Investment Conversions & ConsultingChapter five · the cast
The logos we're allowed to show you
Most of what we do sits close enough to a client's books that they would rather we didn't advertise it — which is, in its way, the reference. Here is what we can name, plus the institutions where we have placed specialists directly into the team.
Sectors we serve
One specialty across six kinds of institution — each with its own regulator, its own close, and its own idea of a bad day.
Insurers
Statutory and GAAP side by side, complex asset classes, books measured in decades.
Banks
Treasury and investment portfolios under permanent regulatory attention.
Asset managers
Multi-strategy operations where front and back office have to agree by close of play.
Mutual funds
Daily NAV, and no tolerance whatsoever for an unexplained variance.
Pension plans
Long-dated liabilities, several custodians, and trustees who ask very good questions.
Government funds
Public accountability, procurement rules, and scrutiny that never quite lets up.
Institutions & placements
Client relationships, and passthrough engagements where ICC placed specialized talent straight into an institution's own team.
Tell us
your story.
The merger, the migration, the numbers that won't agree, the date that won't move. Start at any chapter — we'll tell you candidly how it ends. Senior practitioners are standing by, which is the modern version of what our founders used to promise.
Discuss your project +1.603.401.6697