Bringing you live news and features since 2006 

shaking hands

SALI Fund Services adds two to board of directors

RELATED TOPICS​

SALI Fund Services (SALI), a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs), has added Karen Halliday and Dilip B Patel to its Board of Directors.

Both highly regarded thought leaders in the alternative investments industry, Halliday and Patel will provide SALI with strategic insights and guidance drawing from their deep experience advising both funds and ultra-high net worth clients.
 
“We are delighted to welcome Karen and Dilip to SALI’s Board of Directors,” says Tom Nieman, the CEO of SALI. “Their breadth of experience with alternative investments combined with their unique and independent perspectives on how to continue evolving the SALI platform makes them invaluable partners for our firm.”
 
Halliday is the founder of Dalkeith Group, a New York-based consulting firm that advises a diverse network of investors on private investments through tax-advantaged vehicles. Prior to forming Dalkeith Group, Halliday spent several years at Golub Capital, a credit asset manager with over USD25 billion in AUM, where she was a Managing Director and Head of Tax Efficient Strategies. Prior to joining Golub Capital, she held senior roles at Silver Point Capital, GE Capital, and Deutsche Bank. Her broad knowledge of the IDF market and decades of experience in tax efficient investing and capital raising make her an ideal thought partner for SALI.
 
Halliday earned a BA in Economics from Queen’s University in Kingston, Ontario.
 
Patel is a Partner at Brick & Patel, a New York-based law firm that focuses on all aspects of legal needs for ultra-high net worth individuals. Patel’s experience providing legal and tax advice to ultra-high net worth clients and funds uniquely positions him to provide strategic guidance to SALI.
 
Patel graduated with honours from the University of Texas at Austin where he earned a JD and BSME.
 
Halliday and Patel will join SALI executives Eric Naison-Phillips and Tom Nieman, as well as Kevin Bhatt, Partner at Long Ridge Equity Partners, on the Board of Directors. In February of 2018, SALI received a significant growth capital investment from Long Ridge Equity Partners. Following this capital investment, the day-to-day operations and decision making of SALI remain unchanged with the firm’s CEO, Tom Nieman, continuing to lead the organization.
 

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by