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    AI, hyperscalers and corporate bond indices: signal or narrative?

    AI, hyperscalers and corporate bond indices: signal or narrative?

    Tsao: building a credible impact equity allocation

    Tsao: building a credible impact equity allocation

    Platform complexity: what still earns its place for wealth managers?

    Platform complexity: what still earns its place for wealth managers?

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Corporate

MEET OUR CORPORATE TEAM

A supportive, dynamic workplace

Senior Management


David Vafai

David Vafai, MBA, CFA, CAIA

Chief Executive Officer

David Vafai is founder and CEO of bfinance International Limited. He is responsible for the growth and development of the company and its constituent businesses. Prior to founding bfinance in 1999, David worked at Mercer in Toronto, Goldman Sachs International in London and Bertelsmann in Paris.

Read more
Odi Lahav

Odi Lahav

Chief Operating Officer

Odi Lahav is the COO of bfinance. He is responsible for overseeing Investments, Digital Solutions and our corporate functions. Odi has extensive experience across asset management and has worked with institutional investors for over 25 years, advising on investment strategy and implementation.

Read more
Raj Nagevadia

Raj Nagevadia

Chief Financial Officer

Raj heads bfinance’s finance function and is a member of the firm’s Senior Management Team. Before joining the firm in June 2018, he had more than thirteen years’ experience as a Chief Financial Officer and nearly thirty years’ career experience overall.

Read more

INFORMATION SYSTEMS


Benjamin Legrand

Benjamin Legrand

Senior Director, Head of Information Systems

Benjamin joined bfinance in 2005 and, as Director, Head of Information Systems, is in charge of bfinance’s IS infrastructure and development initiatives. Prior to joining bfinance, Benjamin spent 8 years as a consultant in Information Systems at PwC and at an IT service company he co-founded.

Read more

INVESTMENT CONTENT & MARKETING


Mark Mortlock

Mark Mortlock, PG Dip DigM

Marketing Director

Mark Mortlock is Marketing Director at bfinance. Mark is responsible for all aspects of marketing across the bfinance brand, both online and offline. He has extensive experience in website development, brand management, search engine marketing, social media and automation marketing.

Read more
David Vafai

David Vafai

Chief Executive Officer

David Vafai is founder and CEO of bfinance International Limited. He is responsible for the growth and development of the company and its constituent businesses. Prior to founding bfinance in 1999, David worked at Mercer in Toronto, Goldman Sachs International in London and Bertelsmann in Paris. David holds an HBSc in Actuarial Science from the University of Western Ontario, an MBA from INSEAD, and is a CFA and CAIA Charterholder.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Raj Nagevadia

Raj Nagevadia

Chief Financial Officer

Raj heads bfinance’s finance function and is a member of the firm’s Senior Management Team. Before joining the firm in June 2018, he had more than thirteen years’ experience as a Chief Financial Officer and nearly thirty years’ career experience overall. Raj has worked in multiple sectors including technological services, retail, audit and energy, with a particularly strong track record in fast-growing organisations. He was most recently CFO of SecureData Europe, a cyber security services firm.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Benjamin Legrand

Benjamin Legrand

Senior Director, Head of Information Systems

Benjamin joined bfinance in 2005 and, as Director, Head of Information Systems, is in charge of bfinance’s IS infrastructure and development initiatives. Prior to joining bfinance, Benjamin spent 8 years as a consultant in Information Systems at PwC and at an IT service company he co-founded. As a consultant, Benjamin was involved in large IT projects for BNP Paribas, Société Générale and Archon Group (subsidiary of Goldman Sachs). He holds a Master’s Degree in Engineering from a french Grande Ecole.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Mark Mortlock

Mark Mortlock, PG Dip DigM

Marketing Director

Mark Mortlock is Marketing Director at bfinance. Mark is responsible for all aspects of marketing across the bfinance brand, both online and offline. He has extensive experience in website development, brand management, search engine marketing, social media and automation marketing. Mark joined bfinance in 2017. Mark holds a BA (Hons) in Marketing and Communications, a Post Graduate Diploma in Digital Marketing (PG Dip DigM) from the Institute of Direct and Digital Marketing (IDM) and a Google Squared qualification in digital leadership.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

More Articles …

  1. Odi Lahav
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