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    Chicago office opened
    By opening an office in Chicago we are signaling
    our growth ambitions in the U.S. market.
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    Trusted by the best
    Our client base are institutions managing more than USD 15 trillion in assets,
    representing a 19% market share of the world's largest 500 managers.
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    Our DNA
    An independent service provider of data and market intelligence
    on truly institutional investment consultants.

Partners Committee

Dr. Bastian Runge
Founding Partner │ CEO

Bastian is Founding Partner and the Chief Executive Officer (CEO) at The IC Research Institute, based in Frankfurt, Germany. He has more than 25 years of experience in institutional asset management, most recently as the Head of Consultant Relations for Germany, Austria and Eastern Europe at UBS Global Asset Management. Prior, he had been a Managing Director, Institutional Clients and the Head of Consultant Relations at cominvest Asset Management. Before that, he worked at SEB Asset Management as the Head of Corporate Development, being also a member of the International Institutional Clients‘ Board in Stockholm. He is also the author of the book Investment Consulting in Institutional Asset Management, Conceptual Design and Empirical Analysis from a Global Perspective with Particular Focus on Manager Selection.
Bastian received an MBA and a PhD in Economics from the University of Wuppertal (Germany), and a Master of Finance from St. Gallen Management Institute (Switzerland). He is a Certified EFFAS Financial Analyst (CEFA) and Certified Credit Analyst (CCrA) of the German Society of Investment Professionals (DVFA).

Greg T. Fedorinchik, CFA
Managing Partner

Greg is Managing Partner at The IC Research Institute, located in Chicago, USA. He has more than 25 years of experience in institutional asset management, most recently as the Head of Distribution at Legal & General Investment Management America (LGIMA), Chicago, USA. Prior, he was President and Senior Managing Director at Mesirow Advanced Strategies where over ten years he served as Head of Portfolio Management and Global Client Relationships. Before that, Greg worked for 13 years at Brinson Partners, later part of UBS Global Asset Management, and held various leadership roles in client service, marketing, and investments, co-leading the launch of the Global Investment Solutions team. He is also a co-author of the book Investment Leadership and Portfolio Management published in 2009, which explores strategies and structures for creating sustainable performance and business results within asset management firms.
Greg received an MBA from Northwestern University – Kellogg School of Management (USA). He was a Beta Gamma Sigma & Jane Robertson Academic Excellence awards recipient. He also received a BA in Economics and English from the University of Michigan (USA). He is a CFA© charterholder.

David P. Pfleger
Founding Partner │ CTO

David is Founding Partner and the Chief Technical Officer (CTO) at The IC Research Institute, based in Frankfurt, Germany. Previously, he had been a member of the audit team, Analyst for “Big Data” and responsible for the entire IT infrastructure at HLB Treumerkur in Germany, a company providing audit, tax and advisory services to renowned small- and medium-sized financial services institutions and other enterprises. Prior, he had his own company providing sales database solutions.
David received an MBA from the University of Wuppertal (Germany). David has both German and US citizenship.

Michael Kohl
Investment Partner

Michael is Investment Partner at The IC Research Institute, located in Frankfurt and Berlin, Germany. He is also a Partner at Weil Gotshal & Manges LLP, one of the world’s leading corporate law firms, and the head of the German Banking & Finance practice group, Frankfurt. In his role at Weil Michael advises on all legal aspects of financing transactions, with a particular emphasis on cross-border private equity, leveraged and acquisition financing, as well as on finance aspects of distressed situations. Michael is also the Founding Partner of metropol incubator, a business angel and start-up incubator in Berlin, which assists founders and invests in start-up companies.
Michael received his law degree from Goethe University Frankfurt (Germany) and was a research fellow at the University of Madrid (Spain), the European University Institute at the University of Florence (Italy), and at the University of California at Berkeley (USA). He has been admitted to practice in Germany in 2002. He is fluent in German, English, Czech, Spanish, and Italian.

Global Advisory Board

Markus Ohlig
Senior Advisor | Zurich | Singapore

Markus is Senior Advisor to The IC Research Institute and a Member of the Global Advisory Board, based in Zurich, Switzerland, and Singapore. He has more than 20 years of experience in institutional asset management as a management consultant. Most recently, Markus was a Managing Director at Greenwich Associates and heading the Investment Management Practice in Europe and Asia ex-Japan advising senior executives among major asset management firms on their sales and distribution strategy. Prior, he was the Head of Corporate Development at Bank Vontobel where he oversaw corporate development, marketing, and communication at the group level. Before that, he had been the Head of Asia ex-Japan at Greenwich Associates and held senior positions in London, UK, and New York, USA. Markus started his career at McKinsey & Company in Cologne, Germany, and Paris, France. He is also an investor and a Non-Executive Director at Izicap, a pioneering startup in payment card-based loyalty solutions.
Markus received an MSc in Finance from London Business School (UK), and a Master of Engineering (M.Eng.) in Electrical, Electronics and Communications Engineering from RWTH Aachen (Germany). He is fluent in English, German, French, and Spanish, and has a good level of Italian, Portuguese and Chinese.

Richard A. Pustorino
Senior Advisor | New York

Richard is Senior Advisor to The IC Research Institute and a Member of the Global Advisory Board, located in New York, USA. He has more than 25 years of experience in institutional asset management and consultant relations previously being the Head of North America Consultant Relations at Morgan Stanley Investment Management, New York, USA. Prior, Richard had been a Director and the Head of U.S. Consultant Relations at Credit Suisse Asset Management, New York, USA. Before that, he worked at Neuberger Berman, New York, USA as a Vice President, Consultant Relations.
Richard received an MBA in Finance from Pace University, Lubin School of Business (USA), and a BBA in Finance from Pace University (USA).

William G. Porter
Senior Advisor | Boston

Bill is Senior Advisor to The IC Research Institute and a Member of the Global Advisory Board, located in Boston, USA. He has more than 25 years of experience in institutional asset management and consultant relations. Most recently Bill served as Head of Institutional – North America for Pioneer Investments, Boston, USA where he led all aspects of distribution and relationship management. Prior, he held senior positions in consultant relations and client portfolio management at State Street Global Advisors, Boston, USA. Before that, Bill worked at Scudder Investments, later part of Deutsche Asset Management. He is an Advisory Board Member at Compass Working Capital, a nonprofit organization that provides savings and financial coaching programs to low-income families.
Bill received an MBA with a concentration in Marketing from D’Amore-McKim School of Business at Northeastern University (USA) and a BA in Political Science and History from St. Lawrence University (USA).

John M. Carmody
Senior Advisor | Chicago

John is Senior Advisor to The IC Research Institute and a Member of the Global Advisory Board, located in Chicago, USA. Prior, he had been the Global Head of Sales & Marketing at Gulf International Bank (UK). Prior to GIB, he had been a Managing Director at Piper Jaffray, Chicago, USA leading capital-raising for private alternative investment funds. Previously, he had been the Global Head of Financial Institutions at Aviva Investors, London, UK and a Global Sales Director at BlackRock, London, UK with global leadership responsibility for distribution of all asset classes. Before that, John worked at UBS Global Asset Management, Chicago, USA being responsible for leading the U.S. market launch of the LDI and institutional risk solutions business.
John received an MBA in Finance and Marketing from Kellogg School of Management, Northwestern University (USA), and a BSc in Business Administration from Drake University (USA). During his studies at Kellogg he spent visiting semesters at HKUST Business School – Hong Kong University of Science and Technology (Hong Kong), and WHU – Otto Beisheim School of Management (Germany).

Ted Holmes, CFA
Senior Advisor | London

Ted is Senior Advisor to The IC Research Institute and a Member of the Global Advisory Board, located in London, UK. He is the Founder and Managing Partner of Blue Ocean Investment Partners, established in 2018. Prior, Ted was a Managing Director and the European Head of Equities at UBS Asset Management in London, UK. Previously, he was a Managing Director at Brinson Partners in Chicago, USA. He started his professional career as a public accountant working with Ernst & Young. He serves on the Board of Directors for the City of London Investment Trust, which was founded in 1891. The Trust manages over GBP 1.5 bn in equities. He also serves on the Investment Committee for the King’s Fund, a charity established by Royal Charter in 1897 for the advancement of healthcare issues in England.
Ted received an MBA from the University of Chicago – Booth School of Business (USA) and a Bachelor of Business Administration in Accounting from James Madison University (USA). He is a CFA® charterholder and a CPA (inactive).

Ominder Dhillon
Senior Advisor | London

Ominder is Senior Advisor to The IC Research Institute and a Member of the Global Advisory Board, located in London, UK. He has more than 25 years of experience in institutional asset management and consultant relations previously being the Global Head of Institutional Distribution at M&G Investments, part of M&G plc. Prior, he had been the Managing Director of Global Business Development at sustainable and impact investment specialist Impax Asset Management. Prior to Impax, Ominder was the Head of UK & Ireland Institutional Distribution at Fidelity International. Before that, he was a Director Institutional Business Development at Scottish Widows Investment Partnership and a Director and Portfolio Manager at John Morrell & Associates Limited.
Ominder holds a Bachelor of Science in Physics from the University of Kent (UK).

Peter Brackett
Senior Advisor | London

Peter is Senior Advisor to The IC Research Institute and a Member of the Global Advisory Board, located in London, UK. He is the Founder and Managing Director of Institutional Adviser, consulting on the institutional investment industry. Peter has over 25 years of experience in business, most recently as a Managing Director and the UK Head of Consultant Relations at State Street Global Advisors (SSGA). Before SSGA, Peter was the Global Head of Consultant Relations at Amundi Asset Management, now Amundi Pioneer Asset Management. Prior, he held positions at American Century Investments and Morgan Stanley Investment Management. Earlier in his career, Peter was a Senior Investment Consultant at Watson Wyatt and Aon, advising pension and charity clients in the creation and implementation of their investment strategy. He has also worked as an adviser to financial institutions whilst at InterSec Research and Euromoney Publications.
Peter holds an LLB (Hons) in Law from Warwick University (UK) and is a Barrister at Law, Lincolns Inn. He holds the ASIP designation and is an Associate of the Society of Investment Professionals (CFA UK).

Mahesh Fonseka
Senior Advisor | Sydney

Mahesh is Senior Advisor to The IC Research Institute and a Member of the Global Advisory Board, located in Sydney, Australia. Most recently Mahesh was a Managing Director, Consultant Relations at Manulife Asset Management (Asia) responsible for representing global public and private market capabilities to the investment consultant community in the Asia Pacific ex Japan region and to institutional prospects in Australia/New Zealand as well. Prior, he was a Managing Director and Equity Portfolio Specialist covering core Asian Equities, Asian Small Caps, Greater China as well as regional equities. Before that, Mahesh held various positions in product management at Perpetual Limited, AMP Financial Services and Deutsche Asset Management. He started his carrear at Commonwealth Bank of Australia 20 years ago.
Mahesh received a Master in Applied Finance from Macquarie University (Australia) and a Bachelor of Commerce with a major in Banking and Finance from the University of Canberra (Australia).

Prof. Dr. Rainer Bernnat
Senior Advisor | Frankfurt

Rainer is Senior Advisor to The IC Research Institute and a Member of the Global Advisory Board, located in Frankfurt, Germany. He is also a Partner at strategy& (Formerly Booz & Company) in Frankfurt am Main, Germany. He leads the European IT business and supports clients in the financial services industry in restructuring and transformation regarding operational and organizational structures and procedures, business models, and change management. He is a member of the Executive Board of the German Initiative D21 – a joint venture of leading enterprises chaired by Germany’s Chancellor – which promotes the German Information Society. Prior, he worked for IBM in Germany.
Rainer received an MBA after his studies at the Goethe University Frankfurt (Germany) and the University of Pamplona (Spain) and a PhD in Business Administration from Goethe University Frankfurt (Germany).

Ralf Spettmann
Senior Advisor | Frankfurt

Ralf is Senior Advisor to The IC Research Institute and a Member of the Global Advisory Board, located in Frankfurt, Germany. He is also a President at BASF – The Chemical Company – in Ludwigshafen, Germany, heading the Construction Chemicals division. Prior, he was a Partner as well as a Director with The Boston Consulting Group in Munich, Germany, with long term postings to Paris, France and Toronto, Canada. His first position was with IBM in Germany.
Ralf holds a BA in Business Administration and Software Engineering as well as an MBA from IESE in Barcelona, Spain in cooperation with Harvard Business School in Boston (USA).

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