Mark Bennett Investment Officer
Mark Bennett is Co-Founder, CEO, and Chief Investment Officer for
Endowment Research Group. He is Chair of the firm’s Investment Committee. He is
responsible for setting direction of the firm, cultivating strategic
partnerships, sourcing investment opportunities, and building exceptional
portfolios for ultra-high net worth individuals and family offices.
Mr. Bennett specializes in seeking out and selecting
top ten percent fund managers across a range of asset allocation strategies to
balance growth, risk, and cash flows.
He co-manages multi-asset class endowment-style
portfolios to allow significantly higher degrees of flexibility to
opportunistically invest across asset classes, including stocks, credit, hedge
funds, leveraged buyouts, growth equity, venture capital, real estate
investment trusts, business development companies, distressed credit,
infrastructure, oil & gas, commodities, farmland, and timber.
In other roles, Mr. Bennett runs the long-only Alpha
Generation portfolio, which has produced top 1% performance among all
institutional investors in consecutive years in 2017 and 2018. He is a Director
of a top quartile Venture Capital fund. He sits on the Advisory Board of a top
quartile Private Debt fund. Years earlier, out of graduate school, he made a
private later-stage software investment that has achieved a twenty-five fold
increase in valuation and a compounded annual growth rate of over
40%. He also serves on the board of directors of several other
privately-owned businesses.
Mr. Bennett is frequently invited to be a speaker at
industry investment conferences and family office events. He is a member
of the Palm Beach Hedge Fund Association and the Association for Corporate
Growth (ACG) in New York.
Mr. Bennett earned his B.A. in Economics from the
University of Notre Dame, where he graduated with honors. He holds a master‘s
degree from the University of Cambridge Judge Business School, where he
graduated with honors.
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