Prosperity Equity Group is focused on how the global financial landscape is continuously emerging. Having a deep understanding of global markets we strive to be the private markets partner of choice by generating superior long term investment returns, ensuring interest are aligned, operational excellence, and working openly and collaboratively through best in class private market solutions. Through the work we do and over a century of experience, we seek to make a positive impact by creating sustainable wealth for our clients.
We believe in active portfolio management across multiple markets and assets. We achieve this by creating and alpha focused and diversified portfolio that combines deeply researched idiosyncratic investments in HFT, real estate, debt markets, credit markets, cryptocurrency, and sustainable energy seeking to:
Combine deep
fundamental research
and trading expertise
with extensive risk
systems and technology.
Minimize downside
through dynamic
exposure adjustment
and comprehensive
risk control.
Capture upside
through aggressive
pursuit of opportunities
that exhibit attractive
risk/reward.
Integrate robust ESG
analvtics to assess and
understand a broader
spectrum of risks and
opportunities, where
appropriate.
We use fundamental research, expert trading, and risk systems, alongside our advanced technology platform, to discover and evaluate investment opportunities. Our analytical approach relies on processing complex data using our exclusive tools and data repositories. Our technology supports valuation, idea generation, and risk management and is adaptable to changing market conditions.
Our expertise in cutting-edge technology and extensive research capabilities enables us to invest in a range of corporate credit opportunities. Our goal is to capitalize on a diverse set of compelling opportunities across various strategies, resulting in a dynamic portfolio that is strategically adjusted to favor the most promising opportunities.
In our century of combined experience we strive to deliver superior, risk adjusted returns for our clients. Our investment approach is grounded in the principle that continuously drives alpha and is designed to uncover opportunities where others may not look or have access.
Our firm is dedicated to upholding the principles of diversity, equity, and inclusion (DEI). We firmly believe that cultivating a more diverse workforce fosters innovation, enhances financial outcomes, and generates a net positive impact for both our firm and our investors.
We endeavor to establish an equitable and inclusive workplace for all our employees and create a company that accurately represents the diversity of our society. Furthermore, we are committed to addressing long-standing inequities in our industry.
Benny Ulloa has 20+ years in restaurants, opened 25+ restaurants in NC, SC, PA. Owns UC Management and UC Hospitality Group with 6 restaurants, UC Realty with 50+ properties, Elite Comfort Stays for mid-term rentals, Regal Motor Sports for high-end rentals, and UC Entertainment. Manages a team of 300 for labor growth in Pittsburgh.
Dr. Chris Cole is a highly accomplished financial professional with 14 years on Wall Street. He's a top strategist for emerging funds, published trader, and keynote speaker. He made history as the first African American Listing director and is a leader in cryptocurrency education. Dr. Cole has trained 1,000+ traders and is an expert in financial A.I. systems.
Stephen B. Kelly Jr. joined PEG in 2023 as General Counsel and Chief Compliance Officer. Prior to joining the fund, he spent over 11 years working for a private ligation firm as a trial lawyer in both Florida State and Federal Court. Mr. Kelly is currently a Partner at Rolle & Kelly, P.A., in Jacksonville Florida. He has extensive experience over his career spanning transactional disputes, negotiations, and regulatory/compliance matters. He earned a JD from the Florida Coastal School of Law in 2012 at the age of 23 where he was then admitted to the Florida Bar. Mr. Kelly earned his BA from Augusta University in 2009.
Prosperity Equity Group is a global investment management firm. Prosperity Equity Group advises certain private investment funds and institutional clients, and is not available to provide investment advisory or similar services to most other investors. This website is a resource for audiences other than investors such as potential employees, researchers, students, counterparties and industry participants. Prosperity Equity Group believes it is useful for such persons to have an accurate source of relevant information. Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of any offer to purchase, any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Offering materials relating to investments in entities managed by Prosperity Equity Group are not available to the general public.
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