About

A rich heritage in alternative investments

Chesapeake has a rich heritage in alternative investments due to its 25-year involvement advising families, endowments, and foundations on a broad range of investments. Chesapeake’s history has included a long-term advisory relationship with the endowment of one of the nation’s most prominent HBCUs (Historically Black Colleges and Universities), which led to top quartile returns among its peers.

The endowment model of investing, which blends traditional asset classes with less traditional offerings such as hedge funds, private equity, venture capital, and real estate, has been increasingly adopted by both private and institutional investors seeking multi-generational wealth creation. Chesapeake is uniquely suited as a long-term strategic investment advisor due to its multi-decade experience and differentiated manager network in the alternative investment space.

Alternatives Advisory Services

CAM provides non-discretionary advisory services and operational support related to alternative investments.

We offer strategic guidance and support in the sourcing, evaluation, and execution of investment opportunities across private equity, private credit, venture capital, real estate, infrastructure, hedge funds, digital assets, and direct private investments.

 

 

Asset Allocation Advice: Integration of alternative assets into client portfolios.
Opportunity Sourcing: Identification and evaluation of suitable investment opportunities.
Investment and Operational Due Diligence: Assessment of fund managers, investment strategies, and operational risk.
Operational Support: Assistance with subscription, redemption, and other investment-related processes.
Ongoing Monitoring and Analysis: Regular evaluation of investment performance and associated risks.
Comprehensive Reporting: Consolidated reporting across traditional and alternative investments.

Clients can engage the Firm for full-lifecycle investment advisory services or discrete engagements.

Alternative Asset Classes

Alternative investments play a vital role in a diversified, multi-asset portfolio. Key benefits include:

  • Enhanced portfolio diversification
  • Access to top-tier managers with specialized tools to navigate economic cycles
  • Reduced impact of market volatility
  • Potential for higher returns through opportunistic investments
  • Broader exposure via private market opportunities
  • Reinforced long-term discipline through some illiquid holdings

CAM advises clients across the following alternative asset classes:

Growth Equity

Private equity investments—ranging from early-stage ventures to pre-IPO opportunities—allow investors to participate in high-growth companies and capture outsized returns.

CAM maintains long-standing relationships with leading managers in Silicon Valley and globally, focusing on structural growth themes such as artificial intelligence, automation, blockchain, alternative proteins, and novel therapies.

Co-Investments & Direct Private Investments

CAM provides direct access to high-potential private companies by investing alongside top sponsors.

Increased access and liquidity in the secondary market now enable investors to gain exposure to established technology leaders, often bypassing traditional fund structures.

Uncorrelated Hedge Fund Strategies

CAM offers exposure to a curated mix of niche hedge fund strategies that exploit market inefficiencies.

These strategies provide returns uncorrelated to broader economic or market movements and serve as a compelling counterbalance to equity risk—often delivering higher returns than traditional fixed income.

Private Credit

Specialized lending strategies focused on generating stable, recurring income with lower correlation to public fixed income benchmarks.

Real Estate & Infrastructure

Investments in high-quality real assets that offer predictable income distributions and built-in downside protection.