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, PLANADVISER, and Chief Investment Officer.
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.
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.
Joel Mandelbaum President and Chief Executive Officer
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.
Karl Jaeger Chief Financial Officer
Karl Jaeger has over 25 years’ experience in the financial services sector, with a specific focus on data and software. Most recently, Mr. Jaeger was Chief Financial Officer, Global Transaction Banking Solutions at D+H Corporation and, before that, CFO at FundTech, the payments company acquired from private equity firm GTCR by D+H. Mr. Jaeger began his career at Thomson Financial (now Thomson Reuters). Prior to FundTech, Mr. Jaeger was CFO at Wall Street Systems, the treasury and FX trading software company.
Karl has a strong combination of operational and finance experience gained through managing human resources, legal, facilities, IT functions, professional services and inside sales groups. He has overseen the acquisition and integration of more than 30 financial technology companies throughout his career.
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 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.