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Jensen Partners Q4 2020 Newsletter: 2020 Was the Year of the Re-Up. Will 2021 Be More of the Same?

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It would be an understatement to say everything changed in 2020. The triple crises of COVID-19, climate change and racial injustice have affected everyone in different ways. Within the alternative investment industry, the focus has been on how alts firms can meet growing demands from investors, employees and the general public for action towards these crises.

This puts marketers in a complicated position. Whereas before it may have been enough for marketers to focus on raising capital and building relationships with investors, today it is impossible to avoid questions about how a firm is addressing these crises. This means marketers need to know not just the in's and out's of an investment strategy--they also must be able to speak to a firm's policies and procedures on everything from working from home to carbon emissions to workplace diversity.

But in other ways, the alternative investment space has remained remarkably stable as the current state of affairs has largely beneffited incumbent firms at the expense of new and emerging managers. The shift to a virtual fundraising environment is probably the single biggest factor for this trend, as many investors are understandably uneasy with the idea of allocating to a manager or scheduling a meeting with a marketer that they've never met in person. This gives a massive advantagement to those managers and marketers with a strong reputation in the industry and established relationships with investors.

This is why 2020 was the 'Year of the Re-Up," and why we think 2021 offers more of the same.

With investor meetings confined to virtual Zoom rooms for most of 2020, we observed that many large and established alternative investment firms were successful in raising ever-larger funds from a growing pool of investors. This is likely to continue for the foreseeable future as smaller firms find it harder to compete due to a combination of a lack of size, a lack of track record and a lack of the right investor relationships.

The increased focus on specialization within the marketing and distribution functions favors larger firms as well, a topic we have discussed at length in our previous newsletters about the rise of product specialists, the increased focus on diversity and the importance of ESG capabilities. Bigger firms are better positioned to hire these specialists as part of a larger team build-out, with different marketers expected to focus on a particular strategy or a particular region rather than taking a generalist approach. This divide between the haves and the have-nots is likely to only accelerate as the alternative investment industry adapts to what is beginning to look like a new normal. 

In a potential sign of things to come, two recent hires show the importance of having established industry relationships and proven fundraising experience. Sylvia Owens and Rebecca Levy, two former institituional consultants at Aksia, joined Kennedy Lewis and CIFC, respectively. These moves are significant because they show a growing trend of consultants making the pivot to the buy-side, a reflection of how hard it can be to get in front of LPs in today's market without the right relationships.

This theme of relationships and experience shines through in our data for Q4, which continues to show a robust hiring market. For 2020, we tracked a total of 1,749 marketing moves, easily eclipsing the total from 2019 (1,164 moves). The strategies that attracted the bulk of this hiring activity include: Multi-Asset firms (350 moves), Wealth Management firms (305 moves), Private Equity firms (285 moves), Hedge Funds (237 moves) and Credit firms (200 moves). While other sectors like Real Estate, Infrastructure and Secondaries continue to grow and mature, they are still considered minnows in the larger market. Time will tell if any of these more niche strategies can break into our top five, which have remained fairly consistent since we began tracking this data in 2016.

We will continue to monitor these developments and share our data and insights via these newsletters and other thought leadership. As always, we are happy to hop on the phone (or on Zoom) to answer any questions and explore opportunities for collaboration.

Sincerely,

Sasha Jensen






Sasha Jensen
linkedin.com/in/mssashajensen

News Corner

Here is a selection of recent articles and studies about hiring, marketing and fundraising in the alternative investment industry:

AltAssets: European private equity shrugs off Covid-19 as 2020 ends up among best dealmaking, fundraising years of last decade

AltAssets: Far from being dismissed by institutional investors amid Covid, ESG has been brought into focus by the pandemic

Bloomberg: Hedge Funds Risk Biden-Era End to Money-Laundering Loophole

Bloomberg: How Covid Took Niche Private Equity Deals Mainstream

Financial Times: Aberdeen Standard targets women-led hedge funds with new strategy

FundFire: Pandemic Grows Gap between Asset Mgmt's Digital Leaders and Laggards

FundFire: Passive Investing Comes to Hedge Fund World via New Index Tracking Products

FundFire: Long/Short Equity, Hedge Specialists Set to Gain in '21 amid COVID-19 Uncertainty

FundFire: 'Winners, Losers' Emerge as Placement Agents Hit COVID Stress

FundFire: Wealth Firms Scrutinize Managers' ESG and Diversity Efforts

PE Hub: Private equity prioritizes diversity and inclusion but progress is slow

Private Equity International: EY annual survey: Permanent change in PE afoot

Private Equity International: Side Letter: Will PE walk the walk on DE&I?

Private Equity International: Side Letter: What next for ESG in PE?

Private Equity News: PE-backed borrowers with risky loans hope to boost their green credentials

Data Highlights

Here are a few of the most interesting data points from Q4:

  • We tracked 402 marketing moves in Q4, making it the fourth straight quarter that hiring activity has surpassed 400 moves. This brings the total for the year to 1,749, up by about 50% from the 1,164 moves in all of 2019.                      
  • The biggest movers and shakers for Q4 include: Private Equity firms (108 moves), Wealth Management firms (87 moves), Multi-Asset firms (67 moves), Hedge Funds (53 moves) and Credit firms (43 moves). These are also the five sectors that generated the most hiring activity in 2020 overall, although in a slightly different order with Multi-Asset firms (350 moves) leading the way, followed by Wealth Management firms (305 moves), Private Equity firms (285 moves), Hedge Funds (237 moves) and Credit firms (200 moves).
  • The sectors that jumped the most in 2020 when compared to 2019 include: Infrastructure (+42 moves, or +1005%), Wealth Management (+171 moves, or +127.6%), Credit (+85 moves, or +73.9%) and Private Equity (+85 moves, or +42.5%). No sector experienced a slump in hiring activity, according to our data.
  • We continue to also track hiring activity in the more niche sectors of the alternative investment space (see 'New Categories' table), with roughly equal numbers of moves across Secondaries (35 moves), Fund of Funds (33 moves), FinTech/Venture Capital (33 moves) and ESG (26 moves). Of these, the one with the most potential to break out in 2021 is likely Secondaries, which has enjoyed a boon in recent months as investors clamor to rearrange their portfolios.
  • The geographical data reveals few surprises other than that Brexit does not appear to have significantly affected the demand for UK-based marketing professionals. In fact, hiring in the UK went up in 2020 (315 moves vs. 274 moves in 2019), although not quite as much as in the rest of the EU (154 moves in 2020 vs. 104 moves in 2019). North America (NORAM) continues to dominate hiring activity with about two thirds (65.3%) of all the moves in 2020, which is actually an increase on the 59.1% ratio in 2019.

Data on Diversity

With diversity emerging as a top-of-mind issue for alternative investment firms in 2020, we take a deep dive using Jensen Partners’ newly launched DiversityMetrics(TM) data visualization technology to see how well the alternative investment industry is improving diversity among the ranks of marketers.

  • In Q4, we tracked 172 diverse moves (134 female candidates + 28 male BIPOC candidates), representing less than half of all marketing moves in the quarter (42.8%). For 2020 overall, we observed 580 female moves and 175 male BIPOC moves, for a diversity ratio of 43.2%.
  • From a gender perspective, we tracked 134 female moves, exactly half the number of male moves. This 2:1 hiring ratio is the second worst of 2020 behind only Q2 (2.95:1) and brings the ratio for the year down to just a hair above 2:1, with women representing less than a third (33.1%) of all moves for the year. Disappointingly, this is down from the 38.2% ratio we recorded for 2019, suggesting a trend in the wrong direction.
  • In terms of racial ethnicity, we continue to see Caucasians make up the vast bulk of all marketing moves--79.9% in Q4 and 79.4% for 2020. This is a marginal improvement on the 81.5% figure we recorded for 2019. The one place where there are some signs of improvement is in the hiring of marketing professionals with a South Asian (62 moves) or East Asian (144 moves) background, likely a sign of growing interest in the Asian institutional market. The hiring of Black marketing professionals (8 moves in Q4, 49 move in 2020) remains woefully low, although it is at least a step in the right direction compared to the 29 moves in 2019.
  • We didn't observe any major disparities in diversity hiring across strategies, with males and Caucasians representing the bulk of the new hires. The sectors with the most non-Caucasian moves in Q4 included Private Equity (24), Multi-Asset (13), Hedge Funds (12) and Wealth Management (10), not surprising given these are the sectors with the most hiring activity overall. 
  • This data suggests that alternative investment firms may be in for a moment of reckoning in 2021 as diversity demands ramp up. Many firms took significant steps in 2020 to put in place diversity-focused recruitment and training initiatives, but these initiatives have yet to pay dividends in the form of more diverse hiring. We fully expect institutional investors to begin pulling their capital from firms that don't make more tangible progress, an effective motivator to accelerate changes in hiring practices.

Current Mandates

See below for a partial selection of current mandates. Contact us at info@jensen-partners.com to learn more about each search.

HIRING: $200B Multi Asset Firm
ROLE: Head of Credit
LOCATION: NYC
DESCRIPTION: Our client is looking for someone who can drive strategic distribution efforts, ensuring that the firm's branding, messaging and product information is being delivered worldwide. The successful candidate will have a player-coach style of leadership and serve as an ambassador of the firm’s credit business. This candidate should have a strong track record of building and leading global efforts and teams across distribution, product management, and strategy within an alternative investment firm.

HIRING: $73B Private Equity Firm
ROLE: Senior Investor Relations Professional, Private Credit Funds
LOCATION: San Francisco, CA or Miami
DESCRIPTION: Our client is looking for a candidate who can help execute the firm's global fundraising and investor relations efforts for its private credit funds in a manner that is consistent and drives the culture of the firm. The successful candidate should have over 10 years of investor relations or private placement experience focused on private credit in an investor- facing capacity and possess strong analytical capabilities and be able to problem solve in a collaborative manner.

HIRING: $20B Private Equity Firm
ROLE: Capital Raising, North American Distribution
LOCATION: NYC
DESCRIPTION: Our client is looking for a candidate with a client centric mindset and a closer mentality. This candidate will be responsible for bringing business opportunities to LPs between fundraisings, as well as participating in business development, co-investments, and secondaries project management.

HIRING: $70B Infrastructure Asset Manager
ROLE: VP, Investor Relations
LOCATION: London
DESCRIPTION: Our client is looking for a VP level Infrastructure specialist to grow the firm’s LP base in the UK and Europe. The successful candidate will have a “roll up the sleeves” attitude and understand the nuances of working within a tight knit team. The ideal candidate should have a deeply analytical approach, maybe currently at an investment bank or working as a buy side associate/VP at a buy side firm. 

HIRING: $70B Infrastructure Firm
ROLE: Managing Director, Investor Relations
LOCATION: NYC
DESCRIPTION: Our client is requiring a hands-on COO, Head of IR, who will manage the day-to-day operations of the fundraising team globally. We need an individual who can be in the weeds and concurrently thinking strategically on a day-to-day basis. The successful candidate will have an appetite for building out the CRM, creating fantastic reports and stepping into LP meetings regularly. 

HIRING: $40B Private Equity Firm
ROLE: Principal, Canada
LOCATION: Canada
DESCRIPTION: Our client is looking for a Principal level institutional capital raiser covering Canada. The successful candidate will have an intimate knowledge of how the region works, who the key LPs are, and where the mandates are to be won for a buy side PE firm.

HIRING: $12B Real Assets Firm
ROLE: Head of Capital
LOCATION: London
DECRIPTION: Our client is looking for a candidate that will play a key role in developing and executing an integrated fundraising and investor relations strategy that will support the firm’s long-term objectives. The successful candidate will be responsible for distribution strategy and product development, execution, client services marketing communications and managing a team. This person should embody the firm’s culture and values and have an extensive and proven track record from fundraising, relationship management and institutional sales, preferably from an infrastructure, renewable and/or private equity background.

HIRING: $220B Institutional Asset Management Firm
ROLE: Senior Managing Director, Head of Infrastructure Business Development
LOCATION: NYC
DESCRIPTION: Our client is looking to hire a Senior Managing Director who is currently active in the infrastructure fundraising market and who will work closely with their business development, consultant relations, and client solutions teams. This is a self-starter, player/coach role and the successful candidate will have a track record of leveraging their existing network of infrastructure investors, can attract and retain a talented support team, and influence peers to drive sales. This role requires 15+ years of relevant industry experience. 

HIRING: $10B Private Debt Manager
ROLE: Head Business Development
LOCATION: NYC
DESCRIPTION: Our client is looking for a candidate who will be responsible for managing clients across North America. This role is responsible for originating new client relationships and maintaining and expanding existing relationships with the purpose of capital raising. The successful candidate will develop a strong understanding of the firm’s investment philosophy, investment process, and performance of funds. This role requires strong commercial experience and extensive alternative asset management product knowledge with an 8–12-year track record.

Marketing Moves

A curated selection of Q4 marketing moves across the following strategies: Credit, ESG, Hedge Funds, Infrastructure, Multi-Asset, Placement Agents, Private Equity, Real Estate and Secondaries.

Credit

  • Gaurav Arora joined Credit Suisse as Director in Emerging Markets Sales & Global Trading Solutions in December 2020 in London. Arora previously served as Head of Credit Sales in Nordics, Netherlands and Middle East at NatWest Markets.
  • Rachel Bays joined Forester Capital as a Senior Associate in October 2020 in New York. Bays previously served as an Associate specializing in Business Development at Golub Capital.
  • Bernice Berschader joined Castlelake in December 2020 in London. She previously worked as a Principal at PJT Park Hill.
  • Tao Bu was promoted from Principal to Managing Director in December 2020 with Blackstone Creditin New York. Since joining the firm she has focused on marketing and client relations.
  • Jennifer Callaghan was promoted to a Country Head of Ireland at Muzinich & Co. in October 2020 in Dublin. Prior to working as a Country Head, she was a Director at Muzinich.
  • Sarah Carr joined Bridgepoint as an Investment Director in October 2020 in London. Carr previously worked as an Investor Relations Manager, Credit Strategies at EQT Partners.
  • Louis Dawant, Associate, joined Intermediate Capital Group in November 2020 in London. He joined from UBS where he worked as an Intern.
  • Piers Dennison became Chairman of Investor Relations at Park Square Capital in November 2020 in London. Dennison previously served as Partner at the firm.
  • Callum Fleetwood-Storey joined ScalingFunds as an Associate in Business Development in December 2020 based in London. Fleetwood-Storey joins from Scipion Capital Ltd, where he specialized in Business Development and Investor Relations.
  • Jon Fox was promoted to President and Global Head of Business Development & Investor Relations at Varde Partners in October 2020 in New York. He previously served as a Head of Investor Relations.
  • Dicken Gilmour was promoted in January 2021 from Associate to Vice President with Blackstone Credit in London.
  • Tony Glover was named Global Head of Consultant Relations with Nikko Asset Management Groupin Tokyo in November 2020. Previously, he worked as a Global Head of Intermediaries. Glover joined the firm in March 2020 from BNP Paribas.
  • Thorne Gregory joined PennantPark as a Managing Director in New York in November 2020. He joined from Partners Group where he worked as a Managing Director in Client Solutions.
  • Jorgen Gustafson joined BC Partners as a Director of Investor Relations in December 2020 in Vancouver. He joined from Variant Investment where he also worked as a Director of Investor Relations.
  • Scott Hamilton joined Pemberton Asset Management Group as Head of North American Distribution in November 2020 in San Francisco. Hamilton previously served as a Managing Director at Alcentraspecializing in Institutional Distribution.
  • Gary Horton joined Federated Hermes in October 2020 as Head of Distribution for Australia and New Zealand in Sydney. He joined from Janus Henderson Investors where he served as Head of Australian Institutional Business.
  • Floris Hovingh joined Alvarez & Marsal as a Managing Director for its newly established debt advisory unit in November 2020 in London. Hovingh previously served as Partner, Head of Alternative Capital Solutions at Deloitte.
  • Tiffany Howard joined Capstone Partners as a Principal in October 2020 in London. Howard joins from Quest Fund Placement where she was a Vice President.
  • Roger Kempink was promoted at Park Square Capital to Head of Investor Relations in October 2020 in London. Prior to his promotion, he worked as a Director.
  • Zeke Linares joined KKR’s Client & Partner Group in January 2021 as an Analyst in their Client & Partner Group in New York. He previously worked as an Analyst at AQR Capital Management.
  • Bradley Lucas, VP & Real Estate Product Specialist, joined Oaktree Capital Management in December 2020 in Los Angeles. He joined from JPMorgan Asset Management where he was a VP in their New York office focused on US Real Estate.
  • Alex Matcham was promoted by M&G Investments to Head of UK Wholesale based in London in October 2020. Matcham, who has been with the firm since 2008, was previously a Sales Director covering London and the Channel Islands.
  • Gresa Matoshi, Senior Associate, joined Golub Capital in New York in December 2020 from AQR Capital Management, where she spent five years focusing on Business Development.
  • Margaret McCarthy joined KKR’s Client & Partner Group in November 2020 from Washington & Lee University as a Summer Analyst in Charlotte.
  • Jason Melser joined Bridgepoint in October 2020 in New York, where he is responsible for Business Development and Capital Formation in North America. Melser previously worked as a Vice President atCVC.
  • Noelle Musco joined Onex’s Client and Production Solutions team in November 2020 in New York. Musco previously served on the Investor Relations team at BC Partners.
  • Yumiko Nakazawa, IR Associate, joined Angelo Gordon in November 2020 in their Tokyo office. She joined from Preqin where she was a Senior Associate.
  • Valerie Naratil was promoted from Vice President to Principal in December 2020 in New York atBlackstone Credit where she assists with Business Development.
  • Hailey Nicholson joined Blackstone in November 2020 as a Vice President in New York. She joined from GSO Capital Partners where he worked as a Vice President.
  • Phoebe Ong joined Varde Partners in October 2020 as an Associate in Investor Relations in Singapore. Prior to joining, Ong worked at Cambridge Associates.
  • Jerome Paganini joined Mirabaud Asset Management as Head of Sales for Switzerland in December 2020 in Geneva. Paganini joins from Silex Investment Partner.
  • Carlota Sanchez-Marc joined Bridgepoint Credit as Head of Investor Services in October 2020 in London. Sanchez-Marc previously served as a Managing Director - Investor Relations at EQT Partners.
  • Joshua Schafer joined Equitable Advisors as a financial advisor in November 2020 in Chicago. He previously served as a financial advisor, private client advisor at JP Morgan.
  • Kevin Smith was promoted to Partner at Clayton, Dubilier & Rice in New York. Smith first joined the firm in 2011 as a Senior Member of the firm’s Investor Relations and Fundraising Team.
  • Geoff Stockwell was named Senior Managing Director in December 2020 in the Singapore office ofBlackstone Credit where he focuses on marketing, fundraising and managing client relationships. Previously he worked as a Managing Director at Blackstone Credit in Investor Relations & Business Development, Asia.
  • Johan Stromberg joined Arcmont Asset Management as Head of Business Development in Nordics & Netherlands in October 2020. Stromberg joins the firm in Stockholm after working as Head of Nordics forBNY Mellon.
  • Michael Thompson joined ICG as Global Head of Financial Institutions Coverage and Europe Head of Marketing and Client Relations in December 2020 in London. Thompson previously served as Head of Asia ex-Japan Client Management and Head of the Wealth Management Group Asia at PIMCO.
  • Meg Visokey, Senior IR Associate, joined Golub Capital in October 2020 in their Chicago office, moving over from Digital Alpha.
  • Emily Wang was promoted from Principal to Director in December 2020 with KKR in New York. She focuses on Business Development and Capital Raising for the firm’s Credit Strategies team.
  • Stacy Wang was promoted in December 2020 from Vice President to Principal with Blackstone Creditin New York. She has been with the firm since 2015 and has focused on fundraising, business development and managing client relationships.
  • Brandon Young was promoted from Associate to Vice President in December 2020 in the Hong Kong office at Blackstone Credit.
  • Clare Zhao joined Amundi in Hong Kong in October 2020 as Managing Director, Head of China. Prior to Amundi, Zhao worked for Vanguard where she was Managing Director, Head of Distribution for mainland China and Hong Kong.

Hedge Funds

  • Jill Barber joined GAM as Global Head of Institutional Solutions in November 2020. She was previously Global Head of Institutional at Jupiter Asset Management. Barber is based in London.
  • Julie Barry was promoted at Wells Fargo Asset Management in November 2020 in San Francisco to Head of US Consultant Relations. Barry previously worked in Consultant Relations at the firm.
  • Jason Barger was appointed Managing Director of Client Relations at Chilton Investment Co in December 2020 in New York. Prior to Chilton, Barger was a partner at Kopernik Global Investors, where he co-led Institutional Marketing and Client Relations.
  •  Rachel Bays joined Forester Capital as a Senior Associate in October 2020 in New York. Bays previously served as an Associate specializing in Business Development at Golub Capital.
  • Alisdair Bell joined Eric Sturdza Investments in November 2020 as Sales Director. Based in the firm's London office, he will be responsible for leading the firm’s wholesale and institutional channels in the UK. He joins from Alken Asset Management, where he managed client relationships with family offices, fund of funds, private banks and institutional investors across the UK, Middle East and Asia.
  • Elissar Boujaoude was promoted by HSBC Global Asset Management to their first US Head of Sales in October 2020 in New York. Boujaoude previously served as head of central banks, sovereign wealth funds and public pensions at the firm.
  • Tim Breitbach, Head of Institutional Sales, joined Lyxor Asset Management in October 2020 in Frankfurt. He joined from Societe Generale Corporate and Investment Banking, where he specialized in Institutional Sales and ETFs.
  •  Jim Calla joined Angel Oak Capital Advisors as a Senior Vice President of Institutional Business Development in October 2020 in New York. Most recently, Calla served as the National Sales Director atMeyer-Chatfield Group.
  • Antonio Celeste joined Lyxor Asset Management as ESG Product Specialist in November 2020 in Paris. He joined from OSSIAM where he was Head of ESG Business Development.
  • Kristin Chandlee, Senior Client Services Associate, joined Post Advisory Group in December 2020 in Los Angeles, CA. She joined from Cove Street Capital, where she was a Coordinator of Client Services.
  • Andrew Dempsey joined Marblegate Asset Management in December 2020 in New York. Dempsey joins from Balbec Capital LP where he was Head of Capital Raising.
  •  Onur Ezran was named Head of Global Client Group with AllianceBernstein and will join in January 2021 in the New York office. He will join from McKinsey & Company, where he was a Senior Partner and Co-Leader of the Wealth and Asset Management Practice for North America.
  • Christopher Friese was promoted to Managing Director at Lyxor Asset Management in October 2020 in Hong Kong. He was previously Head of Lyxor ETF at the firm.
  • Jan Heyer joined AllianceBernstein in December 2020 as Sales Director in the DACH Sales team, based in Zurich. Heyer was most recently at Man Group where he had been for six years.
  • Alyssa Gilluly was promoted from Assistant Vice President to Vice President in December 2020 with Alcentra Limited. She is based in New York.
  • Nicole Glaser joined Millennium Management in New York in December 2020 as an Equity Capital Markets & Corporate Access Manager. She previously served as an Investor Relations Associate atCenterbridge Partners in November 2020.
  • Brian Goncalves was promoted at Nuveen from Senior Investor Services Client Associate to Investor Services Supervisor in November 2020 in Boston, MA.
  • Richard Graham joined Janus Henderson Investors as Global Head of Consultant Relations in December 2020 in London. He was previously Head of Consultant Relations at Schroders.
  • Youssef Hamidi, Project Manager, joined Lyxor Asset Management in December 2020 in Paris. He joined from Societe Generale Securities Services, where he was an Associate and specialized in OTC Funds Validation.
  • Jennifer Hanson joined Clarien Bank in October 2020 as Senior Vice President and Head of Trust and Family Office and is responsible for driving the growth of the Wealth Management arm of the bank. She joined from HG (Bermuda) Limited where she was Chief Financial and Administration Officer. Hanson is based in Bermuda.
  • Andrew Harris joined TA Associates as a Director of Investor Relations in November 2020 in Boston. Harris joined from Advent International where he was a Principal of Limited Partner Services.
  • Stefan Hirter was named Head of Sales Switzerland for RWC Partners in October 2020 in their new Zürich office. He joined from Fidelity International, where he headed sales for Switzerland and Liechtenstein.
  • Brandon Hsu, Marketing Associate, joined Avenue Capital Group in October 2020 in New York. He joined from Bardin Hill Investment Partners, where he was a Senior Associate.
  • Fiona King joined Nickel Digital Asset Management as Managing Director, Institutional Sales, in November 2020 in London. She joined from Lumyna Investments, where she was Vice President in a marketing capacity.
  • Sarah L Y. joined BlueBay Asset Management as a Global Business Development Analyst in November 2020 in London. She was previously an Analyst at Sarasin & Partners.
  • TJ Long joined Silver Point Capital as an Investor Relations Associate in November 2020 in Greenwich, CT. He was previously an Associate at BlueMountain Capital Management.
  • Juan Carlos Leyva Quiroga joined Franklin Templeton as an Executive based out of Mexico City in November 2020. He was previously Head of Marketing at BBVA.
  • Alvin Lizarondo joined Couplan Cardiff Asset Management as Head of Discretionary Sales in December 2020 in London. He was previously a Manager at Columbia Threadneedle Investments.
  • Angela Lui joined Schultze Asset Management, an investment firm specialising in financially troubled and distressed companies, in December 2020 as Managing Director and Head of Business Development from Autonomy Capital. She is based in New York.
  • Dickson Man joined Eurizon in December 2020 as Head of Asia Distribution, based in Hong Kong. He joined from T. Rowe Price where he served as Relationship Manager.
  • Marie Helene McAndrew joined Emso Asset Management as Managing Director and Deputy Head of Investor Relations in December 2020 in New York. She was previously a Director at Global Evolution.
  • Colm McDermott joined Twenty Acre Capital as Head of Business Development in October 2020 in Newtown, PA. He joins from One Wall Partners where he specialized in Business Development and Investor Relations.
  • Chris McIsaac was promoted at Vanguard Group to Head of International business in December 2020 in Philadelphia, PA. McIsaac is a Managing Director and Head of the Planning and Development division. He is replacing James M. Norris, who is retiring at the end of the year.
  • Wasil Mohar was named Client Strategy Director, U.K. institutional group at SEI in November 2020 in London. Before that, Wohar was a Director of Investment at Willis Towers Watson.
  • Patricia Molpeceres joined AllianceBernstein in December 2020 as Sales Director in the Iberian Sales team. Molpeceres will be based in Madrid and will report to Miguel Luzárraga, Head of Iberia. Molpeceres joins with almost 30 years of industry experience, most recently at Franklin Templeton where she had been for 20 years. Her most recent position was Senior Sales Executive, which she had held for 16 years.
  • Bradford Murphy joined HHR Asset Management in October 2020 as Director of Marketing in New York. Murphy joins from Seer Capital Management where he served as Marketing and Investor Relations Director.
  • Jamila Owens was promoted from Associate to Senior Associate with Crescent Capital Group in December 2020. She is based in Los Angeles, CA.
  • Laurel Pascal, Analyst, left GoldenTree Capital Management in October 2020 in New York. She joined Walleye Capital as an Investor Relations Associate in December 2020.
  • Jennifer Pedigo joined Securian Asset Management as Senior Vice President and Head of Strategy and Business Development in December 2020 in Fort Lauderdale, FL. She previously left Polen CapitalManagement in December 2019.
  • Francesca Philips joined Marathon Asset Management as an Investor Relations Analyst in December 2020, located in New York. She previously worked as an Investor Relations Analyst at Northwest Investment Management.
  • Thomas Planek joined 400 Capital as a Marketing and Investor Relations Analyst in November 2020 in New York. He was previously an Analyst at Guggenheim Partners.
  • Lindy du Plessis joined Cedarberg Capital as Head of Client Services in October 2020 in London. She was previously a Client Services Manager at Marathon Asset Management.
  • Ben Rawstron joined Ramsey Crookall as a Relationship Manager in November 2020, based in the Isle of Man. He was previously at Lloyds Bank International, where he managed international high net worth private clients, as well as providing banking and investment advice.
  • Graham Robinson joined Melqart Asset Management as Managing Director of Marketing & Investor Relations in November 2020 in London. Robinson joins from Graticule Asset Management Asia where he was Head of European Distribution.
  • Justin Ross joined Kensington Analytics as a Director of Business Development in October 2020 in Austin. Ross joined from Sentinel Investments where he was a Regional Vice President.
  • Abdul Rahim Saad was promoted to Principal and Head of Global Partnerships and Placement/Relationship Management at Investcorp in November 2020. He was previously a Global Private Equity Specialist at the firm. He is based in Bahrain.
  • Vanessa Shia joined the London Collective Investment Vehicle as Head of Private Markets in December 2020. She joins from Pennant Capital Partners where she was principal in secondary market advisory.
  • Russell Smith joined Breacher Capital Management as Managing Director in October 2020 in Stamford, CT. He was previously a Director at Magna Life Settlements.
  • Philip Sypolt was promoted at Nuveen from Investor Services Client Associate to Senior Investor Services Client Associate in November 2020, based in Boston, MA.
  • Albert Trinkl joined Wasatch Global Investors in October 2020 as Managing Director of Institutional Business Development, based in Salt Lake City, UT. He joined from DWS where he was Head of Institutional Clients, EMEA.
  • Alex Valavanis joined BlueBay Asset Management as a Client Relations Manager in December 2020 in London. He was previously a Consultant at Accenture.
  •  Stephen Weiss joined SLC Management as Senior Managing Director and Head of US Business Development in December 2020 in Boston, MA. He was previously a Principal at Income Research + Management.
  • Matthew Wright was promoted to Partner from Director of Sales & Marketing at Fulcrum Asset Management in December 2020. He is based in London.

Infrastructure

  • Claire Dawson, Senior Client Experience Manager in Sydney, left AMP Capital in December 2020. New position is TBD. 
  • Latifa Tefridj Gaillard joined Digital Bridge and Digital Colony in December 2020 as a Managing Director in Investor Relations, based in London. She was previously Managing Director and Head of Solutions Sales at Goldman Sachs.
  • Rodrigo Guidon Rocha was appointed Executive Director of Asset Management, Distribution at BTG Pactual in December 2020. He was previously a Director at the firm. 
  • Guidon Rocha is based in Sao Paulo.
  • Ester Kim was appointed Director of Investor Relations at BTG Pactual in December 2020. She was previously an Associate Director at the firm. Kim is based in Sao Paulo.
  • Sebastian Lecaudey was appointed Senior Partner and Head of Investor Relations at Antin Infrastructure Partners in December 2020. He was previously a Partner at the firm. Lecaudey is based in Paris.
  • Andrew Liau joined HIG Capital in December 2020 as Managing Director and Co-Head of Infrastructure, based in London. He was previously Senior Managing Director at Ardian.
  • Leonard Oremland joined Xponance in December 2020 as a Managing Director in Business Development based in New York. He was previously Founding Partner of his own firm, Oremland Consulting.
  • Iago de Paula joined Eureciclo in October 2020 as a Business Development Director based in Sao Paulo. He was previously Associate Director of Sales at BTG Pactual.
  • Daniel Schmitz was promoted to Senior Managing Director at Stonepeak Infrastructure Partners in December 2020. He was previously Managing Director and Head of Investor Relations at the firm. Schmitz is based in New York.
  • Macky Tall joined The Carlyle Group in December 2020 as Managing Director and Co-Chair of Infrastructure, based in Canada. He was previously a Director at Caisse de Dépôt et Placement du Québec (CDPQ).
  • Candice Wang Willoughby, Head of Client Strategy, joined Brookfield Asset Management in October 2020 from BeaconLight Capital, where she was a Partner and Head of Business Development. Willoughby is based in New York.
  • Brenden Woods was promoted to Senior Managing Director in December 2020 at Stonepeak Infrastructure Partners. He was previously Managing Director and Head of Investor Relations at the firm. Woods is based in New York.

Multi-Asset

  • Paul Arnold was appointed Managing Director of The Sovereign Group’s Saudi Arabia office, located in Riyadh, in October 2020. From there, he will lead the firm’s Saudi expansion plan, which is set to commence in January 2021. He spent the previous years as Head of New Market Development in Sovereign’s Dubai office. 
  • Robert Bailey joined GAM Investments in October 2020 as Head of UK Distribution, based in London. Bailey joined from AXA Investment Managers where he served as Head of UK Wholesale Distribution.
  • Stephen Bannier joined Generali Investment Partners where he will be responsible for expanding the firm’s distribution capabilities in the German, Austrian and Swiss markets. Bannier joined in December 2020 from Legg Mason Global Asset Management, where he served as country head for Germany and Austria. Bannier will be located in Frankfurt.
  • Jan Barre joined Sanne as Director of Business Development in November 2020 in Luxembourg. He joined from International Fund Services & Asset Management, where he was Senior Business Development & Sales Manager.
  • Fabrice Bensimon joined Cappitech as Regional Sales Manager for Francophone Europe in December 2020 in Herzilaya, Israel. He joined from Intercontinental Exchange (ICE), where he was Regional Sales Manager for Switzerland and Liechtenstein.
  • Carolina Brennan was promoted at RBC in Toronto from Business Development Manager to Senior Business Development Manager in November 2020.
  • Steven Brown joined Stonehage Fleming in December 2020 as Director and Head of Wholesale & Distribution for the UK, based in London. He was previously National Sales Director at IBOSS Ltd.
  • Oriana Brut-Christensen, Consultant Relations Analyst, joined Neuberger Berman in October 2020 in New York. She joined from IHS Markit, where she was a Corporate Advisory Associate.
  • Marie Cardeon joined Edmond de Rothchild in November 2020 as Global Head of Distribution and Sales from Goldman Sachs Asset Management where she was an MD responsible for 3rd Party Distribution for Germany and Austria. Cardeon is based in Paris.
  • Lindsay Costigan joined BNP Paribas as a Managing Director and Head of Western Region Prime Finance sales in December 2020 in San Francisco. She was previously Managing Director at Deutsche Bank.
  • Tim Coverdale left Seven Investment Management in December 2020 to join Aberdeen Standard Capital as Senior Business Development Manager for its Leeds, UK office.
  • Nicholas Cully, who also sits on the group board of The Sovereign Group as Sales Director, stepped down as Managing Director of Sovereign’s Dubai office in December 2020 after five years in the role. He will be relocating to Zug, Switzerland, in March 2021, where he will concentrate on Business Development in Central Europe and on managing the group’s global sales efforts in EMEA and Southeast Asia.
  • Aidan Denning joined Ares Management in December 2020 as an Incoming Summer Analyst while studying at Fordham University’s Gabelli School of Business. Denning is based in New York.
  • Madeleine Dunn was promoted from Marketing Strategy Analyst to Associate in December 2020 in San Francisco at BlackRock.
  • Cara Eichenberger Esecson left Makena Capital Management in December 2020 to join Brookfield Asset Management in January 2021, where she is an Associate focused on client strategy and is based in New York.
  • Onur Ezran was named Head of Global Client Group with AllianceBernstein in December 2020, based in the New York office. He joined from McKinsey & Company, where he was a Senior Partner and Co-Leader of the Wealth and Asset Management Practice for North America.
  • Anna Farley, Incoming Analyst, permanently joined BlackRock in October 2020 after completing her Summer Internship with the firm. She is based in New York.
  • Joe Ford joined BlackRock as an Institutional Sales Associate in November 2020 after completing his internship with the firm. He is based in London.
  • Francesco Girino joined Intermediate Capital Group in October 2020 in London as Head of Marketing and Client Relations - Itlay. Girino joins from BlueBay Asset Management where he was Sales Director - Italy.
  • Alexia Gottschalch joined Aegon Asset Management in November 2020 as Managing Director and Head of Client Strategy for Global Real Assets. In this newly created role for the business, Gottschalchwill lead a team of eight professionals, based in New York, supporting the sales processes for real assets strategies. She joined from Invesco where she held a number of senior roles, most recently as Managing Director and Head of Outsourced CIO.
  • Matthew Greene, Analyst, joined Brookfield Asset Management in December 2020 in New York from Citi. He is a member of the firm’s Private Funds Group and focuses on Real Estate.
  • John Griffiiths joined Capital Group as Head of UK Client Group in London in December 2020. He was previously Head of Institutional Business Development at Schroders.
  • Megan Guidry joined Greycourt as an Associate and Advisor for Client Relations in October 2020 in Portland, OR. She was previously a Senior Associate at Post Advisory Group.
  • Baylie Harris joined Brookfield Asset Management as an Analyst in Investor Relations in December 2020 in New York. Harris previously worked as an Associate in Equity Research at Barclays Investment Bank.
  • Luke Henderson joined BlackRock as Director of Global Consultant Relations in October 2020 in Newport Beach, CA. He was previously a Consultant Relations Director at AMP Capital.
  • Alex Hoctor-Duncan was promoted from Sales Executive to Global Head of Distribution with Aberdeen Standard Investments in October 2020 in London.
  • Tiffany Howard joined Capstone Partners as a Principal in October 2020 in London. Howard joins from Quest Fund Placement where she was a Vice President.
  • James Howat joined Barings as an Analyst in October 2020 in London. He joined from Deloitte UK, where he was an Assistant Manager.
  • Tom Illingworth joined Raymond James as Wealth Manager in November 2020 to help co-launch the Wealth Management firm’s Manchester, UK office. He joined as one of three co-branch principals. Prior to this move, he was Private Client Manager with Brown Shipley.
  • Eduardo Illitsch was promoted to Head of International Sales with Swiss Life Asset Managers in October 2020 in Frankfurt after two and a half years as a Relationship Manager.
  • Anisha Jain joined Brookfield Asset Management as an Associate in Investor Relations in October 2020 in Toronto. She was previously an Associate at MaRS Discovery District.
  • Kadir Kanizi was promoted to Partner and Director of Investor Relations in November 2020 in London with Vector Wealth.
  • Zahir Khan, European Business Development, was promoted from Vice President to Principal in December 2020 with Ares Management Corporation. He will continue to work out of the London office and focus on European Business Development.
  • Agis Kitsikis joined Swiss Re as its new Head of Client Markets P&C for Canada and English Caribbean in October 2020. Before that, he was a senior market underwriter at Swiss Re. Kitsikis is based in Toronto.
  • Daniel Klein was named Global Head of Client Services at BNP Paribas in December 2020. Klein will carry out this role in Paris. He previously served as CEO at the firm.
  • Gregory Knapp joined Opus Fund Services as Vice President of Business Development in December 2020 in Austin, TX. He joined from Theorem Fund Services, where he was Vice President of Global Sales.
  • Tetsuya Koizumi joined Capital Group as Head of Japanese Client group in Tokyo in December 2020. He was previously Director and President at DWS.
  • Polly Leung joined Credit Suisse in October 2020 in Hong Kong as an Executive Director and expert relationship manager for the Hong Kong market. Leung previously covered Greater China institutions, family offices and UHNW clients for Global Market and Wealth Management at BNP Paribas.
  • Rebecca Levy joined CIFC Asset Management as a Managing Director for Investor Solutions in December 2020 in New York. She was previously a Senior Portfolio Advisor at Aksia.
  • Anne Lundberg joined Thornburg Investment Management as Head of Institutional Distribution in November 2020 in Chicago, IL. Lundberg was previously Co-Head of Institutional Distribution and Head of North America consultant relations at GAM.
  • Fred McAuley resigned from his position as Managing Director in Atlanta at Nuveen in December 2020.
  • Cora Gibbons Moore joined Nuveen in October 2020 as Managing Director for International Product, based in London. She joined from Artemis Investment Management where she spent two years in a similar capacity.
  • Abdallah Muhammad joined Tabula Investment Management, an ETF provider, in October 2020 to lead the firm’s Client Development operation in the Nordic region, based in London. Muhammad was previously at Invesco, working as head of Nordic ETF Business Development.
  • Jennifer Mulhall joined BlackRock as a Vice President in October 2020 in New York. She was previously a Vice President at AllianceBernstein.
  • Christopher Mulshine joined Alcentra as Managing Director, Head of US Distribution in October 2020 in New York. Mulshine joined from Lazard where he was Managing Director and Global Head of Private Debt.
  • Peter Nagle was promoted to Chief Commercial Officer with Sanne in December 2020 in Mauritius. He will be responsible for Client Service delivery in all jurisdictions Sanne is present and for the firm’s commercial development. Previously, he served as Global Head of Client Growth.
  • Yuki Nishio joined 100x Group as Managing Director of APAC Business Development in November 2020 in Singapore. Nishio joins from Harvest Global Investments Limited where she was Director, Institutional Sales & Business Development.
  • Victoria P. was promoted at BlackRock from General Analyst to Institutional Client Business Analyst in November 2020 in New York.
  • Jacqueline Pang joined HSBC Asset Management as Head of ETF Sales, APAC in Hong Kong in December 2020. She was previously Head of ETF Capital Markets at State Street Global Advisors.
  • Josh Parrott joined Penso Advisors LLC as a Managing Director of Business Development & Investor Relations in Chapel Hill in November 2020. Parrott joins from AQR Capital where he served as a Director, Advisor Solutions Group.
  • John Pavese was appointed Managing Director and Head of Global Relationship Management at New York Life Investments in October 2020. Most recently, he was Managing Director and Head of third-party Relationship Management at Merrill Lynch. Pavese is based in New York.
  • Miles Powell joined Fiduciary Trust International as Regional Managing Director and Senior Relationship Manager based in Washington, DC. He left his role of Senior Director of Investment & Fiduciary Services at Wells Fargo in November 2020.
  • Paul Pugh joined AJ Bell in October 2020 in Manchester as Head of Strategic Partnerships. Pugh joined from Legal & General Investment Management (LGIM), where he served as Senior Manager for Strategic Alliances.
  • Harald Reczek joined EFG International as Senior Vice President, Global Head of Distribution & Deputy Head of Investments Solutions in November 2020 in Zurich. Reczek previously served as Deputy Head Asset Management Switzerland & EMEA at Credit Suisse.
  • William Rejeski was promoted at Goldman Sachs in December 2020 in New York from Associate to Vice President of Business Development and Investor Relations.
  • Amelia Sexton joined AllianceBernstein as Vice President and ESG Product Specialist in October 2020 in London. She joined from Holden & Partners where she served as Investment Manager and Head of Ethical, Sustainable, and Thematic Investment.
  • Callum Storey joined ScalingFunds as an Associate, Business Development in December 2020 in London. He joins from Scipion Capital Ltd, where he specialized in Business Development and Investor Relations.
  • Rebekah Swan was promoted at AMP Capital to Managing Director & Head of Clients, New Zealand in November 2020. She was previously Director and Head of Product Sales at the firm.
  • Jodie Tapscott joined AllianceBernstein as Director of Responsible Investing Product Strategy in October 2020, based in Sydney. Previously, she served as Director of Client Relations & Head of Asia Pacific ex Japan with Sustainalytics.
  • Ben Taylor was promoted in October 2020 from Senior Vice President to Managing Director at Pinnacle Trust Partners. He is based in New York.
  • Daisy Tsang was promoted at HSBC Life Hong Kong to Chief Distribution and Customer Officer. Tsang has been with the HSBC Group for 20 years, most recently as head of sales & channel development.
  • Gary Vann joined TransFICC as Head of Sales in November 2020 in London. He joined from Nasdaq, where he was Head of EMEA Sales and Account Management.
  • TJ Voskamp joined JO Hambro Capital Management as Head of Sales and Distribution in London in December 2020. He was previously Head of Client Solutions at Aviva Investors.
  • Michelle Wang was promoted from Vice President to Director of Investor Relations with BlackRockin December 2020 in New York.
  • Amy Ward joined Owl Rock Capital as Managing Director in October 2020 in London. Ward joins from Pollen Street Capital where she was Partner, Investor Relations.
  • Katie Weber joined Robeco in December 2020 as Head of UK Institutional Sales, based in London. She joined from AllianceBernstein where she was Director in the EMEA Client Group.
  • Marcy Wolf left SEI Investments in December 2020 to join BlackRock in January 2021 as a Client Services and Sales Associate.

Placement Agents / Private Fund Groups

  • Declan Fitzmaurice joined Rede Partners in November 2020 as an Investor Relations Advisor, focusing on Asian Coverage, based in Dublin. He was previously a Managing Director at Vantage Point Consulting.
  • Debra Kelsall joined PJT Partners in November 2020 as a Director in the secondary advisory unit. She joined from Goldman Sachs, where she was for five and a half years, most recently as an Associate in its alternative capital unit.
  • Tyler Luff joined Threadmark in December 2020 as a Vice President in Investor Relations, based in New York. Luff was previously a Vice President at MVision Private Equity Advisors.
  • Alexander Mejia will join Goldman Sachs in May 2021 where he will run the single asset advisory focus, reporting to Kamo and David Friedland in New York. Meija previously worked at Lazard as a Managing Director.
  • Hiroshi Nishimuro joined Monument Group in December 2020 as a Senior Representative for Japan, based in Tokyo. Nishimuro was previously Executive Director, Fund Manager, and Product Specialist at Morgan Stanley Investment Management.
  • Nayan Patel was promoted in December 2020 to Chief Executive Officer at Robeco in Singapore. Patel will take on this role alongside his previous position as Executive Director of Institutional Business Development, Southeast Asia.
  • Anand Tanna joined Eaton Partners in October 2020 as a Business Development Director based in London. He was previously a Vice President at Greenstone Equity Partners.

Private Equity

  • Jeremy Aibel, Client Services Co-Op, completed his internship with KKR in Boston and has returned to Chicago to finish his Bachelors in Business Management at Northwestern University.
  • Jared Ailstock, Business Development, was promoted from Director to Managing Director withCastlelake in December 2020.
  • Antonella Amatulli has rejoined Cambridge Associates as an Investment Director within the Private Client Practice. Previously, she was on the Investor Services team with Younited Credit.
  • Drew Annas joined TPG as a National Sales Consultant in November 2020. He joins from Huddle, Inc. where he was an AVP of Sales.
  • Stephan Bannier joined Generali Investment Partners as Head of DACH Sales in December 2020. The role is effective January 2021, and he will be responsible for expanding the firm’s distribution capabilities in the German, Austrian and Swiss markets. Bannier joins from Legg Mason Global Asset Management, where he served as country head for Germany and Austria.
  • Daniel Banon joined Mondrian Investment Partners Limited in November 2020 as a client services associate. He previously served as a client services analyst at Hamilton Lane.
  • Thomas Bavin was promoted at Barings to Head of Client and Product Management in Charlotte, NC, In November 2020.
  • Davis Bender joined Razor Horse Capital as a Business Development Analyst in November 2020. Bender was previously a chess teacher at Academic Chess.
  • Ben Bernstein was promoted to Managing Director, Business Development at Kennedy Lewis Investment Management LLC. Bernstein previously served as Director, Business Development at the firm.
  • Victoria Bianco was promoted at PIMCO from Portfolio Analysis Group Specialist to an Associate in the Private Client Group.
  • Nicole Bisson was promoted from Associate to Principal in December 2020 with KKR’s Client and Partner Group.
  • Tequila Bone joins Astorg as a Director of Investor Relations based in London, in October 2020. Previously Bone was a Director at EQT Partners.
  • Greg Bottjer joined Cohen & Steers as Executive Vice President and Head of Global Product Strategy and Development. Bottjer joins from Nuveen where he was senior managing director and head of product management and development.
  • Phillip Brooks was promoted from Vice President to Senior Vice President with Neuberger Berman in December 2020.
  • Adam Brown was promoted from interim to permanent Head of EMEA Marketing with Neuberger Berman in December 2020.
  • Gabriela Caceres was promoted at Nuveen to VP, Client Experience in October 2020 from VP, Global Client Service Strategy.
  • Lindsey Hayeon Chang joined RG Asset Management as Head of Risk Management in December 2020. She previously worked in the business development group at Barings.
  • Julia Kuo Chen was promoted to Principal in December 2020 with Spectrum Equity. She focuses on LP relations, marketing and communications.
  • Camilla Coriani was promoted from Associate to Director with Hayfin Capital Management in December 2020. She is a member of the firm’s UK Business Development team.
  • Gemma Cowie has joined Royal London Asset Management as Head of Strategy. Before joining RLAM, Cowie was head of product for Emea and Latin America at Neuberger Berman.
  • James Davis left his position as a managing director at STRAIT in November 2020. He focused on client relationship managements, sales and business development at the firm. He is seeking an opportunity in Business development for Private Equity, Hedge Funds, and Alternative Assets.
  • Kristie Goodman Davis joined ICV Partners as a Director of Investor Relations & Strategic Partnerships in Atlanta, GA in december 2020. She joined from Inner City Marketing.
  • Sheila Dharmarajan, Head of Investor Relations & Business Development with ZMC, was promoted to Partner in December 2020.
  • Vincent Diapolo joined Nuveen as a Vice President, Wealth Advisor Consultant in November 2020. Dipolo joined from Invesco where he was a Vice President, Senior Advisor Consultant.
  • Michael Doppelt joined Constitution Capital as a Managing Director, Investor Relations. Before that, Doppelt worked for Lightyear Capital.
  • Benjamin Dreyer joined Pathway Capital Management in December 2020 as Senior Vice President, Client Services & Business Development for EMEA. He joined from Bank of America Merrill Lynch / Lumnya Investments where he was Head of DACH and Nordics Distribution.
  • David V. Duke was promoted to Partner with Kian Capital Partners in December 2020 where he is a senior member of the Business Development team.
  • Brian Essig joined Nuveen as a Vice President, Wealth Advisor Consultant in December 2020. He joins from Guggenheim Partners where he was Sales Desk Manager.
  • Paul Fawcett joined Benchmark Capital as Head of Strategic Accounts in December 2020. He joined from Bravura Solutions, where he oversaw client relationships with wealth managers, investment banks, asset managers and pension providers.
  • Dylan Fayer joined Cetera as a financial consultant in December 2020 in Tampa. He previously served as a financial consultant at National Securities. 
  • Sean Fetterman joined Morgan Stanley in December 2020 as a Managing Director in Wealth Management in Florida. He previously served in the same position at UBS.
  • Jim Fink joined Nuveen as a managing director in October 2020. Fink previously served as a managing director, head of business development group.
  • Teresa Morris Fisher joined Wells Fargo as a financial advisor and managing director in December 2020. She previously served as an executive director & financial advisor at JP Morgan.
  • Megan Fischer joined Booz Allen Hamilton as lead associate, investor relations in November 2020. She previously served as a research analyst at ISS.
  • Sean Flynn, Associate, joined Capital Dynamics in October 2020 as a member of the European Business Development team from Murano Connect.
  • Alistair Galloway joined Hamilton Lane as a Investor Relations/Fundraising principal based in London, in November 2020. He previously worked as a Vice President at Pantheon Ventures.
  • Autrey Gates was promoted at Eaton Vance to Regional Business Development Associate in October 2020. Gates previously served as an Internal Consultant at the firm.
  • Gwen Geng joined TPG in December 2020 in Singapore to work in Capital Formation and Fundraising. Geng previously worked at the Ministry of National Development Singapore.
  • Lucie Gordon was promoted to Head of Newcastle Office with Brewin Dolphin in October 2020 and she will continue to serve as Head of Intermediary Sales. She joined the Newcastle office in 2014 as a Business Development Manager and was named Head of Intermediary Sales in 2018.
  • Simon Gordon was promoted to Managing Director of The Sovereign Group’s Dubai office. Gordon has spent seven years with the company and two years in a Sales Director role at Sovereign Dubai.
  • Kelly Griffin joins Sun Capital as Head of Investor Relations in November 2020 in Boca Raton. Griffin joins from Caxton Associates LP, a discretionary global macro hedge fund.
  • Sam Guinness joined Goldman Sachs within their Alternative Capital Markets team as a Vice President in December 2020 in London. He joined from Myriad Asset Management where he worked as a Director in Investor Relations.
  • Miguel Hernandez was promoted at Franklin Templeton as a Director of Business Development in December 2020 in London.
  • Andrew Houston was promoted to Head of financial planning and investment sales at Equitable Advisors. He previously served as investment sales desk manager at the firm. Prior to this, he worked in wealth strategy at Keystone Capital Partners Group.
  • Basil L. “Beau” Hurst, Managing Director, joined Golub Capital in December 2020 from Acorn Advisory Capital. He will focus on Business Development and Investor Relations in Golub’s New York office. 
  • Diego Iglesias joins Franklin Templeton as a Vice President in Uruguay in October 2020. He previously worked at Unicorn Strategic Partners as a Director.
  • Andrew A. Jackson joined Nuveen as an Internal Advisor Sales Representative in November 2020. He previously served as an Internal Wholesales for Transamerica.
  • Kaiser Jasrai joined Gulf Capital in November 2020 as Managing Director and Head of Fundraising and Investor Relations in London. He joined from Eaton Partners, where he was Managing Director in the firm’s European operations.
  • Mariana Jovanovic joined L Catterton as Managing director, Investor Relations in October 2020 in London. Jovanovic previously worked as a Principal at Rede Partners LLP.
  • Rachel Jurgielewicz was promoted from Senior Analyst to Associate Director with Värde Partners in December 2020.
  • Brian Karavlan joined Anchor Capital Management Group in November 2020 as a Vice President of Institutional Sales. He previously served as an External Wholesaler for SunAmerica Mutual Funds.
  • Angela Kay joined Basepoint Capital in December 2020 in Los Angeles as Head of Capital Markets. Kay joined from ICE Canyon LLC where she was a Managing Director, Business Development.
  • Casey George Keating, Product Strategy & Marketing Manager, joined Neuberger Berman in November 2020 from Nuveen.
  • Megan Kellerman joined Cresset Partners in October 2020 as Managing Director of Business Development after five years at GCM Grosvenor.
  • Aziz Khan joined Nuveen as Client Services Manager in November 2020. He previously served as a Senior Associate at Dimensional Fund Advisors.
  • Carmine Lacognata joined Cetera as a financial advisor in December 2020 in Tampa. He previously served as a financial advisor, director of insurance and annuities at National Securities. 
  • Jean-Yves Lagache, MD, joined Capital Dynamics in October 2020 as a member of the European Business Development team. He joined from Essling Capital where he was MD of their Funds Investment Solutions team.
  • Adrien paul Lambillon was promoted at Partners Group to Associate Corporate Development and Sustainability, based in Zurich, in October 2020.
  • Leah Landreth, Investor Relations Analyst, joined Apollo Global Management in November 2020 from JP Morgan.
  • John L. Losardo was promoted at Nuveen to Client Service Associate - New Business Services Team in November 2020. He previously served on the Database and Sales Supports Specialists team at the firm.
  • Julia Lundstrom was promoted at Banque Lombard Odier to Head of Private Assets Distribution in Geneva in November 2020. Lundstrom previously worked in Private Equity Investor Relations at the firm.
  • Polly Mack joins San Francisco-based private equity shop Gryphon Investors as a director of business development in October 2020 in New York. Mack previously served as regional director of origination at The Riverside Company.
  • Raj Mahey joins Eaton Partners as an Analyst in New York in October 2020. Mahey previously worked as an Analyst in Investor Relations for Bardin Hill Investment Partners.
  • Stephanie Mata joined Three Hills Capital Partners in November 2020 in London as a Managing Director of Investor Relations. Mata previously served as Founder & Managing Director at Soror Advisers.
  • Rachel Matharu joined Cinven in October 2020 in London as a Director specializing in Fundraising and Investor Relations. Matharu previously worked as director at AnaCap Financial Partners.
  • Shayne A. Matthis joined Nuveen in November 2020 as a vice president, wealth advisor consultant. He previously served as an associate, internal client advisor at JP Morgan. 
  • Margaret McCarthy, Incoming Summer Analyst, joined KKR’s Client & Partner Group in November 2020 from Washington & Lee University.
  • Daniel McCulloch joined Morgan Stanley as Executive Director, Alternative Investments in October 2020 in Houston. McCulloch previously worked as an Executive Director of Business Development for Paloma Partners.
  • Ralph McNamara joined Eagle Private Equity as a Senior Vice President based in Sarasota, FL, in December 2020. Previously he worked at CQS.
  • Caitlin Mixter joined Lafayette Square Holding Company in November 2020 as a Managing Director, Head of Investor Relations. She previously served as a Vice President, Business Development and Investor Relations at Brightwood Capital.
  • Shawn Moss was promoted to Partner at Black Dragon Capital in December 2020 where he will be working on all aspects of the firm’s Capital investing activities and fundraising efforts.
  • Par Norberg, Head of Investor Relations with Nordic Capital, was made a Partner in December 2020.
  • Marta Olszowka was promoted at Partners Group to Manager, Head of Project Management, Investor Relations and Marketing, Europe, based in Zug, in December 2020.
  • Mark Phillip joins FlowStone Partners as Head of Business Development in October 2020. He joined from MatlinPattereson Asset Management, where he was Principal.
  • Wendy Piergolam joined IQ-EQ as Head of Client Development USA in December 2020 from PraxisIFM where she was Director of Global Services. 
  • Jordan Prohaska joined St. Croix Hospice, a portfolio company of H.I.G. Capital, in December 2020 as Vice President of Business Development and Strategic Operations. He joined from Thompson Street Capital Partners.
  • Elena Ranguelova was promoted from Portfolio Strategist to Managing Director and Head of North America Client Business with Investcorp in November 2020.
  • Curtis Raven joined Cetera as a financial consultant in December 2020 in Tampa. He previously served as a tax and financial advisor at National Securities. 
  • Raisa E Reyes joins Apollo Global Management as an Investor Services Director, based in New York, in. September 2020. Previously Reyes was a manager at Grant Thornton LLP.
  • Jack Richardson left Barclays Investment Bank in December 2020 to join Hayfin Capital Managementin January 2021 as a member of the firm’s UK Business Development team.
  • Matthieu Rivron was promoted at Natixis to Head of Global Markets Business Management, APAC in October 2020. He previously served as Director, Head of Financial Performance at the firm.
  • Daniel Roberts joined The Arlo Group UK as Private Client Director in November 2020. He was previously a senior private banker at Nedbank Private Wealth.
  • Amanda Rodrigues joins ff Venture Capital in October in New York as Principal, Head of Business Development. Rodrigues previously worked as Director, Investor Relations and Business Development at Forester Capital.
  • David Romans joined Wells Fargo as a financial advisor and managing director in December 2020. He previously served in the same role at JP Morgan.
  • Melinda Roy, Business Development Associate, joined Apollo Global Management in November 2020 from Deutsche Bank.
  • Dakota Sagnelli, Associate, joined KKR’s Client & Partner Group in December 2020 from Uber.
  • Martine Sessin-Caracci, MD, joined Capital Dynamics in October 2020. She joins the firm’s European Business Development Team and she was also named Co-Head of the France Office. She joined from Omnes Capital where she was a Managing Partner and Head of Investor Relations.
  • Sadaf Shekarkhand was promoted from Associate to Principal in December 2020 with KKR’s Client and Partner Group, in which he focuses on capital raising and investor relations.
  • Brian N. Sheth announced an immediate departure from Vista Equity Partners in November 2020 in Austin. Unclear where to next.
  • Kevin P. Sierra II joined Nuveen as a Global Alternative Investments Product Manager in October 2020. He joined from Franklin Templeton where he was a Product Specialist.
  • Brooke Sorensen will rejoin Apollo Global Management in January 2021 from Global Infrastructure Partners. Title is TBD.
  • Zheng Wei Sim was promoted from Associate to VP with Asante Capital Group in October 2020.
  • Fiona Southall joined InfraVia in Paris within a Infrastructure fundraising capacity having previously worked at Edmond de Rothchild in Paris.
  • William Swift joined DCM Systematic as a Head of Business Development, based in London, in December 2020. Previously he worked at ADG Capital Management LLP.
  • Scott A. Stanley joined New York Life Investments as an Advisor Consultant in October 2020. He previously served as a Managing Director, Advisor Consultant for Nuveen.
  • Sadayuki Takahashi was named Deputy Head of Japan for Aberdeen Standard Investments, effective December 1, 2020. Takahashi joined from Schroders Japan where he recently served as chief operating officer of distribution and head of product development.
  • Steven Trustey, VP, joined Neuberger Berman in December 2020 from HSBC Retail Banking and Wealth Management.
  • Harry Tseng joined Credit Suisse working on FX Sales in November 2020 in Hong Kong. He previously served specialized in Local Market Sales for JP Morgan in Hong Kong.
  • Natsumi Uto joined Vanguard as a Regional Sales Executive in December 2020. She previously served as an Advisor Consultant at Nuveen.
  • Gi Kyun Wang joined TPG as a Principal in October 2020 from Neuberger Berman.
  • James Whitelaw joined DAVINCI Trusted Partner in October 2020 as Managing Director and Partner of its Fund Distribution Unit. He was previously Vice President and Sales Executive at Franklin Templeton Investments.
  • Dominic Wood joined Spartan Advisors as Director of the firm’s LP Relationship Management across EMEA. He joined in December 2020 in their London office. Previously, he was with MVision Private Equity Advisers as Vice President. 
  • Esther Y. joined Nuveen as a Vice President, Wealth Advisor Consultant in November 2020. She joined from Charles Shwab where she was a Regional Income Specialist.
  • Kyri Yiannakis joined Holland Mountain in November 2020 as Head of Client Development. Previously, he was Head of EMEA for ComplySci, a Vista Equity Partners portfolio company.
  • Jenny Yoe joined Newton Investment Management as its new Head of U.K. Institutional in November 2020 in London. Yoe previously worked for State Street Global Advisors, where she was managing director and head of U.K. and Ireland institutional.
  • Takatoshi Yoshizawa was promoted at Astmax Asset Management in Tokyo in October 2020 to Head of International Business Development. Yoshizawa previously served as Director of institutional Business development.
  • Jennifer Zhao joined Certares as a vice president, capital formation in 2020. She previously worked in investor relations at Genstar Capital.

Real Estate

  • Marty Alston joined Brennan Investment Group as Managing Director of Institutional Sales in December 2020 in Chicago, IL. Alston previously worked as Senior Vice President for Threadmark.
  • Tobias Baumann joined Heitman in November 2020 in London as Head of Sales, DACH. Baumann previously served as Senior Vice President, Client Advisory at Winton.
  • Tony van Gool has joined Time Investments’ distribution team as Director of Business Development and Structuring, based in London. Van Gool previously held the post of Sales Director at Artemis Investment Management.
  • Rachel Green was appointed Vice President and Director of Institutional Sales for the UK, based in London, at Nuveen in December 2020. Before joining Nuveen, Green was an Associate Director for Institutional Sales at Aviva Investors.
  • Sterling Grol joined GI Partners as Director and Head of EMEA Business Development in October 2020 in London. Grol previously worked as Partner and Head of Capital Raising for Softbank Investment Advisers.
  • Amar Jhaveri joined Dune Real Estate Partners in New York as Vice President of Capital Markets in November 2020. He joined from Nuveen’s Institutional distribution team.
  • Michael Lewis joined Portfolio Advisors, LLC as a Senior Vice President in October 2020 in New York. Lewis previously worked as a Director, Private Capital Advisory, at Lazard.
  • Christopher Lockwood joined Pacific Oak Capital Markets Group as Senior Vice President of Sales in December 2020 in Miami, FL. He joined from Pacer ETFs, where he was a Managing Director.
  • Racheal Warne, Business Development Manager, left AMP Capital in November 2020 to join AMA Finance Brokers as Senior Vice President of Sales in Sydney.

Secondaries

  • Scott Beckelman joined Jefferies in New York as a Managing Director in October 2020 to help the firm enter the Secondaries Sell-Side market. Beckelman was previously a Managing Director at Greenhill & Co.
  • Jonathan Costello joined Stone Point Capital as Operating Partner in November 2020 in New York. Costello previously served as Partner on the Secondary Advisory Team for PJT Partners.
  • Zara Humayun joined Triago as Principal of Private Equity Fundraising and Secondary Sell-Side Advisory, based in London, in December 2020. Humayun was previously a Vice President at BlackRock.
  • Brenlen Jinkens joined Jeffries in London as a Managing Director in October 2020 to help the firm enter the Secondaries Sell-Side market. Jenkins was previously a Managing Director at Greenhill & Co.
  • Todd Miller joined Jefferies as a Managing Director in the Secondaries unit in November 2020, based in Dallas, TX. He previously served as a Managing Director at Greenhill & Co.

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