Forward Features Calendar

Moves & Appointments

Bridget Barker, ZEDRA

ZEDRA appoints executive director funds and corporate

ZEDRA, a specialist in trust, corporate and fund services, has widened the scope of its client offering with the appointment of Bridget Barker as executive director funds and corporate. Barker (pictured) will participate in key networking events, global panel discussions

Todd Morris, Polen Capital

Polen Capital to launch international growth strategy

Polen Capital is to add an international growth strategy to its suite of products in early 2017, providing clients with another access point to the firm’s bottom-up, concentrated investment philosophy and process. Todd Morris (pictured), director of research at Polen

Tom Maloney, Needham

Needham & Company makes key appointments

Needham & Company has added key research, sales and sales trading professionals in healthcare services research; Boston equity sales; corporate access origination and client strategy; event-driven, special situations and merger arbitrage sales; and sales trading. Kevin Caliendo, managing director, recently

John Melby, CBL Markets

John Melby joins CBL Markets board

CBL Markets, a spot exchange operator for environmental commodity markets, has appointed John Melby to its board of directors. Melby (pictured) is the managing partner of an independent consultancy where he advises major energy companies, financial institutions, governmental agencies and

Crestline appoints head of business development and client partnerships

Credit-focused, institutional alternative investment manager Crestline Investors has appointed Frank Jordan as managing director, head of business development and client partnerships. He will be based in Fort Worth and report to the firm’s partners.   Jordan spent 10 years at

Jonathan Scott, Prestige Capital Management

Prestige Capital Management appoints Malta COO

Prestige Capital Management (PCM) has appointed Jonathan Scott as chief operating officer (COO) with its Malta based investment operations office, subject to MFSA approval. Scott (pictured) has a career in financial services spanning over 16 years, split between the UK

RSRCHxchange Vicky Sanders_0

RSRCHXchange appoints new board members

RSRCHXchange, the MiFID II compliant marketplace for institutional research, has appointed several industry veterans to its board. They are Adam Toms, former CEO of agency broker Instinet Europe, Don Guiney, senior capital markets partner at Freshfields, and Michael McFadgen, managing

Stephen Mohan, Calastone

Calastone appoints COO

Calastone, the global funds transaction network, has appointed Stephen Mohan as Chief Operating Officer (COO). Mohan will assume responsibility for managing the UK and European business as well as leading global operational functions including product development and service delivery. Mohan

Vela expands management team

Vela Trading Technologies, a provider of trading and market data technology, has expanded its senior management team with the appointments of Brian Cassin and Ollie Cadman. Providing leadership across North America, EMEA and APAC, Cassin and Cadman will serve as

Alexander Friedman

GAM strengthens equity capability

GAM has appointed Matthew Beesley as head of equities. Beesley, former head of global equities at Henderson, will work with all of the GAM equity teams to optimise performance and risk management, ensure strong links with sales, marketing and operations

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