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Odds & Ends

Odds & Ends - September 21, 2009

September 18, 2009 - *Val Guilford has joined the equity sales and trading team at CastleOak Securities. He was most recently president and head global trader of MAGNA Securities Corp. He was also co-CEO of Magna Securities Global. *Hammond Associates Institutional Fund Consultants has hired Terry Daniels as an associate consultant.*David Keiran has joined real estate investment firm Marcus Partners and a principal and CFO. He will be based in Boston. Before joining Marcus Partners, he was a senior…

Odds & Ends - August 31, 2009

August 28, 2009 - *Northern Trust has named Connie Lindsey as Head of Corporate Social Responsibility. The newly created position includes responsibility for the design and implementation of Northern Trust's Corporate Social Responsibility goals, strategy, policies and programs. She will also oversee the firm’s response to environmental matters and social issues with the marketplace, workplace and community, Northern Trust said in a statement. Lindsey has served as an executive VP and segment head in the public entities and institution…

Odds & Ends - August 10, 2009

August 5, 2009 - *The Maryland State Retirement System saw its assets decline by 20% for the fiscal year ended June 30, 2009. The fund now has a portfolio valued at $28.5 billion, it has announced. The system said the losses reflect declines seen in the domestic and international equity markets during the same timeframe.*Margaret Foran has joined Prudential Finance as VP, chief governance officer and secretary. She will report to Susan Blount, senior VP and general counsel at…

Odds & Ends - August 3, 2009

July 31, 2009 - *New Jersey State Attorney General Anne Milgrim has filed a lawsuit against Merrill Lynch & Co. The suit alleges that Merrill Lynch sold the New Jersey Division of Investment $300 million in stock in January 2008 based on misleading information. The Division of Investment oversees the pension fund investments for the state.*The Massachusetts Pension Reserves Investment Management Board (PRIM) has posted a loss of 23.6% or $12.8 billion for the fiscal year ended June 30.…

Odds & Ends - July 27, 2009

July 24, 2009 - *New York City Pension Funds will divest from Oil and Natural Gas Limited and PetroChina due to the companies ties to Iran, William Thompson, comptroller of New York City has announced. The shares are worth approximately $10.8 million. *Morgan Stanley has named Jack DiMaio global head of interest rate, credit and currency trading. He was previously head of fixed-income for Credit Suisse’s North America operations and head of alternative investments at Credit Suisse Asset Management.…

Odds & Ends - July 20, 2009

July 17, 2009 - *Robert Murphy has been named Director of Risk Management at Alternative Investment Partners (AIP), majority owner Hatteras Funds has announced. He joins the firm from Ivy Asset Management, a subsidiary of BNY Mellon Asset Management. At Ivy, he was a managing director, where he worked in the Investments and Investment Products and Strategy Groups. At AIP, he will be responsible for risk management for the AIP Mutual Funds. The role is a newly created one…

Odds & Ends - July 13, 2009

July 10, 2009 - *Sara Sprung has joined UBP Asset Management (UBPAM) in the newly created position of CIO of alternative investments. Prior to joining UBPAM, Sprung worked at Fortress Investment Group, where she served as a portfolio manager. Jonathan Morgan has also joined the firm as head of research of alternative investments.

Odd & Ends - July 6, 2009

July 2, 2009 - *J.E. Roberts Companies has named Barden Gale CEO at the real estate investment company. He will replace Joe Robert, who will remain at the firm as founder and chairman. Gale was most recently vice chairman of real estate at Starwood Capital Group. Gale and Robert will work side-by-side on corporate strategy at J.E. Roberts' McLean, Va.-based offices. *Angus Henderson has joined F&C REIT Asset Management as head of business development, a new role at the firm.…

Odds & Ends - June 29, 2009

June 26, 2009 - *Marc Seidner is stepping down from his position as head of domestic debt investing with Harvard Management Company (HMC). HMC oversees Harvard University's $29 billion endowment fund. Seidner is stepping down at the end of the month following a three-year stint in the role. *Janus Capital Group Institutional has named Jason Stefanelli VP and institutional sales director, where he will market strategies managed by the firm and its subsidiaries, Perkins Investment Management and INTECH, to corporations,…

Odds & Ends - June 22, 2009

June 19, 2009 - *Auriel Capital Management has named Adam Seitchik managing director, where he will develop customized environmental, social and governance strategies for institutional investors. Seitchik was previously CIO at Trillium Asset Management. He has been replaced at Trillium by Stephanie Leighton, who was promoted from director of equity research to CIO, and by Farnum Brown, a portfolio manager who also took on some of Seitchik's former duties. *The $77.2 billion Ontario Teachers Pension Plan (OTPP) has named…

Odds & Ends - June 15, 2009

June 12, 2009 - David Oliner has joined Dune Capital Management as a managing director and principal, where he will also serve as a partner of Dune Real Estate Partners and as a member of the real estate investment committee. Before joining Dune, Oliner was as managing director and senior commercial mortgage trader at Morgan Stanley. Prior to that, he was a senior trader at Bankers Trust. Jack Taylor, Steven Plust and Stephen Alpart have joined Prudential Real Estate…

Odds & Ends - June 8, 2009

June 5, 2009 - *W. Frank Koster has been named as CIO of Dwight Asset Management, effective June 15. Prior to joining Dwight, Koster was senior portfolio manager and co-head of taxable fixed-income at Wells Capital Management. *Jean-Francois Courville has been appointed CEO at MFC Global Investment Management (MFC GIM), where he will be responsible for the firm's businesses in North America, Europe and Asia. He replaces Warren Thomson, who has been named CIO at Manulife Financial, MFC GIM's…

Odds & Ends - June 1, 2009

May 29, 2009 - *Rockefeller Group Investment Management has named John Bottomley senior VP. Prior to joining Rockefeller, Bottomley was a managing director and global products specialist at Citi Property Investors. *David Rosenblum has left his position as portfolio manager and head of structured credit at Goldman Sachs Asset Management. The reasons behind his departure are unclear. The firm's structured credit team is handling his duties while a replacement for Rosenblum is sought. *Western Asset Management (WAMCO) has hired…

Odds & Ends - May 25, 2009

May 22, 2009 - Aletheia Research and Management has hired Arvin Santos as senior managing director and global head of investment products, where he will lead the firm's client services, business development, and investment support teams. Prior to joining Aletheia, Santos was VP of manager research and performance analytics at RBC Asset Management. New York Life Insurance has named John Grady as senior VP where he will be responsible for the companies M&A activities, including those of New York…

Odds & Ends - May 18, 2009

May 15, 2009 - *Real estate investment firm Rockwood Capital has appointed Frank Orioli managing director of transactions. Prior to joining Rockwood, Orioli was managing director at Principal Real Estate Investors. Earlier in his career, Orioli was senior acquisitions officer with the $49.7 billion Ohio State Teachers Retirement System. *CypressTree Investment Management has been acquired by Primus Asset Management for an undisclosed amount. CypressTree will now operate as a wholly owned subsidiary of Primus. Martha Hadeler and Robert Weeden,…