James is the Head of Research at the Burgiss Group. The Burgiss Group’s products and services are used by limited partners to manage in excess of $1 trillion of private market investments. In his role, James is principally responsible for research-related initiatives as well as expanding the portfolio management capabilities of the firm’s products and services. Prior to the Burgiss Group, James worked at The Bridgeton Companies, an alternative investment boutique. As one of Bridgeton’s first employees, James played a significant role in the firm’s capital management, derivatives brokerage, and research and development divisions.
James is the Chairman of the Chartered Alternative Investment Analyst (CAIA) Association’s Private Equity Task Force, a member of CAIA’s Exam Committee and a member of the CFA Institute’s Global Investment Performance Standards (GIPS) Private Equity Working Group. He also coauthored Inside Private Equity: The Professional Investor’s Handbook with Jim Kocis, Austin Long, and Craig Nickels.
James obtained his BA in Economics and Business Administration as an Omicron Delta Epsilon graduate from Muhlenberg College and he received his MBA from the Texas A&M University at Commerce. Additionally, James holds the Chartered Alternative Investment Analyst designation.
About
James is the Head of Research at the Burgiss Group. The Burgiss Group’s products and services are used by limited partners to manage in excess of $1 trillion of private market investments. In his role, James is principally responsible for research-related initiatives as well as expanding the portfolio management capabilities of the firm’s products and services. Prior to the Burgiss Group, James worked at The Bridgeton Companies, an alternative investment boutique. As one of Bridgeton’s first employees, James played a significant role in the firm’s capital management, derivatives brokerage, and research and development divisions.
James is the Chairman of the Chartered Alternative Investment Analyst (CAIA) Association’s Private Equity Task Force, a member of CAIA’s Exam Committee and a member of the CFA Institute’s Global Investment Performance Standards (GIPS) Private Equity Working Group. He also coauthored Inside Private Equity: The Professional Investor’s Handbook with Jim Kocis, Austin Long, and Craig Nickels.
James obtained his BA in Economics and Business Administration as an Omicron Delta Epsilon graduate from Muhlenberg College and he received his MBA from the Texas A&M University at Commerce. Additionally, James holds the Chartered Alternative Investment Analyst designation.