Trasferimento di conoscenza agli investitori
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Oliver Wade

Oliver Wade

Associate, Investment Content

Oliver è un associate nel team di Investment Content di bfinance, dove è responsabile della strategia dei contenuti dell'azienda e partecipa a una vasta gamma di ricerche, attività di thought leadership e comunicazioni. Con oltre otto anni di esperienza, ha ricoperto ruoli in diverse società finanziarie, tra cui 7IM, NatWest e FOW, ed ha scritto per importanti pubblicazioni come Euromoney, MoneyAge e Insurance Asset Management. Oliver ha una conoscenza approfondita di content strategy, analisi dei dati e analisi di mercato, con particolare specializzazione nella divulgazione di complessi argomenti di investimento per un pubblico istituzionale.

More insights from the team:

The growing appeal of semi-liquid private market vehicles represents a significant shift in how institutional investors approach illiquid asset classes.

The question of how to integrate private market investments into strategic asset allocation models represents one of the most significant and sensitive issues that allocators face today. This report...

Liquidity-friendly vehicles for illiquid asset classes are on the rise. In order to avoid potential pitfalls, however, it is crucial to interrogate asset managers’ approaches. As part of our...

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...

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...

‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.

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...

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,...

INCONTRA IL NOSTRA TEAM CORPORATE

Un luogo di lavoro dinamico e di supporto

CEO E CFO

David Vafai

David Vafai, MBA, CFA, CAIA

Amministratore delegato

David Vafai è fondatore e CEO di bfinance. È responsabile della gestione e dello sviluppo del gruppo. Prima di fondare bfinance nel 1999, David ha lavorato presso Mercer a Toronto, Goldman Sachs International a Londra e Bertelsmann a Parigi.

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Raj Nagevadia

Raj Nagevadia

Direttore finanziario

Raj dirige la funzione finanziaria di bfinance ed è membro del Senior Management Team dell'azienda, di cui è entrato a far parte nel giugno 2018. In trent’anni di carriera ha ricoperto diversi ruoli di Chief Financial Officer in diversi settori, tra cui i servizi tecnologici, la vendita al dettaglio, la revisione contabile e l'energia.

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RESPONSABILE DELLE RISORSE UMANE

Amanda Alcock

Amanda Alcock

Responsabile delle risorse umane

In qualità di responsabile delle risorse umane, Amanda Alcok si assicura che bfinance sia in grado di assumere e sviluppare un team di professionisti qualificati in un ambiente collaborativo.

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SISTEMI INFORMATICI

Benjamin Legrand

Benjamin Legrand

Senior Director, Responsabile dei sistemi informatici

Benjamin è entrato in bfinance nel 2005 ed è responsabile dello sviluppo e dell'infrastruttura IS di bfinance. Prima di entrare in bfinance, Benjamin ha trascorso 8 anni come consulente dei sistemi informatici presso PwC e presso una società di consulenza IT che ha co-fondato.

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CONTENUTI E MARKETING PER GLI INVESTIMENTI

Mark Mortlock

Mark Mortlock, PG Dip DigM

Responsabile Marketing

Mark è responsabile di tutti gli aspetti del marketing del marchio bfinance, sia online che offline. Ha una vasta esperienza nello sviluppo di siti web, nella gestione del marchio, nel marketing sui motori di ricerca, nei social media e marketing automatizzato.

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Oliver Wade

Oliver Wade

Associate, Investment Content

Oliver è un associate nel team di Investment Content di bfinance, dove è responsabile della strategia dei contenuti dell'azienda e partecipa a una vasta gamma di ricerche, attività di thought leadership e comunicazioni.

Leggi Tutto
Amanda Alcock

Amanda Alcock

Responsabile delle risorse umane

In qualità di responsabile delle risorse umane, Amanda Alcok si assicura che bfinance sia in grado di assumere e sviluppare un team di professionisti qualificati in un ambiente collaborativo. Amanda ha maturato oltre 25 anni di esperienza in ruoli HR nell'ambito dei servizi finanziari, in organizzazioni sia grandi che piccole. Amanda è laureata in Storia, è membro del Chartered Institute of Personnel and Development ed ha completato l'HR Guild Leadership Programme.

Ulteriori approfondimenti dal team:

The growing appeal of semi-liquid private market vehicles represents a significant shift in how institutional investors approach illiquid asset classes.

The question of how to integrate private market investments into strategic asset allocation models represents one of the most significant and sensitive issues that allocators face today. This report...

Liquidity-friendly vehicles for illiquid asset classes are on the rise. In order to avoid potential pitfalls, however, it is crucial to interrogate asset managers’ approaches. As part of our...

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...

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...

‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.

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...

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,...

Mark Mortlock

Mark Mortlock, PG Dip DigM

Marketing Director

Mark Mortlock is Marketing Director at bfinance. Mark is responsible for all aspects of marketing across the bfinance brand, both online and offline. He has extensive experience in website development, brand management, search engine marketing, social media and automation marketing. Mark joined bfinance in 2017. Mark holds a BA (Hons) in Marketing and Communications, a Post Graduate Diploma in Digital Marketing (PG Dip DigM) from the Institute of Direct and Digital Marketing (IDM) and a Google Squared qualification in digital leadership.

Ulteriori approfondimenti dal team:

The growing appeal of semi-liquid private market vehicles represents a significant shift in how institutional investors approach illiquid asset classes.

The question of how to integrate private market investments into strategic asset allocation models represents one of the most significant and sensitive issues that allocators face today. This report...

Liquidity-friendly vehicles for illiquid asset classes are on the rise. In order to avoid potential pitfalls, however, it is crucial to interrogate asset managers’ approaches. As part of our...

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...

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...

‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.

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...

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,...

Benjamin Legrand

Benjamin Legrand

Senior Director, Head of Information Systems

Benjamin joined bfinance in 2005 and, as Director, Head of Information Systems, is in charge of bfinance’s IS infrastructure and development initiatives. Prior to joining bfinance, Benjamin spent 8 years as a consultant in Information Systems at PwC and at an IT service company he co-founded. As a consultant, Benjamin was involved in large IT projects for BNP Paribas, Société Générale and Archon Group (subsidiary of Goldman Sachs). He holds a Master’s Degree in Engineering from a french Grande Ecole.

Ulteriori approfondimenti dal team:

The growing appeal of semi-liquid private market vehicles represents a significant shift in how institutional investors approach illiquid asset classes.

The question of how to integrate private market investments into strategic asset allocation models represents one of the most significant and sensitive issues that allocators face today. This report...

Liquidity-friendly vehicles for illiquid asset classes are on the rise. In order to avoid potential pitfalls, however, it is crucial to interrogate asset managers’ approaches. As part of our...

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...

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...

‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.

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...

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,...

Altri articoli...

  1. Raj Nagevadia
  2. David Vafai
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