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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:
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...
Manager Intelligence and Market Trends - November 2024
bfinance’s quarterly report in November 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter
Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA, are based on asset managers’ investment techniques, processes and instruments: equity hedge,...
Seeking Diversity from Investment Managers
Diversity (or the lack of) has been a hot topic across the asset management industry for decades. However, a growing number of investors are seeking managers who encourage and display high levels of...
Energy Transition and the Commodity Investment Conundrum
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
Investors Should Re-evaluate Fees in the ‘Turbulent Twenties’
In a new macroeconomic environment, cost management requires fresh attention from investors. Inflation and higher-for-longer rates have created upward pressure on expenses in a variety of areas,...
Investor Spotlight: AIMCo CIO Goes for ‘Game-changing’ Business Transformation
A major shift is underway at Alberta Investment Management Corporation. The provincially-owned investment manager has commenced a comprehensive overhaul of systems that will support ‘total portfolio...
Global Sukuk: Sector in Brief
The Global Sukuk market has evolved significantly in recent years, as investors search for new and innovative routes to positive returns while navigating a landscape riddled with economic and...
