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Rick Lake, Caia, Cetf Email & Phone Number
University Lecturer
at
Questrom School of Business, Boston University
1 work email found
@lakevest.com
2 phones found area 203
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
University Lecturer
Location
Stamford, Connecticut, United States
Who is Rick Lake, Caia, Cetf? Overview
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Quick answer
Rick Lake, Caia, Cetf is listed as University Lecturer at Questrom School of Business, Boston University, based in Stamford, Connecticut, United States. AeroLeads shows a work email signal at lakevest.com, phone signal with area code 203, and a matched LinkedIn profile for Rick Lake, Caia, Cetf.
Rick Lake, Caia, Cetf previously worked as Content and Investment Strategist at Gk3 Capital and Founder at Narrative Alpha™. Rick Lake, Caia, Cetf holds B.A. from Harvard University.
Company email context
Email format at Questrom School of Business, Boston University
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{first}@lakevest.com
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AeroLeads found 1 current-domain work email signal for Rick Lake, Caia, Cetf. Compare company email patterns before reaching out.
Profile bio
About Rick Lake, Caia, Cetf
With decades of experience, I am an accomplished alternative investment, asset management, and wealth management executive with a track record of leadership in fundraising, investment performance, communications, product development, and team building.As an entrepreneur and business development leader... I have collaborated with teams to launch new strategies and vehicles and gather significant assets from across diverse distribution channels.In alternative investing... my expertise encompasses the spectrum of strategies—hedge funds, private equity and credit, liquid alternatives, real estate, and ESG/sustainable investing—and building diversified investment programs spanning alternative and traditional assets.As an award-winning communicator... I am dedicated to helping managers achieve "narrative alpha" for their strategies—uniting the time-tested principles of effective communications with technology—and providing advisors, allocators, and investors with the information and insights they need to succeed.As a portfolio manager... I have led teams dedicated to multi-asset, multi-manager investment programs implemented through diverse vehicles: private funds, mutual funds, collective trusts, separate accounts, model delivery, and unitized insurance accounts.As a thought leader on alternative investments... I have been featured or quoted in Barron’s, The Wall Street Journal, Financial Times, and Citywire and have appeared on CNBC and Bloomberg Television and Radio.As an educator... I have been an invited presenter at the Morningstar Investment Conference, the London Business School, the MIT Sloan Investment Management Conference, and Yale School of Management, and at financial industry conferences around the US.As an author... I was co-editor of Private Equity and Venture Capital, a reference book used at business schools across the US. As an invited speaker at the national 2003 SEC Hedge Fund Roundtable, I presented my white paper, “The Democratization of Hedge Funds,” analyzing the public policy issues of alternative strategies in mutual funds.I live with my wife and young son in Connecticut, near New York City. Our family enjoys hiking, theater, music, dance, the New England coast, and adventure books.
Listed skills include Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, and 5 others.
Current workplace
Rick Lake, Caia, Cetf's current company
Company context helps verify the profile and gives searchers a useful next step.
Questrom School Of Business, Boston University
AeroLeads page
6 roles
Rick Lake, Caia, Cetf work experience
A career timeline built from the work history available for this profile.
University Lecturer
CurrentDevelop and present executive education programs for professionals in asset management and financial services seeking to elevate their digital marketing and sales.
Jan 2024 - Present
Content And Investment Strategist
CurrentDevelop content strategy and communications across multiple media for a leading digital sales and marketing agency serving alternative managers, asset managers, wealth managers, and TAMPs.Collaborate with account management and creative teams as a subject matter expert to build lead generation and thought leadership campaigns for diverse investment strategies: from private real estate and private credit to media finance funds and tax-favored investments.Member of an award-winning team serving clients with tens of $ billions of AUM.
Jan 2022 - Present
Founder
Current
Narrative Alpha™
Founder of Narrative Alpha, a consultancy dedicated to the growth of boutique asset managers and wealth managers through enhanced communications, innovation, product development, and marketing and sales strategy—both traditional and digital.
May 2021 - Present
Chief Investment Strategist & Head Of Distribution
Served as Chief Investment Strategist and Head of Distribution for F/m Acceleration, a platform empowering growth and independence for boutique, lift out, institutional, and overseas asset managers.As Chief Investment Strategist, I was a member of the firm’s executive team identifying, analyzing, and recruiting distinctive portfolio managers across asset classes, and served as the advocate for the thought leadership of F/m’s innovative and accomplished asset management partners.As Head of Distribution, I launched and coordinated the efforts to connect F/m’s managers with advisors and institutional investors.
Sep 2019 - Apr 2021
Co-Chairman
Lake Partners, Inc.
I served as Co-Founder and Co-Chairman of Lake Partners, Inc., a nationally recognized alternative investment consulting and portfolio management firm founded in 1989. The firm’s research and investing encompassed both private and liquid alternatives. As an entrepreneur, I helped build the company from a start-up in 1989 to an enterprise serving more than $5 billion of consulting and advisory assets for institutional and wealth management clientele. The firm was a pioneer in multi-manager programs dedicated to alternatives and integrating alternative and traditional investments.As an innovator and portfolio manager in liquid alternatives, Lake Partners launched the LASSO® Long and Short Strategic Opportunities® portfolio of alternative mutual funds, among the first of its type, and achieved a 20-year track record.
Feb 1989 - Sep 2019
2 education records
Rick Lake, Caia, Cetf education
B.A.
Harvard University
Education record
The Roxbury Latin School
FAQ
Frequently asked questions about Rick Lake, Caia, Cetf
Quick answers generated from the profile data available on this page.
What company does Rick Lake, Caia, Cetf work for?
Rick Lake, Caia, Cetf works for Questrom School of Business, Boston University.
What is Rick Lake, Caia, Cetf's role at Questrom School of Business, Boston University?
Rick Lake, Caia, Cetf is listed as University Lecturer at Questrom School of Business, Boston University.
What is Rick Lake, Caia, Cetf's email address?
AeroLeads has found 1 work email signal at @lakevest.com for Rick Lake, Caia, Cetf at Questrom School of Business, Boston University.
What is Rick Lake, Caia, Cetf's phone number?
AeroLeads has found 2 phone signal(s) with area code 203 for Rick Lake, Caia, Cetf at Questrom School of Business, Boston University.
Where is Rick Lake, Caia, Cetf based?
Rick Lake, Caia, Cetf is based in Stamford, Connecticut, United States while working with Questrom School of Business, Boston University.
What companies has Rick Lake, Caia, Cetf worked for?
Rick Lake, Caia, Cetf has worked for Questrom School Of Business, Boston University, Gk3 Capital, Narrative Alpha™, F/M Acceleration, Llc, and Lake Partners, Inc..
How can I contact Rick Lake, Caia, Cetf?
You can use AeroLeads to view verified contact signals for Rick Lake, Caia, Cetf at Questrom School of Business, Boston University, including work email, phone, and LinkedIn data when available.
What schools did Rick Lake, Caia, Cetf attend?
Rick Lake, Caia, Cetf holds B.A. from Harvard University.
What skills is Rick Lake, Caia, Cetf known for?
Rick Lake, Caia, Cetf is listed with skills including Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Investment Strategies, Due Diligence, Investment Management, and Mutual Funds.
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