At BTIG, we offer clients and investors a targeted approach to Capital Introduction. Maintaining long-standing relationships with hedge funds and investors, we understand the respective goals of each and help facilitate meaningful introductions. Through an investor-centric model, we leverage our extensive global network of institutional investors, which includes family offices, strategic investors, fund-of-funds, RIAs, outsource CIOs, endowments and foundations, to understand their portfolio and investment mandates.

By successfully delivering results, our clients continue to entrust us to distribute their story effectively and maximize their visibility in the marketplace.


Our Process Defined

As a value-added service offered to Prime Brokerage and Outsource Trading clients, BTIG Capital Introduction helps managers increase marketing effectiveness so they can focus on managing their business.

We work closely with you to learn more about your strategy, business objectives and fundraising goals. Whether looking to launch a new fund or diversify your existing investor base, we have the expertise to help you refine your message and enhance your overall business development efforts.

In addition to targeted introductions, our team also hosts roundtable sessions, best idea presentations and private lunches for our clients.


  • 2,300+ Relationships with Global Institutional Investors
  • 800+ Investor Calls/Meetings Annually
  • 3,000+ High-Touch, Targeted Manager-to-Investor Introductions Each Year
Optimizing Client Opportunities Through Targeted Introductions.


Capital Introduction LEADERSHIP

Managing Director,
Head of Capital Introduction