Mike’s time as Global Head of Institutional Sales at NDR, one of the leading independent investment research providers gave him unique insight into how fund managers were changing the way they were consuming and paying for research. Mike oversaw a global team based in Boston, San Francisco, Atlanta and London, covering a client base of over 1200 hedge funds, asset managers, pension funds and SWFs. Prior to 2011 Mike was Publisher of Euromoney Magazine.

A founding member of the Substantive team, Hamish heads up our research discovery team which filters, screens and assesses investment research across all asset classes for our clients, in partnership with our 400+ research partners. Hamish brings a wealth of experience to this function both from his previous roles on the sell side (Head of Content at Deutsche Bank prior to joining Substantive) and as a financial journalist and editor with Bloomberg and Euromoney. This has given him a deep understanding on how quality research should be structured, communicated and positioned for portfolio managers.

Krystal heads up our data analytics department and is responsible for the compilation and maintenance of all datasets related to Substantive’s product offerings. Since joining in 2016, Krystal has played an integral role in development of our data products and client dashboard, as well managing our work in applying machine learning and natural language processing to investment research. Krystal holds a Master’s in Finance from the University of Edinburgh where her academic work focused on investment research valuation.

Jon is responsible for product and technology at Substantive Research. Jon recently moved from the Financial Times, where during his long tenure as a product and technology leader, he played a critical role in establishing the FT as a highly progressive digital technology company. In his role of Technical Director of Platforms, he led a global team across Asia and Europe, recently establishing a large in-house product and technology capability in Eastern Europe.

Matthew is responsible for driving sales and account management across both Substantive’s product offerings within the EMEA region. Prior to joining Substantive Research in 2017, Matthew covered new sales for Continental Europe and Asia at Ned Davis Research.

Drew is responsible for the firm’s expansion into the Americas region. Prior to Substantive, Drew was Managing Director, Global Business Development at Ned Davis Research and played a key role in the development of NDR’s Enterprise Solutions and headed its sales efforts in that area. As a recovering attorney and former collegiate tennis player who has now pivoted to golf, Drew thrives on new challenges and finding truly valuable solutions to benefit clients.  Drew holds a Master of Business Administration and a Juris Doctor from Georgia State University, and a Bachelor of Business Administration from the University of Georgia.

Dale joined Substantive as Financial Controller in May 2020. Dale has worked with many SMEs in varying finance roles and is a qualified chartered accountant with the Institute of Chartered Accountants Scotland, ICAS. Dale was previously Financial Controller of SL Capital Partners LLP for 10+ years and prior to that has held varying investment accounting roles within Aberdeen Standard Investments (ASI) and Scottish Widows Investment Partnership (SWIP).

Nathan is responsible for new lead generation in both Europe and the Americas region, product marketing execution and the coordination of Substantive Research events. Nathan joined the firm in 2018 after graduating from the University of Southampton, where he obtained a BSc in Economics, majoring in Labour Economics, and the effect of workplace characteristics on the gender wage gap.

Czarina is responsible for our ESG dashboard product, maintaining relationships with ESG data & research providers, conducting one-on-one interviews and keeping information up to date for our ESG clients. Prior to joining Substantive Research in 2020, Czarina previously worked as an Equity Research Analyst for BDO Securities. Czarina also holds an MSc in Economics and Finance degree from the University of Reading, Henley Business School and is a Certified Public Accountant in the Philippines.

Savvas joined from the University of Edinburgh Business School, where he obtained a Masters in Finance. Savvas brings to the Data Team his specialized knowledge on handling and analyzing extensive sets of data that are related to the market for investment research, a knowledge that he acquired during his work on his Master’s dissertation.