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Hedge Fund
Lake Cornelia Research Management - Investor Presentation
After working on Wall Street for over 15 years, I joined my father’s RIA firm in my native Minnesota. Our firm manages in excess of $100 million of outside capital ( 1). On March 1 st , 2020, I launched a proprietary managed account strategy, which clients invest alongside of on a pro rata basis. Through 11/30/2020, the strategy has returned 211.4% net of fees ( 2). Additionally, I provide bespoke investment services to a small number of family offices and institutional clients principally consi