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CAIS, an alternative investment platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform. Browning brings two decades of experience in financial services education to the role, having served in a variety of different roles ranging from advisor relations to sales leadership at Merrill Lynch, ATEL Capital Group, W P Carey Inc, AI Insight, and most recently Alternative Investment Exchange. Browning has also managed relationships across the entire wealth management ecosystem including advisors, broker dealers, and custodians. Browning says: “I share CAIS’s commitment to transform advisor education. With CAIS IQ, we have an
Suntera Global has appointed Jon Trigg as a Non-Executive Director to strengthen the firm’s governance capabilities.  Trigg, currently a Director at Altair Partners, a leading provider of independent directors and governance consultancy services, joins the Board of the funds operation in Jersey. He was previously Head of Global Fund Services at Moore Management and prior to that was in a senior private equity role at State Street in Jersey. He has experience working in a number of key funds jurisdictions including Cayman, the Isle of Man and Jersey, locations where the firm also has an office presence and provides its
CrossTower, a crypto investment and trading firm, has appointed Cory Thackeray, CA CPA, as Chief Financial Officer.  Thackeray brings 25-plus years of experience building globally recognised fund administrators to his new position. In his new role, he will be responsible for managing CrossTower’s finance functions and capital structure, ensuring that the firm’s activities continue to contribute to client service and growth of the firm. Prior to joining CrossTower, Thackeray was Senior Managing Director and Co-Head of Hedge Funds at State Street Alternative Investment Solutions, where he oversaw operations servicing over USD600 billion in Assets under Administration (AUA). Before that, he
Christian Kromann is to succeed Klaus Holse as Chief Executive Officer of SimCorp, effective 2 September, 2021. Kromann has served as SimCorp Chief Operating Officer and member of the Executive Management Board since August 2019.  Chairman of the Board of Directors Peter Schütze comments: “We are delighted to appoint Christian as our Chief Executive Officer. The Board has followed Christian’s performance as COO for the past two years and we are pleased to have a strong and competent internal successor to take over the leadership of the company after Klaus Holse. “Christian is an accomplished and respected leader with an
Independent fund administrator Centaur Fund Services has appointed Michael Marisca as Head of Business Development. Based in Centaur’s US headquarters in New York, Marisca will be responsible for overseeing and growing the company’s sales and revenue globally. Marisca has extensive business development experience in the funds industry and has held several senior operational and business development positions. His experience will be an important addition to Centaur as it continues to experience rapid growth in its North American business. Marisca will report to Des Johnson, CEO of Centaur US, who says: “We are delighted to welcome Mike as Head of Business
Exegy Inc, a global specialist in low-latency market data and execution solutions, predictive trading signals, and hardware-acceleration technology, has appointed Craig Schachter as Chief Revenue Officer (CRO).  In this newly created leadership role, Schachter will be responsible for setting and leading the organisation’s global go-to-market strategy and execution, with a focus on superior business outcomes for the customer base.   Schachter comes to Exegy with over 25 years of experience as a sales leader in global software, data, and service companies. Prior to joining Exegy, Schachter was responsible for relationship management across SS&C Technologies’ Financial Services Group. He also held
Aries I Acquisition Corporation (Aries) has appointed Andrew Lester to its Board of Directors, and Chris Perry to serve as an adviser to the Board. Lester has over 40 years of experience building and managing businesses. Along with his brother Mitchell, he built a 10-person team at Donaldson, Lufkin & Jenrette (DLJ) that specialised in providing research coverage to hedge funds, family offices, and managing retail capital for 17 years. After DLJ was sold to Credit Suisse, the Lester Brothers’ team moved to ABN-AMRO where Andy was Managing Director and Co-Head of Hedge Fund Sales and Research. Subsequently, Leser was
Copper.co, a provider of digital asset custody and trading solutions, is expanding its operation in the Americas with the senior appointment of Glenn Barber as Head of Sales & Business Development, and the opening of a new East Coast office.  The London-headquartered startup, founded in 2018, has raised USD84.3 million of funding to date, most recently via a USD75 million Series B, which included a USD25 million extension led by Alan Howard.   Barber joins US-based Business Development Directors Doug Bilyk and Betty Sharples. Together, they will lead the efforts to make Copper the number one choice for US institutions
Akin Gump has appointed Terence Rozier-Byrd as a partner in its investment management practice in New York. Rozier-Byrd comes to Akin Gump from Baker Botts, where he served as partner in charge of its New York office. Rozier-Byrd advises a wide array of institutional investors in connection with their investments in private equity funds, venture capital funds, hedge funds, credit funds, real estate funds, energy funds and hybrid funds, as well as in the negotiation of separately managed account arrangements, co-investments, direct venture capital and growth equity investments and secondary transactions. His practice also includes representing fund sponsors regarding the
Lakemore Partners, a private credit investment firm primarily investing in control CLO equity, has named as Dan Norman Managing Director and Head of its US business operations.  Norman will focus on growing Lakemore’s investment platform globally from its recently established US office in Scottsdale, Arizona.   Norman joins Lakemore following his retirement last year from Voya Investment Management (Voya) where he most recently served as Group Head and Senior Managing Director. While at Voya, he founded the firm’s Senior Loan Group in 1995 and co-managed the Group’s global loan platform including its global CLO business, which by the end of

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08 October, 2026 – 8:00 am

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