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Investor Economics

Asset International Announces Hiring Of Nine Executives And Staff In Support Of Expansion Plan
November 23, 2015 | Investor Economics

NEW YORK AND LONDON – November 23, 2015 – Asset International (AI) a global leader in providing critical data, business intelligence, and information services to the worldwide investment management industry, today announced the hiring of five executives, two senior staff and two advisors in support of the growing global demand for rapidly delivered insightful, relevant, and reliable, market intelligence and data.

Joel Mandelbaum, Chief Executive Officer of Asset International stated, "This is a big step toward creating the global leader of business intelligence and digital media in the investment management space. This is a proven team with deep commercial experience and repeated success. Included among the firms from which they joined Asset International are: Bloomberg, Bottomline Technologies, Openlink, Ion Trading, and Cerulli Associates. These joiners, when coupled with our excellent staff and deep client community, will drive this business far, and enable us to help our clients advance their objectives with their clients." Mr. Mandelbaum’s appointment as CEO and President of Asset International was announced in late August this year.

Tony Salewski, Managing Director at Genstar Capital, Asset International’s majority investor, said, "Genstar is excited about the increased depth of talent and experience these new hires bring to Asset International. AI presents an exciting opportunity for growth in the asset management space and we believe the decision by our new executive team members to join AI is an endorsement of Joel’s proven track record and the significant and growing value we provide to our clients."

"Only a sponsor with a long-term view on value creation and confidence in the company and the team would embrace such a swift and material investment in people. I am thrilled to be working with such a partner in Genstar Capital and to be reunited with this team" said Mr. Mandelbaum.

Every day, with its data, analytics, media, and research, the 11 business units of Asset International touch 175,000 professionals across 1,000 clients that include almost all of the world’s largest asset owners, asset managers, custodians, and corporate retirement plan sponsors with aggregate assets in excess of $30 trillion. Every month, Asset International’s business units conduct client transaction cost analysis, examining 500 million equity, fixed income, and foreign exchange trades with an aggregate value of $2 trillion dollars.

Among the announced appointments are:

Terry Beadle as Chief Revenue Officer responsible for Sales, Account Management, Professional Services, and Client Support and member of the Executive Committee. Most recently, Mr. Beadle was at Bloomberg. Prior to Bloomberg, Mr. Beadle held various executive positions at Wall Street Systems including Managing Director of Professional Services, Managing Director of Treasury Systems Products and Managing Director of Global Treasury Sales.

Tony White as Chief Content Officer, Global Product Manager and member of the Executive Committee. Most recently, Mr. White was Business Development Director at Bottomline Technologies. Prior, Mr. White held various executive positions at Wall Street Systems including Managing Director of Software Development, Managing Director of Account Management and Managing Director of FX Trading Products, including the Wallstreet FX platform and the Electronic Settlement Network.

Andrew Guillette as Chief Data and Research Officer, Global Product Manager, and member of the Executive Committee. Most recently, Mr. Guillette was Chief Operating Officer of Cerulli Associates and has held various asset management research, planning, and marketing positions with Columbia Investments, John Hancock, and Fidelity Investments.

Garry Hodnett as Director of Human Capital. Most recently, Mr. Hodnett was Director of Human Resources at Ion Trading. Prior, Mr. Hodnett was Director of Human Resources at Wall Street Systems.

Leonie Alsop as Director of Global Marketing. Most recently, Ms. Alsop was SVP, Global Head of Marketing at OpenLink Financial. Ms. Alsop was the former Global Head of Marketing Operations at Temenos and Global Head of Marketing at Wall Street Systems.

Seth Cohen as Senior Advisor to the Executive Committee. Mr. Cohen was formerly the CFO of Newtek Business Services, Inc. and a Trustee of the City of New York’s Public Pension Funds.

Allison Joy Phillips was appointed Executive Assistant to the CEO. Ms. Phillips was formerly a sales professional at SuperDerivatives, Ion Trading and Wall Street Systems.

Joel Mandelbaum also announced that Avi Nachmany has been appointed Senior Advisor to Strategic Insight, which he founded 30 years ago and where he was most recently Executive Vice President, Director of Research.

John Lee has been appointed Advisor to Global Custodian, The Trade and LiquidMetrix. John Lee founded The Trade 10 years ago and was most recently Managing Director, Europe for Asset International.

About Asset International

Asset International (AI) provides critical data, business intelligence, and information services to the global investment management industry. AI delivers proprietary data and analytics, as well as marketing solutions that target global asset managers. The company’s client base includes more than 500 of the most prominent names in the asset management industry. Its recognized data brands include Strategic Insight, Investor Economics, Corporate Insights, LiquidMetrix, FWW, and Plan for Life. AI’s portfolio of leading editorial titles includes brands such as PLANSPONSOR, PLANADVISER, Chief Investment Officer, Global Custodian, and The Trade. The company’s headquarters are in New York and it maintains offices in Stamford, CT; Boston; the San Francisco Bay area; London; Toronto; Munich; Melbourne, Australia; and Hong Kong. AI is backed by Genstar Capital. For more information, visit www.assetinternational.com.

About Genstar Capital

Genstar Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high quality companies for more than 20 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of operating executives and strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar manages funds with total capital commitments of over $5 billion and targets investments focused on selected sectors within the financial services, software, industrial technology, and healthcare industries.

Asset International, Inc. appoints Joel Mandelbaum as CEO and President
August 20, 2015 | Investor Economics

NEW YORK, NY – August 20, 2015 – Asset International, Inc. (AI) announced the appointment of Joel Mandelbaum as CEO and President, and his purchase of a material investment interest in Asset International, Inc.

"This is an exciting time for Asset International and its 11 business units to engage more thoroughly with our clients, with whom we already enjoy deep, broad and collaborative relationships. We are dedicated to helping our clients and, in turn, deepen and broaden their offerings to their clients,” explained Mr. Mandelbaum.

Asset International provides data and research, and organizes events for the global asset management community through 11 respected business units, including:

— The leading provider of business intelligence and investment flow data for the mutual fund industry worldwide;
— The foremost thought leader in retirement security, speaking on behalf of corporate and public plan sponsors as well as the retirement plan advisers and consultants that guide them;
— The premier source of investment news, data and events for the world’s largest public and corporate pensions, nonprofits and sovereign wealth funds;
— The leading information resource for the international securities custodial industry;
— The leading content provider for electronic securities trading;
— A prominent independent provider of trade execution quality analysis;
— The premier provider of household wealth research and provider of market research and strategy to top financial firms in Canada;
— The leading provider of mutual fund data and compliance services in Germany; and
— The leading independent supplier of managed funds, retirement and life insurance market information in Australia.

Asset International was acquired by Genstar Capital in June 2014 and has already made significant investments in its next phase of growth, acquiring FWW in Germany and LiquidMetrix in the UK to expand its European presence and hiring CFO Carolyn Ullerick out of Reed Elsevier’s LexisNexis Group.

Mr. Mandelbaum continued, "Genstar Capital has generously provided an opportunity for me to assemble a world-class executive team of high performers from Asset International, colleagues with whom I have worked in the past and subject matter experts in various fields.”

Tony Salewski, Managing Director of Genstar Capital, added, "We’re very excited to be partnering with Joel in the next phase of the company’s evolution and to continue building the platform through an acceleration of organic, acquisition and internal startup-based growth. Equally important, we embrace Joel's history of creating value for his clients, opportunity for his staff and responsiveness to his financial partners."

Mr. Mandelbaum, a graduate of MIT, has deep experience delivering information and workflow solutions to financial services clients, having previously served as CEO of Wall Street Systems; CEO of Financial Sciences Corporation; President at Thomson Market Information Services, for which he oversaw eight business units of Thomson Corporation, now known as Thomson Reuters; and Chief Operations Officer of Dalcomp, now a part of IPREO. Most recently, Joel was an Entrepreneur in Residence at Warburg Pincus, another private equity firm.

About Asset International

Asset International (AI) provides critical data, business intelligence and information services to the global investment management industry. AI delivers proprietary data and analytics, as well as marketing solutions that target global asset managers. The company’s client base includes more than 500 of the most prominent names in the asset management industry. Its recognized data brands include Strategic Insight, Investor Economics, Corporate Insights, LiquidMetrix, FWW and Plan for Life. AI’s portfolio of leading editorial titles includes brands such as PLANSPONSOR, PLANADVISER, Chief Investment Officer, Global Custodian and The TRADE. The company’s headquarters are in New York, and it maintains offices in Stamford, CT; Boston; the San Francisco Bay area; London; Toronto; Munich; Melbourne, Australia; and Hong Kong. AI is backed by Genstar Capital. For more information, visit www.assetinternational.com.

About Genstar Capital

Genstar Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high quality companies for more than 20 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of operating executives and strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar manages funds with total capital commitments of over $5 billion and targets investments focused on selected sectors within the financial services, software, industrial technology, and healthcare industries.

Investor Economics’ President and CEO, Earl Bederman, Announces Retirement
June 4, 2015 | Investor Economics

June 3, 2015, New York. Asset International, Inc. (AI), a leading provider of data, information and marketing solutions to the global asset management industry, and parent of Investor Economics, announced today that following an illustrious career, which included establishing and leading Investor Economics to become Canada’s premier provider of research, data and consulting services for the financial services industry, Earl Bederman has decided to retire effective July 1st. Goshka Folda, Senior Managing Director, will assume Earl’s responsibilities as President and CEO of Investor Economics.

“Goshka has been an essential component of Investor Economics’ growth and success since its inception more than 23 years ago. She is widely recognized as a thought leader in the Canadian wealth management business and her expertise and opinion are widely sought after by clients and industry leaders” expressed Mr. Bederman.  More recently, Ms. Folda has taken a significant leadership role in internal management and the strategic direction of Investor Economics’ business. “She brings passion, energy, high intellect and integrity to everything she does. Investor Economics will continue to flourish under her leadership,” said AI’s Chairman and CEO Jim Casella.

Mr. Bederman founded Investor Economics in 1992. By this time he had already been a pioneer in Canada’s wealth management business, having led a deposit-taker-owned mutual fund company, an asset manager and a strategic planning unit of a major deposit-taking institution. In addition to leading Investor Economics, Mr. Bederman is also a well-known commentator and objective observer of complex business issues, and a trusted confidante of industry executives across Canada. His career responsibilities and accumulated expertise encompass economic analysis and forecasting, retail and institutional asset management and consulting. Mr. Bederman was also a lecturer in financial management in the faculty of Administrative Studies at York University. In his retirement, Mr. Bederman will continue to be involved as a valued adviser to the financial services industry in Canada.

“Earl had a long-held belief that Canada’s financial services industry needed an organization to conduct fact-based measurement, competitive intelligence and insightful trend analysis. This belief led to the formation of Investor Economics in 1992. The Investor Economics team will proudly carry on Earl’s legacy of excellence and industry insight,” said Ms. Folda.

As part of the management transition, Carlos Cardone will be promoted to Senior Managing Director. Since joining Investor Economics in 2004, Mr. Cardone has progressively assumed more responsibility at the firm. A sought-after industry expert and popular speaker at client and industry conferences, Mr. Cardone leads a team responsible for Investor Economics’ investment funds, deposits and household balance sheet research.

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About Asset International

Asset International (AI) provides critical data, business intelligence, and information services to the global investment management industry. AI delivers proprietary data and analytics, as well as marketing solutions that target global asset managers. The Company’s client base includes over 500 of the most prominent names in the asset management industry. Its recognized data brands include Strategic Insight, Investor Economics, Plan for Life, LiquidMetrix and Financial Webworks. AI’s portfolio of marketing solutions includes brands such as PLANSPONSOR, PLANADVISER, Chief Investment Officer, Global Custodian, and The Trade. The company is headquartered in New York and has offices in London, Stamford, CT, Hong Kong, Melbourne, Boston, Toronto, Munich and the San Francisco Bay Area. AI is backed by Genstar Capital. For more information, visit: www.assetinternational.com.

About Genstar Capital

Genstar Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high quality companies for more than 20 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of operating executives and strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar manages funds with total capital commitments of over $3 billion and targets investments focused on selected sectors within the financial services, software, industrial technology, and healthcare industries.

For More Information:
Susan Belle
Asset International
sbelle@assetinternational.com
617-670-4707