Merlin Institutional Group (MIG) brings traditional institutional equity sales coverage and content to the alternative investment community. The Merlin Institutional Group compliments both Merlin’s current trading efforts and our core Prime Services business.
Merlin’s equity sales team brings a traditional "buy side" approach to their process. Direct access to company management and a seasoned team of analysts and traders create unique value for our clients.
Merlin Chief Strategist
Rick Bensignor produces behavioral market strategy research focused on a wide variety of asset classes and macro-economic commentary for Merlin clients. Click here to view a sample of Rick's work.
Corporate Access
Merlin Institutional Group (MIG) offers a direct corporate access platform that gives Merlin clients the opportunity to meet face-to-face with senior management teams from a variety of industries. The meetings consist of a high level conversation with senior management in a non-deal road show format
coupled with Q&A sessions. The MIG team has extensive experience attracting the most interesting and relevant companies to present to their clients.
Idea Generation
Steering away from the traditional sell-side approach, MIG offers clients access to the ideas and knowledge of buy-side analysts from some of the best firms on Wall Street. Our analysts provide sector analysis and actionable trading ideas to clients.
Merlin Analyst Bios
Ian Isaacs joined Merlin as a senior partner in April, 2008 to bring an investment ideas capability to the firm’s clients. Previously, Ian served as a Senior Vice President, Investments, with UBS Financial Services delivering deeply researched proprietary ideas. He currently serves on the board of directors of Greenlight Re (GLRE - OTC), a Cayman-based reinsurance business.
Bill Vogel joined Merlin from Omega Advisors, Inc. and specializes in the Technology, Media & Telecommunications sectors.
Sandra Salas joined Merlin after 15 years on the buy-side, covering the consumer sector. Sandra was most recently covering the consumer names at AIG SunAmerica Asset Management.