Managed Accounts Investor Login

There is a distinct need to improve the “governance” of investment funds and Aladdin's Separately Managed Accounts ("SMA") platform is a value proposition that answers an increase in demand from the investor community.  Aladdin SMAs effectively ring-fence customers' money in a separate account and/or seperate legal entity that receives daily, weekly and monthly performance updates through the employment of independent fund administrators and custodians.  Over the past few years there have been many highly publicised events all leading to different degrees of fraud, which impaired the trust of investors and demonstrated the lack of fiduciary controls that the existing system offers.  Investors now require:

1.  Complete realignment of interests between themselves and the investment advisory community who manage their monies.
2.  Systems that allow investors to better monitor their risks.
3.  More control over their monies vis-à-vis flexibility in picking fund administrators, custodians and prime brokers, as well as the ability to tailor the types 
     of risks that an advisor may take on behalf of an SMA. 
4.  The dissemination and timeliness of risk reporting through customised and transparent avenues a contemporaneous basis.  
 
Aladdin believes more properly structured relationships and a more sensitive fiduciary framework will foster stronger, larger, and more mutually beneficial relationships over time. 

Biographies:

ATTILA KOPERECZ, Managing Director and Global Head of Managed Accounts. He is responsible to construct bespoke managed accounts for clients through continuous dialogue with sales and their clients to understand client needs and to assist in the construction of portfolios with the help of portfolio management teams, legal, compliance, 3rd party administrator and 3rd party custodians.  Prior to joining Aladdin, Attila was Founding Partner and Chief Investment Officer for the past nine years at Pangea Capital Limited an investment and wealth management advisory company in Bermuda, where he successfully managed and constructed a number of alternative funds, fund of hedge funds and bespoke SMAs for high net worth families and institutions such as re-insurance companies and endowments both in Bermuda and internationally.  Previously, Attila was proprietary trader at HypoVereinsbank in London trading G15 currencies and interest rates from 1997 through 2000 and previous to that from 1995 through mid 1997 he traded a proprietary portfolio of emerging markets debt and currencies post Brady Bond restructuring at Dresdner Kleinworth Benson in Frankfurt.  Earlier in his career, Attila was an investment banking analyst of middle market companies at Chase Manhattan Bank in New York, formerly Chemical Bank, where he also successfully completed the bank’s Financial Management Training Program.  He received his BA from Connecticut College majoring in economics and history and is a graduate of the MBA Spot Program at the European Institute of Business Administration (INSEAD).

TIMOTHY SHAN, Director and Head of Operations.  Tim is responsible for all hedge fund, separate account, CDO and broker-dealer operations for Aladdin.  This includes selecting third party vendors (e.g., fund administrators, prime brokers, custodians and trustees), implementing portfolio management systems and establishing operational policies and procedures. Prior to joining Aladdin, Tim was with Salomon Smith Barney where he was a repo sales person in the Fixed Income Prime Brokerage Group covering medium to large hedge fund managers and propriety trading desks.  He has extensive experience with both global fixed income and loan operations.  Previously, Tim worked in portfolio management at Sanford C. Bernstein & Co.  He received a B.S. in Business Administration, with a concentration in finance from Boston University.