Profilo
Dr. Ari Bergmann is a Co-Founder at Bergmann Amid Top Investments Ltd.
and a Managing Principal & Chief Investment Officer at Penso Advisors LLC.
He is on the Board of Directors at Penso RDO Offshore Fund Ltd.
He leads the firm’s investment committee and manages various Penso funds and clients’ mandates.
He founded Penso Advisors, LLC in 2010 to offer systemic risk management and implement hedging strategies for asset managers and institutional investors through managed accounts.
Between 1997 and 2010, Dr. Bergmann was CEO of Sentinel Advisors, LLC, manager of the Citadel Master Fund (derivatives arbitrage); Sentinel Symphony, LLC, manager of the Symphony FOHF (multi-manager fund of hedge funds) and Penso Capital Markets, LLC, manager of risk overlays.
Prior to his role in overseeing these firms, He was employed at Bankers Trust from 1989 to 1997.
In 1989, he joined Bankers Trust’s U.S.
Interest Rate Derivatives trading desk and managed this unit during 1992 and 1993.
During this period, he was active in the development of structured notes, index-amortizing swaps, time swaps, binary options and other derivative products.
From late 1993 until his departure in 1997, he headed the Risk Merchant Bank and the Transaction Development Group at the bank.
He founded the latter to integrate Bankers Trust’s finance and derivative capabilities to offer enhanced corporate finance products to corporate clients.
He also developed derivatives and trading strategies used by several corporations in the implementation of strategic acquisitions.
From 1987 through 1989, he was an Assistant Vice President at Drexel Burnham Lambert Trading Corp., working in precious metals and commodity trading.
From 1986 through 1987, he was a staff accountant at Price Waterhouse in New York.
Dr. Bergmann holds a Master’s in Liberal Studies and a Ph.D.
in Comparative Religion, both from Columbia University.
Posizioni attive di Ari Bergmann
Società | Posizione | Inizio |
---|---|---|
Penso Advisors LLC
Penso Advisors LLC Investment ManagersFinance Penso Advisors LLC is a registered investment advisor headquartered in New York City. The firm was co-founded in 2010 by Avie Pheiffer and Ari Bergmann. They are a subsidiary of Penso Partners LLC, ultimately owned by ABIB Family Trust., Penso Advisors provides investment consulting or advisory services to sophisticated asset managers such as hedge funds, funds of hedge funds, global insurance companies, private and state pension plans, endowments, foundations, family offices and other large institutional investors. | Fondatore | 01/02/2010 |
Penso RDO Offshore Fund Ltd.
Penso RDO Offshore Fund Ltd. Financial ConglomeratesFinance Penso RDO Offshore Fund Ltd. provides investment services. The company is headquartered in New York, NY. | Direttore/Membro del Consiglio | - |
Bergmann Amid Top Investments Ltd.
Bergmann Amid Top Investments Ltd. Investment ManagersFinance Bergmann Amid Top Investments (BAT Investments) is a venture capital firm founded by Ari Bergmann and Natan Amid in 2015. The firm headquartered in Mitzpe Netofa, Israel. | Fondatore | 01/01/2015 |
Precedenti posizioni note di Ari Bergmann
Società | Posizione | Fine |
---|---|---|
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Corporate Officer/Principal | - |
Formazione di Ari Bergmann
The Trustees of Columbia University in The City of New York | Graduate Degree |
Ner Israel Rabbinical College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
Penso Advisors LLC
Penso Advisors LLC Investment ManagersFinance Penso Advisors LLC is a registered investment advisor headquartered in New York City. The firm was co-founded in 2010 by Avie Pheiffer and Ari Bergmann. They are a subsidiary of Penso Partners LLC, ultimately owned by ABIB Family Trust., Penso Advisors provides investment consulting or advisory services to sophisticated asset managers such as hedge funds, funds of hedge funds, global insurance companies, private and state pension plans, endowments, foundations, family offices and other large institutional investors. | Finance |
Bergmann Amid Top Investments Ltd.
Bergmann Amid Top Investments Ltd. Investment ManagersFinance Bergmann Amid Top Investments (BAT Investments) is a venture capital firm founded by Ari Bergmann and Natan Amid in 2015. The firm headquartered in Mitzpe Netofa, Israel. | Finance |
Penso RDO Offshore Fund Ltd.
Penso RDO Offshore Fund Ltd. Financial ConglomeratesFinance Penso RDO Offshore Fund Ltd. provides investment services. The company is headquartered in New York, NY. | Finance |
- Borsa valori
- Insiders
- Ari Bergmann