Jeremy Siegel

Chief Executive Officer
Jeremy brings 24 years of experience in financial services with specific expertise working with hedge funds globally to grow their businesses through technology, operations and institutional systems. He will lead the company’s growth phase as it builds out innovative data solutions for the alternative asset sector.

Jeremy joins Portfolio BI from Credit Suisse where he was Managing Director in the Global Markets division and Global Head of the Prime Consulting team. He has a proven track record of successfully working with hundreds of hedge funds to uniquely scale their niche business models and trading strategy through processes, outsourcing, oversight and control. He also served on the boards of Viteos and Paladyne Systems. Jeremy previously worked at Eze Castle Integration, Morgan Stanley and started his career at American Express.

He holds a Bachelor’s degree of Economics from Queens College.

Blog Posts

Analogue to digital: Increased demand from investment firms for SaaS solutions

Over the last decade, asset managers have increasingly abstained from implementing manual based reporting techniques – preferring to leverage digital solutions instead. But what is prompting investment firms to do this?

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Ransomware threat continues to draw concern in the financial sector

Ransomware is a significant concern for any firm that holds sensitive data and there has been a 1400% increase in cyber-attacks reported to the FCA since 2014.

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Crypto: An opaque market now in the limelight

In just 10 short years, the global market capitalisation of crypto-assets (i.e. Bitcoin, Ethereum, etc.) has skyrocketed past the $3 trillion barrier.

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Cyber-crime tests the mettle of asset managers

The scale of the damage being inflicted on the world economy by cyber-criminals should not be underestimated. The losses incurred by cyber-crime globally are forecast to reach $10.5 trillion by 2025.

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ESG and crypto-currencies: Not mutually exclusive

One of the biggest paradoxes right now facing some financial services firms is their willingness to embrace ESG causes while at the same time waxing lyrical about the benefits of crypto-currencies.

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Taking stock of risk: The Top 10 risks now facing asset managers

Portfolio BI takes a look at some of the main risks which asset management is currently tackling and what lies ahead in 2022.

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IBOR Front and Center, Now is the Time

Now is the time for asset managers to implement IBOR. By having a singular data source, asset managers will have better oversight of their performance and risk.

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Navigating an Uncertain China

So, what exactly has happened to spook investors so badly in China? China’s government and regulatory bodies are starting to take a more interventionist role in various sectors across the market, leading to dramatic share price fall for many of the companies being targeted.

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Digital Assets: A New Investment Frontier

While asset managers should certainly be taking note of the developments in the digital asset marketplace, they must exert a degree of caution as well.

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Cannabis Legalization Is on The Rise, Are Cannabis-focused Funds Positioned to Roll or Go Up in Smoke?

A growing number of asset managers are launching cannabis-focused funds. But what are the challenges with this industry?

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Is IBOR The New Gold Standard?

Many fund managers are increasingly embracing IBOR solutions for their daily challenges. IBOR can help improve investment decision-making and increase growth.

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Diversifying into Private Debt

What is the current lay of the land in the private debt market? What can firms do to achieve growth in this competitive market? The answer lies within having efficient operations and the right technology in place.

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Return To The Office. What Does The Future Investment Management Firm Look Like?

As the vaccine rollout gains momentum, what will this new hybridization work model look like for investment managers?

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Hedge funds start integrating ESG

Our CEO Jeremy Siegel explores how hedge funds are implementing ESG across their businesses and allocation processes. AIMA Journal Edition 125.

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Setting a new benchmark for change

LIBOR reform will have a dramatic impact on asset managers’ investments and hedging activities.

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The Key to Survival in 2021? Unlocking Business Continuity & Operational Resilience.

In the new year, how should firms focus on bolstering continuity and operational resilience?

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Hybridization at Warp Speed Ahead

How can a diverse strategy help your firm? Our CEO Jeremy Siegel explores the risks and rewards when it comes to a hybridization model.

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Has COVID Spurred a Hybridization Trend in the Fund Space?

Convergence between hedge and private capital strategies shows no sign of losing momentum.

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Weathering the Storm

The next 12-18 months will be vital for the industry, as capital raising is likely to become much tougher once the recessionary impact of COVID-19 is truly felt. In order to thrive, Hedge Funds have to be agile and resilient as they embrace technology and change.

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Sculpting the Future of Buy-Side Market Dynamics

The upcoming presidential election may have an impact on buy-side market dynamics. How can your firm prepare for the outcome?

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Fixed Income Markets Navigate Turbulent Waters

Our head of product Johan Glozman explains the importance of data in fixed income markets.

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Capital Raising for Hedge Funds

The pandemic is making it more challenging for hedge funds to raise meaningful capital. How should your firm be going about it?

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Systematizing Operations as a Return Enabler

Firms that strengthen and rationalize their operational activities will surmount the many cost pressures facing the fund industry.

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