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David Ness
Senior Director
David is a Senior Director and client consultant for bfinance US. With over 20 years of investment management and financial services history, he brings a wealth of experience to the client consulting position at bfinance.
Prior to joining the team at bfinance, he launched the institutional business line for Crescent Grove Advisors where he also was a member of the model portfolio and investment committees. David served in several investment roles within BMO Global Asset Management and M&I Investment Management Corp. With BMO/M&I, he held positions as an institutional portfolio manager, financial analyst, and interim Treasurer of the Marshall Funds. David began his career with Waterhouse Securities where he held roles as an investment consultant and advisor.
David earned his MBA from Marquette University and his undergraduate degree from the University of Wisconsin – Green Bay in Economics. David is a member of the CFA Society of Milwaukee.
More insights from the team:
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...
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...
