About Us
CTA Capital is a leading global placement agent since 2018 led by Bradley Stern.
The strength of services offered reside in the experience of the firm’s partner and his longstanding institutional investment relationships built over 30 years.
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Our Mission
Our mission is to build long-term relationships between institutional clients and a select group of investment managers. We can help you craft the best marketing campaign to highlight the benefits and uniqueness of your investment offerings.
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What We Do
We act as a liaison between you and potential clients in a manner that allows you to focus on what you do best — managing assets. We spend the time and have the experience to identify and reach out to the most appropriate institutional investors.
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Our Process
Our placement agent process is focused on efficiency with the goal of reducing the amount of time devoted to investor acquisition for its manager-clients.
The sales process is anchored by value-added personal outreach including phone conversations as the primary tool to initiate the sales process. Follow-up emails with insightful, manager-specific data packets are an important part of the process. These data packets are analytically customized for each manager to address key aspects of the manager’s investment process and strengths.
We utilize an ongoing manager surveillance program to ensure that we engage with the highest quality organizations. An important element of the firm’s selection process is its commitment to staying current on industry trends, strategy preferences, new policies and best practices, as well as liquidity and lock-up terms.
Additionally, the firm stays informed on the continually shifting regulatory landscape both domestically and offshore.
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Manager Evaluation
When evaluating managers, we examine the critical ingredients that define an institutional manager. These include the manager’s pedigree, track record, investment process, and infrastructure.
The impact of macro and broader sector variables are considered, but more importantly the focus is on manager alpha and their ability to generate absolute returns.
We are opportunistic in our evaluation of managers, but the types of managers we typically work with are early and later stage emerging managers looking to rebuild their institutional client base.
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Contact
Bradley Stern
📞 203-246-5969
📍 33 North Water Street, Norwalk, CT 06854
✉️ brad.stern@ctacapllc.com
✉️ bstern@gqrsecurities.com