About Strategic Insight

Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.

SI delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content and events for investment managers, asset owners and custodians, plus Transaction Cost Measurement of over 500 million trades per month.  Our clients include over 1000 of the most prominent names in the asset management industry, including 83 of the world‘s 100 largest fund managers.

Strategic Insight delivers its products and services through four distinct divisions: SI Data, SI Research, SI Intelligence and SI Interactive.  Its portfolio of leading editorial titles includes the well-recognized brands PLANSPONSOR, PLANADVISERChief Investment OfficerGlobal Custodian, and The Trade.

The company‘s headquarters are in New York with offices in Boston, San Francisco, Stamford CT; London; Munich; Melbourne; Toronto and Vancouver.  Strategic Insight is backed by Genstar Capital.

ABOUT GENSTAR CAPITAL

Genstar Capital is a leading private equity firm that has been actively investing in high quality companies for more than 20 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of operating executives and strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar manages funds with total capital commitments of over $5 billion and targets investments focused on selected sectors within the financial services, software, industrial technology, and healthcare industries.

Leadership

Joel Mandelbaum

Joel Mandelbaum President and CEO

Joel has deep experience delivering information and workflow solutions to financial services clients and is a graduate of MIT. Joel joined Strategic Insight from Warburg Pincus, where he was Entrepreneur in Residence and Senior Advisor. Previously, he held the position of CEO at Wall Street Systems. Strategic Insight is the 12th financial services business managed by Joel.

Carolyn Ullerick

Carolyn Ullerick Chief Financial Officer

Carolyn has over 30 years of financial experience with data, analytics, technology, and consumer product organizations. Carolyn joined Strategic Insight from legal industry leader LexisNexis, where she held positions of Global Chief Financial Officer and Head of M&A. Carolyn was previously CFO of Canadian operations at Hostess Frito-Lay, a division of PepsiCo.

Mike Alfred Managing Director

Mike Alfred is Co-Founder of BrightScope (acquired by Strategic Insight in November 2016). A noted and quoted 401k and financial expert, Mike has appeared on CNBC, ABC News, Fox Business News, and in The Wall Street Journal, The New York Times, Harvard Business Review, USA Today, Forbes, BusinessWeek, Bloomberg, Reuters, and many others. Previously, Mike was the Co-Founder and Portfolio Manager of Alfred Capital Management LLC. He has been a Financial Advisor and Portfolio Manager since 2003. He is a member of the board of directors at Crestone Group LLC and Tech San Diego. Mike received his bachelor’s degree in History from Stanford University.

Ryan Alfred Managing Director

Ryan Alfred is Co-Founder of BrightScope (acquired by Strategic Insight in November 2016). Ryan is a noted expert and frequent speaker on financial industry regulation and is actively engaged in the debate in Washington DC about issues relating to retirement. He has appeared in The Wall Street Journal, New York Times, BusinessWeek, USA Today, Pensions & Investments and numerous other national and industry publications. In 2014, Ryan joined the board of the Employee Benefit Research Institute In 2012 Ryan was named to Forbes’ Top 30 under 30 (Finance) and to the Smart Money Power 30. Previously, he was the Co-Founder and Chief Compliance Officer of Alfred Capital Management LLC. Ryan received his bachelor’s degree in Economics from Harvard University.

Terry Beadle

Terry Beadle Managing Director

Terry has over 20 years of experience in financial technology, including management consulting, global sales and product management. Terry joined Strategic Insight from Bloomberg, where he developed the corporate treasury strategy. Previously, Terry served as Managing Director at Wall Street Systems, leading the corporate treasury and government institutions business, and the global services organization.

Ben Doob Managing Principal

Ben has extensive experience delivering distribution intelligence and advice on advisor-sold investments to senior executives at many of the world’s largest asset management firms. Ben joined Strategic Insight after over a decade with Market Metrics, where he served as Managing Principal and previously Chief Operating Officer. He has also worked as a management consultant for McKinsey & Company. Ben graduated from Williams College and received an MBA with Honors from The Wharton School.

Tony White

Tony White Managing Director

Tony has over 20 years of financial technology experience with particular expertise in R&D, software development and product management. Tony joined Strategic Insight from Bottomline Technologies where he served as Director of Business Development. Previously, Tony was Managing Director at Wall Street Systems where he was responsible for the Wallstreet FX platform and for development of the Electronic Settlement Network.