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Rating:Khalif Seizes the Northeast for Hatteras Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, September 19, 2012

Khalif Seizes the Northeast for Hatteras

Reported by Tommy Fernandez

David Perkins has tapped JPMAM for mutual fund sales talent. The chief at Hatteras Funds [profile] has brought on Yuri Khalif as a new executive director for the Northeastern region.

Khalif will focus on expanding business development and client relation services to investment consultants, RIAs and broker-dealers in the region.

He most recently served as an executive director of JPMorgan Asset Management’s institutional advisor business.

The hire is just the latest change at Hatteras, of which Perkins resumed control in May. Perkins resumed the role of chair and chief executive in May, after the departure of Brian Jacobs.

Meanwhile, in August, Hatteras promoted Bob Murphy to the role of chief investment officer.

Company Press Release


Financial Services Industry Veteran Continues Firm’s Commitment to Delivering Innovative Solutions to Investment Consultants, RIAs and Broker-Dealers in the Northeast
RALEIGH, N.C. – September 19, 2012 – Hatteras Funds (“Hatteras”), a boutique alternative investment specialist providing unique alternative investment solutions for financial advisors and their clients, announces that Yuri Khalif has joined the Firm as  Executive Director for the Northeastern U.S.

  Mr. Khalif is based in Pennsylvania and will focus on expanding business development and client relation services to investment consultants, RIAs and broker-dealers in the Northeast. He has 19 years of experience in the investment industry and most recently served as an Executive Director of JPMorgan Asset Management’s Institutional Advisor Business.

  “Our products are designed to offer unique solution-based alternative investments, and our commitment to advisors is built on continuing to deliver innovative products that address particular portfolio needs,” said Robert B. Brown, Director of Sales and Marketing at Hatteras. “We believe advisors need greater access to the illiquidity premium associated with private investments as well as the tools to obtain the portfolio diversification benefits of hedge fund strategies. Yuri will play a key role in formulating these innovative alternative investment strategies, which are synonymous with Hatteras’ philosophy.”

  The current market environment has led to increased interest among advisors for alternative investments that have the ability to offer lower correlation or provide a form of return orientation other than exposure to broad traditional, long-only stocks and bonds.

  “Hatteras is uniquely positioned to capitalize on the need for innovative investment strategies and proper asset allocation to build portfolios that can weather a variety of market conditions,” said Mr. Khalif. “I share the Firm’s commitment to listening to advisors’ needs and simplifying the challenges they face to deliver alternative investment solutions to their investors.”

  Earlier in his career, Mr. Khalif worked for Deutsche Asset Management and Miller Anderson & Sherrerd, a division of Morgan Stanley and SEI Corporation. He received a MBA in Marketing and a BA in Financial and International Business from Temple University. 

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