Jones Capital Introduction service leverages over 45 years of our long-established global network of strategic investors and relationships.
Client Goal: 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’s specific 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
Services
Prime Brokerage Integrated platform with front to back office technology solutions, full-service client coverage and operational support, top-tier custody, business consulting and capital introduction services
Outsourced Trading Outsourced Trading offers innovative and unparalleled trade capabilities leading to the opportunity for best execution
Electronic Trading JET is an algorithmic trading suite designed to navigate the market’s high fragmentation and complexity
Contact Us
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.
kschroeder@jonestrading.com
312.342.5434 – office
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.
kbelair@jonestrading.com
914.260.9317 – cell