Blackfield offers bespoke and sophisticated management of investable assets for Ultra-High-Net-Worth individuals, Family Offices, and Institutions.
Our Investment Philosophy
We believe great wealth advisors are, first and foremost, exceptional asset allocators, skilled in preserving and growing capital on superior, long-term, after-tax, risk-adjusted terms.
Wealth Preservation
Our primary concern is always the preservation of principal and wealth. We outperform by growing assets with significantly less risk than typical advisors.
After-Tax Returns
We focus on structure and asset selection to deliver true "after-tax" returns, measuring our impact on portfolios irrespective of the client's investment profile.
Professional Management
We offer best-of-breed expertise as an institutional multi-asset manager, spanning public and private debt and equity, special situations, and alternatives.
Wealth Preservation
Our primary concern is always the preservation of principal and wealth. Our approach focuses on identifying outlier opportunities coupled with markedly reduced risk.
After-Tax Returns
We work to optimize after-tax returns across the investment spectrum through both tax-efficient structuring and strategic asset selection.
After-Tax Return
We focus on structure and asset selection to deliver true "after-tax" returns, measuring our impact on portfolios irrespective of the client's investment profile.
Professional Management
We offer track record and pedigree from managing institutional capital across asset classes, spanning public and private debt and equity, special situations, and alternatives.
Team
Blackfield benefits from the long, successful track records and pedigree of its senior team, who bring over 50 years of combined experience across public and private debt and equity, structured finance, leveraged buyouts and turnarounds, distressed assets, bankruptcy, restructuring, and digital asset markets.
Ted Lu
FOUNDER & CHIEF INVESTMENT OFFICER
Ted is an investor and entrepreneur. In 1999, he co-founded Cogent Communications, a multi-billion dollar, publicly traded, high-speed ISP. He later joined The Carlyle Group, where he worked on distressed private equity and credit, and was part of the top-performing team across the firm. Subsequently, Ted was at Atalaya Capital, where he led the traded credit business and managed a significant private credit portfolio. Later at AllianceBernstein, he co-managed a multi-strategy fund across the capital structure. He spent his early career at Morgan Stanley in investment banking.
Ted has allocated billions of client capital as an investor. His focus on deep fundamental analysis, capital preservation, and risk management has consistently delivered top performance across all of his funds.
A former Muay Thai fighter and boxer, Ted holds a BA in Economics from the University of California, Berkeley, and resides in Maryland with his wife and two daughters.
Chris Matthews
MANAGING DIRECTOR, CLIENT RELATIONS
Chris brings over 25 years of deep domain expertise across security assets and markets as a versatile generalist. His extensive experience in full capital structure institutional finance encompasses public and private debt and equity, structured finance, distressed assets, special situations, bankruptcy & restructuring, digital assets, and music IP.
Chris began his career at Lehman Brothers' globally leading structured finance group before transitioning to equities. There, he partnered with the top-performing team in institutional research sales, which was ranked as the #1 sales group among all banks. He later joined Imperial Capital, a Drexel carve-out and leader in distressed and special situations. His clientele has included many of the world's most notable asset managers.
A native Californian, Chris holds a BA in Economics from the University of California, Berkeley, and resides with his family in Los Angeles.
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