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Marco Stigler-Thomas, CFA
Director
Marco è responsabile per la consulenza ai clienti presso l'ufficio di Monaco di Baviera e si occupa dei clienti della regione DACH e CEE. Prima di entrare a far parte di bfinance Marco è stato Vicepresidente e Account Manager di PIMCO. Marco ha inoltre ricoperto ruoli junior presso Deutsche Bank Asset and Wealth Management a Francoforte e Credit Suisse a Zurigo. Marco è titolare di un certificato CFA ed ha conseguito un Master CEMS in International Management e un master in finanza presso la Copenhagen Business School. Marco si è laureato presso l'Università di Maastricht.
Ulteriori approfondimenti dal team:
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.
David Ness
Senior Director
David è responsabile della relazione con la clientela di bfinance negli Stati Uniti. Con oltre 20 anni nel settore dell'asset management e dei servizi finanziari David porta una vasta esperienza al suo ruolo di consulente per gli investimenti.
Prima di raggiungere bfinance, David ha lanciato la linea di business istituzionale di Crescent Grove Advisors, dove è stato membro del comitato d'investimento e del comitato dedicato ai portafogli modello. In precedenza, David ha ricoperto diversi ruoli di investimento presso BMO Global Asset Management e M&I Investment Management Corp. Con BMO/M&I ha svolto ruoli di gestione di portafogli istituzionali, analista finanz
David ha conseguito un MBA presso la Marquette University e una laurea in economia presso la University of Wisconsin - Green Bay. David è membro della CFA Society di Milwaukee.
Ulteriori approfondimenti dal team:
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.
INCONTRA I NOSTRI CONSULENTI
Mettere gli investitori al primo posto
ITALY
Ottavia Sebastiani
Senior Director
Ottavia è responsabile della consulenza per la clientela istituzionale italiana e fa parte del team di consulenza di bfinance dal 2007 con sede prima a Londra e poi a Roma. Ottavia ha in precedenza lavorato per Goldman Sachs a Londra per la clientela istituzionale italiana ed ha iniziato la sua carriera come analista nella divisione Private Wealth Management di Morgan Stanley a Milano. Ottavia ha anche esperienza nel settore alberghiero. Ha conseguito un BA (Hons) presso l'University College di Londra e un Postgraduate Diploma in Business Studies presso la London School of Economics.
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Amir Saleem
Director
Amir e’ un membro del team di consulenza ai clienti di bfinance e lavora con investitori istituzionali in Medio Oriente e Asia. Amir e’ entrato in bfinance nel 2015 lavorando inizialmente a stretto contatto con il CEO e il Global Head of Client Consulting su una serie di iniziative strategiche prima di passare a concentrarsi sulla gestione delle relazioni. In precedenza, Amir è stato responsabile delle relazioni con gli investitori per il think tank sui fondi sovrani di Institutional Investor e il Sovereign Investor Institute dove ha collaborato con alti funzionari e responsabili degli investimenti di fondi sovrani, fondi pensione/previdenziali statali e gestori di riserve delle banche centrali a livello globale su un'ampia gamma di argomenti di investimento, strategici e di governance. Amir si è laureato all'University College di Londra (UCL) con una laurea in Economia.
Ulteriori approfondimenti dal team:
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.
Frithjof van Zyp
Senior Director
Frithjof dirige la divisione di consulenza ai clienti di bfinance in Australia ed ha oltre sedici anni di esperienza nel settore dei quali dieci i presso eVestment, fornitore globale di dati e analisi per gestori di investimenti istituzionali dove ha ricoperto numerosi ruoli manageriali tra i quali l'apertura e la gestione di uffici in Australia e Hong Kong. Frithjof ha conseguito un master in Economia e Finanza presso l'Università di Edimburgo ed è titolare di un certificato CFA.
Ulteriori approfondimenti dal team:
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.
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