- Assist with financial advisor due diligence
- Ensure sponsor participation in relevant events
Driving towards a successful close:
- Broaden financial advisor outreach
- Conduct follow-up campaigns
- Organize events
- Qualify meaningful prospects for the sponsor to engage
- Significant outreach to increase closure rate
Uniquely qualified:
Market savvy:
Customized marketing strategy:
Central point of contact:
Private Wealth Distribution Leads
Leo van den Thillart
Chief Executive Officer, Managing Partner
Toronto, Canada
Leo is the Chief Executive Officer and a Managing Partner of Sera Global.
He has over 20 years’ experience in the alternatives asset management industry in senior management roles, and as a business builder with extensive strategic, capital formation, product development, manager M&A and alternative investments advisory experience and has raised more than $250 billion of capital across funds, co-investments and direct investments.
Leo was formerly a Managing Partner at Brookfield Asset Management and Global Head of Brookfield’s Private Funds Group from 2009 through 2020, instrumental in building out Brookfield’s Private Funds Group and responsible for the global marketing strategy, fundraising and product development of Brookfield’s private funds.
Leo is a Board and Foundation Investment Committee member for the Menninger Clinic (a top-ranked psychiatric hospital). He is also a Board and Investment Committee member for CABHI, the Centre of Aging & Brain Health Innovation (solution accelerator focused on driving innovation in the aging and brain health sector).
Daniel Mortazavi
Executive Director
New York, USA
Daniel Mortazavi is an Executive Director at Sera Global based in our New York office.
Daniel co-Leads Sera Global’s Private Wealth Distribution practice where he supports private markets fund managers to access private wealth capital and scale their distribution capabilities in the channel.
Daniel has over 16 years’ experience and was formerly Head of Private Equity, Private Credit and Co-Investments at Morgan Stanley Wealth Management.
William Nazar de Jaucourt
Executive Director
New York, USA
William Nazar de Jaucourt is an Executive Director at Sera Global based in our New York office.
William co-Leads Sera Global’s Private Wealth Distribution practice where he supports private markets fund managers to access private wealth capital and scale their distribution capabilities in the channel.
William has over 15 years’ experience and was formerly a Director and Head of Alternative Investments Growth Strategy for Merrill Lynch and Bank of America Private Bank.
Private Wealth Senior Team
Ryan Kane
Executive Director
Chicago, USA
Ryan Kane is an Executive Director at Sera Global based in Chicago.
Ryan focuses on US Private Capital Advisory for Sera Global’s Real Estate and Infrastructure practices and is responsible for US institutional investor coverage.
Ryan has over 18 years’ experience in financial services combining Equity Capital Markets and Private Funds Business Development / Distribution. He formally worked with Eaton Partners, a private placement agent and prior to that was in distribution at Dearborn Capital Management.
Michael Zard
Executive Director
Los Angeles, USA
Michael Zard is an Executive Director at Sera Global based in our Los Angeles office.
Michael is responsible for US institutional investor coverage across real estate and infrastructure.
Michael has over 15 years’ experience and was formerly at Campbell Lutyens where he was responsible for fund placement, origination and capital advisory efforts on the West Coast. He has also held similar roles at Eaton Partners and Goldman Sachs.
Liam Connor
Senior Vice President
New York, USA
Liam Connor is a Senior Vice President at Sera Global based in New York.
Liam is responsible for managing sales and distribution campaigns with financial advisors and registered investment advisors for Sera Global’s Private Wealth Distribution practice.
He was formerly at TPG where he was responsible for private wealth distribution for the western portion of the U.S.. Prior to TPG, Liam worked in Blackstone’s Private Wealth Solutions and Insurance Solutions businesses.
Contact Us
New York
The Grace Building
1114 Avenue of the Americas
Suite 2210
New York
NY 10036
USA
daniel.mortazavi@seraadvisory.com
+1 516 902 6991
william.nazar@seraadvisory.com
+1 917 470 3880
Operating as Sera Global Securities US LLC & Sera Global Real Estate Group US LLC