Alternative Investments (2024)

Table of Contents
Overview Philosophy Rui De Figueiredo Head and CIO of the Solutions & Multi-Asset Group Rui De Figueiredo Head and CIO of the Solutions & Multi-Asset Group David N. Miller Head of Global Private Credit & Equity David N. Miller Head of Global Private Credit & Equity John Klopp Head of Global Real Assets John Klopp Head of Global Real Assets Mark van der Zwan Chief Investment Officer and Head of the AIP Hedge Fund Team Mark van der Zwan Chief Investment Officer and Head of the AIP Hedge Fund Team Chin Chou Chief Executive Officer of Private Equity Asia Chin Chou Chief Executive Officer of Private Equity Asia Hank D'Alessandro Vice Chairman, North America Private Credit Hank D'Alessandro Vice Chairman, North America Private Credit Aaron Sack Head of Capital Partners Aaron Sack Head of Capital Partners Pete D. Chung Head of Expansion Capital Pete D. Chung Head of Expansion Capital John Moon Head of Morgan Stanley Energy Partners John Moon Head of Morgan Stanley Energy Partners Markus Hottenrott Chief Investment Officer, Infrastructure Partners Markus Hottenrott Chief Investment Officer, Infrastructure Partners Neha Champaneria Markle Head of Morgan Stanley Private Equity Solutions Neha Champaneria Markle Head of Morgan Stanley Private Equity Solutions Nash Waterman Head of Morgan Stanley Private Equity Secondaries Nash Waterman Head of Morgan Stanley Private Equity Secondaries Vikram Raju Head of Climate Investing | Private Credit & Equity Vikram Raju Head of Climate Investing | Private Credit & Equity Olivier de Poulpiquet Chairman, Morgan Stanley Real Estate Investing Olivier de Poulpiquet Chairman, Morgan Stanley Real Estate Investing References

Overview

Morgan Stanley Investment Management is a leading provider of alternative investment strategies with expertise that spans across private equity, private credit, hedge funds, real estate, infrastructure and managed futures markets. We are dedicated to serving the unique needs of financial advisors and their clients by delivering exceptional portfolios and custom alternative investment programs.

Philosophy

Our alternative investments teams pursue a broad range of strategies in diverse markets and geographies, yet they share a common perspective on value creation. Over the long term, the best means to deliver attractive, uncorrelated returns is to focus on segments where specialized expertise and a partnership approach is rewarded; structural dislocation, capital supply/demand imbalances and complexity prevail; and Morgan Stanley's resources and reputation provide unique sourcing, information and value-creation advantages. We avoid segments where we believe the competition for alpha is high, the supply of capital is abundant and the potential to deliver differentiated strategies and investment opportunities is low.

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Our expertise lies in managing custom alternative investment solutions that enable financial advisors to address the unique risk, return and liquidity objectives of their clients

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We seek unique situations where we have deep expertise, strong sourcing advantages and the ability to create value by leveraging the unparalleled resources of Morgan Stanley

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We are a financing source for middle-market companies and late-stage businesses in high-growth sectors primarily located in North America and Western Europe

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Our hedge fund solutions include custom portfolios; broadly-diversified, opportunistic and strategy-specific funds; and advisory services

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We specialize in global value-add / opportunistic and regional core real estate investment strategies

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We focus on large-scale transportation, energy and utilities, communications, and social infrastructure projects in OECD countries and select emerging markets

Alternative Investments (21)

We manage a broad range of CTA-focused investment solutions

Alternative Investments (22)

Our expertise lies in managing custom alternative investment solutions that enable financial advisors to address the unique risk, return and liquidity objectives of their clients

Alternative Investments (23)

We seek unique situations where we have deep expertise, strong sourcing advantages and the ability to create value by leveraging the unparalleled resources of Morgan Stanley

Alternative Investments (24)

We are a financing source for middle-market companies and late-stage businesses in high-growth sectors primarily located in North America and Western Europe

Alternative Investments (25)

Our hedge fund solutions include custom portfolios; broadly-diversified, opportunistic and strategy-specific funds; and advisory services

Alternative Investments (26)

We specialize in global value-add / opportunistic and regional core real estate investment strategies

Alternative Investments (27)

We focus on large-scale transportation, energy and utilities, communications, and social infrastructure projects in OECD countries and select emerging markets

Alternative Investments (28)

We manage a broad range of CTA-focused investment solutions

‘‘

We are committed to delivering exceptional service and superior investment results. We have a client-centric approach to portfolio management and an innovative asset allocation methodology designed to address the increasing diversity of investment options.


Rui De Figueiredo

Head and CIO of the Solutions & Multi-Asset Group

‘‘

We are committed to delivering exceptional service and superior investment results. We have a client-centric approach to portfolio management and an innovative asset allocation methodology designed to address the increasing diversity of investment options.


Rui De Figueiredo

Head and CIO of the Solutions & Multi-Asset Group

‘‘

Wetake pride in the depth and breadth of our private markets platform and our collaborative approach to return generation across our portfolios.


David N. Miller

Head of Global Private Credit & Equity

‘‘

Wetake pride in the depth and breadth of our private markets platform and our collaborative approach to return generation across our portfolios.


David N. Miller

Head of Global Private Credit & Equity

‘‘

MSIM Real Assets delivers comprehensive Real Estate and Infrastructure solutions to our partners and clients. We are patient, disciplined investors, committed to working with the best operating partners in each market, seeking to generate strong risk-adjusted returns, and always putting our clients first.


John Klopp

Head of Global Real Assets

‘‘

MSIM Real Assets delivers comprehensive Real Estate and Infrastructure solutions to our partners and clients. We are patient, disciplined investors, committed to working with the best operating partners in each market, seeking to generate strong risk-adjusted returns, and always putting our clients first.


John Klopp

Head of Global Real Assets

‘‘

Size, scale and expertiseenables us to deliver a unique set of exposures and portfolio options to our clients.We offerflexibility in regards to strategies, implementation vehicles, investment types and liquidity preferences.


Mark van der Zwan

Chief Investment Officer and Head of the AIP Hedge Fund Team

‘‘

Size, scale and expertiseenables us to deliver a unique set of exposures and portfolio options to our clients.We offerflexibility in regards to strategies, implementation vehicles, investment types and liquidity preferences.


Mark van der Zwan

Chief Investment Officer and Head of the AIP Hedge Fund Team

‘‘

Reputation and relationships are what matter in Asia. We have over two decades of experience in the region, so we have a very strong reputation. We also have 60 investors in the region, so we have the right relationships. Finally, we have the Morgan Stanley name on our business cards which opens doors for us.


Chin Chou

Chief Executive Officer of Private Equity Asia

‘‘

Reputation and relationships are what matter in Asia. We have over two decades of experience in the region, so we have a very strong reputation. We also have 60 investors in the region, so we have the right relationships. Finally, we have the Morgan Stanley name on our business cards which opens doors for us.


Chin Chou

Chief Executive Officer of Private Equity Asia

‘‘

We are patient and long-term capital providers. We seek to add value by structuring transactions consistent with a portfolio company's strategic and financial goals.Additionally, weseek to add value throughout the investment horizon by leveraging Morgan Stanley’s global network, industry expertise and purchasing power.


Hank D'Alessandro

Vice Chairman, North America Private Credit

‘‘

We are patient and long-term capital providers. We seek to add value by structuring transactions consistent with a portfolio company's strategic and financial goals.Additionally, weseek to add value throughout the investment horizon by leveraging Morgan Stanley’s global network, industry expertise and purchasing power.


Hank D'Alessandro

Vice Chairman, North America Private Credit

‘‘

An owner of a mid-sized business seeking an investor who will partner with them over the long term will find one here. Alignment of interests, in our view, is the key to successful private equity investing.


Aaron Sack

Head of Capital Partners

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An owner of a mid-sized business seeking an investor who will partner with them over the long term will find one here. Alignment of interests, in our view, is the key to successful private equity investing.


Aaron Sack

Head of Capital Partners

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What I find most rewarding about our strategy is that no one succeeds unless the entire pie grows and everyone gets their fair share. When we first meet, many business owners have sacrificed both time and financial security. Seeing the impact of success on our entrepreneurs is very satisfying.


Pete D. Chung

Head of Expansion Capital

‘‘

What I find most rewarding about our strategy is that no one succeeds unless the entire pie grows and everyone gets their fair share. When we first meet, many business owners have sacrificed both time and financial security. Seeing the impact of success on our entrepreneurs is very satisfying.


Pete D. Chung

Head of Expansion Capital

‘‘

We have access to colleagues who also spend their time thinking about the energy industry–research analysts, investment bankers, commodities traders and financial advisors in energy hub cities. Collectively, they extend our network well beyond the range of a typical middle-market private equity fund.


John Moon

Head of Morgan Stanley Energy Partners

‘‘

We have access to colleagues who also spend their time thinking about the energy industry–research analysts, investment bankers, commodities traders and financial advisors in energy hub cities. Collectively, they extend our network well beyond the range of a typical middle-market private equity fund.


John Moon

Head of Morgan Stanley Energy Partners

‘‘

We believe that efficient and well-functioning infrastructure is hugely beneficial for society. Therefore, it is a privilege to be in a position to transform and improve infrastructure assets while targeting attractive returns for our investors.


Markus Hottenrott

Chief Investment Officer, Infrastructure Partners

‘‘

We believe that efficient and well-functioning infrastructure is hugely beneficial for society. Therefore, it is a privilege to be in a position to transform and improve infrastructure assets while targeting attractive returns for our investors.


Markus Hottenrott

Chief Investment Officer, Infrastructure Partners

‘‘

We believe that investors who are willing to tolerate illiquidity should demand a significant premium for their patience. With our deep team of experts our global footprint, we have delivered that premium for over two decades with an ongoing commitment to seeking alpha by investing capital in segments that are often overlooked by others.


Neha Champaneria Markle

Head of Morgan Stanley Private Equity Solutions

‘‘

We believe that investors who are willing to tolerate illiquidity should demand a significant premium for their patience. With our deep team of experts our global footprint, we have delivered that premium for over two decades with an ongoing commitment to seeking alpha by investing capital in segments that are often overlooked by others.


Neha Champaneria Markle

Head of Morgan Stanley Private Equity Solutions

‘‘

Morgan Stanley has provided the platform to create truly innovative products providing our clients with best-in-class risk adjusted returns.


Nash Waterman

Head of Morgan Stanley Private Equity Secondaries

‘‘

Morgan Stanley has provided the platform to create truly innovative products providing our clients with best-in-class risk adjusted returns.


Nash Waterman

Head of Morgan Stanley Private Equity Secondaries

‘‘

Impact investors for over a decade, our approach is deliberately label-agnostic, focused on concrete impact while seeking to generate commercial private equity returns. Today, we continue to push the envelope questioning everything, from the scale of impact to the way to hold ourselves accountable.


Vikram Raju

Head of Climate Investing | Private Credit & Equity

‘‘

Impact investors for over a decade, our approach is deliberately label-agnostic, focused on concrete impact while seeking to generate commercial private equity returns. Today, we continue to push the envelope questioning everything, from the scale of impact to the way to hold ourselves accountable.


Vikram Raju

Head of Climate Investing | Private Credit & Equity

‘‘

We seek to build lasting relationships with best‐in‐class local real estate partners in markets around the world who share our investing philosophy, and can join forces with our seasoned investment team to unlock value.


Olivier de Poulpiquet

Chairman, Morgan Stanley Real Estate Investing

‘‘

We seek to build lasting relationships with best‐in‐class local real estate partners in markets around the world who share our investing philosophy, and can join forces with our seasoned investment team to unlock value.


Olivier de Poulpiquet

Chairman, Morgan Stanley Real Estate Investing

Alternative Investments (2024)

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