Northern Trust Logo
 

Alternative Investments

 
.
 
 
 
 
 
 
 
 
.

Northern Trust Alternatives
Northern Trust Alternatives is a focused alternatives solutions provider. By combining private equity and hedge fund investments under one umbrella, we have created a center of experience and a foundation for future offerings. Our mission is to be a trusted partner and provide a core allocation for both hedge and private equity funds for our clients.

Northern Trust Alternatives leverages strong manager relationships and research to develop solutions and services to meet investors'  risk and return needs.

About Northern Trust's Alternative Investments

The Northern Trust Alternatives team provides:

  • Scale and Experience – We have experience that extends more than 11 years.
  • Unique Sources of Alpha –  We are experienced investors in small- to mid-sized managers, starting early in their lifecycles, and have build our investment and stringent due diligence process around this strategy.
  • Risk Management and Oversight – We focus on risk management and oversight throughout the investment process to help you avoid unintended risk.
  • Boutique Firm Experience With Global Firm Advantages – Our team offers investors the attention you might expect from a boutique firm coupled with the stability and resources that a global firm can offer.
  • Continued Innovation – We continue to build new capabilities and serve as a center of expertise for alternative asset classes.

 

Robert Morgan

Robert Morgan

Managing Director
50 South Capital
person icon
View Profile
.
.
Hide Profile
Robert Morgan

Robert Morgan

Managing Director
50 South Capital
 

Robert P. Morgan is a Senior Vice President and Managing Director for 50 South Capital, with management responsibility for the alternative asset investments areas of 50 South Capital. He had previously been Director of Private Equity, a position he held since co-founding the Private Equity funds group, and an area in which he remains heavily involved.

Prior to joining 50 South Capital, he worked as a Director at Frye-Louis Capital Advisors, LLC (FLCA), a Chicago-based private equity investment manager, and was responsible for all of the operations of FLCA, including the management of a private equity fund-of-funds. Prior to joining FLCA, he worked for Heller Financial, Inc., a middle-market commercial finance company which was later acquired by General Electric. Mr. Morgan was a Senior Vice President at Heller and was responsible for its private equity programs. Within Heller, he held several roles, including positions in the Corporate Finance Group, Corporate Credit and Heller Equity Capital Corporation, Heller’s captive private equity fund. He has invested in over 100 private equity funds covering the buyout, venture capital, structured high yield, real estate and international markets. While at Heller, he also oversaw a direct equity co-investment program which totaled approximately 20 investments. Prior to attending business school, he worked for a commercial bank in North Carolina.

Mr. Morgan is a board member for the Illinois Venture Capital Association and several fund advisory boards. He received his B.A. in economics from Wake Forest University and an MBA from Emory University.

Point of View

Point of View

Investment insights, trend analysis and timely commentary from our investment experts.
.
 
 
 
 
 
 
 
.
Investment Products and Services are:

Not FDIC INSURED; May lose value; No bank guarantee

Investment advisory services are offered by Northern Trust Investments, Inc., an investment advisor registered with the U.S. Securities and Exchange Commission and subsidiary of Northern Trust Corporation.

An investment advisor typically is deemed a fiduciary under the Employee Retirement Income Securities Act of 1974 and must act with strict honesty and candor solely in the interest of the participants of the plan.

Securities products and services including brokerage activities are offered and sold by Northern Trust Securities, Inc., a broker-dealer and registered investment advisor, member FINRA, SIPC and a wholly owned subsidiary of Northern Trust Corporation.



Northern Trust Corporation. Head Office: 50 South LaSalle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For more information, read our legal and regulatory information about individual market offices.