Jim Bolante
Global Investor Relations @Comgest
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WORK HISTORY
Global Investor Relations @Comgest
Newport Beach, CA, US
Comgest is an independent, international asset management group with a single focus on equities and $30 billion in assets under management. Since its creation in 1985, the firm has pursued a long-term ‘Quality Growth’ investment philosophy and style.Comgest has always been 100% owned by employees and founders. The firm benefits from its diverse broad partnership with more than 30 nationalities represented across over 200 colleagues (47 of whom are investment professionals). As a Partner in the business, I am focused on all aspects of distribution and investor relations globally.
EDUCATION
Boston College Carroll School of Management
Master of Business Administration (MBA), Finance
Boston University
Bachelor of Arts (BA), Economics
ABOUT JIM BOLANTE
Seasoned investment management professional with global experience in direct institutional sales and consultant relations. Successfully raised capital within US, UK, Europe, and Asia-Pacific institutional markets. Investment product knowledge in traditional long-only and non-traditional private alternative investment strategies with prior experience in Client Portfolio Management capacities while serving as a proxy for investment teams. Previous locations: Boston, MA and London, UK. Currently based in Newport Beach, CA.Successfully completed the CAIA (20••••16) and CFA (20••••14) programs and hold the Series 7 and 63 licenses with FINRA.Institutional distribution experience with the following investment strategies- Active US, Global, and Non-US + Emerging Market equities- Private Core/Core-Plus Global Infrastructure- Private Global Agriculture- Private Credit and Direct Lending- Private Long/Short Equity Hedge Funds- Private Core and Value-Add Real Estate
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