Hatteras Funds Adds Four Alternative Investment Specialists

Oct 18, 2011, 10:42 ET from Hatteras Funds

RALEIGH, N.C., Oct. 18, 2011 /PRNewswire/ -- Hatteras Funds, a boutique alternative investment specialist providing unique alternative investment solutions for financial advisors and their clients, has added four alternative investment specialists to its national sales team.

The four new team members strengthen Hatteras Funds' commitment to Financial Advisors across the country who seek the expertise to make informed choices about alternative investments.

"By adding these four highly talented and experienced alternative investment specialists to our sales team, Hatteras Funds is demonstrating our commitment to the advisor community," said Brian Jacobs, Chief Executive Officer of Hatteras Funds. "Our team is focused on providing the transparency, detail, and support that advisors require when considering an allocation to alternative investment strategies."

The new Hatteras Funds alternative investment specialists are:

Thomas K. Baker, West Regional Director – Mr. Baker brings a broad understanding of alternative investments gained over the course of 20 years in the investment industry. Prior to joining Hatteras Funds, Mr. Baker was Vice President and Divisional Director for Morgan Stanley Investment Management (MSIM), where he was responsible for raising capital for MSIM alternative investment strategies from 2003 - 2011. He joined Morgan Stanley in 1992 as a financial advisor and spent 10 years working with the firm's Fixed Income Division. Mr. Baker is based in San Francisco, CA.

Casey J. Brunner, CIMA, Midwest Regional Director – Mr. Brunner joins Hatteras Funds from Morgan Stanley Investment Management (MSIM) and Invesco, where he was a Regional Sales Director. While at MSIM, Mr. Brunner's primary focus was on portfolio construction with an emphasis on integrating alternative investments. Prior to joining MSIM, Mr. Brunner held roles in both investment banking and investment management. He is based in Milwaukee, Wisconsin.

Michael O. Kurz, CAIA, CIMA, CFP, Southwest Regional Director – Mr. Kurz joins Hatteras Funds from 1st Global Advisors in Dallas, where he was responsible for the platform development of structured investment and alternative investment capabilities. He also served as the key relationship manager for 325 affiliated advisors. His experience includes tenures as a financial advisor at firms such as JPMorgan Chase and Edward Jones Investments and has worked as a Registered Investment Advisor. He is based in Dallas, Texas.

Robert S. Schwab, Metro Regional Associate – Mr. Schwab joins the Hatteras Funds' internal sales and service team from Goldman Sachs where he was a regional consultant focused on supporting and building relationships with Financial Advisors.  Prior to joining Goldman Sachs, Mr. Schwab was a member of Putnam Investments' internal sales team. He is based in Hatteras Funds' home office in Raleigh, North Carolina.

"The advisor community deserves a partner that provides a high level of service, knowledge of how alternative investment strategies work within a portfolio and a deep understanding of investment solutions," said Robert B. Brown, Director of Sales and Marketing for Hatteras Funds. "We went through an exhaustive search process in an effort to find client-focused specialists with alternative investment experience.  We are excited to welcome Tom, Casey, Mike, and Rob to the Hatteras Funds' team."

For more information about Hatteras Funds, please contact Tony Kono at 973-850-7323 or tony@jcprinc.com.

About Hatteras Funds

Hatteras Funds provides unique alternative investment solutions for financial advisors and their clients. We believe that all investors should have access to the same sophisticated investment approach and superior portfolio management talent as the largest institutions. A boutique alternative investment specialist founded in 2003, Hatteras Funds offers a suite of innovative products designed to solve specific portfolio needs. The Raleigh, N.C.-based firm manages $2 billion in alternative investment strategies for a broad range of institutions, endowments, pensions and high net worth individuals. For more information, please visit www.hatterasfunds.com.

You should consider a fund's investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information about the Hatteras sponsored investment products, call 866-388-6292 or visit hatterasfunds.com or hatterasmutualfunds.com. Please read the respective prospectus carefully before investing.

Except for the historical information and discussions contained herein, statements contained in this news release constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements may involve a number of risks, uncertainties and other factors that could cause actual results to differ materially, including the performance of financial markets, the investment performance of Hatteras' sponsored investment products, general economic conditions, competitive conditions and government regulations, including changes in tax laws. Readers should carefully consider such factors. Further, such forward-looking statements speak only on the date at which such statements are made. Hatteras Funds undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of such statements.

The information contained in this press release is not indicative of the past or future performance of any Hatteras product and should not be considered as investment advice or a recommendation by Hatteras Funds of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. This information is provided for informational purposes only.

Securities distributed, placed or offered through Hatteras Capital Distributors, LLC, member FINRA/SIPC. Hatteras Capital Distributors, LLC is affiliated with Hatteras Investment Partners, LLC, Hatteras Capital Investment Management, LLC and Hatteras Alternative Mutual Funds, LLC by virtue of common control or ownership.


Tony Kono




SOURCE Hatteras Funds