West Palm Beach (HedgeCo.net) – Hedge fund tech. and brokerage provider, Merlin Securities, formed a new equity sales coverage and content division, the Merlin Institutional Group.

Headed by Jesse Cole and Bryan Miller in New York, the group will focus on delivering traditional institutional equity sales coverage and content to medium and large hedge funds. The group will provide clients with services such as corporate access, company modeling and trading ideas.

“Merlin Institutional Group represents an important development for Merlin,” said Stephan Vermut, founder and managing partner of Merlin. “We have built our reputation on providing excellence in prime brokerage, reporting, trading, and operational support for our clients. With the addition of this new team, we will now be in a position to provide clients with investment ideas, research and modeling. Jesse and Bryan ….are recognized in the industry for their expertise, and we are delighted to welcome them to Merlin.”

Jesse W. Cole joins Merlin from Schonfeld IBS, where he was a member of the institutional sales and trading group since its inception in 2004. Bryan Miller was most recently with the institutional research sales and trading group at Collins Stewart.

Merlin Secutities was recognized as the #1 prime broker for funds less than $1 billion by Alpha magazine’s 2008 hedge fund service provider survey for the second year running.

Alex Akesson

Tags: accredited-investors, bryan miller, content division, institutional equity sales, institutional group, institutional research, institutional sales, investment ideas, operational support, palm-beach, prime broker, prime brokerage, sales coverage, service provider survey, trading group, w cole

West Palm Beach (HedgeCo.net) – dbFX Global Director Betsy Waters will moderate a panel discussion entitled, “Investing in Managed Accounts: The What, How, and Why,” during the International Traders Expo, the largest and only expo designed exclusively for active traders. The workshop will be held on Sunday, February 22, 2009 at 1:15 p.m. at New York’s Marriott Marquis.

“The panel discussion will be an excellent opportunity for investors to understand what they should consider before engaging an account manager to execute their FX investments,” said Waters. “Workshop participants will leave the session with a keen understanding of how managed accounts work and how they can benefit from working with a professional manager, as well as how to identify and interview a prospective manager, and what fees and costs are associated with managed accounts.”

Waters will be joined on the panel by Robert Sharpe, Founder and CEO of SolomonFX; Patrick Lafferty, President, Capital Trading Group; David Johnson, Founder, Global Capital Investments, and; Marc Zupicich, financial advisor for Morgan Stanley.

Alex Akesson

Editor for HedgeCo.Net
Email: alex@hedgeco.net

Tags: accredited-investors, active traders, capital investments, david johnson, global capital, global director, hedgeco, international traders, marriott marquis, morgan stanley, palm-beach, patrick lafferty, professional manager, robert sharpe, traders expo, trading group, workshop participants