Former Saiers Capital Execs Launch Outsourced Consulting Firm

Sep 7 2016 | 10:56pm ET

Alternative investment industry veterans Ken Glynn, Jon Bartner and Bob Beinish have launched a new consulting firm aimed at providing outsourced expertise to early-stage private funds and institutional investors. 

The new firm, named OCA Consulting, hopes to provide clients with an executive suite of experienced personnel without the risk and long-term commitment of making multiple senior-level hires, the company said in a statement. The partners at OCA are all industry veterans and have served as both allocators and fund officers, affording them a deep understanding of the investment process and operational challenges facing managers.

The company’s solutions include:

  • C-suite services, providing institutional-caliber CFO, COO and CCO expertise via tenured experts.
  • General Consulting, which assists new funds with all of aspects of complicated subjects such as compliance, entity structure, entities, and service provider identification and management.
  • Due Diligence, which assists pensions, fund of funds, and family offices in performing thorough operational due diligence on proposed investments to assess operational risks. 

Investor clients can outsource the entire ODD process to OCA or utilize their experts in specific areas where additional expertise is needed, the company added. 

The company’s principals have significant and varied experience in the alternatives industry. Ken Glynn, finance partner, has overseen relationships with administrators, prime brokers and audit teams ensuring effective interplay between funds and their service providers. Prior to OCA, Ken was the CFO for Saiers Capital. Beforehand, he served as the director of the New York Fund Accounting and Client Service Groups at GlobeOp Financial Services, and was the CFO of The Atlantic Advisors, a hedge fund acquired by HSBC Asset Management in 2005. 

Jon Bartner, operations partner, has managed all non-investment operations for hedge funds and has managerial experience across operations, accounting, technology, legal and compliance functions. He was previously the COO for Saiers Capital, where he was instrumental in building out all operational processes. Prior to Saiers, he was the COO at QRT Management and began his career as an equity derivatives market maker on the floor of the American Stock Exchange. 

Bob Beinish, compliance partner, assists private funds in creating and enforcing compliance policies and procedures designed to meet the demands of regulators. He has extensive experience in dealing with complex compliance obligations imposed by agencies overseeing a wide array of products in numerous countries. Previously, he was the chief compliance & risk officer for Saiers Capital, where he built the firm’s compliance program and was responsible for testing and enforcement. Prior to joining Saiers, he was director of risk management for a multi-family office and was responsible for operational due diligence and the selection of private funds for the firm’s clients.  

OCA is based in New York. 

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