FCN Fin-IR · Home View as
MT

Welcome back, Marco

Friday, Oct 23 · Tessaro Family OfficeCalder Ridge client3 vehicles

Annual Investor Conference 2026

replay⋮⋮
You watched 18 of 42 minutes · pick up at the private credit panel

Upcoming Events

5⋮⋮
NOV
12
Private Credit RoundtableNew York · in person · 6 seats left
NOV
19
Digital Assets ShowcaseVirtual · FCN Video
going
DEC
3
Year-End Macro OutlookVirtual · with Thornbury
JAN
27
Miami Cap Intro ForumMiami · Jan 27–29

My Investments

+12.2%⋮⋮
Invested
$20,700,000
Current value
$23,235,000
VehicleP&L
Meridian Harbor Credit+$1,840,000
Thornbury Global Macro+$485,000
Granite Arch Real Assets II+$210,000

Featured Managers

4⋮⋮
MH
Meridian Harbor CapitalPrivate credit · digital · you're invested
TM
Thornbury Macro PartnersGlobal macro · you're invested
GA
Granite Arch Real AssetsReal assets · Fund II investing
AE
Alderwood EquityEquity long/short · new to Calder Ridge
new

News Feed

Calder Ridge + managers⋮⋮
Calder Ridge expands cap intro coverage to digital assetsCalder Ridge · 2h ago
Meridian Harbor publishes Q3 Investor UpdateManager · yesterday · your manager
Thornbury: "Rates volatility is the trade into 2027"Manager · 2d ago · your manager
Private credit fundraising on record paceReuters · 2d ago

Chats

2 unread⋮⋮
EP
Elena Park · Calder RidgeSaved you a seat at the roundtable, want it?
TM
Thornbury Macro PartnersQ3 letter is up, happy to walk you through it
AI
FCN AIYour Q3 statements are in Documents

Documents

3 new⋮⋮
PDF
Q3 Statement · Meridian Harbor feederOct 20 · new
PDF
Q3 Statement · Thornbury feederOct 20 · new
PDF
Capital call notice · Granite Arch IIOct 16 · due Nov 2
action
PDF
Conference slides · Macro OutlookOct 9

Client Profile

Your profile with Calder Ridge. It tells the cap intro team which managers and events to bring you.

Tessaro Family Office

Calder Ridge client since 2022
Primary contact
Marco Tessaro, Principal
Investor type
Single family office
Investable assets
$1.1B
Alternatives target
30% (currently 24%)
Typical ticket
$5M – $15M
Interests
Private credit, global macro, real assets, digital assets (exploring)
Liquidity
Quarterly or better preferred; up to 10% in drawdown funds
Location
Miami, FL
Relationship
Elena Park, Head of Capital Introductions

Team on the platform

MT
Marco TessaroPrincipal · all access
LC
Lucia ContiInvestment Analyst · documents + events
RB
Raymond BoothCFO · statements and capital calls only
Visibility
Calder Ridge's cap intro team sees which managers, events and content you engage with, so they can make better introductions. Managers see your activity only after you request an intro or invest.
Your activity, 30 days
27
content views · 2 intro requests · 1 event RSVP

Annual Investor Conference 2026

Oct 7–8 · The Breakers, Palm Beach · 31 managers · 240 investors. Replays of every session.
Keynote
▶
The Next Allocation CycleOpening keynote · Elena Park, Calder Ridge, with guests
42:18
You've watched 18:05 of 42:18

Sessions

6

Upcoming Events

Everything the Calder Ridge cap intro team is hosting. RSVP here; meetings with managers are booked for you.
DateEventFormatManagersSeats
NOV
12
Private Credit RoundtableBreakfast + 1:1s · Calder Ridge, 600 LexingtonNew York · in personMeridian Harbor, Granite Arch6 of 24 left
NOV
19
Digital Assets Manager ShowcaseThree managers, 20 minutes each, live Q&AVirtual · FCN VideoMeridian Harbor Liquid Digital + 2opengoing
DEC
3
Year-End Macro OutlookThornbury CIO on rates, FX and 2027 positioningVirtual · FCN VideoThornbury Macro Partnersopen
JAN
27
Miami Cap Intro ForumJan 27–29 · three days of manager meetingsMiami · in person18 managers confirmedby invitation
FEB
10
Real Assets Site VisitGranite Arch logistics portfolio tourDallas · in personGranite Arch Real Assets8 of 12 left

Featured Managers

The managers Calder Ridge introduces to its clients. A short, curated list, so no search: ask Elena or FCN AI if you're looking for something specific.
MH

Meridian Harbor Capital

invested
Funds
Credit Opportunities · Liquid Digital
AUM
$412M
YTD
+11.8% (Credit)
Access
CRB Access feeder · $1M min
TM

Thornbury Macro Partners

invested
Funds
Global Macro Fund
AUM
$2.3B
YTD
+6.9%
Access
CRB Access feeder · $1M min
GA

Granite Arch Real Assets

invested
Funds
Real Assets Fund II (investing) · Fund III (2027)
AUM
$880M
Net IRR
13.4% (Fund I)
Access
Direct · $2.5M min
AE

Alderwood Equity

new
Funds
Equity Long/Short Fund
AUM
$640M
YTD
+9.2%
Access
Direct · $5M min

My Investments

Amount invested and P&L in each vehicle you hold through Calder Ridge. NAV as of Sept 30, 2026.
Invested
$20,700,000
3 vehicles
Current value
$23,235,000
Sept 30 NAV
Total P&L
+$2,535,000
+12.2% since inception
Unfunded
$1,800,000
Granite Arch II · call due Nov 2
VehicleManagerSinceInvestedCurrent valueP&LReturnQ3
CRB Access · Meridian Harbor Credit OpportunitiesFeeder · quarterly liquidityMeridian HarborMar 2024$10,000,000$11,840,000+$1,840,000+18.4%+4.7%
CRB Access · Thornbury Global MacroFeeder · monthly liquidityThornburyJun 2025$7,500,000$7,985,000+$485,000+6.5%-0.6%
Granite Arch Real Assets Fund II$5,000,000 commitment · 64% calledGranite ArchSep 2025$3,200,000$3,410,000+$210,000+6.6%+2.1%
Total$20,700,000$23,235,000+$2,535,000+12.2%

Portfolio value · last 6 quarters

$0$12M$24M Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26 10.217.818.621.022.023.2

Allocation by vehicle

Meridian Harbor Credit
51%
Thornbury Macro
34%
Granite Arch II
15%
Your alternatives sit at 24% against a 30% target. Alderwood Equity (new) and Fund III from Granite Arch would close most of the gap.

Chats

Secure, archived messaging with the Calder Ridge team and the managers you've been introduced to.

Virtual Meetings

Manager meetings arranged by Calder Ridge, on FCN Video. Recordings and notes stay in your account.

Upcoming

TM
Thornbury · Q3 walkthroughTue Oct 27 · 11:00 AM · arranged by Elena
AE
Alderwood Equity · introThu Oct 29 · 2:00 PM · FCN AI prep brief ready
EP
Calder Ridge · annual reviewMon Nov 2 · 10:00 AM · with Elena Park

Recordings

MH
Meridian Harbor · Q2 reviewJul 21 · 34 min · AI notes
GA
Granite Arch · Fund II closeSep 4 · 41 min · AI notes

News Feed

Calder Ridge news, updates from your managers, and the market stories that matter to what you hold.
Calder Ridge · 2h
Calder Ridge expands capital introductions coverage to digital assets

New showcase series starts Nov 19 with three institutional-grade managers.

company news
Meridian Harbor · 1d
Q3 Investor Update: asset-backed lending carried the quarter

Credit Opportunities +4.7% in Q3; leverage unchanged; liquidity 72% of NAV.

you hold
Thornbury · 2d
"Rates volatility is the trade into 2027"

Thornbury's CIO on positioning after a flat Q3. Full slides from the conference in Documents.

you hold
Reuters · 2d
Private credit fundraising on pace for a record year as banks retreat

Insurers and pensions lead new commitments through Q3.

markets
Calder Ridge · 5d
Miami Cap Intro Forum: 18 managers confirmed for January

Three days of 1:1 meetings, Jan 27–29. Invitations go out Nov 15.

company newsevent
Bloomberg · 1w
Logistics real estate rents stabilise after two-year slide

Relevant to Granite Arch Fund II's core holdings.

markets
Why you see this
The feed blends Calder Ridge's own news with your managers' updates and market coverage tuned to what you hold and what you've been viewing.

Documents

Statements, capital calls, tax documents, and conference materials in one place.
DocumentVehicleTypeDate
PDF
Q3 2026 Statementnew
CRB Access · Meridian Harbor CreditStatementOct 20
PDF
Q3 2026 Statementnew
CRB Access · Thornbury Global MacroStatementOct 20
PDF
Capital Call Notice #4$600,000 due Nov 2
Granite Arch Real Assets IICapital callOct 16
PDF
Macro Outlook · conference slides38 pages
ThornburyConferenceOct 9
PDF
2025 Schedule K-1
CRB Access · Meridian Harbor CreditTaxMar 14

Good morning, Elena

Friday, Oct 23 · Calder Ridge Capital Introductions146 investors4 managers · 5 vehicles

Who Looked at What · today

31⋮⋮
MT
Marco Tessaro · Tessaro FOWatched conference keynote · 38 of 42 min
GL
Grace Lin · Pine HollowDownloaded Meridian Harbor tear sheet
HO
Hannah Osei · LakeshoreViewed Thornbury profile
LO
Luis Ortega · Beacon CapitalRSVP'd Private Credit Roundtable

Conference replay

since Oct 9⋮⋮
212
session views by 91 named investors · avg 19 min watched
Keynote
74
Private credit panel
54
Macro outlook
39
Digital assets
25

Events & RSVPs

5 upcoming⋮⋮
NOV
12
Private Credit Roundtable18 of 24 seats · 4 waitlisted
NOV
19
Digital Assets Showcase41 registered
JAN
27
Miami Cap Intro Foruminvites Nov 15 · 63 requests so far

Intro requests

3 to approve⋮⋮
MT
Tessaro FO → Alderwood Equity$5M–$10M · today
HO
Lakeshore → Thornburymacro sleeve review · yesterday
AR
Columbia Basin → Meridian Harborprivate credit RFP · yesterday

Investors to call

FCN AI⋮⋮
MT
Tessaro Family Office24% alts vs 30% target · watching new managers
AR
Columbia Basin Health FdnWatched private credit panel twice · no RSVP
RH
Redstone HealthNo logins in 54 days
quiet

Manager interest · 30 days

⋮⋮
Meridian Harbor
118
Thornbury
81
Alderwood
62
Granite Arch
45
Named views, downloads and video watches per manager

Who Looked at What

Every investor action on every piece of content, by name, never anonymous: profiles, videos, documents, news, events.
Today
31
investor actions
This week
184
+22% vs last week
Active investors
58
of 146 this week
Downloads
37
tear sheets, slides, statements
FCN AI read the log: 23 investors watched the private credit panel but haven't RSVP'd to the Nov 12 roundtable. Columbia Basin watched it twice and has a private credit RFP open. Tessaro spent 38 minutes on the keynote and viewed Alderwood three times.
WhenInvestorFirmContentActionTime spent
10:52Marco TessaroTessaro Family OfficeConference · Opening keynoteWatched38:40 of 42:18
10:31Grace LinPine Hollow FoundationMeridian Harbor · Credit tear sheetDownloaded—
10:05Hannah OseiLakeshore EndowmentThornbury Macro · profileViewed6:12
09:48Luis OrtegaBeacon CapitalPrivate Credit Roundtable · Nov 12RSVP'd—
09:20Marco TessaroTessaro Family OfficeAlderwood Equity · profileViewed · 3rd time4:30
08:57Ana RuizColumbia Basin Health FdnConference · Private credit panelWatched · 2nd time26:30 of 26:30
YesterdayPeter LangLakeshore EndowmentMacro Outlook · slidesDownloaded—
YesterdayNina VasquezRedwood MFOGranite Arch Real Assets · profileViewed · 2nd time3:05
YesterdaySam DoyleHarrow Street FoFNews · Digital assets coverageRead1:40

Investor Directory

Every Calder Ridge client on the platform, what they hold through you, and how engaged they are.
InvestorTypeInvested via CRBInterestsLast activeEngagement
Tessaro Family OfficeMarco TessaroFamily office$20,700,000Credit, macro, real assetsToday92
Lakeshore EndowmentHannah OseiEndowment$35,000,000Credit, macroToday88
Pine Hollow FoundationGrace LinFoundation$0Private credit (in DD)Today85
Columbia Basin Health FdnAna RuizFoundation$12,000,000Private credit, real assetsToday81
Beacon CapitalLuis OrtegaRIA$18,500,000CreditToday74
Redwood MFONina VasquezMulti-family office$9,000,000Real assets, digitalYesterday66
Redstone HealthCarl JensenHealth system$22,000,000CreditAug 3012

Events & RSVPs

Plan events, invite the right investors, and see who came, who watched the replay, and who didn't.
EventDateInvitedRSVP'dCapacityManagers
Annual Investor Conference 2026Palm Beach · replay liveOct 7–8260240 attended—31
Private Credit RoundtableNew York · in personNov 12401824Meridian Harbor, Granite Arch
Digital Assets Manager ShowcaseVirtual · FCN VideoNov 1914641open3
Year-End Macro OutlookVirtual · FCN VideoDec 314629openThornbury
Miami Cap Intro ForumMiami · Jan 27–29Jan 27—63 requests12018

Private Credit Roundtable · RSVPs

18 of 24
LO
Luis Ortega · Beacon CapitalRSVP'd today · wants 1:1 with Meridian Harbor
HO
Hannah Osei · Lakeshore EndowmentRSVP'd Oct 19 · 1:1 with Granite Arch
GL
Grace Lin · Pine Hollow FoundationRSVP'd Oct 15 · in DD on Meridian Harbor

Managers & Intros

The managers on your platform, how much investor attention each gets, and the intros you broker.
ManagerVehiclesCalder Ridge capitalNamed views (30d)IntrosReport to manager
Meridian Harbor CapitalDana Whitfield, IRCredit Opps feeder · Liquid Digital$96,000,0001187monthly · on
Thornbury Macro PartnersGlobal Macro feeder$54,000,000814monthly · on
Alderwood EquityEquity L/S (direct)$0625off
Granite Arch Real AssetsFund II (direct)$31,000,000452quarterly · on

Intro requests

3 pending
MT
Tessaro Family Office → Alderwood EquityViewed profile 3x · watched panel · $5M–$10M ticket
HO
Lakeshore Endowment → ThornburyReviewing macro sleeve · downloaded slides
AR
Columbia Basin → Meridian HarborPrivate credit RFP open · watched panel twice

Media & Posts

Publish to your investors' landing page and news feed. Every view is named.
ContentTypePublishedViewsInvestorsTop viewers
Conference · Opening keynotepinned to landing pageVideo · 42:18Oct 97461Tessaro, Lakeshore, Beacon
Conference · Private credit panelVideo · 26:30Oct 95439Columbia Basin (2x), Pine Hollow
Conference · Macro outlookVideo + slidesOct 93933Lakeshore, Harrow Street
Calder Ridge expands coverage to digital assetsNews postToday2727Redwood, Harrow Street
Miami Cap Intro Forum: 18 managers confirmedNews postOct 188871Tessaro, Beacon, Lakeshore

Client Settings

FCN Fin-IR runs in the FCN brand. Calder Ridge appears as the client: your name and logo under the FCN mark, your portal domain and your email sender.

Client identity

Client name
Calder Ridge · Capital Introductions
Client logo
CR  calder-ridge-mark.svg · shown under the FCN logo
Brand
FCN · logo, colours and type are fixed
Portal domain
investors.calderridge.example
Email sender
capintro@calderridge.example
Sign-in
Single sign-on · your identity provider

Landing page

Hero media
Annual Investor Conference 2026 · keynote
Events list
On · next 5 events
Featured managers
4 · manual order
Manager search
Off (curated list)
P&L view
On · NAV from administrator monthly
Preview
License
FCN Fin-IR enterprise license · 5 manager vehicles · renews Jan 2027
John's Notes 1 / 9
FCN AI
Calder Ridge investor portal
Today · Oct 23
Morning Marco. Your Q3 statements are in, and you're up +$2,535,000 across three vehicles. Elena has a seat for you at the Nov 12 private credit roundtable, and Granite Arch has a $600,000 capital call due Nov 2.
Morning Elena. 31 investor actions so far today. 23 investors watched the private credit panel but haven't RSVP'd to Nov 12, and 3 intro requests are waiting on you.