AllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. We strive to be the best in every aspect of our chosen field. It takes diverse expertise and skills to design, manage and support a broad span of investment solutions and market research for clients all over the world. Ryan has a BS in Mathematical Economics from Wake Forest University and is a CFA charterholder. He moved back into research with Autonomous in 2020, to support our China macro output and build bottom-up Asia stock coverage. Industry sentiment is that there will be new hires to replace the departed tradersbut for different reasons. Greg graduated from the University of Notre Dame with a BA in finance and he holds the Chartered Financial Analyst designation. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. He holds a degree in English from Cambridge University. Rory joined Autonomous from Bernstein after the merger in 2019. Prior to joining the company in Aug 2017, he was a senior China economist in both RHB and CIMB, covering economics, fixed income and local rates in Greater China between 2014 and 2017. Jan spent the past five years as an equity salesperson at top-ranked Emerging EMEA investment bank, WOOD & Co. Jan draws upon his vast experience living and working in emerging markets along with first-hand knowledge of the GEM corporate universe to generate ideas. Conroy moved to Fidelity Capital Markets this year. AB AllianceBernstein Holding L.P. Wall St. Analysts Ratings & Price Target 14.98K followers $38.02 1.48 ( +4.04%) 1:36 PM 01/10/23 NYSE | $USD | IEX real time price Summary Ratings Financials. . [25], AllianceBernstein's global headquarters are located in Nashville, TN at the Fifth and Broadway development, having recently moved from Midtown Manhattan in New York City. [13] In mid-August 2021, AllianceBernstein disclosed that it had entered a strategic partnership with LSV Advisors, LLC. Insurance. Organic fermented tea hasn't been the only draw top executives got $4 million in stock awards . We hold ourselves to ethics which we can be proud of. Before joining Autonomous, Dan spent seven years with Barclays, in their Treasury department working in finance and capital markets execution. The Controllers Group includes Corporate Accounting, AUM Reporting, Financial Reporting, Broker-Dealer Accounting and Reporting, International Financial Controls, Accounts Payable, and Payroll. By clicking OK you are giving consent for us to set cookies. China Macrofinancial and Asian Banks, Senior Analyst. AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private. Chris joined Autonomous in February 2022 and has spent over 20 years focused on the insurance sector across M&A, Equity Research and Equity Sales functions. Matt previously worked at firms on both the buy-side (Millennium) and sell-side (Citi) and has experience covering a variety of financials sub-sectors (Capital Markets, Insurance, Payments/FinTech). Portfolio Management Group (PMG): Were digesting lots of data sources, we have multiple tools and analytics running, and we want to be able to engage the market efficiently at the point of risk transfer. Gertsen was ABs first foray into having a sellsider run the show. Available Monday through Friday from 8:30 a.m. to 6:30 p.m. It's Not Enough", "AllianceBernstein acquires investment manager AnchorPath", "AllianceBernstein sets timetable for opening of new Fifth + Broadway headquarters", "Of Note: AllianceBernstein gifts O'Bryan Center $100K", "AllianceBernstein Forms Partnership with LSV Advisors for Firm's Private Wealth Business - SWFI", "AllianceBernstein to acquire global private alternatives manager CarVal Investors", "Rhode Island (RI) 529 College Savings Plans - Saving for College", "R.I. chooses new manager for CollegeBoundfund", "Life Insurer Equitable Is a Cheap Way to Play AllianceBernstein", https://en.wikipedia.org/w/index.php?title=AllianceBernstein&oldid=1112472493. Price Target Upside/Downside. Whalen is joined by a large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket. This global team collaborates and connects in real time, anticipating risks and taking advantage of opportunities through a truly integrated platform. This group, led by the chief financial officer, is composed of five areas: Legal & Compliance: Multi-Asset Solutions: Were agnostic to the solution and are willing to listen to the syndicate desks. US Capital Markets Specialty Financials Analyst. Our firm was founded in the U.S. in 1967 and in the U.K. in 1999. 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. LIBOR 3M + Spread. True to form, her performance at the Manhattan firm was a roller-coaster ride. Contact Shareholder Services Representative at 1-800-221-5672. But now we have an arb-able opportunity, with dealers using their balance sheet to support diversified risk transfers, which offer us an important way of sourcing beta. Prior to joining Autonomous, Greg was the global financials long/short equity PM at Highbridge Capital. Davids experience is across the credit spectrum from deeply distressed/stressed up through High Yield and Investment Grade. Floating Leg. Another thing were focused upon is bot-to-bot trading. Andrew Crean has been analysing UK and European insurers since 1982. She received her Bachelor degree in Economics from University of International Business and Economics (UIBE) in China and Master in Public Administration (MPA) from Maxwell School of Syracuse University in the US. [2], Alliance Capital 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.[3]. On the sellside, it is common practice for new management to change personnel when it takes over. Youdish is a Chartered Accountant and holds a degree in International Business, Finance and Economics from Manchester University. Learn more about AllianceBernsteinour clients and how we serve them, our research and investment services, our history and our worldwide presence. AllianceBernstein (AB) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). Alliance, a mutual fund giant with $368 . Equity Execution Services offered by Bernstein [click here] for more information. The Sales and Trading teams work closely with the Research team to present our trusted research and trading services to clients. This market was still fairly sketchy only a couple of years ago, but were now able to transact in it very consistently today. At a council meeting Tuesday evening, Mayor J. William Reynolds . One observer said that even in the aftermath of the financial crisis, when assets under management were under siege, the buyside refrained from widespread layoffs in trading. AllianceBernstein has received a consensus rating of Hold. ESIGHT, our proprietary ESG research and collaboration platform, is a hub for fixed income and equity investment teams to access and share insights about issuers ESG practicesin real time. Pooma joined Autonomous in 2019, after almost a decade of building and leading a global macro think tank focused on central banks, sovereign funds and public pension plans. The quality of our network informs and enriches our research product and ideas. Earlier in his career, he was a consultant with Orion Consultants, advising the capital markets arms of investment banks. Sanders. By Chris Hall. These services include asset-allocation advice, portfolio analytics, trust and estate planning, and retirement planning. Before moving to a sell-side analyst role in 2000, Stefan spent another nine years at Dresdner Bank in Germany and Canada, working in different roles in retail and corporate banking, credit risk and executive management. In 2001, Ms. Wood joined AllianceBernstein, where she oversaw a respectable $5 billion in assets at her peak. Before Merrill Lynch, Ed also worked for successful banks teams at Credit Suisse and JP Morgan. Our quantitative risk-and-return models and asset-allocation research also help us craft effective customized and packaged investment solutions for individuals and institutional investors of various types. In fixed income, weve had relatively little direct regulatory intervention, but we all recognise that to compete going forward we have to be able to do things in a much more efficient manner.This article was originally published in the FILS in Philly Today magazine, produced by The TRADE, which was distributed to attendees of this years Fixed Income Leaders Summit USA conference. Founded. Zacks tracks individual sell-side analyst estimates and creates a consensus EPS estimates. Client Group: This diversity of thinking and perspectives helps us see things differently. Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events. 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. He has over 20 years of experience in sell-side high yield research, most recently for 12 years at Deutsche Bank. [12][13], In June 2020, AllianceBernstein acquired investment management firm AnchorPath for $400 million. Alastair holds a first class degree in Chinese from Oxford University. password. To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. 17, 2022 at 6:29 a.m. Discover an area of AB that may be a good fit for you. But several sources said they had never before seen a buyside trading desk take a divot that deep in one shot, losing four tradersnearly half the tradersthere. AllianceBernstein will relocate about 1,050 jobs beginning later this year, according to an SEC filing. JS: One of the most important things we need is a utility to connect fixed income market participants and trading platforms. AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding"), a leading research and global investment firm, announced it will acquire CarVal Investors L.P. ("CarVal"). AB is the Founding Member of the Corporate Affiliate Program at the newly launched Columbia Climate School and has partnered with Columbia Universitys Earth Institute to develop a Climate Science and Investing curriculum. For the full year, the company is expected to earn $2.81 per share, representing a year-over-year change of -27.76%. 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. Autonomous offers a credit execution service on a matched principal basis. AllianceBernstein Holding L.P. Analyst Report: AllianceBernstein Holding L.P. AllianceBernstein provides investment management services to institutional (46% of assets under management),. Before joining Citigroup Andrew worked as a UK and European insurance analyst at Fox-Pitt Kelton. Connections to our clients, our culture, one another and the communities we serve. She has served as manager on a variety of operations-related projects. For us, the Abbie bot highlights opportunities based on our quant, fundamental, portfolio positioning and liquidity views, then builds approved trades for review by the trading desk where ALFA flags all the available liquidity options to the trader, with reference to various momentum indicators and liquidity scores. AllianceBernstein says strategy exacerbates market fragility and worsens sell-offs. 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. Stefan joined Autonomous in July 2012 and covers Swiss and French banks. Excellence in investment research and trading is the core of our sell-side research units business. About . He holds a JD from Harvard Law School and a BS in Industrial & Labor Relations from Cornell University. BNY Mellon goes live with cleared agent securities lending offering. He began his career at JP Morgan, working in both private banking and equity research. Equities Fixed Income Multi-Asset Hayley graduated with honors from the University of Chester with a degree in Biological Sciences. Ken joined Autonomous in 2016 and has been covering the Payments and Fintech sector. Andrew joined Autonomous in March 2022 as part of the Corporate Access team. About AllianceBernstein At AB, we're fully invested in being a firm that clients can trust to deliver better outcomes. Furthermore our commitment to access and absence of conflicts supports an unrivalled offering for our clients. AllianceBernstein's two top trading executives are both former sellsiders. 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. Money manager AllianceBernstein let four equity traders go in New York last Tuesday, in a move industry observers say is unprecedented on the buyside, but standard operating procedure in the brokerage world. Our client base spans the globe and includes many . I dont think any asset manager wants to maintain 10-20 APIs to connect to their main sell-side counterparts, nor do dealers want to maintain different APIs to their 100 best clients. Rachel joined the team after two years working as European Financials Specialist Sales at Deutsche Bank. Ever since the crisis, there has been speculation about the potential role of alternative liquidity providers. She received a Bachelor of Science from Clemson University and holds a certificate in Marketing Strategy from Cornell Johnson Graduate School of Management. ET by Ciara Linnane AllianceBernstein says CarVal has about $14.3 bln in AUM Mar. Prior to this, Andrew was on the sell-side as a member of the European insurance equity research team led by Andrew Crean at Citigroup. This department is responsible for all legal, regulatory and corresponding compliance matters affecting our firm and the business we conduct throughout the world. AllianceBernstein Holding L.P. (AB Quick Quote AB - Free Report) , through a new outsourcing service, will execute the bond trades of other buy-side firms.The move was announced by James Switzer . There are also similar developments in our analyst and portfolio management teams. Some research focuses on complex wealth-management issues for individuals involving taxation, single-stock concentration, intergenerational wealth transfer and charitable giving. Prior to joining Bernstein in 2008, John spent four years as a senior research analyst at Bank of America Securities and six years at UBS, where he covered bank and credit card stocks. She graduated with a first class degree from the University of Exeter in Economics, French and Spanish and received Deans commendation for academic excellence. The aim is to look at baskets of risk in a similar way and be able to trade multiple portfolios at the same time. At AB, we bring together people of many backgrounds. We continually seek alpha across asset classes to advance your success. We are unique in offering integrated research, with no silos between equity and credit research. The trade had a 0.25% impact on the equity portfolio. [14], In April 2021, AllianceBernstein moved to a new headquarters in Nashville, Tennessee. AllianceBernstein Holding L.P. AB, through a new outsourcing service, will execute the bond trades of other buy-side firms. Buy-side Q&A: Jim Switzer, AllianceBernstein. Several have been chronicled in Traders Magazine, including Gertsen at AllianceBernstein, Ray Tierney at Morgan Stanley Investment Management and Rob Arancio at Neuberger Berman. 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. Before joining Merrill Lynch in 2002, Stuart worked at JPMorgan and HSBC (both in banks equity research). 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. You can also access earnings and news reports as well as corporate filings. Bernstein Private Wealth Management Offering investment strategies, investment planning and risk-management services. 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. We do not take positions to ensure full independence of our research offering and use our distribution networks globally. Steigerwald joined in May 2008 as a sector trader, after spending most of his career at Deutsche Bank and its predecessor BT Alex. SUBSCRIBE FOR TRADERS MAGAZINE EMAIL UPDATES, BlackRock Poised for Growth in Fixed Income, Broadways Dan Romanelli Elected President ofthe Security Traders Association of Chicago, Sell-side Clearing Firms Overhaul Margin Processes in Wake of Volatility, BoA Delivers Strong Q4 Results; Well Positioned for 2023, Brokers See Challenges Ahead To Meet Sponsored Access Mandates, Carolina Security Traders Association 35th Annual Conference, Eventus Closes Record Year, Plans to Enhance Validus Platform, ON THE MOVE: LedgerEdge Makes Senior Hires; MarketAxess Promotes Chris Concannon. Total, the firm now has a staff of 10 involved in the trading function, down from 14. 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. Trading pros say such a firing became inevitable once money managers began a hiring spree of former sellside executives several years ago. Our clients' interests must always come first. There, he spent the last 12 years in credit sales covering Northern European across the UK, Netherlands and Nordic region. Autonomous has more than 30 publishing analysts covering more than 240 stocks across banks, insurers, diversified financials and fintech stocks. Before becoming a founding partner of Autonomous he worked at Merrill Lynch for ten years, in both London and New York. . Before joining Citigroup in 2000, Andrew worked as an insurance analyst in Schroder Securities, as a partner in GVGI (a start-up institutional stockbroker) in the 1990s and at Laing & Cruickshank and Capel-Cure Myers in the 1980s. . ET. [21], Sell-side research and brokerage services are provided by wholly owned subsidiary Sanford C. Bernstein, also known as Bernstein Research. Current-Year Estimate Revisions. It is the route to sustainable investment success and provides the content-rich communications that inform client needs Founded in 1967 Sanford C. Bernstein Alliance Capital Management AllianceBernsteins two top trading executives are both former sellsiders. Our research disciplines include fundamental research, quantitative research, economic research and currency forecasting. It more than . AllianceBernstein's AbbieOptimizer is a tool that integrates credit research, pricing . [24] It is now administered by Ascensus College Savings. In October 2000, Alliance Capital acquired Sanford C. Bundle Description: This item may take up to 4 days of additional processing time. 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. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks . Britta joined Autonomous in 2009 after having worked in the equity research team at Merrill Lynch, covering German and Benelux banks. Prior to joining Autonomous, Michelle worked for more than 7 years as the HK office manager & investment administrator at a global asset management firm. In such cases, the new heads of a sellside desk often bring in their own team of traders. Rahul joined Autonomous in 2022, and covers the FinTech sector. 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. We pursue responsibility at all levels of the firmfrom how we work and act to the solutions we deliver to clients. AB Stock Price Trend (Seeking Alpha) Sell side analysts expect a respectable 9.9% EPS growth this year (average of 4 . 'Sell-side earnings estimates had generally not come down, suggesting that market participants were not yet fully anticipating the impact of the economic storm. AllianceBernstein to acquire CarVal Investors for upfront $750 million Mar. He has a BS degree in Hospitality Management from Widener University. Amy joined Autonomous in Nov 2016 having previously been a Specialist Salesperson in the Technology Sectors for three Investment Banks. Our asset-management business has additional dimensions, but it is from research that all else flows. Type: Company - Public. Independent, in-depth sell-side research and brokerage services for institutional investors. 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. 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. Gregs wall street career started in equity research at Goldman Sachs covering financials and telecom services. Excellence in investment research and trading is the core of our sell-side research unit's business. Ronan studied economics at Trinity College Dublin and is a CFA charterholder. Manus is the Global Head of Research for Autonomous. Rather than telling us what theyre trying to get done, they ask us what were trying to get done. In 2018, Rob was named to the Institutional Investor All-America Research team Rising Stars list. . Gabor joined Autonomous in 2013 to cover CEE and Austrian banks. This is unusual, no matter what the reason, said one industry veteran. Amy looks after Research Product Sales Globally in both the Asset Manager (long-only, hedge fund, wealth management) and Non-Asset Management (Consultants, Corporates) client categories and is a relationship manager. But make no mistake about it: we need a solution. AllianceBernstein. Chen joined Autonomous in September 2014. Business data for AllianceBernstein Holding L.P.: This page was last edited on 26 September 2022, at 13:50. AllianceBernstein L.P., A global asset management company, based in New York, USA, is a subsidiary company of a famous French insurance company, AXA. Prior to founding Autonomous in 2009, Ed worked at Merrill Lynch for the top ranked banks team alongside Autonomous co-founders Stuart Graham and Manus Costello. The company provides investment management services worldwide to institutional, high-net-worth and retail investors. ALLIANCEBERNSTEIN L.P. reduced their investment in NYSE:NKE by 5,318,582 shares. Erik joined Autonomous in 2016 and has been covering the US life insurance sector since 2005. Equity Leg. [5], On January 20, 2015, AllianceBernstein announced a new brand name ("AB") and logo. The Research team generates independent insights across markets and sectors for institutional investment professionals. He began his career at the Bank of England in 1988 in the banking supervision department. Before joining Merrill Lynch, Andreas graduated from the University of Mannheim in Germany with a top class degree in Business Administration, majoring in Finance. In addition, we have created several specialist research units, including one that examines broad trends that affect multiple industries and geographies. Prior to UBS she held similar positions at Deutsche Bank, Bank of America Merrill Lynch, and The Royal Bank of Scotland. He previously worked for RBS and the Financial Services Authority. 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 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. E . Whalen has headed trading since May 2009, and Karofsky joined in March of this year. He has been analysing and investing in Global Financials for close to 20 years, with his experience split equally both between the buy and the sell-side and also between developed and emerging markets. Yundi joined Autonomous in 2014 and has been analysing China macro-financial developments since then. Our large teams of quantitative analysts develop tools to increase the likelihood of client success. Knight, a vice president, joined the firm in 2000 from Syracuse University, according to LinkedIn. How are you augmenting the skill set on your fixed income trading desk to ensure you trade effectively in an increasingly automated? The subject matter division of labor for the Legal & Compliance department's practice groups is currently as follows: AB Bernstein: Institutional, high-net-worth and retail investors ourselves to ethics which we can be of... To connect fixed income trading desk to ensure full independence of our field. French banks was the global financials long/short equity PM at Highbridge capital of other buy-side.. 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Bernstein, also known as Bernstein research what were trying to get done and investment services our.

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