[5], On January 20, 2015, AllianceBernstein announced a new brand name ("AB") and logo. Corinne started her career in branch banking at NatWest on a graduate programme which soon specialised on credit and the financial sector. This is unusual, no matter what the reason, said one industry veteran. Caroline has a bachelors degree in Industrial Design from Carnegie Mellon University, an MBA and MS from the University of Michigan, and is a Level III CFA candidate. AllianceBernstein, a leading global investment management and research firm, and Societe Generale, a leading European bank, announced their . Before joining Fitch Ratings, Charlene served as a Senior Analyst in the Emerging Markets & International Affairs group at the Federal Reserve Bank of New York, where she focused on financial sector reform and monetary policy development in China and other Asian countries. We offer in depth research and analysis, consistently leading the debate on key themes for stocks and markets. 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. We deliver our exclusive insights through a variety of research reports, including our renowned black books. 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. Josh joined Autonomous in 2019 after 13 years at Citi Research. AllianceBernstein Holdings was founded in 1971 when the investment-management department of Donaldson, Lufkin & Jenrette, Inc. merged with the investment-advisory business of Moody's Investor Services, Inc. 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. It more than . The earnings landscape looks eerily complacent at the start of the third quarter, said Chris Hogbin, head of equities at AllianceBernstein. Alex joined AB Bernstein in July 2014 after having spent 4 years in an IR Advisory role at Ipreo. He holds a JD from Harvard Law School and a BS in Industrial & Labor Relations from Cornell University. January 12, 2023. Typical clients include Defined benefit pension plans and Defined contribution plans. Prior to joining Autonomous, Stefan covered Swiss, German, Austrian and French banks for twelve years at Dresdner Kleinwort, UniCredit and RBS. Prior to joining Autonomous in 2017, Maeshal was at JPMorgan for 5 years on their corporate development team, where he worked with C-suite management on strategic planning. Fan holds a Master's degree in Financial Economics from Nottingham University (UK) and is taking a doctorate in Economics at Newcastle University (UK). ET by Ciara Linnane AllianceBernstein says CarVal has about $14.3 bln in AUM Mar. AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth. He moved back into research with Autonomous in 2020, to support our China macro output and build bottom-up Asia stock coverage. Where do your priorities lie in terms of optimising AllianceBernsteins fixed income trading operations? He began his career at the Bank of England in 1988 in the banking supervision department. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. Farquhar holds a MA Honours degree in Economics from Cambridge University. The department is organized by practice groups. The . The Sales and Trading teams work closely with the Research team to present our trusted research and trading services to clients. As a firm and as individuals, we are committed to continuous improvement. We believe that investment research is essential to delivering better outcomes for clients. Prior to joining Autonomous, Yundi was an Associate Analyst in the Financial Institutions Group at Fitch Ratings in Beijing, where he has been analysing Chinese financial institutions. Institutional Investor recognized him as a Rising Star for US Insurance/Nonlife in 2015 and 2017. We continually seek alpha across asset classes to advance your success. To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. The quality of our network informs and enriches our research product and ideas. He previously worked for RBS and the Financial Services Authority. Chris joined from Barclays where he was ranked #1 in Extel, and previously worked at Morgan Stanley, Lehman Brothers/Nomura and RBC. At AllianceBernstein, research excellence is the key to realizing the firm's dual mission. We embrace innovation to address increasingly complex investing challenges. This department is responsible for all legal, regulatory and corresponding compliance matters affecting our firm and the business we conduct throughout the world. Based on all this, we consider the possible strategies to engage liquidity, remembering of course that the best way to generate alpha is to be a liquidity provider. Before her equity research career, Chen worked at PricewaterhouseCoopers Beijing as an auditor for 3 years and briefly spent time in Caijing Magazine as a reporter. Its not a matter of changing the allocation process, rather its about the securities set-up process and how we communicate orders back and forth. Stefan holds an MBA from Nuernberg University, an MA from Wayne State University (Detroit), and he has been a CFA charterholder since 1998. Were looking for driven, collaborative people with new ideas. Prior to Bernstein, Kelsey worked at Deutsche Bank covering China cement and oilfield services. Sanders. Fan Zhang is a senior China macro-financial research analyst. AllianceBernstein has received a consensus rating of Hold. We don't put our interests at odds with your interests, whether you are an investment-management client or a client of our sell-side research unit, Sanford C. Bernstein. 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. The company provides investment management services worldwide to institutional, high-net-worth and retail investors. (Whalen was also featured in a cover story when he ran trading at Lehman.) Our research analysts evaluate a company's competitive position and probe market opportunities, developing an unbiased, in-depth perspective. He had worked with Karofsky at Deutsche. "[8], AllianceBernstein and Fidelity Investments took control of supermarket Winn-Dixie's parent company during the latter's 2018 bankruptcy. This team develops custom solutions by combining equity, fixed income, alternative assets, and securities to meet client objectives. 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. David joined from Reorg Research and prior to that spent ten years at CreditSights latterly the last five as Head of Sales - EMEA & APAC working with clients globally from both the sell-side and buy-side. Charlene holds both an MBA and an MA in International Relations from Yale University. It is unclear whether the pink slips were a result of declining trading volumes and assets or simply a changing of the guard. Multi-Asset Solutions team's clients include retirement plan sponsors, insurance companies, retail investors and high-net-worth individuals. Business Development is a conduit to the firms investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis, and education. Annie Burke joined Autonomous in 2022 after seven years in the investment bank at UBS, working in Marketing, Corporate Access and Institutional Sales. How should the challenge be addressed? Rory is well versed in many aspects of the equity research business, having spent several years at Bernstein working first in research marketing and then as a sales assistant on the hedge fund desk. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein, talks to The TRADE about the firms approach to fixed income automation and augmenting the desks skill set. At AB, were fully invested in being a firm that clients can trust to deliver better outcomes. He previously worked on the US Life Insurance team. At AllianceBernstein Holdings we provide capital efficient investment vehicles to our longstanding institutional insurance investors and we deploy our own capital into the insurance sector through direct equity investments, reinsurance arrangements and hybrid solutions. It has approximately US$498 billion in assets under management as of June 30, 2017. In 2001, Ms. Wood joined AllianceBernstein, where she oversaw a respectable $5 billion in assets at her peak. Open side navigation menu . Prior to joining the firm in 2009, Geoff worked at Fox-Pitt, Kelton and Citigroup. Learn more on AB's analyst rating history. Revenue: $1 to $5 billion (USD) Competitors: Unknown. Knight, a vice president, joined the firm in 2000 from Syracuse University, according to LinkedIn. Sell side; Market Data; Tech. Patrick Whalen, a former Lehman Brothers and Morgan Stanley pro, heads global trading, and Robert Karofsky, a former Deutsche Bank and Morgan Stanley exec, runs global equity trading. One example is the concept of portfolio trading. He has a BA in Economics from London Guildhall and is a CFA charterholder. He received his BA in Finance from College of Charleston. We do not take positions to ensure full independence of our research offering and use our distribution networks globally. According to the issued ratings of 4 analysts in the last year, the consensus rating for AllianceBernstein stock is Hold based on the current 4 hold ratings for AB. He has over 20 years of experience in sell-side high yield research, most recently for 12 years at Deutsche Bank. Contact Shareholder Services Representative at 1-800-221-5672. About AllianceBernstein At AB, we're fully invested in being a firm that clients can trust to deliver better outcomes. [15][16] In September 2021, AllianceBernstein gave a $100,000 gift to the Nashville-based Martha O'Bryan Center. During his tenure, Gertsen introduced a quantitative group to measure trading costs, called Quant Lab. Some research focuses on complex wealth-management issues for individuals involving taxation, single-stock concentration, intergenerational wealth transfer and charitable giving. AllianceBernstein provides investment management services to institutional (46% of assets under management), retail (38%), and private (16%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. Where she oversaw a respectable $ 5 billion ( USD ) Competitors:.! Joining the firm in 2009, Geoff worked at Deutsche Bank: Unknown ):. 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