ProTrak International Launches Advisory Board, Rachel S.L. Minard, of Cogo Wolf Asset Management, Appointed Chairman

Share Article

Simon Koziel, Founder and President of ProTrak International, the global leader and innovative force in the development and delivery of Client Relationship Management software to the global institutional investment industry, today announced the launch of the ProTrak Advisory Board and the appointment of Rachel S.L. Minard, President of Cogo Wolf Asset Management, as its Chairman. Minard, who has raised over $7 billion in assets across 18 countries, has used ProTrak Advantage CRM fro over 15 years says "ProTrak is the backbone of our marketing and client service teams".

New York, July 09, 2009 - Simon Koziel, Founder and President of ProTrak International, the global leader and innovative force in the development and delivery of Client Relationship Management software to the global institutional industry, today announced the launch of the ProTrak Advisory Board and the appointment of Rachel S.L. Minard as its Chairman.

"Having founded ProTrak in 1988, I've been privileged to witness the maturation of the global institutional industry and with it, the growing need for outside counsel in evaluating best practices and new applications for our software and services," Koziel says, "Ms. Minard has been a loyal client, sound advisor and dear friend to our business for over 15 years; it seemed natural to extend her the offer of Chairman for our new Advisory Board." Koziel confirmed Ms. Minard's ideas in the application for ProTrak both in her own business and for their global clients have resulted in forward-looking innovation for the firm, including insight into best practices for client service and the role technology can play in this outreach.

"Having watched Ms. Minard raise over $7 billion in assets across 18 countries, I have seen first-hand how she fine-tuned the applications, queries and profiles needed to ensure consistency in that personal touch to clients and consultants, and the ProTrak applications that she uses every day to most effectively raise global institutional assets," Koziel says.

"ProTrak is the backbone of our marketing and client service teams," Minard, President and Partner of Cogo Wolf Asset Management, LLC, confirms."It is the library and archive for all information between our firm and our clients, consultants, peers and prospects. I've built several marketing teams from scratch over the past decade, and ProTrak is the first step in organizing a thoughtful, strategic marketing and client service program."

The ProTrak Advisory Board will grow judiciously over the coming years. Mr. Koziel confirmed he has identified "two other top professionals, one in Europe and one in the U.S.," that will round out the Board.

For more information, or to speak with Simon Koziel or Rachel Minard, please contact Jennifer Connelly at 973.732.3521 or jenn@jcpublicrelations.com.

Media Contact
Jennifer Connelly
JCPR, Inc.
(973) 732-3521
jenn@jcpublicrelations.com

About ProTrak International
Founded by Simon Koziel in 1988, ProTrak International, headquartered in New York City, is the global leader and a major innovative force in the development and delivery of Client Relationship Management software (CRM) to the global investment management community. Designed specifically for both traditional and alternative asset managers, ProTrak has been used for over 20 years by many of the best respected, highest-ranked investment firms in the world. Customizable and adaptable, ProTrak was build specifically for asset managers as a comprehensive institutional archive of all client, prospect, peer and consultant information.

About Cogo Wolf Asset Management
Cogo Wolf Asset Management, headquartered in San Francisco, California, is a global, multi-asset alternative investment firm whose funds, the Cogo Wolf Global Strategy Fund and the Cogo Wolf Trimaran Liquidity Fund, employ a thematic, top-down global investment strategy. The firm delivers actively-managed exposure to global investment assets, investing in all liquid asset classes and making systematic use of exceptional hedge funds and other liquid securities, with the objective of preserving capital during periods of market retreats and participating strongly in gains during periods of market advances. The broadly diversified funds do not use leverage and focus on risk mitigation.

Nominated by Institutional Investor and Alternative Investment News as "2009 Emerging Manager of the Year", the Cogo Wolf team has more than five decades of cumulative experience working in the hedge fund and financial arenas, giving them unmatched insights into investment opportunities in both robust and difficult markets. The seasoned judgment and investment acumen of Managing Partners and Co-CIOs, Christopher Wolf and Giles Conway-Gordon, enables them to capitalize on inefficiencies in the market and capture the upside while protecting investor capital through strategic and thoughtful risk management. Cogo Wolf's investment strategy has demonstrated its value to investors for more than a decade, with a proven 14-year track record. Led by President and Partner, Rachel Minard, the firm has never invested in a "blow up" manager nor lost a client in its history and the firm retains the same investment team since its inception.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

James Scaief
ProTrak International
212 265-9833 ext. 206
Email >

Rachel S. L. Minard
Visit website