Private Markets Advisory For Investors

Independent CIO-Level Expertise That Pays for Itself

Our Services

We value ideas, talent & voices of people!

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Private Markets Advisory Services

Private markets deliver the highest value-add from manager selection, yet require specialized expertise. We provide independent, CIO-level guidance across private equity, private credit, infrastructure, and real estate without the overhead of full-time specialized staff or the conflicts inherent in traditional consulting relationships.

How We Help You Decide Better:
Awareness of What Matters: In private markets, top-quartile managers outperform bottom-quartile by 500 to 1,000+ basis points. We help you understand what truly differentiates managers, what questions to ask, and what warning signs matter so you can make informed decisions about manager selection and avoid costly mistakes.

Seeing Through the Marketing: Traditional consultant databases miss the substance. We help you understand what team stability really means, how to evaluate deal sourcing capabilities, and where documentation protections matter. Our role is making you aware of risks and opportunities before you commit capital.

Strategic Thinking Support: Building private markets portfolios requires long-term planning and difficult tradeoffs. We help you think through commitment pacing, vintage year diversification, and liquidity needs so you can make strategic decisions aligned with your circumstances and risk tolerance.

Resource Allocation Clarity: Most pension plans have limited investment staff managing substantial assets. We help you understand where specialized expertise adds value versus where it doesn’t, so you can make informed choices about building internal capabilities, partnering with specialists, or simplifying approaches.

Our Independence Advantage:
- No database fees or soft dollar arrangements with managers
- No affiliated investment platforms or products
- Compensation based solely on client advisory fees
- Freedom to recommend or criticize any manager based purely on client interests

Areas of Focus:

Private Equity: Understanding what drives manager selection differences, how to evaluate pacing decisions, when co-investment makes sense, and recognizing late-cycle risks when competition drives poor deal economics.

Private Credit: Awareness of documentation issues that matter, understanding concentration risks, knowing which structural protections are meaningful, and evaluating manager capabilities beyond origination.

Infrastructure: Recognizing when core strategies drift into higher risk, understanding asset-level cash flow drivers, seeing through inflation protection claims, and evaluating when higher risk is justified.

Real Estate: Understanding valuation cycle positioning, distinguishing sector opportunities from risks, awareness of debt rollover concerns, and separating structural from cyclical challenges.

Private markets require specialized awareness and strategic thinking. Our independent advisory approach helps institutional investors understand what matters, ask better questions, and make informed decisions without the conflicts inherent in traditional consulting relationships.

Key Benefits

18 years as CIO distilled into conflict-free advisory that pays for itself 10 times over. Zero risk, measurable results, no portfolio disruption required.

Independent CIO-Level Expertise

Proven 10x Return on Investment

Initial engagements typically deliver annual fee savings that cover advisory fees 10 times over, continuing year after year.

Zero Risk Fee-Back Guarantee

Looking beyond numbers to create a plan!

Institutional investment expertise focused on what matters

01.

Independent Guidance

We provide conflict-free advisory services. No affiliated products. No database fees from managers. Our recommendations serve your interests alone.

02.

CIO-Level Experience

30 years managing and advising institutional portfolios. We have built investment programs, navigated market crises, and earned board trust through results.

03.

Strategic Focus

We address the decisions that drive long-term outcomes. Asset allocation, private markets structure, governance design, and risk management frameworks.

04.

Practical Implementation

We work within your existing resources and constraints. No theoretical frameworks. No cookie-cutter solutions. Just actionable advice that fits your organization.

No matter how big you are and in what industries you work, we can help you work smarter and help achieve business goals.

When our customers succeed, so do we!!

What Our Customers Feel About Our Services!

As the leader of a global private markets investment firm, I have had the pleasure of working with Robert for more than 20 years, first as a senior investment consultant with a global firm and subsequently as the Chief Investment Officer of a leading Canadian pension plan. Robert has been a constructive and value-added investment partner. His experience spans the investment process, from strategic asset allocation to opportunity identification, evaluation and execution, and extends through to asset management, valuation and reporting.

Stuart Waugh

Managing Partner Northleaf Capital Partners

Robert and I worked together for many years as partners on a large number of commercial and residential investments across Europe. Robert was actively associated with those investments and his engagement was always strategic, informed, collaborative and insightful.” former Fund Manager, Executive Committee, Europa Capital. Independent Consultant, Pan-European Real Estate

Jason Oram

former Fund Manager, Executive Committee, Europa Capital. Independent Consultant, Pan-European Real Estate

With over 40 years of experience in leading institutional asset management firms, I have had the privilege of working with many competent plan sponsors and their related teams. Robert Cultraro is among the very best of that leadership group – always putting the interests of retirees and plan participants in the forefront of his efforts. His knowledge of plan objectives and the solutions available to meet those objectives is outstanding.

William Priest

Vice Chair TD Wealth, Chair of TD Epoch

I’ve known and worked with Robert for several years, first as a volunteer at CFA Society Toronto and later in my role as CEO. Robert is a strategic and clear thinker and is very focused on achieving outcomes on the issues that matter most. He has a “listen-first” mentality and seeks to build consensus among all stakeholders while ensuring that decisions get made effectively and in a timely manner. CFA Society Toronto could not have achieved its successes without his contributions, wise counsel and unwavering support.

Frederick Pinto

CEO CFA Society Toronto

I worked with Robert for the last 8 years and he not only consistently delivered top tier performance results as the Chief Investment Officer, but he had a steadfast commitment to integrity, is a great leader, strategic thinker, and a very effective Committee Chair.

Christopher Lopez

Past CFO Hydro One Inc.

As the CIO of a mid-size pension plan, I have found Robert’s practical experience invaluable. His deep expertise in investment strategies, portfolio structuring, governance issues, and earning the trust of boards and committees has been instrumental. Robert’s approach to dynamically manage asset mix is particularly noteworthy. His unique perspective, having once been in my position, sets him apart from other advisors. His advice and insights have greatly benefited our organization.

Carolyn Tsen

Hydro One Inc.

We advise institutional investors on asset allocation, private markets, and governance. Our work is built on 30 years managing $10 billion as CIO and advising on $50 billion in pension assets.