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CMC Markets Institutional, a provider of liquidity and white label trading solutions, is to co-sponsor Informa’s Hedge Fund Emerging and Start Up Manager Forum, to be held in London at the end of the month.
CMC Markets Institutional is continuing to expand its presence across the hedge fund industry by co-sponsoring this forum which acts as a meeting point for the next generation of fund managers. The event will be held in London’s Royal Garden Hotel from April 30th to May 1st, 2019 and is expected to attract over 300 delegates. The event is being supported by a series of
Less than three months after opening an office in Boston, Morrison & Foerster has strengthened its presence in the city with the appointments of Todd Boudreau and Matt Karlyn as partners.
Boudreau joins Morrison & Foerster as co-head of its Global Private Equity Investments + Buyouts Group and as a partner in its Private Funds Group. Boudreau brings a practice centred on private equity-focused international M&A, institutional investments, and fund formation. He has represented clients across numerous industries, including technology and life sciences. Boudreau’s coming to Morrison & Foerster also underscores the firm’s continued expansion of its private equity offerings,
FWM Holdings, the parent company of Forbes Family Trust (FFT) and LGL Partners, multi-family offices serving ultra-high-net worth families, is to acquire Optima Fund Management (Optima).
Optima is a New York-based private investment firm specialising in alternative investments.
As part of the transaction, Optima founder D Dixon Boardman will join FFT as Vice Chairman, effective immediately. He will remain Chief Executive Officer of Optima, which will become an independent, wholly-owned entity of FWM Holdings.
“Dixon and his investment team have been pioneers in the hedge fund industry for more than 30 years, and we are excited to welcome a trusted
DNCA Finance, an asset manager with EUR25 billion in AuM and part of Natixis Global Asset Management group since 2015, has deployed Alphametry Investor, a cloud-based research management solution, to its entire organisation.
Alphametry Investor helps asset management firms control their research spending and painlessly comply with the new inducement rule under MiFID 2 unbundling regulations. Its powerful and user-friendly web application allows portfolio managers to better leverage internal and external research content. Centralised and structured research inputs enable compliance to easily retrieve the research documentation timeline linked to investment decisions.
Jean-Charles Meriaux, fund manager and CIO at DNCA Finance,
Oak, a new private client, corporate services and fund administration group, has acquired International Administration Group (IAG).
Founded in 2000 by Mark Woodall and Alison Simpson, IAG is a specialist fund administration business headquartered in Guernsey with a team of 43 people. IAG delivers bespoke fund administration and depositary services to private equity, open-ended, listed and alternative asset fund structures and will become the centre of fund expertise within the Oak business.
Oak, which is headquartered in Guernsey, launched in March this year. The business is the consolidation of Oak Trust Group, Consortia Partnership and Kreston IOM which between them
The ACI – The Financial Markets Association (ACIFMA), a global finance trade association with over 8,000 international members in five continents, has signed an agreement with the Chartered Institute for Securities & Investment (CISI).
ACIFMA, established in 1955 and based in Paris, France, represents the interests of the professional financial markets’ community, focusing on enhancing best market practice and supporting market participants to adhere to principles of ethical conduct. It has a global network of National Associations in 61 countries and offers a suite of education and certification products and services.
The agreement between the CISI, which has 45,000
The State Street Global Investor Confidence Index (ICI) increased to 72.9 in April, up 1.7 points from March’s revised reading of 71.2.
Confidence among North American investors improved, with the North American ICI rising from 68.3 to 71.1. The European ICI declined by 1.5 points to 86.7 and the Asia ICI decreased by 6.7 points to 92.9.
The Investor Confidence Index was developed by Kenneth Froot and Paul O’Connell at State Street Associates, State Street Global Exchange’s research and advisory services business. It measures investor confidence or risk appetite quantitatively by analysing the actual buying and selling patterns of institutional
GPP, a prime broking, investor services and wealth solutions firm, has hired Tiffany Roberts as Head of Compliance.
GPP, which launches ten years ago, provides prime brokerage, execution, custody and clearing services to hedge funds, wealth managers and broker-dealers.
Roberts will take on the role after over three years at a hedge fund as senior compliance officer. Her appointment is the latest in GPP’s strategic expansion of its leadership team, following the recent hires of Todd Johnson as Chief Operating Officer (COO) and James Parker as Chief Risk Officer (CRO).
GPP is building out its management structure as it enters
RWC Partners has today launched the RWC Next Generation Emerging Markets (NGEN) Fund for its established Emerging & Frontier Markets team.
The fund, offered as part of the RWC Funds Luxembourg-domiciled SICAV, will be managed by RWC’s co-head of Emerging & Frontier markets, James Johnstone (pictured). Johnstone is supported by an 18-strong emerging and frontier investment team which currently manages over USD7 billion on behalf of its clients.
The fund is designed to provide investors with unconstrained access to high growth opportunities in the emerging and frontier market universe that are under-represented by current indices and funds and which represent
TD Asset Management (TDAM) has launched two new alternative investment solutions for accredited investors – the TD Greystone Mortgage and Short Bond Pooled Fund Trust and the TD Emerald Private/Public Debt Pooled Fund Trust.
The funds are available exclusively to TD Wealth Private Wealth Management clients and provide access to TD Greystone Asset Management’s (TD Greystone) portfolio investment expertise in alternative assets.
“These funds offer investors the potential benefit of diversification because of their low correlation to the equity market, as well as protection against inflation,” says Bruce Cooper, CEO and CIO, TDAM. “This is the first of several investment products that
