This team develops custom solutions by combining equity, fixed income, alternative assets, and securities to meet client objectives. [12][13], In June 2020, AllianceBernstein acquired investment management firm AnchorPath for $400 million. Prior to joining Autonomous, he spent four years at RBC Capital Markets with the Alternative Assets Group. Oliver joined Autonomous in 2019, having previously worked on the European Insurance team at Bernstein since 2015. Our quantitative risk-and-return models and asset-allocation research also help us craft effective customized and packaged investment solutions for individuals and institutional investors of various types. We embrace innovation to address increasingly complex investing challenges. Patrick Whalen, a former Lehman Brothers and Morgan Stanley pro, heads global trading, and Robert Karofsky, a former Deutsche Bank and Morgan Stanley exec, runs global equity trading. . Britta joined Autonomous in 2009 after having worked in the equity research team at Merrill Lynch, covering German and Benelux banks. This might drive the stock higher in the near term. Our asset-management business has additional dimensions, but it is from research that all else flows. Explore the paths to your success. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. He is a graduate of the University of Virginia and Georgetown University. Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events. Alex has been a member of the Autonomous Team since 2019. In 2006 and 2008, Craig was named to the Wall Street Journals Best on the Street ranking, and the Financial Times ranking in 2008 and 2013. Equities: For the full year, the company is expected to earn $2.81 per share, representing a year-over-year change of -27.76%. 'Sell-side earnings estimates had generally not come down, suggesting that market participants were not yet fully anticipating the impact of the economic storm. [15][16] In September 2021, AllianceBernstein gave a $100,000 gift to the Nashville-based Martha O'Bryan Center. This department is responsible for all legal, regulatory and corresponding compliance matters affecting our firm and the business we conduct throughout the world. We are mainly buy side to buy side to ensure any unfilled orders are returned in the same shape in which they were given. Technology: Ken joined Autonomous in 2016 and has been covering the Payments and Fintech sector. Matt rejoined Autonomous in 2021 and has been working in equity research since 2015. AllianceBernstein Revenue $4.4 B FY, 2021 Market Capitalization $3.9 B 2022-12-13 Company summary Overview AllianceBernstein is a corporation that provides diversified investment management, research, and related services. The quality of our network informs and enriches our research product and ideas. He also covers the UK Asian banks. The Sales team maintains strong relationships with institutional clientsincluding mutual funds, hedge funds, and advisors who manage pensions and endowmentsto sell our services. Patrick Whalen, a former Lehman Brothers and Morgan Stanley pro, heads global trading, and Robert Karofsky, a former Deutsche Bank and Morgan Stanley exec, runs global equity trading. Erik has a BA in Business Economics from Brown University and is a CFA charterholder. She has served as manager on a variety of operations-related projects. So when business picks up, it could be a difficult task to handle the work if the desk is short-staffed. Another thing were focused upon is bot-to-bot trading. Prior to founding Autonomous in 2009, Ed worked at Merrill Lynch for the top ranked banks team alongside Autonomous co-founders Stuart Graham and Manus Costello. Our firm was founded in the U.S. in 1967 and in the U.K. in 1999. During his tenure, Gertsen introduced a quantitative group to measure trading costs, called Quant Lab. Rachel has been with Autonomous since the companys beginnings in 2009, initially as office manager before moving to corporate access full time. The move was announced by James Switzer, global head of the company's . AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth. Pooma started her career in private equity focused on investments along the Silk Road, before going into investment banking focused on real estate finance. Sanders. [10][11], In 2019, AllianceBernstein partnered with Columbia University to provide training courses on sustainability and environmental sciences to its staff of investors. Prior to joining Autonomous he worked at KPMG in Financial Services audit, focusing on large banks. She is an elected member of the US Conference of Business Economists. In October 2000, Alliance Capital acquired Sanford C. Ronan studied economics at Trinity College Dublin and is a CFA charterholder. AllianceBernstein provides investment management services to institutional (46% of assets under management), retail (38%), and private (16%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. AB is also trading well below its 52-week high of $57.54, as seen below. Also, Whalen has discussed getting away from sector trading at the firm, according to one knowledgeable source. The Research team generates independent insights across markets and sectors for institutional investment professionals. He received his BA in Accounting/Finance from Canisius College and is a CFA charterholder. Compared to the pre-crisis environment, today we no longer have sell-side prop desks, dealer inventory is substantially reduced, and hedge funds use less leverage. He received his Bachelor of Arts with a major in Economics from Middlebury College and is a CFA charterholder. [24] It is now administered by Ascensus College Savings. He holds a degree in English from Cambridge University. Prior to transferring to Autonomous Research, John covered large-cap banks for the past decade at Bernstein, where he has been ranked among the top U.S. analysts in various industry polls, including the #1 ranking in Institutional Investor for 2018. No Reproduction Without Prior Authorizations. Greater New York City Area . Before her equity research career, Chen worked at PricewaterhouseCoopers Beijing as an auditor for 3 years and briefly spent time in Caijing Magazine as a reporter. ET by Ciara Linnane AllianceBernstein says CarVal has about $14.3 bln in AUM Mar. [19], AllianceBernstein provides investment services for institutions. AllianceBernstein ( AB 0.03%), an asset manager, outperformed its competitors in the first six months of 2021 with a return of 38%, according to S&P Global Market Intelligence. Christian has been recognised as II rising star on several occasions. John began his career as a regulatory attorney with the Federal Reserve Bank of New York. Industry sentiment is that there will be new hires to replace the departed tradersbut for different reasons. Prior to UBS she held similar positions at Deutsche Bank, Bank of America Merrill Lynch, and The Royal Bank of Scotland. AB AllianceBernstein Holding L.P. Wall St. Analysts Ratings & Price Target 14.98K followers $38.02 1.48 ( +4.04%) 1:36 PM 01/10/23 NYSE | $USD | IEX real time price Summary Ratings Financials. Maeshal graduated with honors from Emory University with degrees in Philosophy and International Studies, and his senior thesis focused on potential implications of post-crisis capital regulations to the global banking system. AllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. We use cookies on this site to enhance your user experience. Rosenberg was the interim head of trading at AllianceBernstein before Whalen was hired in 2009. As of June 30, AllianceBernstein managed $461 billion in assets. This diversity of thinking and perspectives helps us see things differently. We are highly respected by the financial services community. The group combines macro and quantitative research insights to construct innovative investment products and drive investment decisions. In July this year AllianceBernstein completed the acquisition of CarVal Investors, a global private alternatives investment manager with $15bn in assets under management, primarily focused on opportunistic and distressed credit, renewable energy infrastructure, specialty finance and transportation investments. Bank Services Amy looks after Research Product Sales Globally in both the Asset Manager (long-only, hedge fund, wealth management) and Non-Asset Management (Consultants, Corporates) client categories and is a relationship manager. Kelsey Zhu is the lead Analyst covering Financial Information Technology companies. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. We pursue responsibility at all levels of the firmfrom how we work and act to the solutions we deliver to clients. [18], In March 2022, it was announced that AllianceBernstein and AllianceBernstein Holding had acquired the Minneapolis headquartered CarVal Investors a global private alternatives investment manager. At AB, we bring together people of many backgrounds. "AllianceBernstein reached the limit of where they could sell their research, but they needed equities capital markets to turbo charge it," said a senior SocGen . The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary. Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability. This group has a presence in the Americas, Europe, Asia and Australia, and is composed of five areas: Private Wealth Management: Roughly a dozen traders at AllianceBernstein offices in Sydney, Japan, Hong Kong and London were untouched by layoffs. It takes diverse expertise and skills to design, manage and support a broad span of investment solutions and market research for clients all over the world. Josh joined Autonomous in 2019 after 13 years at Citi Research. We continually seek alpha across asset classes to advance your success. Contact Shareholder Services Representative at 1-800-221-5672. Find the latest on everything happening at AB, from breaking news to regulatory filings. PARIS, Nov 22 (Reuters) - Societe Generale (SOGN.PA), France's third-biggest listed bank, and U.S. investment management company Alliance Bernstein (AB.N) plan to form a joint venture focusing on global cash equities and equity research, they said on Tuesday. Before joining Autonomous, Dan spent seven years with Barclays, in their Treasury department working in finance and capital markets execution. Craig Maurer joined Autonomous in September 2014 following nearly 8 years at CLSA Americas. Autonomous Research aims to be the leading research provider on financial companies globally. He graduated from Syracuse University with degrees in Finance and Economics and is a CFA charterholder. Before Merrill Lynch, Ed also worked for successful banks teams at Credit Suisse and JP Morgan. The Buy Side refers to firms that purchase securities and includes investment managers, pension funds, and hedge funds. Prior to that, he was an equity research associate at Janney Montgomery Scott covering REITs and an equity analyst at First Eagle Investment Management's family office. Analysts project a profit of 46 cents a share, a rise . In 2000, Alliance acquired Bernstein, an institutional house with a thriving private client business and $88 billion in value stocks, for $3.5 billion. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. Multi-Asset Solutions: What unites a global investment and research firm? Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein, talks to The TRADE about the firm's approach to fixed income automation and augmenting the desk's skill set. 2 AllianceBernstein Sell Side Equity Analyst jobs. AllianceBernstein to acquire CarVal Investors for upfront $750 million Mar. Prior to joining RBS in 2001, Corinne led a team of insurance analysts at the rating agency Standard & Poor's where she worked for 6 years. Leona is a CFA charter holder and holds a bachelors degree in Economics from the London School of Economics and a masters degree in Finance from Judge Business School of the University of Cambridge. He holds a BA in History from Brown University and a post-graduate degree in Philosophy/Religious Studies from Oxford University. At AB, were fully invested in being a firm that clients can trust to deliver better outcomes. Prior to joining Bernstein Autonomous, Christian was head of corporate credit research at UniCredit where he worked for 13 years in senior equity and credit research roles in Munich and London. Dan joined Autonomous in 2019 and covers banks credit. I dont think any asset manager wants to maintain 10-20 APIs to connect to their main sell-side counterparts, nor do dealers want to maintain different APIs to their 100 best clients. She previously held a variety of ESG and operational roles at Walmart and other companies including Alcoa, Steelcase, Deere and Cummins. Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. [22], Bernstein Wealth Management, part of AllianceBernstein, provides investment and wealth-planning services for high-net-worth clients in the Americas[23], Rhode Island's 529 savings plan, CollegeBoundfund, was managed by AllianceBernstein and featured AllianceBernstein mutual funds until 2016. Corinne started her career in branch banking at NatWest on a graduate programme which soon specialised on credit and the financial sector. AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management decreased to $646 billion during December. JS: The growing size and presence of ETFs has created an arb-able event. Right now, AllianceBernstein has an S/TA ratio of 2.39, which means that the company gets $2.39 in sales for each dollar in assets. Equities Fixed Income Multi-Asset There needs to be a utility to connect us all together, allowing direct connectivity to and from our execution management systems. We began operations in Hong Kong in 2010, and in Mumbai in 2019, and now cover a range of sectors across Asia. The company provides investment management services worldwide to institutional, high-net-worth and retail investors. Before moving into sales Alastair was an analyst at Cazenove Asia for ten years, covering banks for seven of those and China consumer stocks for three, finishing up as Deputy Head of Research. Organic fermented tea hasn't been the only draw top executives got $4 million in stock awards . He has over 10 years working experience in macroeconomic research. Our client base spans the globe and includes many . Institutional Investor recognized him as a Rising Star for US life insurance in its 2013 and 2014 All-America Research surveys, and he was ranked Runner-Up in the 2016 survey. The group supports the global portfolio-management teams by authorizing and executing portfolio decisions. Wall Street is optimistic about AllianceBernstein Holding LP, which is slated to report its first quarter results on Thursday, April 30, 2015. In todays challenging liquidity conditions, systemisation allows us to use different liquidity strategies. Its important to have diverse experience on the trading desk. I believe there is a willingness on the sell-side to come up with a digitised solution. Bernstein Autonomous LLP 60 London Wall, London EC2M 5SH Telephone: +44 (0) 20 7170 5000 CONTACT US New York Sanford C. Bernstein & Co., LLC 1345 Avenue of the Americas New York NY 10019 Telephone: +1 212-969-1000 Hong Kong Sanford C. Bernstein (Hong Kong) Limited 39th Floor, One Island East, Taikoo Place 18 Westlands Road, Quarry Bay, Hong Kong Rory is well versed in many aspects of the equity research business, having spent several years at Bernstein working first in research marketing and then as a sales assistant on the hedge fund desk. [2], Alliance Capital was founded in 1971 when the investment-management department of Donaldson, Lufkin & Jenrette, Inc. merged with the investment-advisory business of Moody's Investor Services, Inc.[3]. Industry: Investment & Asset Management. He began his career at the Federal Reserve Bank of Atlanta in their supervision and regulation department. Yundi joined Autonomous in 2014 and has been analysing China macro-financial developments since then. He has a BA in Economics from London Guildhall and is a CFA charterholder. (Whalen was also featured in a cover story when he ran trading at Lehman.) We have traders that have traded on all three of emerging markets, investment grade and municipals, while others have moved around between desks geographically. During the quarter, the stock traded for an average price of $107.65. Ian has a first class degree in Politics and Economics from the University of Sheffield. Autonomous uses BNP Paribas Security Service as our clearing partner. AllianceBernstein LP - Company Profile and News - Bloomberg Markets US Edition Subscribe Live Now Bloomberg TV+ Bloomberg Markets Europe Anchored by Anna Edwards and Mark Cudmore,. Andrew joined Autonomous in March 2022 as part of the Corporate Access team. AllianceBernstein Holding L.P. AB, through a new outsourcing service, will execute the bond trades of other buy-side firms. Other sellside execs who have gone to large buyside shops include Brian Conroy at Fidelity Investments and Michael Gitlin at T. Rowe Price. Portfolio Management Group (PMG): We hold ourselves to ethics which we can be proud of. Our commitment to knowing more has led us to build one of the broadest buy-side research footprints in the asset-management industry. What support do you need from third-party providers to augment your own initiatives? The average twelve-month price prediction for AllianceBernstein is $40.25 with a high price target of $45.00 and a low price target of $30.00. Our clients' interests must always come first. After Nevsky, Stephen returned to the sell-side, working initially for a research start-up based out of the Fintech community in Level 39, before joining the Specialist Sales desk at UBS. The joint venture would combine Bernstein Research Services' premier global equity research and execution platform with Societe Generale's equity research and execution capabilities to form a leading global cash equities and equity research business. As a firm and as individuals, we are committed to continuous improvement. Human Capital: Alliancebernstein, registered in 1999, serves 51 state (s) with a licensed staff of 436 advisors. [17], Columbia University partnered with AllianceBernstein in 2021 . He started his career covering German automotive suppliers at LBBW in 2006. Autonomous is considered to be the go-to credit desk for news and views on the Financials sector in particular with highly experienced and knowledgeable traders who know the sector and its drivers. The process is automated through our Abbie bot, a virtual portfolio assistant, which can quickly optimise these portfolios, helping traders to price them and transfer the risk. He has over 20 years of experience in sell-side high yield research, most recently for 12 years at Deutsche Bank. Its not a matter of changing the allocation process, rather its about the securities set-up process and how we communicate orders back and forth. Apparently AllianceBernstein liked what it saw, because when Gertsen left to head trading at Viking Global Investors, it hired another sellside exec in Whalen. This requires not only electronic process change but also behavioural process change from traders and the investment team in how they approach risk management and portfolio optimisation. 36162512. Corinne has a first class honours degree from the Guildhall University and holds the ACIB banking qualification. Prior to Autonomous, he spent three years at Capital One Financial in the Corporate Development team, leading M&A transactions and strategic partnerships. Rather than telling us what theyre trying to get done, they ask us what were trying to get done. In July this year AllianceBernstein completed the acquisition of CarVal Investors, a global private alternatives investment manager with $15bn in assets under management, primarily focused on opportunistic and distressed credit, renewable energy infrastructure, specialty finance and transportation investments. Where do your priorities lie in terms of optimising AllianceBernsteins fixed income trading operations? Back Submit. We like to say that investment research is in our DNA. It has approximately US$498 billion in assets under management as of June 30, 2017. Chen joined Autonomous in September 2014. David joined Autonomous in 2019 as a Senior Research Associate covering US Large-Cap Banks, Regional Banks, and Credit Cards. AllianceBernstein provides solution-based diversified . Andrew holds a BA in modern history from Oxford University. Yundi has an MS in Finance from Goldey-Beacom College and an MPA from University of Baltimore. Our large teams of quantitative analysts develop tools to increase the likelihood of client success. AllianceBernstein - With $742 billion in assets under management, we work every day to earn our clients' trust, whether they're individual investors or the world's biggest institutions. Founded: 1967. He moved back into research with Autonomous in 2020, to support our China macro output and build bottom-up Asia stock coverage. It's Not Enough", "AllianceBernstein acquires investment manager AnchorPath", "AllianceBernstein sets timetable for opening of new Fifth + Broadway headquarters", "Of Note: AllianceBernstein gifts O'Bryan Center $100K", "AllianceBernstein Forms Partnership with LSV Advisors for Firm's Private Wealth Business - SWFI", "AllianceBernstein to acquire global private alternatives manager CarVal Investors", "Rhode Island (RI) 529 College Savings Plans - Saving for College", "R.I. chooses new manager for CollegeBoundfund", "Life Insurer Equitable Is a Cheap Way to Play AllianceBernstein", https://en.wikipedia.org/w/index.php?title=AllianceBernstein&oldid=1112472493. Manus is the Global Head of Research for Autonomous. "[8], AllianceBernstein and Fidelity Investments took control of supermarket Winn-Dixie's parent company during the latter's 2018 bankruptcy. These services include asset-allocation advice, portfolio analytics, trust and estate planning, and retirement planning. European Payments & FinTech, Senior Analyst. Middle Market Sell-Side Kidder, Peabody & Co. 1989 - 1990 1 year. Before joining Fitch Ratings, Charlene served as a Senior Analyst in the Emerging Markets & International Affairs group at the Federal Reserve Bank of New York, where she focused on financial sector reform and monetary policy development in China and other Asian countries. Before Capital One, Rahul served technology and advanced industry clients at McKinsey & Company, and started his career at Rolls-Royce plc. AllianceBernstein (AB) has been upgraded to a Zacks Rank 2 (Buy), reflecting growing optimism about the company's earnings prospects. Kelsey joined Autonomous in 2022 with 8 years of research experience spanning across IT Hardware supply chain companies that specialized in flat panel display, display glass, PCs and industrial robotics; Asian equity strategy, and Asian and US gaming companies. For us, the Abbie bot highlights opportunities based on our quant, fundamental, portfolio positioning and liquidity views, then builds approved trades for review by the trading desk where ALFA flags all the available liquidity options to the trader, with reference to various momentum indicators and liquidity scores. Because they have insight into the ETFs create/redeem process and can hedge their risk, the sell-side can facilitate riskless transfers, acting as intermediary between active and passive managers. He began his career at Neuberger Berman as a portfolio analyst before moving to the sell-side in 1999. About AllianceBernstein At AB, we're fully invested in being a firm that clients can trust to deliver better outcomes. Equity Leg. Richard has significant experience on the sell-side having worked at Bernstein, Credit Suisse, and BMO Capital Markets where he covered various sectors including brokers, asset managers, exchanges, consumer finance, machinery and diversified manufacturing stocks. The traders relieved of their duties were Dave Christopher, Lauren Knight, Luke Lyons and Dave Steigerwald. Rachel started her career in 1994 at a small stock brokers in New York, followed by three years at Tate & Lyle supporting the FD. Autonomous has more than 30 publishing analysts covering more than 240 stocks across banks, insurers, diversified financials and fintech stocks. Prior to joining Autonomous in 2009, Jacob Kruse had been covering European Banks including French, Nordics, Germans and European as well as US investment banks for seven years at JPMorgan. Dwight has previous equity sales experience working at UBS and FBR & Co. Dwight began his career working in the Treasury group at M&T Bank. The Research team generates independent insights across markets and sectors for institutional investment professionals. Fan holds a Master's degree in Financial Economics from Nottingham University (UK) and is taking a doctorate in Economics at Newcastle University (UK). Find out everything you want to know about ABs corporate strategy, responsibility efforts and investment insights. Its our job to accumulate and interpret facts to reach sound investment conclusions and expert investment advice. AllianceBernstein Holding L.P. is a global investment management firm. Others help our portfolio managers to construct better portfolios. Our sell-side business has three divisions: Research, Sales and Trading. To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. Ian joined Autonomous in 2016 to cover UK banks and speciality financials. Prior to joining the company in Aug 2017, he was a senior China economist in both RHB and CIMB, covering economics, fixed income and local rates in Greater China between 2014 and 2017. As a global investment firm, we foster diverse perspectives and embrace innovation to help our clients navigate the uncertainty of capital markets. Jan spent the past five years as an equity salesperson at top-ranked Emerging EMEA investment bank, WOOD & Co. Jan draws upon his vast experience living and working in emerging markets along with first-hand knowledge of the GEM corporate universe to generate ideas. Ciara Linnane AllianceBernstein says CarVal has about $ 14.3 bln in AUM Mar business we conduct throughout world. Finance and Economics from London Guildhall and is a CFA charterholder portfolio-management teams by authorizing and portfolio! 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alliancebernstein sell side
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