Conifer Beefs Up Sales Team

Mar 21 2013 | 10:09am ET

Hedge fund servicer Conifer Group has made two senior hires for its sales team.

David Goldstein joins as a director while Elizabeth Whitehouse assumes the post of vice president of business development. Both will report to Howard Eisen, Conifer's managing director and head of sales.

Goldstein, who previously spent seven years in the fund administration unit at HSBC Securities Services, brings over 16 years of experience in fund structures, jurisdictions, regulations, service models and strategies to his new role. Prior to HSBC, he spent nine years in senior sales and relationship management roles for fund administrator Trident Trust.

Whitehouse comes to Conifer from fund administrator CACEIS Investor Services where she served as a business development and marketing specialist. Prior to that, she held similar roles at the global professional services firm Alvarez & Marsal, and OpHedge Investment Services, a hedge fund administrator.

Goldstein and Whitehouse will market Conifer's products to money managers but will also be responsible for covering industry "influencers," such as fund auditors, attorneys, larger prime brokers and administrators, and technology firms.

"Conifer's iConT platform [a cloud-based platform for portfolio accounting, reporting, analysis and data warehousing] has continued to grow at an impressive rate among emerging managers and established funds," said Jack McDonald, president and CEO of The Conifer Group. "Elizabeth and David's breadth of expertise in the alternatives market and their experience in investor services will prove critical for meeting the ever-changing needs of our clients."


In Depth

JOBS Act Propels Real-Estate Crowdfunding Platform

Oct 21 2014 | 2:57am ET

If D.J. Paul were a real estate development, he would be described as “multi-use...

Lifestyle

Strippers Accused Of Robbing Hedge-Fund Manager Face Jail

Oct 20 2014 | 9:20am ET

A group of alleged stripper-thieves—whose victims include a hedge-fund manager...

Guest Contributor

PAAMCO: European Equity Exposure - Challenging Year, But All is Not Lost

Oct 16 2014 | 4:12am ET

European equity hedge fund managers have had a tough time so far this year. The...

 

Videos

Editor's Note

    Must Attend Hedge Fund Charity Events For October

    Sep 30 2014 | 9:29am ET

    The crisp Autumnal days of October are upon us, and so are a few of the hedge fund industry’s favorite charitable events. If you have never been to Rocktoberfest, well, you are missing out. And for a quieter evening of sipping and socializing, stop by HFC’s Wine Soiree. Read more…

 

Futures Magazine

October 2014 Cover

Deeply flawed risk benchmark

Most traders agree that proper risk management is the key to successful trading. However, many traders depend on the deeply flawed measure of standard deviation as a benchmark of risk. Here we put it ...

The Alpha Pages

TAP July/August 2014 Cover

The Alpha Pages Interview: Senator Rand Paul

Senator Paul sat down in the debut series of the Alpha Pages Interview to discuss the broken tax code, regulation surrounding Bitcoin, and his plans for the 2016 Presidential election.