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Professor Riccardo Rebonato, a specialist in interest rate risk modelling with applications to bond portfolio management and fixed-income derivatives pricing, has joined EDHEC-Risk Institute. He has also joined the EDHEC Faculty.
Professor Rebonato was previously Global Head of Rates and FX Research at PIMCO. He also served as Head of Front Office Risk Management and Head of Clients Analytics, Global Head of Market Risk and Global Head of Quantitative Research at Royal Bank of Scotland (RBS). Prior joining RBS, he was Head of Complex IR Derivatives Trading and Head of Head of Derivatives Research at Barclays Capital. Riccardo Rebonato has
HazelTree, a provider of integrated treasury management solutions has named hedge fund industry veteran Sameer Shalaby as the company’s president, chief executive officer and board director.
He replaces Stephen Casner, who will continue with HazelTree as its global head of partnerships to forge key strategic relationships with major industry players. Shalaby, 48, joins HazelTree with more than 25 years of software industry experience and extensive financial technology and hedge fund expertise. As HazelTree’s new CEO, his top priorities will be accelerating the company’s global growth, increasing focus on customer service and driving product innovation.
Sameer Shalaby most recently was the
iCapital Network, an online platform that provides high-net-worth investors and their advisors with streamlined access to a curated selection of private investments, has added three senior members to the firm’s distribution team.
Eileen Duff joins the firm as Head of Distribution from Credit Suisse, where she was Head of Alternative Investments, North America. Peter Montgomery, most recently with the Alternative Investments group at Credit Suisse, and Ryan Van Geons, most recently Vice President with Fidelity Investments, both join as senior members of the Distribution team.
“We are extremely pleased to welcome Eileen, Peter and Ryan, each of whom brings a
Copeland Capital Management has appointed Sofia A Rosala (pictured) as General Counsel and Chief Compliance Officer. Rosala comes to Copeland from Aberdeen Asset Management, where she served as US Counsel and Deputy Head of Compliance.
Earlier in her career Sofia was a Senior Associate for Morgan, Lewis & Bockius and prior to that she was Vice President and Corporate Counsel at SEI Investments. Sofia holds a JD from Temple University School of Law and a BA in International Relations and Economics from the University of Pennsylvania.
"We are thrilled to add someone of Sofia's caliber and level of experience to
PivotalPath, an independent hedge fund research and technology platform, has appointed Abigail Corcoran as its Director of Strategic Solutions, responsible for the firm’s product and business development efforts as well as managing client relationships.
PivotalPath has invested significantly in research and technology in recent years to develop PivotalBase, a cloud-based hedge fund research portal which has been gaining traction in the institutional investor community. Currently, PivotalBase provides hedge fund investors with access to information and proprietary analysis on over 650 funds and plans to increase that number in the near term. The firm is off to a strong start this
Eric Syz is to step down from his role as a director of Swiss alternative investment company ALTIN AG following the company’s Annual General Meeting (AGM) on 9 May.
The move comes after what the company describes as ‘constructive discussions’ with its largest shareholder, Alpine Select AG. Peter Altorfer who joined ALTIN’s Board of Directors in 2010 and has acted as Chairman since April 2011 had announced in an earlier media release dated 14 April 2016 his decision not to stand for re-election. Thomas Amstutz, a representative of Alpine Select AG, together with Dieter Dubs and Gerhard Niggli will join
Chicago-based RJ O'Brien & Associates’ (RJO) London-based affiliate RJ O'Brien Europe Limited (RJO Europe) has hired Peter Jerrom and John Burt as Senior Vice Presidents, Listed Foreign Exchange (FX) Brokers.
David Mudie, Chief Executive Officer of RJO Europe, says: "Peter and John are seasoned FX brokers and terrific additions to the team here, reinforcing our commitment to client-focused, best-in-class service. We continue to expand and round out our institutional specialty areas from the UK, and this represents our first London-based emphasis on exchange-traded FX. It's a great complement to our growing global over-the-counter FX business that Tony Dalton is heading
Estera, formerly Appleby Fiduciary Business, has appointed Roger Siddle as Non-Executive Chairman.
Siddle (pictured) brings a wealth of expertise to independent fiduciary business Estera. His experience covers a range of business areas, including strategy, performance and change management, gained from various professional roles as an advisor, professional services manager and public company chief executive.
For over six years until 2007 he was UK Managing Partner of Bain & Company, a global business consulting firm. Siddle then became Chief Executive of BPP Holdings plc, one of Europe’s largest professional training and education companies and, more recently, Group Chief Executive of
The Post-Trade Distributed Ledger (PTDL) Group, which brings together major post-trade industry participants and regulators to share information and ideas about how distributed ledger technologies could transform the post-trade landscape, has announced the appointment of three external advisers.
Ernst & Young (EY) will provide general consultancy around Blockchain and distributed ledger technology, Norton Rose Fulbright will advise on legal and regulatory issues affecting PTDL Group and Citigate Dewe Rogerson will assist with public relations activity.
PTDL Group is also announcing that 37 post-trade financial institutions and prominent market infrastructure companies are now members. The geographically diverse membership includes global
LoCorr Funds has hired Wayne Wagner as Vice President, National Account Manager. Wagner will be responsible for expanding distribution through new selling agreements, deepening existing relationships and expanding partnership opportunities with LoCorr’s top broker/dealer partners.
Wagner, who brings nearly 25 years of financial services experience to LoCorr Funds, was most recently with Ameriprise Financial as the VP, Head of Wealth Management Consulting where he built the external Wealth Management Consultant team focused on serving the affluent client base. Wayne also spent more than eight years with Principal Financial Group in Phoenix, where he was a VP/Divisional Sales Manager for the