News By Sector: Investment Management

Monday, March 31, 2014

Ares Capital Management LLC Names Grant Haggard and Brian Moncrief

Ares Capital Management LLC named Grant Haggard and Brian Moncrief as managing directors to focus on senior and selected subordinated financing opportunities with an emphasis on middle and lower middle market transactions. The move is part of the company’s expansion of its middle market sponsor coverage strategy. Both Haggard and Moncrief have more than 35 years of combined experience in the leveraged finance industry, primarily focused on covering middle and lower middle market private equity firms nationally. Both most recently served as senior members of the business development team at Madison Capital Funding LLC, and they also worked together for eight years at GE Antares Capital. -Business Wire


EIG Global Energy Partners, LLC Announces William Sonneborn

EIG Global Energy Partners, LLC announced William C. Sonneborn as president. Sonneborn currently serves as senior advisor to KKR & Co. Until October 2013, he was a member of the ultimate general partner of Kohlberg Kravis Roberts & Co. and a member of KKR’s Management Committee. -Business Wire


Friday, March 28, 2014

Northern Trust Corporation Appoints Peter Jordan

Northern Trust Corporation appointed Peter Jordan as head of Global Fund Services in Australia and New Zealand. Jordan, who relocated to Melbourne from London earlier this year, will lead Northern Trust Global Fund Services in Australia and New Zealand, overseeing its asset servicing offerings for investment managers and fund companies. Jordan joined Northern Trust in 1992 and was most recently chief administration officer for Global Fund Services and responsible for Northern Trust’s global institutional client relationships. -Business Wire


Citi Private Bank Appoints Oliver Kersh

CitigroupCiti Private Bank appointed Oliver Kersh as banker. Prior to Citi, Kersh worked at Morgan Stanley Private Wealth Management for 10 years as an investment advisor covering the financially sophisticated segment of the market. He previously worked at HSBC Investment Bank and the Bank of New York in a relationship management capacity covering institutional clients. -Hedgeweek


GE Real Estate Appoints Ellen Brunsberg

GE Real Estate appointed Ellen Brunsberg as president and chief executive of GE Capital Real Estate Europe. Brunsberg was named managing director of GE’s UK platform 12 months ago, having joined the company in 2012 as capital markets leader for GE Capitals EMEA and Real Estate units. Prior to working at GE she spent 17 years at Morgan Stanley in New York and London. She will replace Lennart Sten.


Thursday, March 27, 2014

Bessemer Trust Company, N.A. Appoints Alfonso Baigorri

Bessemer Trust Company, N.A. appointed Alfonso Baigorri as new managing director and regional director to its Miami office. In his new role, Baigorri will advise wealthy families and individuals who could benefit from the firm’s private wealth management capabilities. Baigorri, who has over 20 years of industry experience, has advised ultra-high-net-worth families on tax minimization strategies and implementation of estate plans for US and foreign status assets. Baigorri has joined Bessemer from JPMorgan Private Bank, where he most recently served as a managing director in the Latin America wealth advisory practice.


Wednesday, March 26, 2014

JP Morgan Asset Management, Inc. Appoints Stephen Alcorn

JP Morgan Asset Management, Inc. appointed Stephen Alcorn as new head of its institutional business in Australia. In his new role, Alcorn will be responsible for managing the Australia institutional client advisory team. Alcorn, with 25 years of experience, has joined JP Morgan from Australian Unity Investments. Prior to this, he also served as deputy managing director and head of Institutional at BNY Mellon Asset Management Australia.


JPMorgan Chase & Co. Announces Daniel Pinto

jpmorgan-chase.jpg
JPMorgan Chase & Co. announced Daniel Pinto as sole chief executive officer of the company’s Corporate and Investment Bank (CIB), effective immediately. He will succeed Mike Cavanagh.  -Business Wire


The Carlyle Group LP Announces Michael Cavanagh and Glenn Youngkin

The Carlyle Group LP announced Michael J. Cavanagh and Glenn A. Youngkin as co-presidents and co-chief operating officers. In these roles, Cavanagh and Youngkin will help develop and implement Carlyle’s strategic growth initiatives and manage the firm’s global operations on a day-to-day basis.

Cavanagh is currently co-chief executive officer of the Corporate & Investment Bank at JPMorgan Chase & Co. Cavanagh will also join Carlyle’s Executive Group.

Youngkin is a 19-year Carlyle veteran and currently chief operating officer and will add the role of co-president. -Business Wire


Turner Investments, LP Appoints Carolyn Patton Piskun

Turner Investments, LP appointed Carolyn Patton Piskun as a director of the fund. Patton Piskun (also known professionally as Carolyn Patton) is executive managing director at Turner Investments. Piskun is responsible for developing new investment strategies, growing Turner’s revenue and assets under management, and managing Turner’s Distribution Team. She also works with the company’s portfolio managers to meet clients’ needs, builds and maintains relationships with institutional investors globally, and provides service directly to major clients. She joined Turner in 2011 and has 22 years of investment experience. Prior to joining Turner Investments, Piskun was employed at Janus Capital Group where she was senior vice president, managing director, global head of consultant relations. She is also a regular member of the CFA Institute and the CFA Society of Philadelphia and is on the Board of Directors of the Association of Investment Management Sales Executives. -Regulatory News Service


Affiliated Managers Group Inc. Appoints Jeffrey Cerutti

Affiliated Managers Group Inc. appointed Jeffrey T. Cerutti as chief executive officer of AMG Funds. In this role, Cerutti will be responsible for evolving and executing the Company’s strategy for its U.S. retail distribution business, AMG Funds, which has approximately $80 billion in assets under management and administration. Cerutti joins AMG from Virtus Investment Partners Inc., where he most recently served as executive vice president, head of Distribution, responsible for the distribution of all investment products across all channels and platforms. Prior to that, Cerutti served as managing director, head of National Sales at UBS Global Asset Management, where he led the distribution efforts of UBS mutual funds, separately managed accounts, and alternative investments within various retail channels. -Business Wire


WL Ross & Co. LLC Announces Stephen Toy and Greg Stoeckle

WL Ross & Co. LLC announced Stephen Toy and Greg Stoeckle as senior managing directors and co-leaders of the firm.

Toy has been with WL Ross since its inception and has been chairman of its Investment Committee. He is a member of the Board of Directors of Amalgamated Bank, International Auto Components, Compagnie Europeenne de Wagons, Permian Basin Materials and Plascar.

Stoeckle joins the firm from Invesco where he had been president and managing director of the bank loan business. -PR Newswire


Tuesday, March 25, 2014

Center Coast Capital Advisors, LP Announces Jeff Jorgensen

Center Coast Capital Advisors, LP announced Jeff Jorgensen as senior vice president, director of Research. In this role, based in Houston, Texas, Jorgensen will be responsible for leading Center Coast’s research efforts across all of its investment products and will provide the Firm’s portfolio managers with macro and micro investable analytics on energy infrastructure investments. He will also play a prominent role in presenting Center Coast’s investment views to clients and be an integral part of the Firm’s investment committee. Jorgensen joins Center Coast from UBS Investment Bank where he served as an executive director in the Global Natural Resources Group with a focus on MLPs and other oil and gas sub-sectors. -Market Wire


Seix Investment Advisors LLC Names Sarita Narson Jairath

Seix Investment Advisors LLC named Sarita Narson Jairath as managing director and senior investment manager of Leveraged Finance. In this capacity, Jairath will play a key role in enhancing client service for Seix’s growing institutional client base on its Leveraged Finance platform, and in driving continued assets under management (AUM) growth in that platform. Her three broad areas of responsibility include senior relationship management for institutional clients on the Leveraged Finance platform, product development and positioning within that platform and serving as a technical investment management advocate for Seix investment management capabilities to the North American institutional consultant community. -PR Newswire


Ares Capital Management LLC Names Owen Hill and Jonathan Shepko

Ares Capital Management LLC added two investment professionals as part of an expansion of its energy lending capabilities. Owen D. Hill and Jonathan M. Shepko have joined as managing directors to focus on senior and subordinated debt financing opportunities in the oil and gas industry, including upstream, midstream and select service sector opportunities.

Hill and Shepko will be based in Ares’ Dallas office and will expand the existing Ares energy team’s focus on project finance and power generating assets. Hill and Shepko have more than 20 years of combined oil and gas lending experience at various institutions and most recently co-founded and led CLG Energy Finance, LLC, dedicated to debt financing opportunities in the energy industry. From 2009 through 2013, the team originated more than $1 billion of investments in the oil and gas industry, primarily in the form of senior secured term loans. -Business Wire


Greystone & Co. Inc Appoints Patrick Nizich

Greystone & Co. Inc appointed Patrick Nizich as a managing director in the firm’s new Kirkland, WA office. Most recently, he served as managing director at Dexia Real Estate Capital Markets. -Business Wire


Federated Investors, Inc. Names Ruggero de’ Rossi

Federated Investors, Inc. named Ruggero de’ Rossi as senior portfolio manager to lead the company’s emerging-market fixed-income investment group. Most recently, de’ Rossi served as chief investment officer for emerging markets at Tandem Global Partners. -PR Newswire


Thursday, March 20, 2014

LaSalle Investment Management Inc. Announces Derek Lopez

LaSalle Investment Management Inc. announced Derek Lopez as head of U.S. Acquisitions. This is a newly-enhanced role, and is part of a strategic effort to continue to drive investment performance and growth in LaSalle’s Americas business. In this role, Lopez will focus on joint ventures and large portfolio transactions, and help bring U.S. deal flow to large, non-discretionary capital sources at home and abroad. Since joining the company in 2005, Lopez has completed more than $4 billion in investments across various property types and across the risk return spectrum. The enhanced role stems from organizational changes LaSalle is implementing across its Americas platform that are aligned with the firm’s global mission to provide the most sophisticated, strategic investment solutions for its clients. -Market Wire


Highland Capital Partners Announces Andy Hunt

Highland Capital Partners announced Andy Hunt as partner. In a move that strengthens the investment effort in New York, Hunt will continue to focus on sourcing and leading new investments in consumer technology and ecommerce as he works with the exceptional entrepreneurs building the next generation of innovative and market leading companies. In addition to his role at Highland, Hunt is a co-founder and director at Warby Parker Eyewear. Hunt joined Highland in 2011, where he has focused on consumer internet opportunities in New York. Prior to founding Warby Parker, Hunt worked in healthcare IT venture capital at SV Life Sciences and as an investment banker at Cain Brothers in New York. -PR Newswire


HighTower Advisors, LLC Appoints Amit Dogra

HighTower Advisors, LLC appointed Amit Dogra as executive director of East Coast Relationship Management. Dogra will provide practice management and business consulting services to drive organic growth of the firm’s financial advisor teams. Dogra has more than 16 years of experience in helping top wealth management firms build their businesses. Most recently, he served as a practice management consultant and leader of the wealth management and advisory knowledge group for North Highland Company. He previously held senior positions at Graystone Wealth Management & Private Bank, BNY Mellon Wealth Management, Brinker Capital and SEI. He will be based in HighTower’s New York City regional headquarters. -PR Newswire


Wednesday, March 19, 2014

Manulife Asset Management Names Michael Evans

Manulife Asset Management named Michael P. Evans, CFA, as a managing director, portfolio specialist, with a primary focus on the firm’s U.S. equity teams. Evans brings more than 20 years of investment industry experience to his new role. Most recently, he spent ten years at Evercore Asset Management as a senior equity research analyst focusing on small- and mid-cap core investment portfolios for institutional clients. -Canada News Wire


BlackRock Inc. Names Christopher Jones

blackrock.jpg
BlackRock Inc. named Christopher Jones as chief investment officer. Jones was formerly with Robert Fleming & Co. He will succeed Chris Leavy. -Global Banking News


Tuesday, March 18, 2014

Capview Partners Announces Greg Genovese

Capview Partners announced Greg Genovese as director of equity capital markets. He will lead and manage all aspects of the company’s investment funds distribution and sales platforms, as well as co-lead the firm’s investment funds and real estate securities development, advisory and marketing platforms. Most recently, Genovese served as president and chief executive officer of US Global Realty Capital, where he formed a strategic alliance with Capview Partners in 2013. -GlobeNewswire


Deutsche Asset & Wealth Management Names Jon Mallon and Ken Tam

Deutsche BankDeutsche Asset & Wealth Management named Jon Mallon joined as a director and the regional executive for the Greenwich office. Most recently, he worked as a branch manager for UBS Wealth Management in Santa Rosa, CA.

Deutsche Asset & Wealth Management named Ken Tam as its North Asia sales head. In his new role, Tam will be responsible for covering the institutional and retail business. Previously, Tam had spent 20 years at JP Morgan AM, including seven as head of North Asia.


Warburg Pincus LLC Announces Jacques Aigrain

Warburg Pincus LLC announced Jacques Aigrain as a senior advisor. Aigrain, who will be based in the firm’s London office, will support the firm in the identification and evaluation of new investments, particularly in the European financial services sector, and provide strategic counsel across the firm’s global portfolio. Aigrain has over 30 years of broad financial services experience. He is currently chairman of LCH Clearnet Group and is also a non-executive director of the London Stock Exchange Group, Lyondell Basell, Lufthansa and WPP. He is also a member of the Financial Institutions Consultative Group of the IMF. -PR Newswire




Page 1 of 15412345678910...Last »