He holds a BA in Finance and Management from Georgetown University. Our clients' interests must always come first. The Trading team connects our institutional-buyer clients with sellers of equities, enabling more efficient trading and providing best execution with minimal market impact. To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. [19], AllianceBernstein provides investment services for institutions. . There are also similar developments in our analyst and portfolio management teams. Corinne started her career in branch banking at NatWest on a graduate programme which soon specialised on credit and the financial sector. AllianceBernstein traces its origins back to the founding of Sanford C. Bernstein in 1967 as an investment-management firm for private clients. Our large teams of quantitative analysts develop tools to increase the likelihood of client success. 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. The Sales team maintains strong relationships with institutional clientsincluding mutual funds, hedge funds, and advisors who manage pensions and endowmentsto sell our services. She has served as manager on a variety of operations-related projects. About . About AllianceBernstein At AB, we're fully invested in being a firm that clients can trust to deliver better outcomes. Prior to joining Autonomous he worked at KPMG in Financial Services audit, focusing on large banks. Other sellside execs who have gone to large buyside shops include Brian Conroy at Fidelity Investments and Michael Gitlin at T. Rowe Price. ESIGHT, our proprietary ESG research and collaboration platform, is a hub for fixed income and equity investment teams to access and share insights about issuers ESG practicesin real time. Its a problem for the sell-side too and its impacting the secondary market. Prior to joining Autonomous in Jan 2016, Hayley worked at CPPIB in the Fundamental Equities team. such as the private wealth management business and sell-side research and trading, will . Prior to joining Autonomous, Ryan was the US Property & Casualty Insurance analyst at Credit Suisse. It has approximately US$779 billion in assets under management as of 31 December 2021. 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. He is a graduate of the University of Virginia and Georgetown University. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. Andrew holds a BA in modern history from Oxford University. Dan is a Chartered Accountant and holds a first class masters degree in Chemistry from Southampton University. He began his career at JP Morgan, working in both private banking and equity research. Prior to joining Autonomous Brian spent over a decade as banks analyst at Goldman Sachs and Nomura, with a broad range of coverage spanning over 30 stocks across Regional, Large-Cap & Trust Banks as well as Consumer Finance. Apparently AllianceBernstein liked what it saw, because when Gertsen left to head trading at Viking Global Investors, it hired another sellside exec in Whalen. John began his career as a regulatory attorney with the Federal Reserve Bank of New York. She received her Bachelor degree in Economics from University of International Business and Economics (UIBE) in China and Master in Public Administration (MPA) from Maxwell School of Syracuse University in the US. 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. Its complemented by PRISM, ABs proprietary credit rating and scoring system. 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. How should the challenge be addressed? We need a different skill set there. Brian co-founded the Autonomous Research US business in 2012 and has since covered all aspects of the banking sector, currently leading coverage of US Regional Banks. Our team is organized across the following Centers of Excellence: Analytics, Benefits, Diversity & Inclusion, Employee Relations, Human Capital Administration, Organizational Development, Recruiting, and Talent Development. Private Wealth Management provides investment-management and wealth-planning services for high-net-worth individuals, families, foundations and institutions. Prior to joining Autonomous, Dwight was a buy-side analyst at Millennium Partners covering global financials. Both Gertsen and Tierney have since moved back to their sellside rootsGertsen to Citi and Tierney to Bloomberg Tradebook. He has over 10 years working experience in macroeconomic research. 17, 2022 at. Offering investment strategies, investment planning and risk-management services. We embrace innovation to address increasingly complex investing challenges. Ronan studied economics at Trinity College Dublin and is a CFA charterholder. At AllianceBernstein, research excellence is the key to realizing the firm's dual mission. Prior to joining Autonomous he worked in the Financial Stability Directorate at the Bank of England, focusing on the design of the stress-testing and capital frameworks for banks. 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. Rob joined Autonomous in 2015, covering the online lending, fintech, and payment sectors. It tracks EPS estimates for the current and following years from the sell-side . Christian joined Bernstein Autonomous in 2021 with a focus on high yield bond issuers from various industrial sectors. Before becoming a founding partner of Autonomous he worked at Merrill Lynch for ten years, in both London and New York. "[8], AllianceBernstein and Fidelity Investments took control of supermarket Winn-Dixie's parent company during the latter's 2018 bankruptcy. She has 15+ years of experience in strategy and analytics, including as Sr. Director of Strategy & Analytics at Walmart where she built a 50-member internal consulting team based in India and Costa Rica. Explore the paths to your success. [25], AllianceBernstein's global headquarters are located in Nashville, TN at the Fifth and Broadway development, having recently moved from Midtown Manhattan in New York City. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein, talks to The TRADE about the firms approach to fixed income automation and augmenting the desks skill set. We believe that investment research is essential to delivering better outcomes for clients. The Research team generates independent insights across markets and sectors for institutional investment professionals. 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. We seek to marry the big picture macro and thematic trends with bottom up stock picking we are not a think tank. The Price and Consensus chart displays the company's stock price along with the consensus estimate. Pooma started her career in private equity focused on investments along the Silk Road, before going into investment banking focused on real estate finance. OUR CULTURE Cultivating Diverse Perspectives At AB, we bring together people of many backgrounds. AllianceBernstein Holding L.P. Analyst Report: AllianceBernstein Holding L.P. AllianceBernstein provides investment management services to institutional (46% of assets under management),. Floating Leg. 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 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. You can also access earnings and news reports as well as corporate filings. He began his career at the Bank of England in 1988 in the banking supervision department. Our research disciplines include fundamental research, quantitative research, economic research and currency forecasting. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. Christian has been recognised as II rising star on several occasions. Bernstein. She received a BA (Hons) in European Business from Portsmouth Business School and a Diplom-Betriebswirt (FH) degree from the Fachhochschule Mnster in Germany. Rosenberg, like Lyons and Steigerwald, was hired by a former Deutsche associate, Keith Gertsen, who ran trading at AllianceBernstein before Whalen. Most people think about best execution at the point of trade, but it as a more multidimensional process with many inputs. This market was still fairly sketchy only a couple of years ago, but were now able to transact in it very consistently today. EAN: 8436563181948. 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. We embrace innovation to address increasingly complex investing challenges. We want our research to define thought leadership about current conditions and emerging trends. We continually seek alpha across asset classes to advance your success. "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 . 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. 17, 2022 at 6:29 a.m. 'Sell-side earnings estimates had generally not come down, suggesting that market participants were not yet fully anticipating the impact of the economic storm. The cutbacks only affected the New York desk. The Buy Side refers to firms that purchase securities and includes investment managers, pension funds, and hedge funds. 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. Others help our portfolio managers to construct better portfolios. Conroy moved to Fidelity Capital Markets this year. We aim to be innovative and value-added for our clients, which will involve standing out from the crowd. The aim is to look at baskets of risk in a similar way and be able to trade multiple portfolios at the same time. We use cookies on this site to enhance your user experience. No Reproduction Without Prior Authorizations. Michelle is responsible for maintaining the Autonomous CRM & research distribution systems and for supporting the global sales & research departments. On 11/16/2022, Nike Inc traded for a price of $105.23 per share and a market cap of $164.64Bil. Bank Services Current-Year Estimate Revisions. He was also a lecturer/macroeconomist at Newcastle University (UK) from 2004 to 2009. According to analysts' consensus price target of $40.25, AllianceBernstein has a forecasted upside of 3.1% from its current price of $39.03. Revenue: $1 to $5 billion (USD) Competitors: Unknown. Instead, we can sell a US$500m diversified basket, for example, if we can identify opportunities from total return funds or exchange-traded funds (ETFs). He received his Bachelor of Arts with a major in Economics from Middlebury College and is a CFA charterholder. Whalen is joined by a large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket. He holds a BSc in Economics from the LSE and a Masters in Finance from LBS. Yundi has an MS in Finance from Goldey-Beacom College and an MPA from University of Baltimore. 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. The city of Bethlehem is not backing down on its bid to buy three churches and a parking lot in the city, officials said Tuesday. AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding"), a leading research and global investment firm, announced it will acquire CarVal Investors L.P. ("CarVal"). We like to say that investment research is in our DNA. Written by investor.com. Finance: AllianceBernstein Holdings 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. We deliver our exclusive insights through a variety of research reports, including our renowned black books. Rahul joined Autonomous in 2022, and covers the FinTech sector. . Ever since the crisis, there has been speculation about the potential role of alternative liquidity providers. Research is not simply a priority for AllianceBernstein, it is part of what defines us and distinguishes our firm. David holds a BA in Economics from Yale with distinction and a MBA from Columbia Business School. His view is that buyside traders should be more like sales traders in how they service their portfolio managers, relying on the sellside for market insight from its specialists or sector traders. By clicking OK you are giving consent for us to set cookies. Prior to joining Autonomous in 2014, Charlene worked for eight years as a Senior Director in the Financial Institutions Group at Fitch Ratings in Beijing, where she oversaw the credit ratings of Chinese financial institutions. Business Development is a conduit to the firms investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis, and education. She is an UCL alumna and holds a postgraduate diploma in Law. Ian has a first class degree in Politics and Economics from the University of Sheffield. The department is organized by practice groups. Using technology to engage the market quicker and more efficiently really does allow us to generate alpha; we can quantify the benefit to our clients via transaction cost analysis. Andrew holds a BA in modern history from Oxford University. . He previously worked on the US Life Insurance team. We recently hit four million messages a day, in terms of data coming into the fixed income desk, all of which helps traders make faster decisions. Alex joined AB Bernstein in July 2014 after having spent 4 years in an IR Advisory role at Ipreo. Alliancebernstein Review. Technology; Cyber security; Advances in Tech; Notices and Calendars. [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. BNY Mellon goes live with cleared agent securities lending offering. We focus on the higher beta areas of the market including AT1, distressed and illiquid securities across financials, corporates and emerging markets. This team partners across our businesses and regions to align our people initiatives with our strategic priorities. What unites a global investment and research firm? It is the route to sustainable investment success and provides the content-rich communications that inform client needs Founded in 1967 Sanford C. Bernstein Alliance Capital Management It's dedicated to institutional investment-management services, private client administration, fund services, brokerage operations and change agents. Stephen joined Autonomous in September 2019. Client Group: Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. Youdish is a Chartered Accountant and holds a degree in International Business, Finance and Economics from Manchester University. [10][11], In 2019, AllianceBernstein partnered with Columbia University to provide training courses on sustainability and environmental sciences to its staff of investors. He began his career at the Federal Reserve Bank of Atlanta in their supervision and regulation department. AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth. , enabling more efficient trading and providing best execution at the Federal Reserve Bank of New.. For high-net-worth individuals, families, foundations and institutions studied Economics at Trinity Dublin... Lending offering who have moved to the buyside in recent yearsmostly from the bulge bracket youdish is a alliancebernstein sell side.. Distribution systems and for supporting the global sales & research departments covering China banks/non-bank financials Tech ; and. 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