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About Us

Allocator was born out of experience and frustration. Formerly fund allocators, we recognized the importance of having comprehensive data that is standardized and up to date. Doing this seamlessly and efficiently had been a persistent and expensive issue, one that we set about solving by developing the platform in 2012. We are passionate about technology and harnessing it to enable investors to spend fewer resources managing data and have more time to use it.

Leadership

Ryan

Ryan Kalish,

Co-Founder

Before co-founding Allocator, Ryan was part of the investment team at Stenham Asset Management, responsible for allocating in excess of $3bn to hedge funds. During this time, he completed due diligence on global macro & equity funds in Europe, North America, Asia & Australia and led investments totaling over $300m. During his tenure he also developed a range of quantitative risk analytics tools. He graduated from the London School of Economics with a BSc (Hons) in Management Science specializing in Finance.

David

David Tawil,

Co-Founder

David was previously part of the Debt Capital Markets division at Credit Suisse before co-founding Allocator. He was instrumental in bringing a large number of bond and hybrid offerings to market and was previously responsible for French and Benelux clients. David also gained extensive experience in the Financial Institutions team at Credit Suisse, who at the time, were advising the UK Government on the Asset Protection Scheme amongst other issues. David graduated from the University of Bristol with a BSc (Hons) in Economics & Politics and has completed the FSA/FCA examinations.

Glenda Levin, CFA,

Head of Client Relations

Glenda brings over 20 years investment experience to Allocator on both the buy and client sides in long-only investment, hedge funds and fund of funds. Before joining Allocator, she spearheaded the marketing and Investor Relations function at Insparo, an Africa and Middle East focused Hedge Fund. Previous roles include Global Head of Equity Strategies at Pioneer Investments (Unicredit Group), Corporate Advisory Group Director at UBS with responsibility for Investor Relations & hedge fund communications strategies and Senior Portfolio Manager at Equitable Life. Glenda graduated from the University of Cape Town with a BSoc Science in Economics & Psychology. She is a member of CFA (UK).

Adam Lessem, CFA,

Head of Product Development

Prior to joining Allocator Adam spent 8 years at Stenham Asset Management, working as a Research Analyst within the investment team. His responsibilities covered manager research and selection across the hedge fund landscape alongside diverse portfolio management covering multiple strategies. Alongside his core duties he also led the oversight and reporting measures on a multi-billion-dollar private equity portfolio, helped develop and structure bespoke portfolios for a range of clients, and creating reporting tools for internal purposes. Adam graduated from the University of Birmingham with a BSc (Hons) in Economics. He is a member of CFA (UK).

ADVISORS

Andrew Baker

Andrew is a senior adviser and freelance consultant to the alternative investment industry. He has over 35 years of experience as a practitioner and industry leader - latterly as CEO of the Alternative Investment Management Association (AIMA), the 1400 member London-based global trade association for the hedge fund industry. At AIMA he successfully developed and led the organisation during the aftermath of the global financial crisis including direct and constructive engagement in the G20 regulatory reform agenda which commenced in the wake of the crisis and which continues to unfold today. Prior to his leadership role at AIMA he worked in asset management most recently as COO of Alternative Investments at Schroders. He has also had senior investment roles at NM Rothschild, HD International, UBS Phillips & Drew and at Gartmore. He is also a non-executive director of the Amherst, Massachusetts-based educational organisation The Chartered Alternative Investment Analyst Association (CAIA). Andrew graduated with BSc Mathematics from Imperial College London.


Stephen Harper

Stephen brings 30 years of experience as an investor in funds, capital markets executive and entrepreneur. Since 2008, Stephen has served as Member of the Expert Advisory Panel for the Investment Management Program at McGill University. Until 2013, he was CEO of Saguenay Strathmore Capital, an investment management firm with over $2 billion AUM focused on managing hedge fund portfolios and providing alternative investment advisory services to some of the world’s most sophisticated institutional investors and large family offices. Prior to the merger of Saguenay Capital and Strathmore Capital in 2011, Stephen had been the Managing Partner and Chief Investment Officer of Strathmore Capital, the investment firm he founded in 2003. Prior to Strathmore, Stephen served as Executive Director and then Non-Executive Director of Complinet Ltd, an information technology company serving the financial services industry. Stephen helped the management team build Complinet from an early start-up to a global industry leader ultimately sold to Thomson Reuters. Earlier in his career, Stephen spent over a decade in senior positions at Bankers Trust, including COO of the global derivatives business. Stephen graduated magna cum laude in Applied Mathematics and Economics at Brown University. He also holds an MBA from Harvard University.

Careers

We’re passionate about what we do, work hard to do it well and have a lot of fun in the process. We’re looking for talented individuals that share our passion for innovative technology in the investment management industry to be part of our dynamic and fast growing team.

Key hiring areas:

Back end technologists with experience with Ruby on Rails and/or Python (London)

Front end technologists with experience with modern JavaScript frameworks such as Angular.js, Ember.js & D3.js (London)

Individuals with experience as allocators to funds, across asset classes, to be involved in product development and onboarding (New York & London)

Experienced industry event coordinator (New York & London)

Interested? Please email work@allocator.com