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Announcements & Articles
July 19, 2010
OTR Global Enhances CRM Capabilities to Better Service Clients
"As longstanding users, Ipreo's Bigdough capabilities have been extremely valuable in our ability to service the research needs of institutional investors," said Irene Neumansky, Director of Technology at OTR Global, the largest channel checker to institutional investors and a leading provider of primary intelligence to the top hedge funds and mutual funds in the U.S. "We've identified BD for Salesforce as a highly extensible platform which can grow and change with our needs. Bigdough combined with Salesforce CRM will enhance team collaboration and information sharing across our organization." Read more…
July 6, 2010 — Advanced Trading
OTR Global Opens Boston Agency Desk
Turns Focus On High Touch Trading and Research
OTR Global opened a new research sales and trading desk in the heart of Boston's financial center, to expand its coverage of institutional asset managers through a focus on research and high touch execution services. Read more…
July 2, 2010 — Traders Magazine Online News
Traders On The Move
Agency brokers OTR Global expanded its trading presence beyond New York and into Boston with two hires. Christopher Horan joins OTR as an institutional trader. Previously, he worked at Echobridge Capital as a senior analyst. A 15-year veteran, Horan was an equity trader with Fidelity Investments prior to his time at Echobridge. Graham Morrell also joined as an institutional trader. A 10-year pro, Morrell held the same position at Canaccord Adams, covering the financial, REITs and lodging sectors. In addition, institutional sales rep Dominic Lamanuzzi relocated to Boston from the New York office. He joins salesmen Brian Coakley and Mike Hanley, who've been with OTR for several years covering the Boston institutional investment community. Read more…
June 30, 2010 — Integrity Research
OTR Global Expanding
Despite the recession that has affected all elements of the financial services industry, OTR Global is expanding. Stanton Green, CEO of OTR Global said in a press release that business at the firm has been growing recently and it is time to add resources. Additional resources will be added in Boston, including two new hires: Christopher Horan and Graham Morrell. The move will increase OTR's research and trading services in the Boston. Prviously trading was only handled out of New York. The Boston office widens OTR's footprint, which had already extended From New York to San Francisco through to Shanghai and Germany.
June 28, 2010
OTR Global Expands Research Sales and Trading Presence in Boston
New Trading Desk and Expanded Sales Force Moving to One Post Office Square
"Boston has always been a key financial center and area of growth for OTR. Our increased presence and closer proximity to our clients will enhance our ability to service them better, with research and now trading, and a great team with deep roots in Boston," said Stanton Green, President and CEO of OTR Global. "Despite the downturn, our client base has grown significantly which makes having a larger local presence a logical step for us. We're very excited about the opportunity to offer clients new services here while also expanding our sector coverage and international research capabilities in regions like China." Read more…
May 18, 2010
OTR Global To Provide Content and Moderate Liquidnet Investor Forums
"Investors who have attended these events have expressed that they see great value in both the targeted content and in-depth level of discussion between carefully selected panelists." said Stanton Green, President and CEO of OTR Global. "Our clients have come to rely on OTR Global's research for unique insight into the marketplace because our investigative reporters speak to nontraditional sources within the channel. OTR Global's Editors contribute topics for these events and participate as panel moderators with the same principles in mind." Read more…
February 17, 2010
OTR Global to Donate to Haiti Relief Effort
Firm to Provide Percentage of Trading Commissions to Wall Street Philanthropic Program
"The Haitian people have suffered an unspeakable tragedy that has brought their country to the brink of disaster," said Stanton Green, President and Chief Executive Officer at OTR Global. "Wall Street has been touched by the plight of Haiti and like it has done so many times before, has stepped up to answer the call for financial assistance. OTR Global is proud to be part of this relief effort and to join the many notable organizations in helping Haiti rebuild." Read more…
January 19, 2010 — Wall Street Letter
Execution Venues Push Research To Buyside
"The top request from portfolio managers and analysts has been corporate access for a while now. You can't usually get that from normal research providers," said John Adam, head of Liquidnet Insight. OTR's global research team of more than 200 reporters/analysts combined with Liquidnet's Management Access program gives the firm an edge. "Traditional Wall Street is not the only source of ideas," he said. Read more…
January 14, 2010 — Integrity Research
OTR Gets Liquid Infusion
"Earlier this week we wrote a blog post suggesting that Liquidnet's recent minority investment into independent channel research provider, OTR Global, was part of a strategy to bundle OTR's research with Liquidnet's execution services. This is not accurate. Liquidnet's investment in OTR reflects the two firms' interest in working together to develop new services that Liquidnet can offer to buy-side PMs and analysts — a market that the firm currently does not serve." For a more complete discussion of this deal, Click here.
January 14, 2010 — Markets Media
Institutions Find Themselves the Belles of the Ball
"Institutional market participants are constantly challenged to make the best decisions across research and trading in order to capture alpha," John Adam, head of Liquidnet Insight, the research and services platform of Liquidnet, told Markets Media. "Performance is extremely important and the right decision at the right time makes the difference between a winning position and a losing one," he said. Adam said the partnership with the well-known OTR, which generates proprietary market intelligence for institutional investors, told Markets Media the match-up was a smart fit from the beginning." Read more…
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