Global Alternative Investment Management LLC (“Global Alts”) relies upon the investment adviser registration of Endowment Wealth Management, Inc. (“EWM”) based on certain no-action letters issued to the American Bar Association in the past. The activities of Global Alts’ investment advisory activities are subject to the Investment Advisers Act of 1940 and the rules thereunder and is subject to examination by the Securities and Exchange Commission. EWM and its representatives are in compliance with the current registration filing requirements imposed upon SEC-registered investment advisors.
Global Alternative Investment Management LLC
Global Alts is a fund management firm that identifies and invests in opportunistic private equity and venture capital opportunities. These investment opportunities are offered solely to Accredited Investors who also meet Qualified Client and/or Qualified Purchaser criteria, including high net-worth individuals and families, institutions, nonprofit organizations, and university endowments across the United States.
Our Mission is to source and present to our Accredited and Qualified Investors unique private equity and venture capital investments that possess the potential for asymmetric returns.
Prateek has over 27 years of experience in the financial services industry. Prior to coming to Wisconsin, Prateek was a principal with GTG Ventures, Inc., in Palo Alto, California, where he was responsible for sourcing and analyzing investment opportunities across various technology sectors. Prateek brings a unique global perspective to the Company. Born in India and armed with a degree in engineering, Prateek has earned an MBA, is a CFA charterholder, and is the first Chartered Alternative Investment Analyst in the State of Wisconsin.
Prateek has spent his career cultivating relationships with private fund managers, hedge fund managers, and venture capitalists and utilizes this extensive list of contacts to source unique private and public investment opportunities. Prateek has spearheaded the launch of 9 funds with the current investment team.
In 2018 Prateek was named to the Investopedia Top 100 Financial Advisors list. This award celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.
The Investopedia Top 100 Advisors for 2018 was awarded 6/8/2018 by Investopedia. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.investopedia.com/top-100-financial-advisors-4427912 .
In 2022 Prateek was named to the 2023 Wisconsin Titan 100 list. This award recognizes the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion.
The Wisconsin Titan 100 for 2023 was awarded 10/13/2022 by the Titan CEO organization. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Prateek Mehrotra agreed to attend the award presentation and purchase tickets for the event as part of his acceptance of the award. Judging criteria for the award can be found at: www.titan100.biz.
Rob’s 30 years of professional experience is key when consulting with client families, businesses and institutions. He began his career at Arthur Andersen & Co., as a staff accountant, serving the needs of small business clients. He was the founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation. Additionally, Rob held a consultant role providing strategic advice to entrepreneurs in areas such as corporate structure, customer base, product mix and systems. For the past ten (10) years, Rob was the Director of Wealth Management and a Member of the Investment Committee at Sumnicht & Associates, LLC. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.
Rob received his Bachelor’s Degree from Marquette University in 1980, with a double major in Accounting and Finance. He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner (CFP®) in 1984, and received his Accredited Wealth Management: Advisor (AWMA®) designation from the College of Financial Planning in November 2005.
In 2019 Rob was named to the Investopedia Top 100 Financial Advisors list. This award celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.
The Investopedia Top 100 Advisors for 2019 was awarded 8/8/2019 by Investopedia. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.investopedia.com/top-100-financial-advisors-4427912 .
Tim brings an extensive background in the investment management and financial services industry to the Firm. Prior to joining the Firm, Tim previously managed nearly all business functions for an SEC-registered ETF model management firm, including ongoing research and analysis of tactical asset allocation strategies, model trading, operations, compliance, performance reporting, and marketing collateral and web content development during his 6+ year tenure. Tim previously held roles as a portfolio manager and research analyst. Tim also worked at William O’Neil Co., in Los Angeles, CA, where he served in various capacities, including fundamental research, institutional marketing, and National Sales Manager for the firm’s $300 million mutual fund. Tim has been quoted in national business publications and has appeared on CNBC.
Tim earned his Bachelor’s Degree in Business from the University of Wisconsin-Oshkosh. Tim earned his MBA from Loyola Marymount University in Los Angeles, CA, and is a member of Beta Gamma Sigma National Honor Society.
Jamie is responsible for researching new investment opportunities and assisting with management & reporting of all special purpose vehicles (SPVs).
Prior to joining the Company, Jamie worked at Thrivent Financial, a Fortune 500 company, for over nine years in multiple roles with the latest role working as a research analyst for Thrivent Asset Management. His prior employer was extensively involved in trading equities, analyzing portfolio risk, and managing equity index portfolios.
Prior to working in the financial services industry, Jamie worked as an accountant for several area firms, specializing in individual, partnership, and corporate tax.
Jamie received his Bachelor’s Degree from the University of Wisconsin-Oshkosh, with a double major in Accounting and Finance. He is both a Chartered Financial Analyst (CFA®) charterholder and a Certified Public Accountant (CPA).
John is a Senior Wealth Advisor within the Family Wealth Management area of the Company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. John assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs.
John began his career at Merrill Lynch as an advisor assistant, serving the needs of families & small business owners. He was the founder of Vision Wealth Partners, a Wisconsin registered investment advisor and has been helping families and small-business owners with financial planning and investment management since 2011. His writing has been featured on CNBC, Yahoo! Finance, U.S. News and MyCompanyRetirementPlan.com.
John received his Bachelor’s Degree from St. Norbert College majoring in Finance and was a Dean’s List student. He earned his Certified Financial Planner (CFP®) designation in 2017.
