Deals & People August 31, 2012

Lyxor Appoints Bernstein Head of U.S. Business Development

Michael Bernstein was promoted to head of North American business development at Lyxor Asset Management Inc., an affiliate of Lyxor Asset Management S.A.
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The North American market is a key area of development for Lyxor, and the firm is ambitious to continue to grow in the region. Lyxor has seen breakthroughs with some of the region’s largest pensions, endowments, consultants and wealth management firms.

Lyxor plans to expand the local business development team under Bernstein’s leadership. His main focus will be to strengthen and develop relationships with institutional investors, consultants, distribution partners and other asset managers.

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Bernstein will leverage the scope of Lyxor’s capabilities, including managed account, advisory, fund of fund, index and quantitative solutions. He joined Lyxor in 2009 and was most recently head of U.S. pensions and consultants.

Bernstein graduated with distinction from Swarthmore College. He holds CFA and CAIA charters and is a member of the New York Society of Security Analysts.

Lyxor is a global investment firm and a subsidiary of the Societe Generale Group.

 

 

Deals & People August 31, 2012

Tegrit Group Hires Mattera as Regional Sales Director

James T. Mattera was named regional director of sales, a new position at Tegrit Group.
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Mattera will be responsible for developing business relationships and identifying market opportunities for retirement plan solutions and services sold directly to plan sponsors and indirectly through third-party intermediaries. His focus will be on regional and national markets. In this role, he will motivate attorneys, consultants and advisers to promote and sell services using a consultative sales approach. He will assist in the development of sales plans, marketing materials, communications, and proposals.

Mattera has more than 25 years of institutional retirement plan experience with defined benefit, defined contribution and GASB 45 Trusts. He is experienced in product launch and management, business development, key accounts, marketing and territory management, and has worked closely with public sector plan sponsors to develop best practices to benchmark and monitor plans in a due diligent manner. Mattera initiated a successful launch of a product for Fidelity Investments.

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“We are pleased to have an experienced sales professional like Jim Mattera join our business development team,” said Mike Spickard, chief executive of Tegrit Group. “His extensive knowledge of the issues and challenges facing both defined benefit and defined contribution plan sponsors will fit in well with Tegrit Group’s consultative approach to prospective and existing clients.”

Tegrit Group offers retirement plan consulting, plan administration and technology services for public and private plan sponsors, and provides services to more than 2,000 employers.

 

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