Capital Introduction
Jones Capital Introduction service leverages 50 years of our long-established global network of strategic investors and relationships.
Driven by client goals
Raise the clients’ profile and increase the fund’s exposure through active outreach to our vast network of investor relationships.
JonesTrading takes a very focused approach – recognizing that time is valuable, we will focus on introductions that are deemed to be meaningful and mutually beneficial.
Allocator Goal: Present investment opportunities that meet an investor’sspecific needs. If we take the time to understand an investor’s underlying mandates, their risk/return tolerances, and the hedge fund manager profiles they tend to gravitate to, we are much better positioned to present investors ideas that are appropriate.
A value-added service from Jones
JonesTrading Capital Introductions is a value-added service offered to Prime Brokerage, Outsourced Trading, and Electronic Trading clients, with the goal of increasing marketing efficiency and allowing the manager to focus on their investment portfolio and other crucial aspects of their business. We are focused on identifying and understanding the respective goals and mandates of both hedge funds and investors.
Leverage long-established global network of investors, including high net worth individuals, family offices, strategic investors, fund-of-funds, RIAs, outsource CIOs, endowments and foundations, to facilitate meaningful introductions. The team has a proven track record of making successful introductions between our clients and our vast network of investors.
- 3,000+ Allocator Relationships with a particular focus on Emerging Manager Investors
- 300+ Investor Calls/Meetings Annually
Kelly Schroeder
Head of Capital Introduction
Kelly Schroeder is a Managing Director and Head of Capital Introduction at Jones Trading with over 18 years of experience. Prior to joining Jones Trading in October 2023, Ms. Schroeder spent 8+ years as a senior member of the Wells Fargo Capital Introduction team, working with Hedge Fund Investors and Managers on the East Coast, as well as the Mid Atlantic and Southeast regions. Before Wells Fargo, Ms. Schroeder instituted and led a Capital Networking initiative for Trading Technologies (TT) focusing on CTA and Global Macro strategies. Ms. Schroeder earned a BA in Supply Chain Management from Michigan State University.
Kate Belair (Roberts)
Director
Kate Belair is a Director on JonesTrading Capital Introduction Team and is based in Dallas, TX. Prior to joining JonesTrading, Kate was the Director of Marketing & Investors Relations at Webs Creek Capital, a Dallas-based Energy-focused L/S equity fund, where she was responsible for overseeing all marketing efforts and investor relations. Prior to joining Webs Creek, Kate was a Vice President of Business Development at Canyon Partners, a $25B alternative credit platform where she focused on developing and building relationships across family offices and RIAs across North America. She brings over 13 years of industry experience and 10 years of capital raising and marketing experience across alternative investment strategies.
Prime Brokerage
JonesTrading Prime Services offers hedge fund firms a suite of capabilities that frees managers’ time and energy so they can build their franchises and provide their investors with the institutional grade capabilities that are expected in today’s competitive performance environment.
Outsourced Trading
Outsourced Trading provides investment managers a cost-effective solution for running their business, while providing direct access to liquidity and market intelligence.
Electronic Trading
JET is a fundamentally different way to execute trades electronically. Moving beyond today’s current commoditized algos, JET redefines electronic trading by developing an ecosystem – a hybrid where human intellectual capital and electronic capability merge for optimal trading outcomes.
Contact Us
Kelly Schroeder
kschroeder@jonestrading.com
312.342.5434 – office
Kate Belair (Roberts)
kbelair@jonestrading.com
914.260.9317 – mobile
