People
Mishcon de Reya has appointed two new partners to the firm's growing funds practice.
Tim Flood, who joins the firm at the beginning of March 2014 from Jones Day, focuses on securities regulation and investment funds.
His experience covers all aspects of investment funds law, and he regularly advises on the interpretation of the Financial Services and Markets Act 2000 (FSMA), as well as clients' rights and responsibilities under the rules of the Financial Conduct Authority (FCA).
Flood has significant experience in money laundering issues; how overseas entities may conduct investment business and market their investment products and
AllianceBernstein has appointed Michael H Conn as managing director – strategy, operations and development, supporting the firm's fund of funds business.
He will be based in Los Angeles and report to Marc Gamsin, head of AllianceBernstein's alternative investment management group.
In this newly created role, Conn will work closely with Gamsin to develop the business strategy and new products for the group, as well as support existing and potential clients. He will also collaborate with the broader alternatives team to enhance the firm's diverse product offerings and help clients better understand the role alternatives can play in their portfolio.
Rothstein Kass has appointed Kevin M Goldstein as a director in the firm’s business advisory services practice in its New York City office.
With more than two decades of experience developing strategic planning, business development and technology solutions for many of the industry’s largest financial institutions, Goldstein will advise clients, including hedge funds, funds of funds, mutual funds, private equity managers, broker-dealers, RIAs and family offices, on matters such as business strategy, new product development, infrastructure, technology assessments and more.
“Kevin is well-respected in the alternative investments space and has a proven track record of developing innovative but practical
The Hedge Fund Association (HFA) has announced the results of the 2014/2015 board of director’s election.
HFA members in the US, Europe, Asia, Australia, Latin America and the Cayman Islands elected 15 leaders to work on behalf of the global hedge fund industry, including over 10,000 hedge funds in the US and abroad which collectively manage in excess of USD2.8trn in assets, institutional and high-net worth investors, and industry service providers.
“I am honoured to continue to serve alongside Ron Geffner, David Friedland and all of the HFA’s new and returning board members,” says HFA president Mitch Ackles (pictured). “In
Imogen Dillon Hatcher is joining the S&P Capital IQ as chief commercial officer, effective 14 April.
In this newly-created role, Dillon Hatcher will lead S&P Capital IQ’s global sales, client services, marketing and research network activities.
“We are excited to have Imogen join our leadership team in this strategic new role,” says Lou Eccleston, president of S&P Capital IQ. “Her experience and industry knowledge will serve as a significant new resource to our commercial efforts as we continue to launch innovative solutions and grow our global business.”
Dillon Hatcher joins S&P Capital IQ from the London Stock Exchange,
Wall Street Horizon has appointed Bob Aloisi as vice president of product management, Joseph Ranieri as director of client management and Gerry Berian as director of operations.
In addition, Bruce R Fador has joined the company’s executive advisory board.
Fador brings more than 25 years of industry experience including prominent executive posts as CEO of Thomson First Call, WorldStreet Corporation, Weiss Ratings and Financial Research Corporation.
“I am thrilled to be working closely with the Wall Street Horizon team as a hands-on advisor,” says Fador. “They have created one of the most compelling data businesses I have seen
Jason Fitzpatrick, one of the original founders of Linear Investments, is leaving the business for personal reasons.
Fitzpatrick, who has been instrumental in the establishment and growth of Linear over the past four years, has decided to pursue some new projects through his consultancy business.
He will continue to work closely with Linear on a number of specific projects and clients and as an advisor to the business; he also remains as a shareholder in the business.
As part of the planned change in operations and to ensure continuity, Linear will appointing a new head of operations, who
Alternative investment and exchange traded fund specialist Lyxor Asset Management (Lyxor) has appointed Lionel Paquin (pictured) as chief executive officer (CEO) with immediate effect.
Paquin succeeds outgoing CEO Inès de Dinechin who will leave the Group.
As well as his new role as CEO, Paquin is also joining the Management Committee of Lyxor’s Global Banking & Investor Solutions division.
Paquin was previously the Head of Lyxor Managed Accounts Platform, a position he had held since 2011. He has also held the position of Chief Risk Officer and Head of Internal Control at the firm, and has been a member of Lyxor
BI-SAM has appointed Jonathan Schapiro as global head of cloud solutions.
In this role, Schapiro will be responsible for further developing and strengthening BI-SAM's private cloud service offering, which delivers performance and reporting tools to the global investment management industry.
The service is designed to meet market participants' demands for cloud-based capabilities that can provide the availability, flexibility and security they need in today's operating environment.
Schapiro will be a member of BI-SAM's executive management committee and will report to Jim Trotter, managing director performance & reporting services.
Schapiro joins BI-SAM from Fidelity Investments. During his 20-year
Fund governance firm DMS Offshore Investment Services has expanded its FATCA task force with the addition of Alaina Danley, formerly director of finance at Bain Capital, and Jennifer Dimitri, formerly director of investment compliance at the University of North Carolina endowment system.
Now comprising seven members, the DMS FATCA Task Force is led by Peter Stafford, formerly a senior partner with Appleby.
It brings together experts in compliance, law, accounting, finance and technology, to develop best practices for responding to the Foreign Account Tax Compliance Act (FATCA), a sweeping piece of legislation through which the United States aims to
