Oppenheimer Adds New Risk Arbitrage Team to Maximize Advantages in Expected M&A Recovery
05 Outubro 2009 - 11:06AM
PR Newswire (US)
NEW YORK, Oct. 5 /PRNewswire/ -- Oppenheimer & Co. Inc., a unit
of Oppenheimer Holdings, is pleased to announce that we are joined
by a team of four experienced professionals, helping Oppenheimer
take full advantage of supporting clients in the risk arbitrage
space as the markets rebound. "Most observers agree we have moved
somewhere beyond the trough in merger activity we experienced
during the first-half of 2009, making it is an excellent time for
Oppenheimer to enter this market for our institutional clients,"
explained Charles Holmes, Head of Oppenheimer's Equity Group.
"M&A activity sank in the second quarter of this year to a low
point of approximately $60 billion of announced deals in terms of
market capitalization, versus peak activity in the first quarter of
2007, which topped out at around $500 billion." Heading our newly
formed agency risk arbitrage department is Jamie Axford. He joined
Lehman in the 1990s as a member of its U.S. Risk Arbitrage team. In
2003, he helped found Cantor Fitzgerald's Risk Arbitrage desk.
Cliff Ackers will cover accounts and serve as a spread and
arbitrage trader. He has worked at Dresdner Kleinwort Benson,
Societe Generale and Lehman (now Barclays Capital), where he headed
event-driven sector trading. Greg Lantz will assume the role of
desk analyst to serve our clients, sales force and trading desk. He
began his career at Tribeca Investments, worked at Severn River
Capital and RockView Capital and ran the merger arbitrage book for
Aristeia Capital. Chris Guastello will cover accounts and also back
up Cliff Ackers in spread trading operations. He began his career
as a merger arbitrage spread trader at Source Trading, served as
the event-driven and convertible arbitrage trader for Severn River
Capital and joined Jamie Axford at Cantor Fitzgerald in 2008. "In
the new cycle we see developing, we believe the opportunity for
Oppenheimer to support institutional clients involved in risk
arbitrage has never been better. Risk arbitrage has a community of
very sophisticated investors that has historically been served by
dedicated sell side desks. As we see it, Oppenheimer now possesses
the resources, the market recognition and the competitive
advantages we need to support our existing and new institutional
clients in this strategy," John Hellier, Head of Equities Sales and
Trading concluded. Oppenheimer & Co. Inc. (Oppenheimer), a
principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New
York Stock Exchange), provides a full range of wealth management,
securities brokerage and investment banking services to
high-net-worth individuals, families, corporate executives, local
governments, businesses and institutions. Certain statements in
this release may constitute "forward-looking statements" within the
meaning of the Private Securities Litigation Reform Act of 1995.
These statements involve a number of risks, uncertainties and other
factors that could cause actual results to differ materially, as
discussed in the Company's filings with the Securities and Exchange
Commission. DATASOURCE: Oppenheimer & Co. Inc. CONTACT: Charles
Holmes, +1-212-667-7064, or John Hellier, +1-212-667-7221
Copyright