All Rights Reserved. LIBOR 3M + Spread. Stefan holds an MBA from Nuernberg University, an MA from Wayne State University (Detroit), and he has been a CFA charterholder since 1998. Equity Swap. This team partners across our businesses and regions to align our people initiatives with our strategic priorities. Its important to have diverse experience on the trading desk. According to analysts' consensus price target of $40.25, AllianceBernstein has a forecasted upside of 3.1% from its current price of $39.03. The company's average rating score is 2.00, and is based on no buy ratings, 4 hold ratings, and no sell ratings. Its a problem for the sell-side too and its impacting the secondary market. Farquhar holds a MA Honours degree in Economics from Cambridge University. [18], In March 2022, it was announced that AllianceBernstein and AllianceBernstein Holding had acquired the Minneapolis headquartered CarVal Investors a global private alternatives investment manager. At AllianceBernstein, research excellence is the key to realizing the firm's dual mission. Our sell-side business has three divisions: Research, Sales and Trading. Four traders remain, plus Eric Shanker, a Deutsche veteran who trades and is Karofskys right-hand man. Back Submit. [24] It is now administered by Ascensus College Savings. Andrew joined Autonomous in March 2022 as part of the Corporate Access team. Prior to Autonomous, he spent three years at Capital One Financial in the Corporate Development team, leading M&A transactions and strategic partnerships. Manus is the Global Head of Research for Autonomous. Rachel has been with Autonomous since the companys beginnings in 2009, initially as office manager before moving to corporate access full time. He holds an MA in Natural Sciences and Economics from Cambridge University and is a CFA charterholder., Property & Casualty Insurance, Senior Analyst. He has over 10 years working experience in macroeconomic research. Some quantitative tools help our fundamental analysts improve their forecast accuracy. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein, talks to The TRADE about the firm's approach to fixed income automation and augmenting the desk's skill set. As of June 30, AllianceBernstein managed $461 billion in assets. Dan is a Chartered Accountant and holds a first class masters degree in Chemistry from Southampton University. To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. 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. The Research team generates independent insights across markets and sectors for institutional investment professionals. There needs to be a utility to connect us all together, allowing direct connectivity to and from our execution management systems. Business data for AllianceBernstein Holding L.P.: This page was last edited on 26 September 2022, at 13:50. She has served as manager on a variety of operations-related projects. 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. This market was still fairly sketchy only a couple of years ago, but were now able to transact in it very consistently today. Before joining Merrill Lynch in 2002, Stuart worked at JPMorgan and HSBC (both in banks equity research). Alastair holds a first class degree in Chinese from Oxford University. The team also connects with clients via phone calls, meetings and conferences. Other sellside execs who have gone to large buyside shops include Brian Conroy at Fidelity Investments and Michael Gitlin at T. Rowe Price. Andrew holds a BA in modern history from Oxford University. 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 Patrick holds a BBA in Finance & Accounting from Southern Methodist University's Cox School of Business. The Price and Consensus chart displays the company's stock price along with the consensus estimate. Our research analysts evaluate a company's competitive position and probe market opportunities, developing an unbiased, in-depth perspective. 17, 2022 at 6:29 a.m. She is an elected member of the US Conference of Business Economists. It more than . He holds a BA in History from Brown University and a post-graduate degree in Philosophy/Religious Studies from Oxford University. Internally, our focus is on systemisation of our investment process. In 2001, Ms. Wood joined AllianceBernstein, where she oversaw a respectable $5 billion in assets at her peak. Dan joined Autonomous in 2019 and covers banks credit. He received his Bachelor of Arts with a major in Economics from Middlebury College and is a CFA charterholder. Learn more on AB's analyst rating history. This group ensures a smooth portfolio implementation process, from early planning stages to product launch. By clicking OK you are giving consent for us to set cookies. We believe this is unsustainable,' he said. This is unusual, no matter what the reason, said one industry veteran. He was ranked 11th and 13th best China Economist in Asiamoney Brokers Poll 2014 and 2016. As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. [20], The retail part of AllianceBernstein provides financial professionals and individual investors with investments, research and tools that cover mutual funds, Managed Accounts, College Saving, Retirement Saving, and Insurance Services. 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. Type: Company - Public. David holds a BA in Economics from Yale with distinction and a MBA from Columbia Business School. He earned a BS from Syracuse University. Prior to joining Autonomous, Erik was the US life insurance analyst for Citigroup. Finance: Sell side; Market Data; Tech. AllianceBernstein provides industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. The trade had a 0.25% impact on the equity portfolio. He previously covered European Payments & Fintech, Frontier Market Banks and US Regional Banks. Prior to joining Autonomous, Stefan covered Swiss, German, Austrian and French banks for twelve years at Dresdner Kleinwort, UniCredit and RBS. AllianceBernstein will relocate about 1,050 jobs beginning later this year, according to an SEC filing. PMG also serves as the contact point with the trading desks as well as with the operations and sales teams. 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. The group's functions include constructing portfolios, monitoring asset exposures and allocations, managing client-specific requests, tax management, monitoring pre-trade client guideline compliance, and exception resolution. We do not take positions to ensure full independence of our research offering and use our distribution networks globally. Sanford C. Bernstein & Company was originally co-founded by Zalman Bernstein, Paul P. Bernstein, Shepard D. Osherow, Roger Hertog and Lewis A. AllianceBernstein (AB) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). He started his career at Towers Watson, where he qualified as an actuary. 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. There has been an encouraging trend in . It also requires support from the top: senior management has made it very clear we should strive for innovation and efficiency. AllianceBernstein to acquire CarVal Investors for upfront $750 million Mar. Autonomous Research aims to be the leading research provider on financial companies globally. Oliver is a CFA charterholder and holds an MA in Physics from Oxford University. During his tenure, Gertsen introduced a quantitative group to measure trading costs, called Quant Lab. Prior to joining Autonomous he worked in the Financial Stability Directorate at the Bank of England, focusing on the design of the stress-testing and capital frameworks for banks. Before joining Autonomous, he spent six years at Concorde Securities in Budapest, where he covered CEE stocks. . Prior to joining Autonomous Brian spent over a decade as banks analyst at Goldman Sachs and Nomura, with a broad range of coverage spanning over 30 stocks across Regional, Large-Cap & Trust Banks as well as Consumer Finance. In 2019 we combined with Bernstein which allows us to broaden our depth of coverage and services, Bernstein AutonomousLLP60 London Wall, London EC2M 5SH, Sanford C. Bernstein & Co., LLC1345 Avenue of the AmericasNew York NY 10019, Sanford C. Bernstein (Hong Kong) Limited39th Floor, One Island East, Taikoo Place18 Westlands Road, Quarry Bay, Hong Kong. Industry sentiment is that there will be new hires to replace the departed tradersbut for different reasons. Rob joined Autonomous in 2015, covering the online lending, fintech, and payment sectors. Our ambition is to offer best in class coverage of global financials. 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. AllianceBernstein (AB) has been upgraded to a Zacks Rank 2 (Buy), reflecting growing optimism about the company's earnings prospects. 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. 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