The Blue Rock Team
Michael J. Lorenzen, CFA, Managing Director
Michael Lorenzen, CFA
Managing Director – Sales & Marketing Services
Mike is responsible for leading the sales and marketing team at Blue Rock which includes leading the growth of Blue Rock’s business through consultants and direct plan sponsors. Joining Blue Rock in 2012, Mike has been in the investment business since 1984. Prior to joining Blue Rock, Mike worked for Munder Capital Management where he was the Director of Consultant Relations.
 

Previous experience includes working as the Director of Marketing at OakBrook Investments, and selling and trading fixed income at Legg Mason Wood Walker, Banc One Capital Markets, Furman Selz and Van Kampen Merritt.

Mike has a B.A. in Finance from the University of Illinois and an M.B.A. in Finance and Accounting from DePaul University. He is a CPA (non-practicing State of Illinois). Mike is a CFA® charterholder and is a member of the CFA® Institute and the CFA® Society of Chicago.

Mike can be reached at (952) 229-8709 or lorenzen@blue-rock.com.

Nothing in this website constitutes an offer or solicitation for the purchase or sale of any financial instrument or a commitment by Blue Rock Advisors, LLC or its affiliates ("Blue Rock") to enter into any investment products referenced herein. Any offer will be made only to persons meeting the requisite qualifications and then exclusively by means of a complete set of offering documents, including related subscription documents. This information is not intended to be used as the primary basis of investment decisions, and because of individual investor objectives, it should not be construed as advice designed to meet the particular investment needs of any investor. Investment in any instrument offered by Blue Rock is subject to liquidity restrictions and periodic windows of opportunity to withdraw assets. Full details of the funds are contained in the applicable offering memorandum which is available upon request from Blue Rock.

Blue Rock is a registered investment adviser. Securities may be offered through Blue Rock Global Partners, Inc., an affiliate of Blue Rock and member of FINRA & SIPC. Registration with the SEC or with any self-regulatory authority does not imply a certain level of skill or training. A detailed summary of the risks and characteristics of Blue Rock's investment advisory business is included in Part 2A of Blue Rock's Form ADV (available at http://www.adviserinfo.sec.gov). Prospective investors must make an independent assessment of such matters in consultation with their own professional advisors. Nothing in the website should be construed as legal, tax, regulatory or accounting advice.

Although Blue Rock endeavors to maintain the information on this website, Blue Rock does not warrant its completeness or accuracy. Any opinions expressed are those of the writer and are subject to change without notice or update. The information herein is preliminary, subject to change, and does not constitute a complete description of Blue Rock's investment services.

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