Conroy moved to Fidelity Capital Markets this year. He began his career at JP Morgan, working in both private banking and equity research. AllianceBernstein ( AB 0.03%), an asset manager, outperformed its competitors in the first six months of 2021 with a return of 38%, according to S&P Global Market Intelligence. Copyright 2023 Tungsten Publishing. The company's average rating score is 2.00, and is based on no buy ratings, 4 hold ratings, and no sell ratings. John began his career as a regulatory attorney with the Federal Reserve Bank of New York. Our clients' interests must always come first. Rather than telling us what theyre trying to get done, they ask us what were trying to get done. Prior to joining Autonomous at its launch in 2009, Corinne headed the financials fixed income research team at RBS. Prior to transferring to Autonomous Research, John covered large-cap banks for the past decade at Bernstein, where he has been ranked among the top U.S. analysts in various industry polls, including the #1 ranking in Institutional Investor for 2018. Before joining Merrill Lynch in 2002, Stuart worked at JPMorgan and HSBC (both in banks equity research). So when business picks up, it could be a difficult task to handle the work if the desk is short-staffed. Before joining Autonomous in 2021, Caroline spent several years at AllianceBernstein covering US Broadlines & Hardlines Retail and brings a unique background in consumer research, business analytics, and multinational operations to her current coverage. About AllianceBernstein At AB, we're fully invested in being a firm that clients can trust to deliver better outcomes. Bernstein Autonomous LLP 60 London Wall, London EC2M 5SH Telephone: +44 (0) 20 7170 5000 CONTACT US New York Sanford C. Bernstein & Co., LLC 1345 Avenue of the Americas New York NY 10019 Telephone: +1 212-969-1000 Hong Kong Sanford C. Bernstein (Hong Kong) Limited 39th Floor, One Island East, Taikoo Place 18 Westlands Road, Quarry Bay, Hong Kong Our research disciplines include fundamental research, quantitative research, economic research and currency forecasting. Kelsey holds a BA in Business Administration from Hong Kong University of Science and Technology, where she graduated in the top 1% of her class. It has approximately US$498 billion in assets under management as of June 30, 2017. Investors might want to bet on AllianceBernstein (AB), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). They believe research excellence is the key to better outcomes, so they've built research capabilities with exceptional breadth, depth and focus on innovation, on the buy-side and the sell-side. AllianceBernstein provides industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. JS: We still need the people with 20-30 years trading experience, but were interspersing them with traders that have smart order routing skills, or the ability to write code. This market was still fairly sketchy only a couple of years ago, but were now able to transact in it very consistently today. Finance: Lyons, a former prop trader who ran high-frequency trading at Diamondback Capital, joined as global head of quantitative program trading in 2009. Also, Whalen has discussed getting away from sector trading at the firm, according to one knowledgeable source. What support do you need from third-party providers to augment your own initiatives? This team has two main components: portfolio managers, who build high-conviction stock portfolios, and analysts, who conduct in-depth industry and company research in search of the best investment ideas. Britta joined Autonomous in 2009 after having worked in the equity research team at Merrill Lynch, covering German and Benelux banks. He held this post for five years, leading a team of five analysts. We aim to be innovative and value-added for our clients, which will involve standing out from the crowd. Maeshal graduated with honors from Emory University with degrees in Philosophy and International Studies, and his senior thesis focused on potential implications of post-crisis capital regulations to the global banking system. This is unusual, no matter what the reason, said one industry veteran. . ET. Dwight has previous equity sales experience working at UBS and FBR & Co. Dwight began his career working in the Treasury group at M&T Bank. Yundi joined Autonomous in 2014 and has been analysing China macro-financial developments since then. On 11/16/2022, Nike Inc traded for a price of $105.23 per share and a market cap of $164.64Bil. Ian has a first class degree in Politics and Economics from the University of Sheffield. LIBOR 3M + Spread. Davids experience is across the credit spectrum from deeply distressed/stressed up through High Yield and Investment Grade. He has over 10 years working experience in macroeconomic research. We are excited by the new partnership with Bernstein and expect our distribution network and product expertise to continue to grow in the coming years. Prior to Autonomous, he worked in corporate event planning as well as live event streaming. E . "AllianceBernstein reached the limit of where they could sell their research, but they needed equities capital markets to turbo charge it," said a senior SocGen . She has 15+ years of experience in strategy and analytics, including as Sr. Director of Strategy & Analytics at Walmart where she built a 50-member internal consulting team based in India and Costa Rica. Craig Maurer joined Autonomous in September 2014 following nearly 8 years at CLSA Americas. Its our job to accumulate and interpret facts to reach sound investment conclusions and expert investment advice. Prior to that, he was an equity research associate at Janney Montgomery Scott covering REITs and an equity analyst at First Eagle Investment Management's family office. Our Administrative Services team consists of real estate and lease administration, strategic space planning, design and construction offices, facilities operations, food and office services, and corporate travel. US asset manager warns over 'risk parity'. One school of thought is that it is hard to imagine a desk not being impacted with that many traders let go. Kelsey Zhu is the lead Analyst covering Financial Information Technology companies. Leona is a CFA charter holder and holds a bachelors degree in Economics from the London School of Economics and a masters degree in Finance from Judge Business School of the University of Cambridge. In todays challenging liquidity conditions, systemisation allows us to use different liquidity strategies. According to Bank of America Global Research, AllianceBernstein ( NYSE: AB) is a financial services firm with a large asset management business in addition to a captive private wealth platform. True to form, her performance at the Manhattan firm was a roller-coaster ride. The joint venture would combine Bernstein Research Services' premier global equity research and execution platform with Societe Generale's equity research and execution capabilities to form a leading global cash equities and equity research business. He holds a BA in History from Brown University and a post-graduate degree in Philosophy/Religious Studies from Oxford University. Rachel started her career in 1994 at a small stock brokers in New York, followed by three years at Tate & Lyle supporting the FD. Research is not simply a priority for AllianceBernstein, it is part of what defines us and distinguishes our firm. There needs to be a utility to connect us all together, allowing direct connectivity to and from our execution management systems. The Research team generates independent insights across markets and sectors for institutional investment professionals. I believe there is a willingness on the sell-side to come up with a digitised solution. In parallel with this change from a principal-based market-making model to a riskless transfer model, the bigger change is how the sell-side engage with us as clients. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. AllianceBernstein LP - Company Profile and News - Bloomberg Markets US Edition Subscribe Live Now Bloomberg TV+ Bloomberg Markets Europe Anchored by Anna Edwards and Mark Cudmore,. Institutional Investor recognized him as a Rising Star for US life insurance in its 2013 and 2014 All-America Research surveys, and he was ranked Runner-Up in the 2016 survey. EAN: 8436563181948. Rachel has been with Autonomous since the companys beginnings in 2009, initially as office manager before moving to corporate access full time. Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. Charlene is considered one of the leading experts on shadow finance in China and on the interlinkages between Chinas monetary and fiscal policy and the countrys sprawling financial system. Before investing in any AllianceBernstein Fund, you should carefully consider the Fund's investment objectives, risks, charges and expenses. Available Monday through Friday from 8:30 a.m. to 6:30 p.m. AllianceBernstein Holding L.P. AB, through a new outsourcing service, will execute the bond trades of other buy-side firms. The Price and Consensus chart displays the company's stock price along with the consensus estimate. 'Sell-side earnings estimates had generally not come down, suggesting that market participants were not yet fully anticipating the impact of the economic storm. Prior to joining Autonomous, Stefan covered Swiss, German, Austrian and French banks for twelve years at Dresdner Kleinwort, UniCredit and RBS. Find out everything you want to know about ABs corporate strategy, responsibility efforts and investment insights. Yundi has an MS in Finance from Goldey-Beacom College and an MPA from University of Baltimore. He started his career covering German automotive suppliers at LBBW in 2006. Oliver is a CFA charterholder and holds an MA in Physics from Oxford University. We like to say that investment research is in our DNA. Prior to that he spent five years with KPMG in London, initially in their audit division covering investment banks and subsequently moving to KPMG's corporate finance practice. AB is also trading well below its 52-week high of $57.54, as seen below. Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability. We pursue responsibility at all levels of the firmfrom how we work and act to the solutions we deliver to clients. . Organic fermented tea hasn't been the only draw top executives got $4 million in stock awards . In 2006 and 2008, Craig was named to the Wall Street Journals Best on the Street ranking, and the Financial Times ranking in 2008 and 2013. . password. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein. In July this year AllianceBernstein completed the acquisition of CarVal Investors, a global private alternatives investment manager with $15bn in assets under management, primarily focused on opportunistic and distressed credit, renewable energy infrastructure, specialty finance and transportation investments. Rob joined Autonomous in 2015, covering the online lending, fintech, and payment sectors. Prior to joining Autonomous, Rachel spent 10 years at Citi as a research assistant working with the insurance team which would go on to co-found Autonomous. She has served as manager on a variety of operations-related projects. Prior to founding Autonomous in 2009, Stuart was the head of European banks equity research at Merrill Lynch. Brown. We offer in depth research and analysis, consistently leading the debate on key themes for stocks and markets. [12][13], In June 2020, AllianceBernstein acquired investment management firm AnchorPath for $400 million. Operations: Before joining Autonomous in 2010, Andrew spent five years on the buy-side as a European financials analyst most recently with Citadel Investment Group and prior to that with Blackrock. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. PARIS, Nov 22 (Reuters) - Societe Generale (SOGN.PA), France's third-biggest listed bank, and U.S. investment management company Alliance Bernstein (AB.N) plan to form a joint venture focusing on global cash equities and equity research, they said on Tuesday. By clicking OK you are giving consent for us to set cookies. [26], AllianceBernstein is 64 percent owned by Equitable Holdings. Where do your priorities lie in terms of optimising AllianceBernsteins fixed income trading operations? In 2000, Alliance acquired Bernstein, an institutional house with a thriving private client business and $88 billion in value stocks, for $3.5 billion. 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