Our Experts for Press Inquiries

Avi Nachmany, Executive Vice-President, is also the Research Director and co-founder of Strategic Insight. Today he oversees over 100 studies the firm publishes annually, spanning from innovations among U.S. funds and variable annuities to lessons and developments in the asset management business outside the U.S. In addition, Avi regularly consults with many of SI's clients. In his public role as an industry observer, Avi frequently comments to the media and has become a speaker in both U.S. and international forums. Avi received his MBA degree, with distinction, from NYU's Stern Business School.

Jag Alexeyev is Senior Managing Director of Strategic Insight Global. With the firm since 1993, Jag oversees the firm’s Europe and Asia databases, its research publications including Windows into the Global Asset Management industry, as well as customized research and consulting for international clients. Previously, he was a consultant at U.N. Conference on Trade and Development. Jag has degrees from Harvard University and the London School of Economics.

Daniel Enskat is Senior Managing Director of Strategic Insight Global. Since 2001, Daniel has led the development of SI’s European and Asian fund research and consulting effort, and is widely sought out for presentations, discussions, and his perspective on the industry. Daniel has overseen SI’s research on distribution developments around the world. Prior to working with SI, Daniel held positions as Chief Financial Correspondent for European Financial Journals, and consultant for the World Bank.

Kevin Shine is Senior Managing Director, U.S. Research & Advisory. Kevin manages Strategic Insight’s U.S. Research & Consulting and Board Services Groups, responsible for product development, client relationship management and the research agenda. He also writes research addressing mutual fund industry trends with special focus on fund fees and regulatory changes affecting fund trustees.  Prior to joining Strategic Insight, Kevin worked as a senior fee and expense analyst for Lipper Inc. Kevin has a BS from Missouri Western State University and a Masters from University of Colorado.

Sonia Mata, Senior Research Analyst, has been with SI since 1998. Sonia consults with clients and provides analysis, commentary and editorial support for SI publications. She has written and contributed to SI reports on a range of fund industry trends, including developments in various product segments, product innovation, “packaged” advice, defined contribution plan investments, and ETFs. Sonia holds a Master’s in International Affairs from Columbia University’s School of International and Public Affairs, where she concentrated in international finance and business, and a BA in Economics from St. Stephen’s College, Delhi.

Tamiko Toland is Managing Director of Retirement Income Consulting at SI, with an emphasis on the variable annuity market. Tamiko oversees and contributes to AI’s SEC research, weekly industry analysis, and often consults with AI clients. As an industry observer, she comments to the media, has been a speaker and serves on several committees for NAVA. Before SI, Tamiko served as editor of Annuity Market News (now Retirement Income Reporter) and worked at other publications. She’s a graduate of Cornell University.

Loren Fox is a Senior Research Analyst at Strategic Insight, where he produces research on the U.S. mutual fund industry, especially on ETFs and closed-end funds, and frequently consults with SI clients. He also oversees SI's annual Fund Trends conference. Prior to joining SI, Loren was a business journalist and author, having worked at Institutional Investor magazine, Business 2.0, and other publications. He has degrees from Johns Hopkins University and Columbia University.

Dennis Bowden is a Senior Research Analyst at Strategic Insight, where he produces research and consults with clients on the U.S. investment management industry, with a particular emphasis on fund distribution. He joined the firm in 2007. Prior to joining Strategic Insight, Dennis worked at AllianceBernstein in their U.S. mutual fund area and also spent time with UBS as a financial advisor. Dennis earned his bachelor's in economics from Johns Hopkins University and his MBA from NYU's Stern School of Business.

Bridget Bearden is an analyst at Strategic Insight, where she specializes in research on retirement plans. Before joining SI in 2011, Bridget worked as analyst at NEPC, where she provided institutional investment consulting support for defined contribution plans. Her previous position was at Financial Research Corporation, where she focused on retirement and college savings research. Bridget has an MBA from Suffolk University in Boston, and a BA from the University of Connecticut.

Paul Curley is the Director of College Savings Research at Financial Research Corporation, a division of Strategic Insight. Paul is the primary contact for data collection, analysis and research of 529 college savings plans. Paul has written several studies, contributes frequent commentary to the press and provides client relationship management and support. Paul is a CFA charterholder, and he received his MBA from Boston College and his BA from Emory University.

Veerendra Virkar is a Research Analyst at Strategic Insight, where he focuses on mutual fund and sub-advisory research. Prior to joining SI, he worked as a Research Analyst at FRC covering Mutual Funds, ETFs, Registered Alternatives and the Sub-Advisory market. He was involved with research team in the analysis of financial market trends, writing regularly for FRC publications, and providing client service support. He has been quoted in The Wall Street Journal and other publications. He holds an MBA from Boston College.

About Strategic Insight

Begun in 1986, Strategic Insight supports over 200 organizations, including mutual fund management, insurance, investment banking, and service companies, both U.S. and non-U.S.-based. This group includes mutual fund managers overseeing 90% of U.S. fund assets. Strategic Insight aids its clients in their strategic analysis, marketing, distribution, pricing, planninig, product development, and fee and expense processes, among other competencies.

Simfund MF and VA, SI's proprietary databases of mutual fund and variable annuity information, are the most comprehensive in the industry and integrate data from a variety of highly reliable sources. The databases include, among other data points, historical assets and net flows for each fund in the industry, performance information from S&P, Morningstar statistics, as well as detailed current and historical fees and expenses.

Launched in May 2008, SI's Simfund Asia and Simfund Europe track more than 50,000 funds and their share classes with data on flows, assets, performance and ranking, fees, and investment statistics. SI's proprietary databases of US mutual and fund and variable annuity information -- Simfund MF and VA - offer business and competitive intelligence and include, among other data points, historical assets and net flows for each fund in the industry, performance information from Lipper and Morningstar, as well as detailed current and historical fees and expenses.

Learn more about the products and services provided by Strategic Insight.