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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 - May 2024
bfinance’s quarterly report in May 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major asset...
Top Investor Surveys Part Ways on Asset Allocation Expectations
Credible asset owner surveys can be a useful source of insight for both investors and the asset managers/advisers that serve them. Their headline findings often tend to focus on expected changes to...
Passive ESG Investing Needs Careful Attention Amid 'Backlash'
From the pages of the Financial Times and Reuters to the hallways of investment conferences, noise of an ‘ESG Backlash’ has echoed around the asset management industry through recent months.
Investor Spotlight: MPS Foundation Seeks Stable Income While Delivering Social Objectives
An inflationary climate has created new challenges for foundations around the globe: with underlying projects seeking larger disbursements to cover their increased costs, there is a need for higher,...
Asset Manager Selectors: Three Themes to Watch in 2024
The 2023-4 period has brought new challenges for institutional investors, affecting both strategy and investment manager selection – the task of identifying the right products and the right partners...
Money for Nothing? Hedge Funds Haven’t Budged on Hurdle Rates (Yet)
Although two years have now passed since the Federal Reserve started rapidly hiking interest rates, the likelihood that your hedge fund manager will have a ‘hurdle rate’ for their performance fees...
Carbon Trading Strategies: Sector in Brief
This report provides a concise introduction to the investment characteristics of carbon compliance credits and the growing use of this emerging asset class by hedge funds, traditional asset managers...
Investment Grade Corporate Bonds: Understanding Manager Performance
Investor appetite for investment grade fixed income grew significantly last year but active managers are coming under scrutiny. This report examines corporate bond manager performance and...
