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David Ness
Senior Director
David è responsabile della relazione con la clientela di bfinance negli Stati Uniti. Con oltre 20 anni nel settore dell'asset management e dei servizi finanziari David porta una vasta esperienza al suo ruolo di consulente per gli investimenti.
Prima di raggiungere bfinance, David ha lanciato la linea di business istituzionale di Crescent Grove Advisors, dove è stato membro del comitato d'investimento e del comitato dedicato ai portafogli modello. In precedenza, David ha ricoperto diversi ruoli di investimento presso BMO Global Asset Management e M&I Investment Management Corp. Con BMO/M&I ha svolto ruoli di gestione di portafogli istituzionali, analista finanz
David ha conseguito un MBA presso la Marquette University e una laurea in economia presso la University of Wisconsin - Green Bay. David è membro della CFA Society di Milwaukee.
Ulteriori approfondimenti dal team:
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...
