Logo for: Jensen Partners
Back to News

Fundraising Realignment as Asset Backed Finance Takes the Lead

Newsletters

The start of 2024 was defined by stories about a challenging fundraising environment and concerns about macroeconomic forces. But as we reflect on the first few months of the year, several trends have emerged that signal growth in many sectors of the alternative investment industry.

Asset-backed finance (ABF) gaining momentum

One of the most exciting areas of growth within the alts industry is asset-based financing just take a look at the recent headlines that have crossed our desks:

These headlines shouldn’t come as a surprise to anyone who’s been following the private credit market, which has consistently been one of the bright spots for investors in alternatives. We’ve recently written about the growing demand for credit specialists, a demand that has continued into 2024 with 156 marketing hires in Q1. This marks one of the busiest quarters for credit firms since we started tracking data, and we project that we will eclipse the previous annual high of 540 credit distribution moves in 2023. The expansion among several private credit firms into Asset Backed Finance has already provided a surge in hiring demand, we expect this trend to continue, and we will see asset managers hiring from competitor and niche asset managers in the space with buy side firms instigating a brain from the banks to close the loop on complex credit distribution executive search mandates.

Experts tell me that whoever wins the race for scale and size is going to affect the way candidates vote with their feet; armed with the ability to offer the most competitive compensation packages, the larger credit buy side platforms will win the war for best talent. As an aside, Jensen Partners is seeing real demand for credit specialists who have relationships with insurance companies and those who know how to structure products that fit into insurance company balance sheets. We believe that the current environment will further cement the importance of private credit in institutional investors’ portfolios.

Growing demand for insurance distribution professionals

In a similar trend, many alts firms are also going after insurance distribution professionals. We see this as a continuation of a trend we discussed in previous newsletters around efforts by GPs to institutionalize their businesses and expand their service offerings. While some of the smaller GPs will likely get acquired by the behemoths, many of the GPs we’ve spoken to see ample opportunities in the insurance space.

For instance, we’ve heard from several GPs that are planning to use the assets raised from bringing on insurers as clients or acquiring the insurers outright to launch Separately Managed Accounts (SMAs), essentially using the insurer as the seed investor for the fund. The advantage of this approach is that it allows alts firms to bypass the often tedious and time-consuming process of fundraising and quickly launch a fund while the investment opportunity is still compelling.

More alts firms are targeting retail investors

It seems like almost every firm we talk to these days is focused on expanding their reach to retail investors. Some of the bigger firms are ramping up their distribution channels via acquisitions of smaller firms with expertise in targeting retail investors. Other firms are beefing up their own ranks with strategic hires of distribution professionals with a proven track record of reaching retail investors, particularly those previously employed by a wealth management firm. Regardless of the approach taken by any individual firm, the data clearly signals that this is more than just a short-term blip and suggests a potential reshaping of how alts firms launch funds and raise capital.

Already in Q1 we’ve recorded 108 moves in the wealth management space, topping the previous records of 107 moves (Q3 2022) and 105 moves (Q1 2023). Firms of all sizes are snapping up these distribution professionals, which has inevitably led to more competitive searches and increased compensation.

Growth story for infrastructure and real assets

We continue to see strong demand for distribution professionals among infrastructure investors and other real asset investors. Although still a fairly niche market compared to the size of the private equity or private credit industry, the hiring numbers suggest these strategies are becoming increasingly popular among institutional investors.

Looking back on 2023, we recorded a total of 175 infrastructure moves and 187 real estate moves. The numbers so far in Q1 are on track to match or beat both of these totals, with 44 infrastructure moves and 54 real estate moves. Given these strategies tend to have longer investment horizons than other types of funds, the hiring push can probably be traced back as far as 2022, which ended with 89 infrastructure moves and 160 real estate moves. Predictably, some of the largest fund raises in recent months have been for funds in one of these two sectors, highlighted by $28 billion for Brookfield’s infrastructure fund and $11 billion for KKR’s newest global infrastructure fund.

Rise in climate and other thematic funds, but lack of specialists

We are also seeing a rise in the number and size of climate funds, due in part to both the maturation of the climate finance space and the increased demand for climate-focused investment vehicles among allocators. There are early signs that a similar trend is under way for other types of thematic funds, whether nature-focused or social-focused, but these are comparatively much smaller markets.

However, despite the growing variety of specialized funds available to allocators, we have yet to see a parallel increase in the demand for specialist distribution professionals with experience raising capital for impact and sustainability-oriented funds. This may change as these markets evolve and as talent develops, similar to what’s happened over the last few years in the private credit market.

As always, we will flag and comment on these developments as we become aware of them. Thanks to our data on the hiring and promotions of distribution professionals across the alternative investment industry, we often have a sneak preview of where the market is heading. For more data and insights, please enjoy the rest of our Q1 newsletter.

Sincerely,

Sasha Jensen

Q1 Data Highlights

Jensen Partners' DEI Research Product Offering: DEI Market Mapping Research

We work directly with senior investment professionals and senior marketers to identify, attract, and hire the industry’s most accomplished diverse professionals.

Over the last decade, we have built a dataset that includes verified demographic data for more than 25,000 investment and distribution professionals from across the industry, including 8,000 who self-identify as having a diverse background across more than 100,000 positions.

We harness that data to support the build-out of diverse investment and marketing teams.

Marketing Moves

CREDIT

Alexander Chan joined Antares Capital in March 2024 as a Managing Director, Global Head of Product Strategy & Development. Previously, he was at Credit Suisse as Manager Director, Market Strategist & Client Portfolio Manager, Credit Investments Group. He is based in New York.

Inga Scharpenack joined Pemberton Asset Management in April 2024 as a Managing Director, Business Development. Previously, she was at Davidson Kempner Capital Management as Principal, Business Development EMEA. She is based in London.

Hannah Rabin joined Bayview Asset Management in April 2024 as a Senior Vice President, Investor Relations & Business Development. Previously, she was at EnTrust Global as Senior Vice President, Investment Research, Co-Investment Product Specialist. She is based in New York.

Brian Dwyer joined Audax Private Debt in March 2024 as a Managing Director. Previously, he was at The TCW Group as Senior Vice President, Institutional Marketing. He is based in Chicago.

Robert Weinert joined Beach Point Capital Management in March 2024 as Managing Director. Previously, he was at Roosevelt Management Company as Head of Investor Relations & Business Development. He is based in New York.

Shuji Hatsukaiwa joined Golub Capital in April 2024 as Managing Director, Japan. Previously, he was at Schroders as Head of Alternative Sales & Product. He is based in Tokyo.

Reema Mukheja joined Arrow Global Group in February 2024 as Managing Director, Global Head of Consultant Relations. Previously, she was at Oaktree Capital Management as Managing Director, Consultant Relations. She is based in Chicago.

Andrea Picard joined Golub Capital in March 2024 as Co-Head of Global Institutional Sales. Previously, she was at BlackRock as Managing Director, Head of US Pensions. She is based in New York.

Waleed Noor joined Monroe Capital in March 2024 as Managing Director, Head of Middle East Distribution. Previously, he was at Commerzbank AG as Managing Director, Structured Solutions Sales, Middle East & Africa. He is based in Dubai.

Robert Molina joined Phoenix Merchant Partners in March 2024 as Managing Director, Investor Solutions. Previously, he was at Briarcliffe Credit Partners as Head of Origination. He is based in New York.

Chris Parisi joined Blackstone in March 2024 as Managing Director, Credit & Insurance. Previously, he was at Hayfin Capital Management as Managing Director, Partner Solutions. He is based in New York.

Kristina Kuhnke Denaro joined Monarch Alternative Capital in March 2024 as Managing Director, Business Development. Previously, she was at RoundShield as Partner. She is based in London.

Andrew Clerico joined Anchorage Capital Group in March 2024 as Partner. Previously, he was at KKR as a Managing Director on the Global Credit sales team. He is based in New York.

Christian Roessling joined Permira in March 2024 as Head of DACH Sales. Previously, he was at Arcmont Asset Management as Head of DACH Business Development. He is based in Frankfurt.

Putri Pascualy joined Man Group in March 2024 as Senior Managing Director, Product Specialist. Previously, she was at TPG Angelo Gordon as a Managing Director, Product Specialist. She is based in New York.

Georg Machinist joined Canyon Partners in March 2024. Previously, he was at KKR as Managing Director, Client & Partner Group. He is based in New York.

Kristina Kuhnke Denaro joined Monarch Alternative Capital in March 2024 as Managing Director, Business Development. Previously, she was at RoundShield as Partner. She is based in London.

Matthew Bassista joined CIFC Asset Management in February 2024 as Managing Director, Investor Solutions. Previously, he was at Cinctive Capital as Managing Director, Client Strategies. He is based in New York.

Navpreet Mann joined Intermediate Capital Group in March 2024 as a Managing Director on the firm's Marketing & Client Relations unit from Cebile Capital. She is based in London.

Tai Watanabe joined Deerpath Capital in January 2024 as a Senior Vice President and Head of Japan Investor Partnerships from Fullerton Fund Management. He is based in Singapore.

Sofya Alterman joined Strategic Value Partners as Managing Director and Head Product Specialist in January 2024 from BlackRock. She is based in New York.

Allan Duckett joined Golub Capital in January 2024 as Managing Director focused on West Coast Client Coverage. He joined from Schroders where he was a Regional Head of Institutional Sales and Head of U.S. Strategic Pension Clients. He is based in New York.

Lauren Malafronte joined Avenue Capital Group in January 2024 as a Managing Director, Business Development from Scotiabank where she was Head of Client Management Global Equities. She is based in New York.

Chris Jackson joined AllianceBernstein in January 2024 as Senior Managing Director of Private Credit Institutional Distribution. Previously, he was at SEMCAP as Managing Partner, Head of North American Alternative Investments. He is based in New York.

PRIVATE EQUITY

Peter Brown joined Onex in January 2023 as Head of Client & Product Solutions. Previously, he was at UBS Private Funds Group as Managing Director, Head of Distribution. He is based in New York.

Bob Meikleham joined PPM America in January 2024 as Managing Director, Global Distribution, Insurance. Previously, he was at DWS Group as Managing Director, Business Development, Insurance. He is based in Boston.

Kevin Day joined Two Bear Capital in April 2024 as Partner, Head of Capital Formation. Previously, he was at SOSV as Partner, Head of Capital Formation. He is based in New York.

Walid Damou joined CVC Capital Partners in April 2024 as Managing Director, Business Development & Investor Relations. Previously, he was at Morgan Stanley as Executive Director, Mergers & Acquisitions, Financial Institutions Group. He is based in London.

Kota Onodera joined PAG in April 2024 as an Executive Director, Investor Relations. Previously, he was at Blackstone as a Principal. He is based in Tokyo.

Amy Wesley joined Trive Capital in April 2024 as Global Head of Investor Relations. Previously, she was at The Carlyle Group as Global Chief of Staff, Investor Relations. She is based in New York.

Kelli Roiter joined Triton Partners in April 2024 as a Senior Advisor. Previously, she was a freelance Institutional PE Capital Raiser. She is based in Miami.

Jessica Schmitt joined Waud Capital Partners in April 2024 as Head of Investor Relations. Previously, she was at Arrowroot Capital Management as Director of Investor Relations. She is based in Los Angeles.

Dan DiVietri joined Blue Owl Capital in March 2024 as Principal, GP Strategic Capital, Business Services Platform. Previously, he was at Aviditi Advisors as Principal, Relationship Manager (West Coast). He is based in San Francisco.

Anthony Muhanna joined TPG in February 2024 as Managing Director, Head of Middle East, Client & Capital Formation Group. Previously, he was at Tiger Global Management as Managing Director, Investor Relations. He is based in London.

Emily Melchior joined American Industrial Partners in March 2024 as Partner, Fundraising & Investor Relations. Previously, she was at Bansk Group as Head of Fundraising & Investor Relations. She is based in New York.

Emily Brakebill joined True Wind in March 2024 as Partner, Head of Investor Relations. Previously, she was at HMI Capital Management as Founding Partner, Head of Investor Relations, Chief Operating Officer. She is based in San Francisco.

Kathleen Bellehumeur joined Northleaf Capital Partners in February 2024 as Managing Director, Head of Strategic Development & Investor Relations, Private Equity. Previously, she was at CPP Investments as Managing Director, Sustainable Investing, Real Assets. She is based in Toronto.

Anisha Shah joined Permira in February 2024 as Senior Director, Investor Relations. Previously, she was at Rede Partners as Principal. She is based in London.

Phillip Titolo joined Hunter Point Capital in January 2024 as Managing Director, Head of Insurance Solutions. Previously, he was at MassMutual as Head, Direct Private Investments. He is based in Hartford, CT.

Jean Boehmler Reynolds joined Investcorp in January 2024 as Co-Head of Capital Formation & Head of Consultant Relations. Previously, she was at Hamilton Lane as Head of Consultant Relations. She is based in New York.

PFG

Thomas Donovan joined Houlihan Lokey in January 2024 as Head of North American Private Equity, Private Fund Group. Previously, he was at Greenhill & Co. as Head of Private Capital Advisory. He is based in Chicago.

Ryan Carey joined Houlihan Lokey in January 2024 as Co-Head North American Distribution, Private Funds Group. Previously, he was at Greenhill & Co. as Managing Director, Private Capital Advisory. He is based in New York.

Sean Joffe joined Houlihan Lokey in January 2024 as Co-Head North American Distribution, Private Funds Group. Previously, he was at Greenhill & Co. as Managing Director, Private Capital Advisory. He is based in New York.

Paul Tam joined Houlihan Lokey in January 2024 as Managing Director, Head of U.S. Primary Distribution, West Coast. Previously, he was at Greenhill & Co. as Managing Director, Capital Raising. He is based in San Francisco.

Lincoln C. Singleton joined Jefferies Private Fund Group in March 2024 as Managing Director, Distribution. Previously, he was at ECP as a Managing Director. He is based in Houston.

David Klein joined TWG GLOBAL in February 2024 as Senior Managing Director. Previously, he was at Credit Suisse as Head of Global Private Fund Group. He is based in New York.

Callie (Fanelli) Kourniotis joined Raymond James Private Capital Advisory in April 2024 as Managing Director. Previously, she was at Credit Suisse Private Fund Group as Senior Distribution Banker. She is based in New York.

Parsram Dhanraj joined Probitas Partners in February 2024 as a Managing Director. Previously, he was at Investcorp as Managing Director, Institutional Capital Raising. He is based in New York.

Guy Hume joined Raymond James Private Capital Advisory in April 2024 as Managing Director. Previously, he was at Nomura as Managing Director, Co-Head/Head EMEA of Financial Sponsors. He is based in London.

Julian Becker joined Jefferies Private Capital Group or Jefferies in March 2024 as Senior Vice President of Distribution covering DACH & Nordics. Previously, he was at Triago as Principal. He is based in Frankfurt.

Tomas Faber joined UBS Private Funds Group in February 2024 as Executive Director, Distribution. Previously, he was at Probitas Partners as a Director of Relationship Management. He is based in New York.

Daniel Budde joined William Blair in January 2024 as a Senior Director, Private Capital Advisory. Previously, he was at John Hancock as a Managing Director, Investment Banking. He is based in Boston.

Michael Henningsen joined Raymond James in February 2024 as a Managing Director, Private Capital Advisory. Previously, he was at Pophouse Entertainment Group as Head of Client Relations. He is based in London.

Kyle John joined Aqueduct Capital Group in January 2024 as Principal, Distribution. Previously, he was at Briarcliffe Credit Partners as Managing Director. He is based in Austin.

Peter Bergschneider joined Jefferies Private Fund Group in January 2024 as Managing Director. Previously, he was at Aviditi Advisors as Partner/Co-Founder. He is based in New York.

Tom Lewis joined William Blair in February 2024 as a Managing Director, Private Capital Advisory. Previously, he was at Moelis & Co. as Head of EMEA Investor Coverage. He is based in London.

SECONDARIES

Steven Pines joined LSV Advisors in March 2024 as Managing Director, Institutional Capital Formation & Investor Relations. Previously, he was at National Grid Partners as Head of Investor Relations. He is based in Denver.

Stefano Manna joined Investec in November 2023 as Head of GP Advisory. Previously, he was at Eaton Partners as Director, Secondary Advisory. He is based in London.

Oliver Altendorf joined Investec in March 2024 as Director, Deputy Head of GP Advisory. Previously, he was at Asante Capital Group as Vice President, Secondaries. He is based in London.

Sebastien Siou joined Overbay Capital Partners in January 2024 as Managing Director, Secondary Advisory. Previously, he was at Devon Park Advisors as Partner. He is based in Toronto.

Gage Alpert joined Jefferies in March 2024 as a Senior Vice President, Private Capital Advisory. Previously, he was at William Blair as Director, Private Capital Advisory. He is based in New York.

Xavier Hernando joined Reach Capital in January 2024 as Head of Secondaries. Previously, he was at Moelis & Co. as an Executive Director, Secondaries. He is based in London.

INFRA

Sarah Breiner joined Hull Street Energy in January 2024 as Managing Director of Investor Relations. Previously, she was at Hayfin Capital Management as Managing Director, Head of Investor Relations. She is based in New York.

Luke Henderson joined Fengate Asset Management in March 2024 as Managing Director, Investor Relations & Capital Formation. Previously, he was at BlackRock as Director. He is based in New York.

Courtney Kozel joined Elda River in March 2024 as a Senior Managing Director, Investor Relations. Previously, she was at Magnetar Capital in an Investor Relations role. She is based in Chicago.

Sven Simonis joined SUSI Partners in April 2024 as Head of Client Solutions, Member of the Leadership Team. Previously, he was at Credit Suisse as Head of EMEA Institutional Distribution Asset Management. He is based in Frankfurt.

Annabel Wiscarson joined Low Carbon Investment Management in April 2024 as Chief Executive Officer, Investment Management. Previously she was at Global Infrastructure Partners as Global Head of Investor Relations. She is based in London.

Yuki Asari joined ECP in January 2024 as Managing Director & Co-Head of Asia Investor Relations. Previously, he was at StepStone Group as Managing Director. He is based in Tokyo.

Anne Valentine Andrews joined Manulife Investment Management in March 2024 as Global Head of Private Markets. Previously, she was at BlackRock as Managing Director, Global Head of Real Assets Group. She is based in New York.

Chirag Goyanka joined Arjun Infrastructure Partners in January 2024 as Managing Director, Head of Investor Relations, North America. Previously, he was at Moonfare as Head of Intermediaries & Product. He is based in New York.

Brad Ballard joined I Squared Capital in January 2024 as Managing Director, Canada Investor Relations. Previously, he was at GCM Grosvenor as Managing Director, Head of Canada. He is based in Toronto.

Ryan Lewis joined I Squared Capital in February 2024 as a Managing Director of Credit Investor Relations in Atlanta. Previously, he was at Wellington Management as Director of Credit Investor Relations. He is based in Atlanta.

Devinder Sangha joined I Squared Capital in February 2024 as Managing Director, Consultant Relationships. Previously, he was at Albourne Partners as Partner, Infrastructure Research & Portfolio Advisory. He is based in New York.

Michael Glascott joined I Squared Capital in February 2024 as a Managing Director. Previously, he was at Macquarie Asset Management as Managing Director, Client Solutions Group at Macquarie Asset Management. He is based in Chicago.

Brian Collett joined I Squared Capital in January 2024 as Managing Director, Strategic Engagement, Investor Relations. Previously, he was at Missouri LAGERS as Chief Investment Officer. He is based in Miami.

Melissa Glotzer joined Infexion in January 2024 as a Director of Investor Relations. Previously, she was at Actis as Principal, Investor Relations. She is based in London.

HEDGE FUND

Janna Keatseangsilp joined Lone Pine Capital in April 2024 as Director, Business Development. Previously, she was at Brevan Howard in a Capital Formation & Investor Relations role. She is based in Greenwich, CT.

Nadia Hadi joined Coatue Management in January 2024 as a Principal, Head of West Coast Investor Relations. Previously, she was at Fifth Wall as Principal, Partner Coverage. She is based in Los Angeles.

Philipp Levy joined Glade Capital Management in April 2024 as Head of Investor Relations & Business Development. Previously, he was at Venor Capital Management as Head of Business Development. He is based in New York.

Grisha Maziya joined JGB Management in March 2024 as Director of Investor Relations. Previously, he was at Castle Placement as Managing Director. He is based in Sherborn, MA.

Chris Sutter joined Orchard Global in March 2024 as Executive Director. Previously, he was at Beach Point as Managing Director. He is based in Houston.

Richard Kuhn joined Thornburg Investment Management in April 2024 as Head of Product. Previously, he was at Invesco as Head of US Product Strategy & Development. He is based in Houston, TX.

Jonathan Schuman joined Thornburg Investment Management in April 2024 as Head of International. Previously, he was at Weston Partners as a Senior Advisor. He is based in New Mexico.

Lee Minton joined Conversant Capital in February 2024 as Head of Investor Partnerships. Previously, he was at Sculptor Capital Management Executive Managing Director & Global Head of Client Partner Group. He is based in New York.

Chris Hancock joined Taula Capital Management in January 2024 as Director, of Marketing & Investor Relations. Previously, he was at ExodusPoint Capital Management as Managing Director, Marketing & Investor Relations. He is based in New York.

Jared Small joined Symphony Financial Partners in January 2024 as Chief Marketing & Investor Relations Officer. Previously, he was at EQT Group as Managing Director, Head of Global Business Development, Investor Relations & Fundraising. He is based in New York.

Kristin (Molinari) Cohen joined Paloma Partners Management Company in January 2024 as Head of Business Development. Previously, she was at Walleye Capital as Head of Business Strategy. She is based in New York.

Nick Chan joined Quest Partners in March 2024 as Partner, Head of Capital Development & Investor Relations. Previously, he was at Goldman Sachs Asset Management as Chief Commercial Officer, Public Equity. He is based in New York.

Mehak Dua joined Farallon Capital Management in January 2024 as Head of Asia Business Development & Investor Relations. Previously, she was at GMO in a Client Coverage & Business Development role. She is based in Singapore.

Russell Brawer joined Tilden Park Capital Management in February 2024 as a Managing Director. Previously, he was at Centiva Capital as Managing Director, Business Development & Investor Relations. He is based in New York.

Kristin Cohen joined Paloma Partners in January 2024 as Head of Business Development. Previously, she was at Walleye Capital as Head of Business Strategy. She is based in New York.

REAL ESTATE

Scott Silverberg joined CBRE Investment Management in April 2024 as Managing Director, Head of Client Solutions, Americas. Previously, he was at Oxford Properties Group as Senior Advisor, Strategic Partnerships. He is based in New York.

Eugenie Dadachpour joined GID in April 2024 as Managing Director, Head of Europe. Previously, she was at Pretium as Director, Business Development EMEA. She is based in London.

Gila Cohen joined Vanbarton Group in March 2024 as Partner & Chief Investment Officer. Previously, she was at Monroe Capital as Global Head of Institutional Partnerships. She is based in New York.

Robert Kalish joined Northwind Group in February 2024 as Managing Director, Head of Capital Markets. Previously, he was at KPG Capital Partners as Managing Director, Capital Raising & Business Development. He is based in New York.

Angela Johnson joined Noble Investment Group in March 2024 as Managing Principal, Head of Global Client Solutions & Strategic Partnerships. Previously, she was at Fifth Wall as Partner, Head of Capital Formation. She is based in New York.

Hadi Nasser joined Harrison Street in March 2024 as Managing Director, Head of Investor Relations - Middle East. Previously, he was at Rockpoint Group as Head of EMEA Investor Relations. He is based in Dubai.

Eric Lemer joined ActivumSG in February 2024 as Head of Global Client Solutions & Capital Formation. Previously, he was at EQT Exeter as Managing Director, Real Estate, Client Relations & Capital Formation. He is based in London.

Cara Killackey Lee joined JLL Partners in January 2024 as Managing Director, Head of Investor Relations. Previously, she was at I Squared Capital as Principal, Investor Relations. She is based in New York.

WEALTH MANAGEMENT

Peter Aliprantis joined EQT in January 2024 as the Head of Private Wealth for the Americas. Previously, he was at TPG Angelo Gordon as Managing Director, Head of Intermediary Distribution. He is based in New York.

Venu Reddy joined Partners Group in January 2024 as the Head of Private Wealth, Middle East. Previously, he was at Invesco as Client Director. He is based in Dubai.

Jason Kezelman joined Schroders in April 2024 as Head of US Private Debt & Credit Alternatives Sales, Client Group. Previously, he was at TPG Angelo Gordon as Managing Director & Strategy Specialist, Client Partnership Group. He is based in Los Angeles.

Jake Rothbard joined Sixth Street in March 2024 in a Private Wealth Distribution role. Previously, he was at Neuberger Berman as a Senior Vice President, Alternatives Client Advisor. He is based in New York.

Margaux Buridant joined Tikehau Capital in February 2024 as Co-Head of Private Wealth Solutions. Previously, she was at BMO as SVP, Wealth Management Market Manager. She is based in New York.

Sebastian Ochagavia joined Hamilton Lane in February 2024 as Head of LatAm Private Wealth. Previously, he was at DAVINCI Trusted Partner as a Managing Director. He is based in Chile.

Paul J. Ferraro joined Hines in February 2024 as Global Head, Private Wealth Solutions. Previously, he was at The Carlyle Group as a Partner, Global Head of Private Wealth. He is based in New York.

Dan Parant joined Vista Equity Partners in Februray 2024 as Managing Director, Global Head of Private Wealth Solutions. Previously, he was Managing Director, Co-Head of US Private Wealth Partners at KKR. He is based in New York. 

Kimberly LaPointe joined Macquarie Group in February 2024 as Senior Managing Director, Head of Wealth Distribution. Previously, she was at Cohen & Steers as Executive Vice President, Head of Wealth Management. She is based in New York.

Irina Zilbergleyt joined I Squared Capital in January 2024 as Principal covering the Private Wealth channel. Previously, she was at ORIX Corporation as a Director, Wealth Investor Solutions. She is based in New York.

Jack Snyder, Jr. joined Antares Capital in January 2024 as Head of US Wealth Distribution. Previously, he was at First Eagle Investments as National Sales Manager covering Wirehouse & RIA channels & Head of Retail Alternative Investments. He is based in New York.

MULTI ASSET

Ingo Heinen joined Schroders Capital in March 2024 as Global Head of Business Development & Product. Previously, he was at Intermediate Capital Group as Managing Director, Head of EMEA Marketing & Client Relations. He is based in London.

Loren Sageser joined Schroders in April 2024 as Senior Product Strategist, Private Debt & Credit Alternatives. Previously, he was at Nuveen as Head of Alternative Credit Product Specialists, Americas. He is based in Newport Beach, CA.

Marni Harp joined Principal Asset Management in January 2024 as Managing Director, Head of Consultant Relations. Previously, she was at Schroders as Head of Institutional Consultant Relations. She is based in Los Angeles.

Swati Dugar joined Franklin Templeton in January 2024 as Head of Alternatives Sales, India. Previously, She was at Kotak Alternative Asset Managers as Head of Business Development. She is based in Mumbai.

Christian Constandse joined Janus Henderson Investors in January 2024 as Head of Sales, Mexico. Previously, he was at BlackRock as Head of Institutional Client Business, Mexico. He is based in Mexico City.

Christopher Harlin joined Guggenheim Investments in January 2024 as Managing Director of Institutional Business Development. Previously, he was at DoubleLine Group. He is based in Chicago.

Christoph von Reiche joined Vontobel in April 2024 as Head Institutional Clients. Previously, he was at Robeco as Global Head of Distribution & Marketing. He is based in Zürich.

Andreas Mittler joined Invesco in January 2024 as Head of Private Markets Distribution, Germany. Previously, he was at BNP Paribas Asset Management as Senior Sales Specialist Private Debt & Real Assets. He is based in Frankfurt.

David Disneur joined UBP Asset Management in January 2024 as Managing Director for Private Markets Institutional Solutions. Previously, he was at AGC Equity Partners as Executive Director, Private Real Assets. He is based in London.

Joel Marques joined Manulife Investment Management as Managing Director, Head of Insurance Business Development, EMEA. Previously, he was at Invesco as Head of UK Insurance Distribution. He is based in London.

Chris McIntyre joined Apollo Global Management in April 2024 as Head of Institutional Client Group. Previously, he was at Boston Consulting Group as Partner, Head of Asset Management, North America. He is based in New York.

Christopher Kirk joined Rockefeller Capital Management in February 2024 as Managing Director & Head of Investment & Client Solutions. Previously, he was at Wellington Management as President, Head, Alternatives Product Management. He is based in New York.

Patrick Sanderson will join Janus Henderson in March 2024 as Head of UK Client Group. Currently, he is at Ninety One as Head of Business Development, UK, Ninety One. He is based in London.

Chris Briant joined PGIM in February 2024 as Head of Institutional Relationship Group (Australia & New Zealand). Previously, he was at Morgan Stanley as a Managing Director. He is based in Sydney.

Kevin Silva joined FS Investments in January 2024 as Global Head of Institutional Business Development. Previously, he was at MSD Partners as Partner, Head of Strategic Partners Group. He is based in Darien, CT.

Xianji Quan joined ORIX Corporation in March 2024 as Managing Director, Head of Official Institutions. Previously, she was at BlackRock as Head of Official Institutions Client Segment, North America. She is based in New York.

Brad Angle joined Columbia Threadneedle in February 2024 as a Senior Director of Institutional Business Development. Previously, he was at Schroders as Director of Alternatives Business Development. He is based in Orange County.

Our Awards Cabinet

Jensen Partners stands as the leading distribution executive search firm, dedicated to diversity, equity and inclusion, while leveraging technology driven solutions. With a track record of 27 awards, the firm is widely recognized for their exceptional service, data-driven methodologies and commitment to building strong partnerships with both clients and candidates.

Outstanding Achievements:

  • 5-time winner, Private Equity Wire's 2024 European Awards for "Best Recruitment Company in IR & Asset Raising"
  • 5-time winner, Private Equity Wire's 2023 US Awards for "Best Recruitment Company in IR & Asset Raising"
  • Featured in Fast Company's "World's Most Innovative Companies 2023: Top 10 Small Companies"
Subscribe

Sign up for our quarterly newsletter to get data and insights on marketing trends across the alternative investment universe delivered straight to your inbox