Casey, Quirk & Associates

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1 Firm: Casey, Quirk & Associates Casey, Quirk & Associates Evaluator Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden Hedge Funds for Masses Lose Shine as Goldman, Pimco See Outflows People should be looking for investments that have the possibility of doing well in market environments where the expected returns are more anemic, said David Kabiller co-founder of AQR Capital Management, which manages $140 billion and runs the... Bloomberg June 22, 2015 inappropriate or irrelevant content Tough Choices for Succession in the Family Business JUN 12 The Techie Adviser Way After writing a report on the different ways of using technology, Tyler Cloherty, a senior manager at the consulting firm Casey, Quirk & Associates, said there were probably limits to how many wealthy clients robo advisers could attract. New York Times June 19, 2015 inappropriate or irrelevant content Computer as a financial planner The techie adviser way After writing a report on the different ways of using technology, Tyler Cloherty, a senior manager at the consulting firm Casey, Quirk & Associates, said there were probably limits to how many wealthy clients robo advisers could attract. The Bulletin June 21, 2015 inappropriate or irrelevant content

2 Casey Quirk Appoints Investment Management Leader Peter Chambers As Senior Advisor, Europe DARIEN, Conn., Nov. 6, 2014 /PRNewswire/ -- Casey, Quirk & Associates LLC, a leading management consulting firm to the global asset management industry, today announced the appointment of investment management industry veteran Peter Chambers as senior... The Street November 6, 2014 inappropriate or irrelevant content Flows to liquid alts funds slow after torrid run This sort of market might help get investors back in, said Kevin Quirk, one of the founding partners of Casey, Quirk & Associates, a consulting firm that specializes in asset management. Investment News June 22, 2015 inappropriate or irrelevant content Partners Group Aims to Bring Private Equity to 401(k)s Swiss-based Partners Group is launching an investment product next year that targets the multitrillion dollar 401(k) industry in the U.S., a source of capital that has so far largely been beyond the reach of private equity. Private equity investors... Wall Street Journal October 25, 2014 inappropriate or irrelevant content The computer as a financial planner After writing a report on the different ways of using technology, Tyler Cloherty, a senior manager at the consulting firm Casey, Quirk & Associates, said there were probably limits to how many wealthy clients robo advisers could attract. Instead... The Seattle Times July 4, 2015

3 inappropriate or irrelevant content Value legends: Still struggling in a QE world Adviser Casey Quirk & Associates has forecast a further $1 trillion will go passive over the next five years, while $2 trillion will quit traditional active funds. It says trillions more will be switched to new strategies, often based on multi-asset... Financial News July 28, 2015 inappropriate or irrelevant content The pros and cons of target-date funds Asset-management consulting firm Casey, Quirk & Associates forecasts that target-date funds will represent nearly half of the projected $7.7 trillion in U.S. defined contribution assets by (Watch: Protecting your portfolio against volatility... CNBC October 18, 2013 inappropriate or irrelevant content MOVES- BlackRock, Casey Quirk, Credit Suisse CASEY, QUIRK & ASSOCIATES LLC The management consulting firm named Jeffrey Levi, Jeffrey Stakel, and Justin White as partners. Levi and White joined the firm in 2008, while Stakel joined in CREDIT SUISSE GROUP AG Credit Suisse said it appointed... Reuters July 8, 2014 inappropriate or irrelevant content 401(k) plans are coming back strong But today, some 401(k) plans are coming back strong, at least according to a recent survey... Target date retirement funds An October study by consulting firm Casey, Quirk & Associates predicted that half the investments in defined contribution plans... New York Daily News

4 November 9, 2011 inappropriate or irrelevant content Asset Managers Brace for a Flood of New Rules a partner at Casey, Quirk & Associates, the Darien, Connecticut based investment management consulting firm. With principal protection products, asset managers could be on the hook for investor losses, a very different role than merely acting as an agent... Institutional Investor September 24, 2014 inappropriate or irrelevant content BlueCrest Builds a Hedge Fund Empire I can t think of any other examples like this, says Daniel Celeghin, a partner at Casey Quirk & Associates, which advises hedge funds on fundraising. It s just the nature of finance, where if you are big and successful, people want to do... Bloomberg January 8, 2014 inappropriate or irrelevant content Hedge Funds to Investors: We've Put More Money at Risk, Too Founders and employees of Asian firms including Greenwoods Asset Management, Doric Capital, LBN Advisers, SPQ Asia Capital and Zeal Asset Management are among those who put more personal wealth into their own hedge funds since a China equities rout started... News Max November 2, 2015 inappropriate or irrelevant content Asian managers add money into own hedge funds Founders and employees of Asian firms including Greenwoods Asset Management, Doric Capital, LBN Advisers, SPQ Asia Capital and Zeal Asset Management are among those who put more personal wealth into their own hedge funds since a China equities rout started...

5 The Star Online November 3, 2015 inappropriate or irrelevant content MOVES-Casey, Quirk & Associates names Kevin Quirk chairman Aug 24 Management consultant firm Casey, Quirk & Associates appointed Kevin Quirk chairman. Quirk, whose appointment came into effect on Friday, succeeds John Casey, the company said. Casey will be senior adviser in the firm. Both Quirk and Casey are the... Reuters August 24, 2015 inappropriate or irrelevant content : Target date funds expected to boom by 2018 Total assets in target date funds will grow to $2.6 trillion by 2018, attracting 80% of new and reallocated flows into defined-contribution plans for the next decade, according to a projection in a recent Casey Quirk & Associates LLC report. Target date... Investment News November 28, 2009 inappropriate or irrelevant content Hedge Funds to Investors: We're Putting More Money at Risk, Too Employees usually contribute 3 percent to 8 percent of assets of U.S. hedge funds managing less than $1 billion of assets, according to Daniel Celeghin, Asia head of Casey Quirk & Associates LLC, a Darien, Connecticut-based adviser to asset managers. Bloomberg October 31, 2015 inappropriate or irrelevant content Sovereign wealth funds withdraw $19bn from asset managers However, the true level of this year s withdrawals is likely to be much greater as some asset managers, including BlackRock, the world s biggest fund house, do not disclose their dealings with

6 sovereign funds. Morgan Stanley estimates BlackRock... Financial Times December 7, 2015 inappropriate or irrelevant content Is A Global Recession Coming? Bond Market Decline Has Investors Spooked There is big pressure on governments because of the oil price drop and they are looking to sovereign funds for cash flow, said Jeffrey Levi, partner at Casey Quirk & Associates, speaking to the Financial Times. The signs, some experts argue, are that... International Business Times December 6, 2015 inappropriate or irrelevant content The Rise of Low Volatility ETFs 2015 has been an outsized year. This really was a banner year, Sara Shores, managing director and global head of smart beta at BlackRock, told Pensions & Investments. Data from evestment LLC reveals the low-vol strategy has been very popular among... ETF Trends Setting The Pace December 4, 2015 inappropriate or irrelevant content The key long-term battles facing asset management firms This is according to a white paper from consultancy firm Casey Quirk & Associates, which also forecasts that 120% of net inflows into will come from private investors by the next decade, an increase from 90% in For asset management firms, this will... City Wire November 16, 2015 inappropriate or irrelevant content Fidelity Investments closes door on institutional business as retail remains key focus

7 The formation of Fidelity Institutional Asset Management marks the end of the road for Fidelity Investments' long-struggling institutional business, Pyramis Global Advisors. Sources said that throughout its 10-year existence, Pyramis faced issues of being... Investment News November 16, 2015 inappropriate or irrelevant content What 21st-Century Mutual Fund Investors Want Ben Phillips, a partner at Casey Quirk & Associates, has nearly 20 years of experience advising asset management firms, financial services companies and governments worldwide on strategic decisions in the fund management industry. CNBC May 2, 2013 inappropriate or irrelevant content Barriers To Success Rise As Individual Investors, Not Institutions, Shape Asset Management's Future: Casey Quirk To obtain the full Casey Quirk white paper, please visit the firm's website, About Casey, Quirk & Associates LLC Casey Quirk is a management consultant that focuses solely on advising investment management firms. Casey Quirk's work with... The Street November 16, 2015 inappropriate or irrelevant content ETFs nudge ahead of hedge funds Passive strategies comprised an impressive 93% of sales of US-registered funds last year, against 65% in 2013, according to a survey of 110 global managers with assets of $30 trillion that was coauthored by consultancy Casey Quirk Associates and published... Financial News July 20, 2015 inappropriate or irrelevant content

8 How to Evaluate Target-Date Funds Management consulting firm Casey, Quirk & Associates in Darien, Conn., further estimates that target-date funds will represent nearly half of the projected $7.7 trillion in U.S. defined contribution assets by That includes payroll deductions that get... Fox Business March 5, 2014 inappropriate or irrelevant content Who Do The Hedge Fund Billionaires Call? A Conversation With John Casey Casey, Quirk & Associates, the successor to Barra Strategic Consulting Group that John established with his partners in 2002, is the trusted advisor to some of the most prestigious, innovative and ultimately successful investment managers and financial... Forbes November 14, 2014 inappropriate or irrelevant content 48% of DC assets in target-date funds by 2020, Casey Quirk predicts Target-date funds will account for 48% of all U.S. defined contribution assets by 2020, well above the 12.5% they represented last year, according to a forecast from Casey Quirk & Associates. Targetdate funds will account for an estimated $3.7 trillion of... Pensions & Investments October 4, 2011 inappropriate or irrelevant content BlueCrest Builds a Hedge Fund Empire When hedge fund managers venture into new areas... I can t think of any other examples like this, says Daniel Celeghin, a partner at Casey Quirk & Associates, which advises hedge funds on fundraising. It s just the nature of finance, where... Businessweek January 8, 2014

9 inappropriate or irrelevant content Citadel Is First Global Hedge Fund to Raise Fund in China Asia head of Casey Quirk & Associates LLC, a Darien, Connecticut-based adviser to asset managers. If Citadel, a global brand-name hedge fund, is successful, this will be a highly visible sign of QDLP s visibility. International asset managers have... Bloomberg May 21, 2014 inappropriate or irrelevant content Casey Quirk Appoints Investment Management Leader Peter Chambers as Senior Advisor, Europe DARIEN, Conn., Nov. 6, 2014 /PRNewswire/ -- Casey, Quirk & Associates LLC, a leading management consulting firm to the global asset management industry, today announced the appointment of investment management industry veteran Peter Chambers as senior... Market Watch November 6, 2014 inappropriate or irrelevant content Institutional investment managers post gains in retail market according to a Casey, Quirk & Associates report. Institutional managers increased revenue by 25% in 2013 from the retail channel, compared with an 11% gain for retail-focused managers, according to the analysis, Performance Intelligence: 2014 Survey Results. Benefits Canada July 31, 2014 inappropriate or irrelevant content The pros and cons of target-date funds Asset-management consulting firm Casey, Quirk & Associates forecasts that target-date funds will represent nearly half of the projected $7.7 trillion in U.S. defined contribution assets by (Watch: Protecting your portfolio against volatility...

10 CNBC October 18, 2013 inappropriate or irrelevant content Hedge funds are betting on disaster "It's a natural reaction to say why am I paying you to hold cash," said Daniel Celeghin, partner at hedge fund consulting firm Casey, Quirk & Associates. Some funds have outperformed the S&P. Among them: Tiger Global Management, which focused on technology... CNN Money August 23, 2012 inappropriate or irrelevant content Casey Quirk Appoints New Partners: Jeffrey Levi, Jeffrey Stakel, and Justin White DARIEN, Conn., July 8, 2014 /PRNewswire/ -- Casey, Quirk & Associates LLC, a leading management consulting firm to the global asset management industry, today announced the appointments of Jeffrey A. Levi, Jeffrey B. Stakel, and Justin R. White as partners... The Providence Journal July 8, 2014 inappropriate or irrelevant content "DARIEN, Connecticut, Nov. " Casey Quirk Appoints Investment Management Leader Peter Chambers as Senior Advisor, Europe DARIEN, Connecticut, Nov. 6, 2014 /PRNewswire/ -- Casey, Quirk & Associates LLC, a leading management consulting firm to the global asset management industry... AD HOC News November 6, 2014 inappropriate or irrelevant content Exclusive: BlackRock discloses Doll's models not all his own Bobbie Collins, a BlackRock spokeswoman, said in an ed statement... Daniel Celeghin, a

11 partner at Casey Quirk & Associates, a Darien, Connecticut-based consultant, said there is often a bias among money managers against buying third-party models. Reuters June 21, 2012 inappropriate or irrelevant content Casey Quirk & Associates picks head of Asia-Pacific for new Hong Kong office Daniel Celeghin, a partner and 11-year veteran of Casey Quirk & Associates, will lead the firm s new Hong Kong office as head of Asia-Pacific. Casey Quirk & Associates announced Tuesday that it opened the office in Hong Kong, the first in the Asia... Pensions & Investments February 18, 2014 inappropriate or irrelevant content Insight: Guggenheim Partners wins bond investors, looks to Europe next NEW YORK (Reuters) - Financial services firm Guggenheim Partners has attracted attention recently for its involvement in high profile deals: it led a group of investors in buying the Los Angeles Dodgers baseball team and helped engineer Verizon's $ Reuters January 6, 2014 inappropriate or irrelevant content Tough times ahead for investment managers Investment managers are in for a tough five years, says a new white paper from Casey, Quirk & Associates. The paper predicts managers worldwide can expect growth of less than 1% annually, adding they may struggle with shrinking revenue and a decaying book... Advisor February 13, 2013 inappropriate or irrelevant content Manulife Turns to Agronomists and Foresters to Beat the Market

12 We have to work hard to find ones that meet our criteria. Darien, Connecticut based Casey Quirk & Associates expects that real assets such as real estate and infrastructure will see a big spike in search activity among institutional investors as... Institutional Investor July 28, 2014 inappropriate or irrelevant content Pimco U.S. Funds Had Record $14.5 Billion of Withdrawals in June Casey, Quirk & Associates LLC, a consulting firm, in May warned that money managers that rely on bonds could face a difficult future as investors shift $1 trillion away from traditional fixed-income strategies. Investors pulled about $60 billion from U.S... Businessweek July 9, 2013 inappropriate or irrelevant content Partners Group Aims to Bring Private Equity to 401(k)s Private equity investors generally target commitments from larger... Management consultant firm Casey Quirk & Associates LLC projected the defined contribution market, made out of retirement accounts such as 401(k)s into which employers and workers... The Wall Street Journal October 24, 2014 inappropriate or irrelevant content Selecting the Best Target Date Funds: Ten Tips for Advisors Propelled by the Pension Protection Act of 2006, TDFs have grown from $20 Billion in 2006 to $1 Trillion today, and are forecast by Casey Quirk & Associates to quadruple to $4 Trillion over the next seven years. TDFs currently represent one-fourth of total... Wealth Management October 30, 2013 inappropriate or irrelevant content - Goldman loses seven of its prime brokers

13 Asia head at Casey Quirk & Associates, an adviser to asset managers. A journalism graduate of Liverpool John Moores University. During his time at university, Ian spent time on work experience at local newspapers in Liverpool, Bolton and Wigan, and prior... Here Is The City April 24, 2014 inappropriate or irrelevant content Dalio s Bridgewaters Associates Down 3% YTD Bridgewater Associates manages around $120 billion global... On the other hand, Daniel Celeghin, a partner at Casey, Quirk & Associates, which advises hedge- fund managers explained that most in the hedge-fund sector was surprised by the twists and... Value Walk July 11, 2012 inappropriate or irrelevant content What's the Most Sought After Investing Strategy in 2013? With lower return expectations and more investor demand for income in the stars for 2013, a study by evestment and Casey Quirk & Associates shows one investing strategy taking precedence. (February 7, 2013) -- Investment consultants in the United States... aicio February 6, 2013 inappropriate or irrelevant content Hedge Fund News: Martin Whitman, Michael Platt & Lansdowne Partners a partner at Casey Quirk & Associates, which advises hedge funds on fundraising. It s just the nature of finance, where if you are big and successful, people want to do business with you. Lansdowne Rides Airline Bet to Top Europe Hedge-Fund List... INSIDER MONKEY January 10, 2014 inappropriate or irrelevant content

14 Money managers like Jeffrey Gundlach scramble to jump into ETFs The market has always recognized that ETFs are a disruptive technology. Brian Beilly, Vice President, Brown Brothers Harriman Brian Reilly, who advises asset managers on their ETF strategy at Brown Brothers Harriman, said many of those money... Investment News April 19, 2015 inappropriate or irrelevant content The Company That Bought The LA Dodgers Has Been Killing It In The Asset Management Game NEW YORK (Reuters) - Financial services firm Guggenheim Partners has attracted attention recently for its involvement in high profile deals: it led a group of investors in buying the Los Angeles Dodgers... according to Casey Quirk & Associates, a Darien... The Business Insider January 6, 2014 inappropriate or irrelevant content Publicly Traded Investment Managers Worldwide Generate Median 13% Revenue Growth In 2014; UK-Based Firms Lag Peers: Casey Quirk If you have any questions or comments about this page please contact pressreleases@worldnow.com. SOURCE Casey, Quirk & Associates LLC DARIEN, Conn., March 31, 2015 /PRNewswire/ -- Publicly traded fund management firms worldwide delivered median revenue... KHQ March 30, 2015 inappropriate or irrelevant content UPDATE 3-DE Shaw, Casey Quirk, Euro Pacific, Fridson Zaback joins from Sandelman Partners LP, where he was co-chief operating officer. Consulting firm Casey Quirk & Associates has appointed Ben Phillips as partner-director of research. He was previously managing director and head of strategic analysis at...

15 Reuters August 5, 2008 inappropriate or irrelevant content After big TIAA-CREF-Nuveen deal, boomlet predicted in fund manager mergers Phillips, partner at Casey Quirk & Associates, a consultancy that advises on asset management deals. The pricing gap between bidders and askers has narrowed. The acquisition, which would create a new top-20 mutual fund manager, is the largest... Investment News April 18, 2014 inappropriate or irrelevant content MassMutual to invest in Secor Secor was founded last year by Tony Kao... created just to focus on this particular part of the business, said Kevin Quirk, partner at Casey, Quirk & Associates, a consultant to asset management businesses. The consultant estimates that the US market... Financial Times September 13, 2011 inappropriate or irrelevant content No news for Casey, Quirk & Associates right now. Check back soon! Powered by DISCLAIMERS