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David Ness
Directeur prinicpal
David est directeur principal et consultant client pour bfinance US. Avec plus de 20 ans d'expérience dans la gestion d'investissements et les services financiers, il apporte une richesse d'expérience au poste de consultant client chez bfinance.
Avant de rejoindre l'équipe de bfinance, il a lancé la ligne commerciale institutionnelle pour Crescent Grove Advisors, où il a également été membre des comités Portefeuille Modèle et Investissements. David a occupé plusieurs fonctions d'investissement au sein de BMO Global Asset Management et de M&I Investment Management Corp. Chez BMO/M&I, il a occupé les postes de gestionnaire de portefeuille institutionnel, d'analyste financier et de trésorier intérimaire des fonds Marshall. David a commencé sa carrière chez Waterhouse Securities, où il a occupé des fonctions de consultant et de conseiller en investissement.
David est titulaire d'un MBA de l'université de Marquette et d'un diplôme de premier cycle en économie de l'université du Wisconsin - Green Bay. David est membre de la CFA Society of Milwaukee.
Market intelligence:
Manager Intelligence and Market Trends - February 2025
bfinance’s quarterly report in February 2025: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Impact Private Debt: DNA of a Manager Search
The ‘Impact Private Debt’ sector has undergone a significant phase of expansion during the past two years. This report presents an overview of currently available strategies, while an illustrative...
Four Family Office Trends to Watch in 2025
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
Properties of Performance: What Has Set Real Estate Fund 'Winners' Apart?
With an eye on recent difficulties in real estate portfolios, we ask: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider adjusting...
‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears
Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time,...
Time to Press for Better Fees in Private Markets?
A new survey of more than 300 investors (Global Asset Owner Survey, November 2024) indicates that more than 40% believe ‘like-for-like’ fees for Private Equity managers have decreased in the past...
Global Asset Owner Survey: Risk and Resilience
A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’...
Diagnosis: Opportunity? Direct Lending in Healthcare
Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’ net IRR targets suggesting a premium of more than 300bps versus conventional direct lending...
