In the News

1. David Ben-Ur appointed CIO of Caxton Alternative Management

   Caxton Alternative Management, the new family office set up by Bruce Kovner, founder and chairman of global macro hedge fund manager Caxton Associates, has hired David Ben-Ur as CIO. Mr. Ben-Ur was for eight years co-CIO of Corbin Capital, which manages $2.7 billion in hedge funds of funds. He will remain a partner of Corbin Capital and a strategic advisor to the firm.

   Details in P&I Daily January 25, 2012

2. Conning recruits Michael Haylon to lead global product development

   Conning, a leading insurance client asset management firm, has hired Michael Haylon to oversee global product development while managing investment strategies reporting to CIO Richard Sega. Sega commented: "Mike's deep expertise in international investment product development and management will help us expand our product suite across all of Conning's offerings and support our global expansion plants."

   Details in FundFire January 5, 2012

3. Wells Fargo acquires institutional global equity manager

   Wells Fargo will acquire EverKey Global Partners, a boutique global equity institutional manager. EverKey's 11-member staff led by Jeff Everett, former CIO of Templeton Global Advisors, will join Wells' asset management division, expanding the number of investment strategies offered by the firm.

   Details in FundFire December 16, 2011

4. T. Rowe Price hires Peter Austin to head LDI solutions

   Peter Austin, longtime BNY Mellon veteran who was head of pension services, has joined T. Rowe Price as head of its new fixed income solutions group. Austin initially will focus on enhancing T. Rowe Price's liability-driven solutions business for U.S. pension funds. In a statement Mike Gitlin commented: "Our fixed income solutions group will be working with a broad range of institutional clients to provide customized investment programs and will draw upon the resources of the firm. Peter has the experience and capabilities to make our LDI effort a collaborative one for the benefits of our clients."

   Details in FundFire October 7, 2011

5. PIMCO Hires Ravi Mattu as Managing Director and Head of Analytics

   PIMCO, which manages $1.25 trillion, has hired Ravi Mattu to oversee portfolio management analytics as well as client facing analytics globally reporting to Mohamed A. El-Erian, PIMCO's CEO and co-CIO. El-Erian commented: "Having a world-class integrated analytics framework has been key to PIMCO's success, and remains so. Ravi's expertise, experience and leadership skills will enable us to enhance further our capabilities in this important area." Mattu was most recently head of research and strategy for Citadel Securities.

   Details in Marketwire February 22, 2011

6. David Barrett Partners to Sponsor the J.P. Morgan Tournament of Champions Squash 2011 Event

   David Barrett Partners, the boutique executive search firm with offices in New York and London, is a proud to announce its sponsorship of the J.P.Morgan Tournament of Champions Squash Event being held January 21-27, 2011 in New York City's Grand Central Station.

   Details in Press Release January 20, 2011

7. Institutional Sales Hiring Poised to Resume in 2011

   Institutional asset management firms' demand for sales and marketing professionals is expected to continue during 2011. Laura Pollack, partner at David Barrett Partners, sees continuing need for and short supply of product specialist in international equities, fixed income and emerging markets.

   Details in Fundfire December 28, 2010

8. Invesco Consultant Chief Bolts for ING

   David Barrett Partners assisted ING Investment Management in hiring Brian Baskir as head of global consultant relations, a new position at the firm. ING has $462 billion in assets under management globally.

   Details in Fundfire August 17, 2010

9. Harvard manager goes to Gates' investment firm

   Stan Zuzic, one of Harvard University's top endowment managers is now at Bill Gates Investments, the firm that manages money for the Gates Foundation, according to a person with knowledge of the move. Jane Mendillo, CEO of Harvard Mangement wrote in an internal memo: " Stan is leaving for an exciting opportunity that promises to be a great fit with his considerable talents."

   Details in Pensions & Investment Daily June 14, 2010

10. Fund Managers Avoid Bonus Cuts

    In a report published by David Barrett Partners, Tory Hyndman, partner in the firm's London office, explains that Fund managers have avoided bonus cuts for 2009 to retain staff and a handful of firms have paid up as a talent retention strategy.

    Details in Financial News March 19, 2010

11. Hiring Picks Up For Institutional Sales Pros

    Laura Pollock, a partner with David Barrett Partners, expects "a tremendous amount of movement' for 2010 in client-facing distribution roles with large scale hiring of asset gathers in the first quarter of 2010."

    Details in Fundfire October 21, 2009

12. Headhunter Opens London Office

    David Barrrett Partners announces the opening of the firm's office in London with the hiring of Tory Hyndman, a veteran in the UK asset and wealth management recruiting market. David Barrett believes there is pent-up demand for new hires and that "it's a great time"" for an executive search firm focused on asset and wealth management to be expanding."

    Details in Pensions & Investment Daily September 9, 2009

13. Kase To Lead North American Sales For SSGA

    State Street Global Advisors has named Jamie Kase executive vice president, head of global sales and marketing, a new position. David Barrett Partners assisted in the search.

    Details in Pensions & Investment Daily March 2, 2009

14. Checking Our Crystal Ball; 10 Years Later, P&I Revisits Its List of "25 To Watch"" And Finds Most Doing Just Fine

    David Barrett provides perspective on the vast change in the investment arena since Pensions and Investments profiled 25 people to watch in institutional investement 10 years ago.

    Details in Pensions & Investment Magazine October 27, 2008

15. New York Health Foundation Names First CIO

    Nick Smirensky, deputy CIO of the New York State Common Retirement Fund, will join The New York Health Foundation as its first-ever CIO later this month. President and CEO, James Knickman comments that "the investment landscape has become too complex for [the foundation's assets] to be handled only by the investment committee. David Barrett Partners conducted the search. "

    Details in Fundfire October 16, 2008

16. Executive Recruiter Selects Another Partner

    Laura K. Pollock was named a partner at investment management executive recruiting firm David Barrett Partners, said David Barrett, managing partner. The position is new. Ms. Pollock will lead senior-level searches for global and domestic asset and wealth management clients.

    Details in Pensions & Investment Daily June 3, 2008

17. At Deadline: Picks To Succeed Buffett

    David Barrett comments that "there are only four or five people in the world' who could fill the shoes as Warren Buffett's successor as CIO of Berkshire Hathaway. "

    Details in Pensions & Investment Magazine March 5, 2007

18. Endowments Compete For CIO Talent

    David Barrett states that "endowments have dramatically increased CIO salaries to help lure talent"" as universities are competing for top-notch investment professionals

    Details in Fundfire September 5, 2006

19. CIO Slot Opens At MIT As President Retires

    With the announcement of the intended retirement of the president of MIT Investment Management Company, the university gears up to conduct a search. David Barrett comments on the position and MIT's prospects for attracting candidates.

    Details in Fundfire September 1, 2005