People News

Altegris Appoints New Executive Chairman

Martin Beaulieu Executive Chairman Altegris

On June 30, Altegris announced the appointment of Marty Beaulieu as its new Executive Chairman. In this role, Mr. Beaulieu will be responsible for the day-to-day management of Altegris and the firm’s corporate strategy. This will free up CEO and Chief Investment Strategist Jack Rivkin to focus on the markets, product development, and identifying ... [read more]

American Beacon Hires Award-Winning CIO

Paul Cavazos American Beacon Chief Investment Officer.

American Beacon Advisors started the month of June on a strong note, naming industry veteran Paul Cavazos as its new Chief Investment Officer. Mr. Cavazos, who joined American Beacon from DTE Energy, was recognized by Chief Investment Officer magazine with the prestigious CIO Industry Innovation Award in 2014. At Detroit-based DTE, Mr. Cavazos was ... [read more]

Artivest Hires Industry Veteran as Director of Investment Research

Michael Kosoff Artivest Director of Research

Artivest offers a technology-driven platform designed to connect a wider audience of suitable investors with “best-in-class” alternative funds. Beginning May 4, industry veteran Michael Kosoff has begun helping the firm achieve its mission as Artivest’s new Director of Investment Research. “Michael brings unparalleled experience and deep ... [read more]

ImpactAssets Looks to Capture Growth Trends With New Hire and Promotion

ImpactAssets Looks to Capture Growth Trends With New Hire and Promotion

By now, most of us have heard of Impact Investing - the notion the investors can both do well and do good through their investing activities. Early innovators in the space included endowments and foundations who were looking for investments that aligned with the mission of their organizations, and this was later followed by online platforms, such ... [read more]

Franklin Square Adds Chief Business Development Officer

Lews Katz Business Development Franklin Square

The alternative investment firm Franklin Square has created the new executive-level position of Chief Business Development Officer and hired industry veteran Lewis Katz to fill it. In this new role, Mr. Katz will collaborate with teams across the firm to expand Franklin Square’s technology, marketing, and educational initiatives. He’ll also be ... [read more]

BNY Mellon Appoints New CEO of Investment Management Business

Mitchell Harris BNY Mellon

Mitchell Harris, a 12-year veteran of BNY Mellon and former CEO of Standish and Pareto Partners, replaced Curtis Arledge last month as CEO of BNY Mellon’s Investment Management Business. Mr. Arledge left the firm to pursue outside opportunities, and Mr. Harris – who had already been responsible for the day-to-day oversight of the company’s ... [read more]

Jensen Partners and Context Form Strategic Partnership

Sasha Jensen CEO Context Jensen Partners

Jensen Partners and Context Capital Partners are combining their strengths in a new partnership of partnerships known as Context Jensen Partners. By fusing Jensen’s global-advisory and executive-search businesses with Context’s alternative-investment seeding business, the new firm will attempt to address the strategic challenges faced by ... [read more]

Franklin Square Appoints IndexIQ Co-Founder Head of Liquid Alts

Greg Bassuk Franklin Square

Greg Bassuk, a co-founder and former COO of IndexIQ, has been hired by Franklin Square Capital Partners and appointed Head of Liquid Alternative Strategies for the firm. In this role, Mr. Bassuk will oversee the development and management of Franklin Square’s liquid alts platform. “Greg Bassuk is a veteran in the liquid alternative investments ... [read more]

People Moves: Hartford Funds and Franklin Templeton

People Moves Hartford Funds and Franklin Templeton

In this edition of People Moves: Hartford Funds Names New Head of Multi-Asset Solutions Franklin Templeton Appoints Head of Global ETFs Hartford Funds Names New Head of Multi-Asset Solutions Hartford Funds announced in a November 12 statement that Allison Mortensen has joined the firm as a portfolio manager and Head of Multi-Asset ... [read more]

Manager Changes: Aurora, RiverNorth, John Hancock

Manager Changes Aurora, RiverNorth, John Hancock

In this edition of Manager Changes, filings involving: Aurora Horizons Fund RiverNorth/DoubleLine Strategic Income Fund John Hancock Alternative Asset Allocation Fund Aurora Horizons Fund Aurora Horizons Fund (AHFAX), a multi-alternative mutual fund, filed paperwork with the Securities and Exchange Commission (“SEC”) to inform investors ... [read more]