September 2017 Aksia Partners with Brooklyn’s MS 582 School

Aksia has recently partnered with MS 582, a middle school in Brooklyn, for an ongoing initiative to impact students through the creation and development of interactive after-school programs. Our focus for 2017/2018 will be helping to expand and support the school’s budding chess program – while student interest and involvement has been apparent, additional funding would allow the school to increase participation, attend competitions, and incorporate professional coaching from ChessNYC, a non-profit organization, into the curriculum.

June 21, 2017 Institutional Investor Magazine Awards

2017 Hedge Fund Consultant of the Year – Valerie Benard

Aksia’s Valerie Benard has been chosen as Institutional Investor Magazine’s 2017 Hedge Fund Consultant of the Year. The award is given to consultants that have helped craft robust hedge fund investment programs for institutional investors, provided shrewd advice, and demonstrated their ability to explain complex hedge fund strategies to investment boards.

2017 Hedge Fund Rising Star – Lynn O’Connell

Aksia's Lynn O’Connell has been chosen as one of Institutional Investor Magazine’s 2017 Hedge Fund Rising Stars. The award is given to individuals who are playing an increasingly significant role in the hedge fund industry. The individuals included have demonstrated an ability to deliver in their field, have received recognition by their firms, have demonstrated entrepreneurship, are highly regarded by their peers, and have made a broader contribution to the hedge fund industry.

>> Institutional Investor Awards Event Photos

December 12th, 2016 Aksia has been recognized by Pensions & Investments Magazine as one of the Best Places to Work in Money Management in 2016.

December 12th, 2016 Chief Investment Officer

Consultant of the Year – Jim Vos

Aksia’s CEO Jim Vos has been named as CIO Consultant of the Year for 2016. *

September 9th, 2016 Chief Investment Officer

2016 Knowledge Brokers – Jim Vos

Aksia's CEO Jim Vos has been named by CIO Magazine as one of the 10 most influential investment consultants of 2016.*


2016 Knowledge Brokers “New Guard” – Brett Minarik

Aksia’s Brett Minarik has been named by CIO Magazine as one of the 5 star consultants that will transform their firms and the industry in five years.*

* These awards were provided by CIO, a magazine publication and news site whose target audience is large institutional investors. Mr. Vos was selected as “Consultant of the Year” by CIO’s editorial staff from a pool of nominees derived from CIO’s annual list of “Knowledge Brokers”. The final selection process for Mr. Vos’ Consultant of the Year award involved input from an advisory board comprised of past winners as well as opinions from sources. Mr. Vos and Mr. Minarik were chosen as Knowledge Brokers based on a number of factors, including institutional investor opinion, although investor opinion was not the determinative factor in such decision. Based on the above, these awards are not representative of Aksia client experience or satisfaction. Neither Mr. Vos nor Mr. Minarik paid a fee in order to be award nominees.

August 2016 Aksia LLC announced the recent additions of Leo Fletcher-Smith and Sylvia Owens

Leo, based in London, has joined as a Strategy Head, European Private Credit focusing on corporate lending, distressed and opportunistic strategies and working with Aksia’s institutional clients on their private credit allocations. Prior to joining Aksia, Leo provided advice to private equity sponsors and portfolio companies on debt raisings, refinancings and restructurings across the European leveraged finance sector for 10 years as an Associate Director within the Debt Advisory practice at Deloitte.

Sylvia, based in New York, has joined as a Senior Portfolio Advisor specializing in private credit and opportunistic strategies. Her role encompasses working with institutions on the construction and implementation of their private credit and opportunistic investment programs. Prior to joining Aksia, Sylvia held senior client relationship roles across distressed credit, private equity and long/short equity, working with a broad base of institutional investors. Sylvia also spent over 14 years at Goldman Sachs primarily focused on convertible bonds. She is a founding board member of the Private Equity Women Investor Network (PEWIN).

Patrick Adelsbach, Partner, Head of Credit Strategies commented, “Leo and Sylvia’s relationships across GPs, LPs, and other market participants, combined with their in-depth industry knowledge, are tremendous additions to our private credit franchise. We are confident that their expertise will complement our substantial effort in this growing asset class.”

“We are thrilled to welcome both Leo and Sylvia,” added Valerie Benard, Partner, Head of Aksia Europe. “As we continue to see an increasing appetite for fixed income substitute and opportunistic credit solutions, having a large global team of experienced professionals augments our capabilities.”

>> Leo Fletcher-Smith Detailed Biography

>> Sylvia Owens Detailed Biography

June 23rd, 2016 Institutional Investor Magazine Awards

2016 Hedge Fund Rising Star – Brett Minarik

Aksia's Brett Minarik has been chosen as one of Institutional Investor Magazine’s 2016 Hedge Fund Rising Stars. The award is given to individuals who are playing an increasingly significant role in the hedge fund industry. The individuals included have demonstrated an ability to deliver in their field, have received recognition by their firms, have demonstrated entrepreneurship, are highly regarded by their peers, and have made a broader contribution to the hedge fund industry.

>> Institutional Investor Awards Event Photos

April 2016 Aksia Hires HSBC’s Simon Garfield for Senior Portfolio Advisor Role

Aksia has hired Simon Garfield from HSBC Alternatives Investments as Senior Portfolio Advisor in its London office. Garfield had been at HSBC for over 12 years, most recently as Global Head of Portfolio Management and Advisory.

Aksia CEO, Jim Vos, commented: "We are delighted to have an investment professional of Simon's caliber join Aksia's team. Such an addition to the firm is a testament to how the quality of Aksia’s services and institutional client base can attract top industry talent. Aksia's expansion is in line with the continued evolution of the industry."

Garfield joins Aksia’s growing London office reporting to Oliver Newton, Partner and Head of Portfolios, EMEA, advising Aksia’s European and Middle East clients on manager research and portfolio construction.

Simon Garfield commented: "I am excited to be joining a firm with such a strong reputation amongst both clients and managers, and look forward to working with a team of seasoned investment professionals."

Valerie Benard, Partner and Head of Aksia Europe, established Aksia's London presence in 2009. Benard noted: “We are so pleased to have Simon as part of our growing team in London, his talent and experience should quickly add value to our client portfolios.”

>> Simon Garfield Detailed Biography

December 14th, 2015 Aksia has been recognized by Pensions & Investments Magazine as one of the Best Places to Work in Money Management in 2015.

June 25th, 2015 Institutional Investor Magazine Awards

2015 Hedge Fund Consultant of the Year – Matt Mullarkey

Aksia’s Matt Mullarkey has been chosen as Institutional Investor Magazine’s 2015 Hedge Fund Consultant of the Year. The award is given to consultants that have helped craft robust hedge fund investment programs for institutional investors, provided shrewd advice, and demonstrated their ability to explain complex hedge fund strategies to investment boards.

2015 Hedge Fund Rising Star – Brian Goldberg

Aksia's Brian Goldberg has been chosen as one of Institutional Investor Magazine’s 2015 Hedge Fund Rising Stars. The award is given to individuals who are playing an increasingly significant role in the hedge fund industry. The individuals included have demonstrated an ability to deliver in their field, have received recognition by their firms, have demonstrated entrepreneurship, are highly regarded by their peers, and have made a broader contribution to the hedge fund industry.

>> Institutional Investor Awards Event Photos

January 6th, 2015 Aksia 2015 Hedge Fund Manager Survey

Consensus amongst hedge fund managers may lead to investment shocks in 2015

While consensus reigns, cracks show in financing and liquidity, and managers adjust to regulation.

A survey of the world's leading hedge fund managers published today by independent research and advisory firm Aksia, reveals a benign attitude towards 2015 market conditions and the investment outlook despite a deterioration in observed financing conditions and tightening of liquidity. The survey also reveals that AIFMD legislation is imposing considerable difficulties on managers of all sizes, with smaller managers particularly impacted and the majority of managers becoming entirely reliant on reverse solicitation.

In the fourth annual institutional hedge fund manager survey, Aksia polled 187 managers collectively representing in excess of $1 trillion in AUM.

Key findings in the research show:

  • Managers say that liquidity and financing are becoming more challenging, with the percentage of managers reporting a deterioration in financing conditions doubling to 17% versus last year's survey (8%), and more than 3x the number of the 2013 survey (5.5%). A third of respondents (33%) said that liquidity conditions in their markets have worsened since last year.
  • 87% of managers say new AIFMD requirements are creating significant challenges for their firms, with a majority (59%) reporting that they are fully reliant on reverse solicitation in European countries.
  • Managers stating that high-frequency trading has zero impact on their strategy's performance increased from 62% to 82%. Given the uproar about HFT in 2014, this finding was surprising. Those believing HFT has a negative impact dropped from 27% in the 2013 survey to only 11% in 2015.
  • Despite the headlines around the growth of liquid alternatives, the survey finds no change in the number of hedge fund managers offering UCITS or ‘40 Act products.
  • Janet Yellen tops Santa’s 'Naughty or Nice’ list with 68% of respondents voting to give her an iPhone 6 in her Christmas stocking while the U.S. Congress receive a stocking full of coal (95% negative), even more than President Putin (93% negative).

“This year’s survey shows a surprising degree of consensus views across the industry with regards to markets, business choices, and policy makers. Perhaps this foreshadows a boring 2015, or it could foreshadow the potential for large shocks in 2015 from inevitable market surprises," said Jim Vos, CEO of Aksia.

>> 2015 Hedge Fund Manager Survey Document

>> 2014 Hedge Fund Manager Survey Document

>> 2013 Hedge Fund Manager Survey Document

>> 2012 Hedge Fund Manager Survey Document

June 26th, 2014 2014 Hedge Fund Rising Star – Aksia's Maya Fishman

Aksia's Maya Fishman has been chosen as one of Institutional Investor Magazine’s 2014 Hedge Fund Rising Stars. The award is given to individuals who are playing an increasingly significant role in the hedge fund industry. The individuals included have demonstrated an ability to deliver in their field, have received recognition by their firms, have demonstrated entrepreneurship, are highly regarded by their peers and have made a broader contribution to the hedge fund industry.

>> Institutional Investor Awards Event Photos

February 15th, 2013 Aksia 2013 MMI 2013 Rising Star – Samantha Levenstein

Aksia's Samantha Levenstein has been chosen as one of Money Management Intelligence's 2013 Rising Stars of Public Funds. The award is given to individuals who have contributed to the development of their firm and the industry as a whole.

March 1st, 2010 Institutional Investor’s Alpha – Jim Vos

Aksia’s CEO Jim Vos was profiled in Institutional Investor’s Alpha. In the interview, Jim discusses identifying red flags, hedge fund fees and how Aksia’s due diligence process works.

* Some of the articles linked to on this page may include names of Aksia’s clients. To Aksia’s knowledge, such partial client lists were not selected based on performance criteria. It is not known whether the listed clients approve or disapprove of the services provided by Aksia.
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