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:
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.
Manager Intelligence and Market Trends - August 2026
bfinance's quarterly report for August 2026: read the team's latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?
While many asset owners continue to debate the role of impact investing, Pensioenfonds PGB has already made its choice. The Dutch pension fund has decided that new private markets investments should...
Investor Spotlight: KWAP - navigating technological shifts in quant equities
Kumpulan Wang Persaraan (Diperbadankan) (KWAP) is Malaysia’s public sector pension fund and a key government-linked investment institution. Over the past decade it has built a quantitative...
Semi-liquid funds: managing the structural liquidity mismatch
Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...
Investment Management Fees: Pricing pressure in the turbulent twenties
The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.
Why don’t MAC strategies typically include emerging market debt?
Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed by bfinance, a half allocated less than 10% to it and a third less than 1%. This piece sets out...
Sarah Ablin
Directeur, Conseil à la clientèle
Sarah est directrice du conseil à la clientèle. Elle possède une vaste expérience dans le domaine du conseil en investissement et s'engage pleinement à fournir des résultats exceptionnels à ses clients. Elle travaille en étroite collaboration avec des investisseurs institutionnels français, auxquels elle apporte son soutien en leur proposant des services personnalisés de sélection de gestionnaires, de conception de portefeuilles et de conseil stratégique.
Market intelligence:
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.
Manager Intelligence and Market Trends - August 2026
bfinance's quarterly report for August 2026: read the team's latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?
While many asset owners continue to debate the role of impact investing, Pensioenfonds PGB has already made its choice. The Dutch pension fund has decided that new private markets investments should...
Investor Spotlight: KWAP - navigating technological shifts in quant equities
Kumpulan Wang Persaraan (Diperbadankan) (KWAP) is Malaysia’s public sector pension fund and a key government-linked investment institution. Over the past decade it has built a quantitative...
Semi-liquid funds: managing the structural liquidity mismatch
Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...
Investment Management Fees: Pricing pressure in the turbulent twenties
The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.
Why don’t MAC strategies typically include emerging market debt?
Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed by bfinance, a half allocated less than 10% to it and a third less than 1%. This piece sets out...
Marco Stigler-Thomas, CFA
Directeur
Marco est un directeur du conseil à la clientèle basé au bureau de Munich de bfinance, couvrant les clients de la région DACH et CEE. Avant de rejoindre bfinance, il était vice-président et gestionnaire de compte pour PIMCO, se concentrant sur le service à la clientèle pour la région DACH et CEE. Il a également occupé des postes de stagiaire à la Deutsche Bank Asset and Wealth Management à Francfort et au Credit Suisse à Zurich. Marco est titulaire de la certification CFA, d'un master en gestion internationale de la CEMS et d'un master en finance de la Copenhagen Business School. Il a obtenu son diplôme de premier cycle à l'université de Maastricht.
Market intelligence:
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.
Manager Intelligence and Market Trends - August 2026
bfinance's quarterly report for August 2026: read the team's latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?
While many asset owners continue to debate the role of impact investing, Pensioenfonds PGB has already made its choice. The Dutch pension fund has decided that new private markets investments should...
Investor Spotlight: KWAP - navigating technological shifts in quant equities
Kumpulan Wang Persaraan (Diperbadankan) (KWAP) is Malaysia’s public sector pension fund and a key government-linked investment institution. Over the past decade it has built a quantitative...
Semi-liquid funds: managing the structural liquidity mismatch
Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...
Investment Management Fees: Pricing pressure in the turbulent twenties
The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.
Why don’t MAC strategies typically include emerging market debt?
Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed by bfinance, a half allocated less than 10% to it and a third less than 1%. This piece sets out...
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Sarah Ablin
Directeur, Conseil à la clientèle
Sarah est directrice du conseil à la clientèle. Elle possède une vaste expérience dans le domaine du conseil en investissement et s'engage pleinement à fournir des résultats exceptionnels à ses clients. Elle travaille en étroite collaboration avec des investisseurs institutionnels français, auxquels elle apporte son soutien en leur proposant des services personnalisés de sélection de gestionnaires, de conception de portefeuilles et de conseil stratégique.
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Amir Saleem
Directeur
Amir est directeur au sein de l'équipe de conseil à la clientèle de bfinance, travaillant avec des investisseurs institutionnels au Moyen-Orient et en Asie. Il a rejoint bfinance en 2015, travaillant initialement en étroite collaboration avec le CEO et le responsable mondial du conseil à la clientèle sur une série d'initiatives stratégiques avant de se concentrer sur la gestion des relations. Avant cela, Amir était responsable des relations avec les investisseurs pour le groupe de réflexion sur les fonds souverains d'Institutional Investor - le Sovereign Investor Institute - depuis 2010, où il a travaillé avec des hauts fonctionnaires et des responsables des investissements de fonds souverains, de fonds de pension/de sécurité sociale d'État et de gestionnaires de réserves de banques centrales dans le monde entier sur un large éventail de sujets liés aux investissements, à la stratégie et à la gouvernance. Amir est diplômé de l'University College London (UCL) avec un BSc (Hons) en économie.
Market intelligence:
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.
Manager Intelligence and Market Trends - August 2026
bfinance's quarterly report for August 2026: read the team's latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?
While many asset owners continue to debate the role of impact investing, Pensioenfonds PGB has already made its choice. The Dutch pension fund has decided that new private markets investments should...
Investor Spotlight: KWAP - navigating technological shifts in quant equities
Kumpulan Wang Persaraan (Diperbadankan) (KWAP) is Malaysia’s public sector pension fund and a key government-linked investment institution. Over the past decade it has built a quantitative...
Semi-liquid funds: managing the structural liquidity mismatch
Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...
Investment Management Fees: Pricing pressure in the turbulent twenties
The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.
Why don’t MAC strategies typically include emerging market debt?
Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed by bfinance, a half allocated less than 10% to it and a third less than 1%. This piece sets out...
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