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David Ness
Directeur prinicpal
David est directeur principal et consultant client pour bfinance US. Avec plus de 20 ans d'expérience dans la gestion d'investissements et les services financiers, il apporte une richesse d'expérience au poste de consultant client chez bfinance.
Avant de rejoindre l'équipe de bfinance, il a lancé la ligne commerciale institutionnelle pour Crescent Grove Advisors, où il a également été membre des comités Portefeuille Modèle et Investissements. David a occupé plusieurs fonctions d'investissement au sein de BMO Global Asset Management et de M&I Investment Management Corp. Chez BMO/M&I, il a occupé les postes de gestionnaire de portefeuille institutionnel, d'analyste financier et de trésorier intérimaire des fonds Marshall. David a commencé sa carrière chez Waterhouse Securities, où il a occupé des fonctions de consultant et de conseiller en investissement.
David est titulaire d'un MBA de l'université de Marquette et d'un diplôme de premier cycle en économie de l'université du Wisconsin - Green Bay. David est membre de la CFA Society of Milwaukee.
Market intelligence:
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
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?
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
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
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
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
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
M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.
