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Endowment Wealth Management’s Prateek Mehrotra Named to 2023 Wisconsin Titan 100

By General, News, Press Release

Titan CEO and headline sponsor Wipfli LLP are pleased to announce Prateek Mehrotra, Chief Investment Officer, Endowment Wealth Management as a 2023 Wisconsin Titan 100. The Titan 100 program recognizes Wisconsin’s Top 100 CEO’s & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion. Collectively, the 2023 Wisconsin Titan 100 and their companies employ more than 100,000 individuals and generate $36 billion dollars in annual revenues.  This year’s honorees will be published in a limited-edition Titan 100 book and profiled exclusively online. They will be honored at the annual awards ceremony on January 12th, 2023 at Fiserv Forum, and will be given the opportunity to interact and connect multiple times throughout the year with their fellow Titans.

“The Titan 100 are shaping the future of the Wisconsin business community by building a distinguished reputation that is unrivaled and preeminent in their field. We proudly recognize the Titan 100 for their successes and contributions. We know that they will have a profound impact that makes an extraordinary difference for their customers and clients across the nation.” says Jaime Zawmon, President of Titan CEO.

As a visionary co-founder of Endowment Wealth Management and its affiliates, ETF Model Solutions, LLC and Global Alternative Investment Management, LLC, Prateek leads the investments team which is the backbone of the firm’s 3-dimensional Endowment Investment Philosophy®. Expanding a portfolio beyond just stocks and bonds, Prateek’s responsible for researching a virtually limitless expanse of investment opportunities including real assets, hedge strategies, private equity, venture capital, exchange-traded funds, private debt. He has led his firm to create a national index, an ETF strategist that designs and manages ETF portfolios, a private fund management firm that invests opportunistically on a global scale, and a digital investment platform for millennials and digitally-savvy investors.

 

“It is an incredible honor to be recognized as a Titan 100 and to be a part of this remarkable program.  While this is an individual award, it truly belongs to the great team we have at Endowment Wealth Management.  I am fortunate to be surrounded by a group of dedicated, hard-working, compassionate professionals.  I look forward to utilizing this opportunity to make meaningful connections with other accomplished, passionate, like-minded leaders to become an even better leader in my organization and our Wisconsin community.”

Prateek Mehrotra and the other award winners will be honored at the annual Titan 100 awards celebration on January 12th, 2023 at Fiserv Forum, home of the Milwaukee Bucks. This unique cocktail-style awards event will gather 100 Titans of Industry and their guests for an evening unlike anything that exists in the Wisconsin business community.

“On behalf of all the partners and associates at Wipfli we congratulate all the Titan 100 winners. It’s an honor to recognize this diverse group of leaders in Wisconsin. We appreciate the lasting impact each leader has made, and continues to make, in building organizations of significance both here in Wisconsin and abroad. Your ingenuity and creativity have set you apart, and the honor of being seen as an industry Titan is richly deserved,” says Gina Skibo, Partner at Wipfli.

Contact: Tim Landolt

Tim@EndowmentWM.com

920.785.6012

For more information, visit: https://www.titan100.biz/2023wisconsintitan100

Award recognition does not qualify as an endorsement of any particular index, investment, or investment strategy. The Wisconsin Titan 100 for 2023 was awarded 10/13/2022 by Wipfli. 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.

Press Release: New Private Fund Management Firm

By Press Release

New Private Fund Management Firm Seeks to Offer Unique Private Equity and Venture Capital Investment Opportunities to High-Net-Worth Investors

PR Newswire APPLETON, Wis., September 28, 2021–Global Alternative Investment Management LLC (“Global Alts”) has announced that it has launched its private fund management business. The Firm seeks to expand fund management services developed under its affiliate, Endowment Wealth Management, Inc. to a broader geographic client base serving high net worth individuals and families, institutional, and non-profit investors.

The current investment team has worked together since 2007 and has raised over $39 million through eight funds and has allocated over $50 million to a multitude of alternative assets. The team is currently raising capital ($7.85 million raised to-date) for its latest Fund, Unicorn Tech Fund II.

Global Alts is being spun out from Endowment Wealth Management, Inc. which has previously launched eight funds. The funds included thematic and opportunistic investments including late-stage technology- focused venture capital (including Unicorn Fund I), financial technology (Fintech), CBD/medical cannabis, medical imaging, and three co-investment funds targeting diversified multichannel retail, defense electronics, and telecom infrastructure respectively.

Robert Riedl, CPA, CFP®, AWMA®, President stated “Our private fund management business was an extension of our alternative investment offering within the context of our 3-D Endowment Investment Philosophy®. However, the majority of the HNW investors in our private funds are attracted to the unique investment opportunities and have less of a need for financial planning and core wealth management service offerings. Thus, it’s a natural evolution of our business to create a stand-alone entity and focus on marketing these unique investment opportunities to a broader HNW client base that are looking for the higher return opportunities that private funds may present. In addition, we also construct customized dedicated funds tailored to HNW families or entities willing to commit $10 million or more.”

The Firm’s fund research is headed by Prateek Mehrotra, MBA, CFA, CAIA, Chief Investment Officer. 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 charter holder, 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. Under EWM, Prateek has spearheaded the launch of 9 funds. Mr. Mehrotra commented “At first, it was difficult to get people to commit. We launched our first fund in 2016. All our funds have been opportunistic or thematic in nature. We are looking forward to building upon our experience and tell our story to a broader audience. We truly enjoy sifting through the tremendous number of investment opportunities out there and bring to our investors the unique companies we can locate and add to our funds. We think we have a unique offering and skill set that investors are not able to source on their own or through their traditional investment professional.”

For more information visit www.GlobalAlts.com

Contact:

Robert Riedl, CPA, CFP®, AWMA®

Managing Member

Global Alternatives Investment Management LLC

Rob@GlobalAlts.com

920.785.6010

Global Alts relies upon the investment adviser registration of Endowment Wealth Management, Inc. 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.

Press Release 2021.09.28_Global Alts Launch (Print Version)