Friday, 25 July 2014
Last updated 2 hours ago
Jul 13 2009 | 7:29am ET
Simon Koziel, founder and president of ProTrak International, which specializes in client relationship management software to the global institutional industry, has named hedge fund manager Rachel Minard as chairman of the firm’s new advisory board.
“Having founded ProTrak in 1988, I’ve been privileged to witness the maturation of the global institutional industry and with it, the growing need for outside counsel in evaluating best practices and new applications for our software and services,” Koziel says.
Minard, president and partner of Cogo Wolf Asset Management, says, “ProTrak is the backbone of our marketing and client service teams. It is the library and archive for all information between our firm and our clients, consultants, peers and prospects. I’ve built several marketing teams from scratch over the past decade, and ProTrak is the first step in organizing a thoughtful, strategic marketing and client service program.”
“Having watched Ms. Minard raise over $7 billion in assets across 18 countries, I have seen first-hand how she fine-tuned the applications, queries and profiles needed to ensure consistency in that personal touch to clients and consultants, and the ProTrak applications that she uses every day to most effectively raise global institutional assets,” Koziel says.
Jul 8 2014 | 10:48am ET
The surge in derivatives regulation is among the most complex challenges facing the financial services industry today. Northern Trust’s Joshua Satten recently spoke with FINalternatives to share insights into the challenges presented by new regulation and explore how the industry is responding. Read more…