Transition Management and Asset Allocation in a Dynamic Market Environment
PORT isn’t just a portfolio management tool. By using it, we can quickly identify and drill down in the elements of a portfolio to reduce costs and minimize the impact of switching between managers.
- Asset allocation and transition management from an asset owner’s perspective
- A practitioner's look at asset allocation and transition management
- Risk assessment and strategy
- PORT solutions
Speakers
Constantin Cosereanu
Equity Workflow Specialist
Bloomberg LP
Constantin Cosereanu, CFA is a member of the Workflow Specialists team focusing on Equity market solutions. Constantin has been with Bloomberg for the past 20 years in multiple roles. Prior to being a Work-flow specialist, Constantin had spent 5 years as a Portfolio and Index specialist. Prior to that, he spent +6 years as an equity specialist focusing on idea generation and relative valuation functions working very closely with the development team in building Bloomberg’s screening, back-testing and portfolio functions. Constantin is a graduate of the MBA program at The Wilfred Laurier School of Business in Waterloo, Ontario and he is a CFA Charterholder.
Jonathan Kowolik
Senior Consultant, Principal, Head of Investment Operations
RVK
Jonathan is a Senior Consultant with RVK and is located in our New York office. He joined RVK in 2001 and is currently the practice leader for the RVK Investment Operations Solutions Group (IOSG). This group has primary responsibility for providing project consulting and research including search and evaluation projects for trust/custody providers, recordkeepers, securities lending programs, transition management, and other operational consulting projects. Jonathan also currently serves as the Interim Head of RVK’s DC Solutions Group (DCSG), a team that provides expertise with plan and menu design reviews and restructures; assists with recordkeeper searches; complex fee analyses; regulatory research; industry trend reviews; DC-specific manager research and due diligence; and, review of participant communications. Jonathan serves as a dedicated resource to many of the firm's largest client relationships while also holding a consulting and advisory role within the general RVK consulting organization. Jonathan earned his BS degree in Economics with dual concentrations in Management and Finance from the Wharton School at the University of Pennsylvania. He is a shareholder of the firm.
Brn Jenkins
Director of Transition Management Sales
CAPIS
Ben is Director of Transition Management Sales at Capital Institutional Services (CAPIS). He began his Finance career with CAPIS in 2002 as a research analyst and then joined the Transition Management (TM) team in 2004. In 2006, Ben moved to Northern Trust as a strategist in their TM team. Most recently, Ben was Global Head of Transition Management at Northern Trust. In his five years in the role, Ben expanded the reach of the product in both APAC and EMEA and grew the business to $100 billion in annual transition value. Ben graduated from Texas Christian University with a Bachelor of Business Administration in international finance. He holds Series 7, 24, and 63 FINRA licenses.