Trevor M. Williams

Managing Director, Portfolio Manager
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Trevor M. Williams

Mr. Williams serves as Managing Director & Portfolio Manager and is responsible for the management of the alternative assets portfolio.

Prior to joining The Penn Mutual Life Insurance Company in September 2014, Mr. Williams worked for Janney Montgomery Scott, LLC as Manager, Investment Analyst Team. In this capacity, Mr. Williams managed a group of four investment analysts responsible for sourcing, recommending and performing on-going due diligence on open-end mutual funds, separately managed accounts, exchange traded funds and closed end funds, for the firm’s financial advisors.

Prior to his time with Janney Montgomery Scott, Mr. Williams was at Redstone Investment Management, LP., where he was Head of Client Services. Prior to that he worked at Newmarket Capital Partners, LLC and Ascendant Capital Partners, LLP.

Mr. Williams also worked at Hamilton Lane as a Senior Associate where he identified, assessed and issued recommendations on private equity, venture capital and real estate funds for the more than $30 billion private equity gatekeeper, screening approximately 150 funds during his tenure.

Mr. Williams graduated in 1992 with a Bachelor of Business Administration degree from Siena College in Loudonville, New York with a major in Accounting and a Masters of Business Administration from Villanova University.

Trevor has been a Chartered Financial Analyst (CFA) Charterholder since 2001.

Stories by Trevor M. Williams

Could 2017 Mark the Return of the Tech IPO?

By Trevor M. Williams | February 9, 2017

2016 marked the slowest year for global technology initial public offerings (IPOs) as measured by both number and value in at least the last five years. The combination of uncertain market conditions, high private valuations and ample cash hordes allowed many companies to wait until public markets offered a more favorable environment. After a slow start, global technology IPOs recovered slightly in the second half of the year. We’re now entering into an environment that looks to be highly favorable for companies seeking to go public.

Despite Its Volatility, Stay the Course with Energy

By Trevor M. Williams | January 5, 2017

Like most products and services, the price of oil is a function of supply and demand. During periods of extended oversupply, the price of oil tends to fall.

The Times, They Are A-Changin’

By Trevor M. Williams | December 8, 2016

My first “real” job was delivering The Post-Star, a daily newspaper that still serves the upstate New York town where I grew up. It doesn’t seem like newspaper delivery fills that first job role anymore, and the reasons for this are many. One of the biggest contributors has been the shift in the way we consume media today.

Who Benefits When Generic Drug Prices Go Up?

By Trevor M. Williams | November 10, 2016

Over the last 24 months, a number of high-profile generic drug price increases have dominated the news cycle—along with the barrage of negative election-related stories— in part due to the rising proportion of healthcare costs being shouldered by employees.

Has the Music Stopped for Hedge Funds?

By Trevor M. Williams | October 6, 2016

Last week, hedge fund veteran Richard Perry, who started Perry Capital 28 years ago, decided to call it quits. Perry is far from alone. With the exception of 2014, which saw a slight increase from the prior year, net hedge fund formation has fallen steadily since 2011.

Cybercrime Continues to Drive Security Spending

By Trevor M. Williams | September 8, 2016

At the beginning of 2016, many skeptics were questioning whether we were witnessing a cybersecurity bubble as a number of security-related stocks took a beating. Those concerns were overblown.

Is There Alpha in Private Assets?

By Trevor M. Williams | July 7, 2016

While the market volatility-buffering benefits of private equity are well known, advocates of the investment vehicle have also long argued that private equity-backed companies tend to perform better than their publicly-traded counterparts.

Insurance Technology Investing Heating Up

By Trevor M. Williams | May 5, 2016

As is the case in many other industries, technology is changing the way insurance-related business is done across the product spectrum – medical, property/casualty and life. Continued advances in software and… Read More

Competition Heating Up for Automobile Technology

By Trevor M. Williams | April 7, 2016

This excitement surrounding Tesla’s announcement of its Model 3 highlights an automotive arms race that is starting to heat up. According to CB Insights, in 2015, investors deployed $409 million of venture capital in auto tech companies across a record 41 deals.

When I Was a Kid…

By Trevor M. Williams | February 4, 2016

For teenagers, mobile devices are social lifelines. Without one, they would have to resort to speaking to one another, severely limiting their ability to thrive socially. Apparently talking is old school.