WHO WE ARE
InterGeneration Capital Management is an employee-owned registered investment adviser located in Massachusetts. ICM was founded by a small team of investment professionals, previously at a global top-3 investment management firm based in Boston, with competitive pedigree in terms of experience, and professional and academic qualifications. InterGeneration complies with the CFA Institute’s Asset Manager Code of Professional Conduct.
InterGeneration is supported by independent institutional service providers that help ensure the secure custody of your investments, and provide transparency 24/7.
InterGeneration is a certified, diverse small business enterprise.
HOW WE ARE DIFFERENT
Our institutional grade investment process incorporates stock specific fundamental research, multi-factor algorithmic screening, and global macro-economic analysis that integrates the strengths and minimizes the weaknesses of each discipline.
Our models are continuously refined with the goal of anticipating meaningful long-term security price and market movements. Over time, their cumulative advantages become inimitable.
Our asset allocation models are more diverse, dynamic, and customizable compared to relatively static robotic advisers.
Our proprietary investment models minimize outsourcing and thereby reduce intermediation costs to clients.
The firm is supported by an infrastructure of independent institutional grade service providers and specialists to avoid conflicts of interest and ensure safe custody of client assets.
MEET THE TEAM
YIN KON, Chief Investment Officer
Yin was a sector portfolio manager / senior equity research analyst at a global top-3 investment management firm responsible for portfolios that meaningfully out-performed their benchmarks for 5 consecutive years. Prior to that, he was an equity research analyst at Citigroup Asset Management in Connecticut and an auditor and accountant at Grant Thornton and Deloitte & Touche (formerly Arthur Andersen) in London. Yin is a Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and a Chartered Financial Analyst designation holder. He holds an MBA degree majoring in finance from the Stern School of Business at New York University where he was in the top 10% of his class. Yin graduated with honors from the London School of Economics majoring in accounting and finance.
VI MAC, Research Analyst
Vi is responsible for researching companies and he assists with data sourcing and analysis. Vi is a graduate of Queen Mary College, University of London, majoring in economics.
KETHIAN JORDAN, Information Technology
Kethian is responsible for ICM’s information technology. He graduated cum laude from Auburn University with a Bachelor’s degree in Computer Science. Kethian previously worked at Texas Instruments performing Software Application Development and Business Systems Analysis.
Chief Compliance Officer ("CCO")
We utilize the services of an independent consultant as our Chief Compliance Officer ("CCO"). Our CCO is an attorney who has extensive hedge, mutual fund and ’40 Act and regulatory experience with both State and SEC regulated advisors. Our CCO serves to verify our adherence to our compliance policies and procedures and code of ethics that were drafted by the law firm that helped us establish our funds. Our policies and procedures are designed to ensure we place our client’s interests at the forefront of our efforts. Our CCO is also available to answer compliance questions we may have and help us address any regulatory inquiries or audits should they arise.
Funds Administrator & Investor Relations
ICM is supported by its award winning fund administrator, Opus Fund Services, that provides administrative service support. Opus is based in Chicago with offices in New York City, San Francisco and Portland, Oregon.