Jeremy Bear

Business Intelligence Manager at First Trust Capital Management L.P.

Jeremy Bear, CAIA, currently serves as the Business Intelligence Manager at First Trust Capital Management L.P. since March 2020. Prior experience includes roles as Associate Director at Alter Domus from February 2019 to March 2020, and as Portfolio, Risk & Infrastructure Manager at Dearborn Capital Management from April 2015 to February 2019. Jeremy also held the position of Trading & Portfolio Specialist at Zacks Investment Management from 2007 to April 2015, following finance internships at Merrill Lynch and Morgan Stanley in 2006 and 2007. Jeremy holds a degree in Finance from Bradley University, completed in 2007.

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Chicago, United States

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First Trust Capital Management L.P.

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We offer a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit. These solutions are offered in a variety of structures across the accreditation and liquidity spectrums including interval funds, tender offer funds, private funds, and direct investments to financial advisors, family offices, and institutions. Through a joint venture, Vivaldi and First Trust have partnered to create First Trust Capital Solutions, LLC – a company dedicated to providing comprehensive alternative and technology solutions to financial advisors and their clients. FTCS strategically combines the strength of First Trust Portfolios L.P.’s distribution and product capabilities with Vivaldi’s best-in-breed technology, intellectual capital and alternative investment solutions. First Trust Alternative Investment Research ("FT-AIR"): FTCS leverages an experienced research team to source and align with top-tier managers across the alternative investment universe. Through a comprehensive due diligence process, the research team has a track record of superior risk-adjusted returns and is a market leader utilizing its expertise and extensive network to source investments.


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11-50

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